Partner Account Manager - San Francisco

Summary

Human Interest is a fintech company working to expand access to retirement benefits for employees at small and medium-sized businesses. The Partner Account Manager will build and develop key partner accounts, create referral networks, identify growth opportunities, and execute partnership and demand-generation strategies. The role collaborates cross-functionally to resolve issues and accelerate partner-driven sales.

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, must be located in the **San Francisco**area
• 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, must be located in the **San Francisco**area

Nice to Haves

• Tech-savvy - familiarity using Salesforce to manage sales cycles is preferred

Benefits

• Variable target compensation of $60,000
• Stock option grants
• A 401(k) plan with a dollar-for-dollar employer match up to 4% of compensation, immediately vested, with $0 plan fees
• Health, dental, and vision insurance
• Competitive time off and parental leave
• Unlimited access to Addition Wealth digital tools, financial professionals, and a knowledge center to help employees understand their equity and support financial wellness
• Enhanced Lyra mental health support for employees and dependents
• Carrot fertility healthcare and family-forming benefits
• Candidly student loan resources to help employees and their families plan, borrow, and repay student debt
• Monthly work-from-home stipend
• Quarterly lifestyle stipend
• Team-building experiences, including virtual social events and team offsites