Summary
Human Interest is a fintech company focused on making retirement benefits affordable and accessible for small and medium-sized businesses. The Partner Account Manager will build and develop referral relationships, create strategic partnership networks, resolve partnership issues cross-functionally, and execute initiatives that drive partner sales and lead generation.
Responsibilities
- Develop, build, and amplify referral relationships with tech partners, human capital management partners, benefit brokers, CPA's and financial advisors in the SMB space
- Create and build strategic referral networks and partnerships focused on lead generation and new partnership opportunities
- Proactively identify and resolve emerging issues and offer solutions by working cross-functionally with Sales, Product, Marketing, Legal and Finance
- Collaborate with Partner Marketing to innovate and execute unique initiatives to promote partner sales (e.g, educational events, email, webinars, etc.)
- Work with partners to establish business goals and performance metrics (e.g, depth of sales pipeline and revenue generation) to develop and execute effective go-to-market strategies and demand-generation activities
Skills
- 2+ years of experience building, developing, and maintaining relationships with tech and human capital management (HCM) partners, benefit brokers, CPA's and financial advisors in the SMB space *(including territory sales and business development)*
- Successful - Proven track record of success in a quota driven sales environment
- Passionate - You are a highly motivated individual contributor and relationship builder that can operate independently
- Dynamic - You can thrive in a fast-paced, and ever-changing environment
- Resilient—You bounce back from setbacks quickly, are resourceful, and find creative ways to get things done
- Solutions-oriented - Willingness to get your hands dirty while managing and solving operational partnership issues
- Extraordinary communication and interpersonal skills — people trust you and sense that you are advocating for something you believe
- Growth mindset - You can embrace feedback and hold yourself accountable
- Coachable- Ability to absorb information, training, and guidance and successfully implement and execute
- Travel - Ability to be In the field 3 days/week
- Tech-savvy - familiarity using Salesforce to manage sales cycles is preferred
Qualifications
Must Haves
- 2+ years of experience building, developing, and maintaining relationships with tech and human capital management (HCM) partners, benefit brokers, CPA's and financial advisors in the SMB space *(including territory sales and business development)*
- Successful - Proven track record of success in a quota driven sales environment
- Passionate - You are a highly motivated individual contributor and relationship builder that can operate independently
- Dynamic - You can thrive in a fast-paced, and ever-changing environment
- Resilient—You bounce back from setbacks quickly, are resourceful, and find creative ways to get things done
- Solutions-oriented - Willingness to get your hands dirty while managing and solving operational partnership issues
- Extraordinary communication and interpersonal skills — people trust you and sense that you are advocating for something you believe
- Growth mindset - You can embrace feedback and hold yourself accountable
- Coachable- Ability to absorb information, training, and guidance and successfully implement and execute
- Travel - Ability to be In the field 3 days/week
Nice to Haves
- Tech-savvy - familiarity using Salesforce to manage sales cycles is preferred
Benefits
- Stock option grants, enhancing long-term financial growth and investment in our company's success.
- A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
- Top-of-the-line health plans, as well as dental and vision insurance
- Competitive time off and parental leave
- Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
- Lyra: Enhanced Mental Health Support for Employees and dependents
- Carrot: Fertility healthcare and family forming benefits
- Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
- Monthly work-from-home stipend; quarterly lifestyle stipend
- Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.