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Inside Partner Account Manager

5 hours, 45 minutes ago
United States
Full-time
Junior
Partnerships Manager
Sales and Business Development
Salesforce
Apply Now
Human Interest

Human Interest

Human Interest is an affordable, full-service 401(k) and 403(b) provider that aims to simplify retirement savings for small and medium-sized businesses. They offer zero transaction fee plans, financial education, and award-winning customer service to h...

Capital Markets
251-1K
Founded 2015
$337M raised
View All Jobs 10

Description

  • Identify, research, and prospect new CPA and accounting firms across underserved geographic territories.
  • Execute and refine high-volume cold outreach and nurture campaigns targeting accounting stakeholders.
  • Manage the sales funnel, set and facilitate meetings, and convert prospects into active referral accounts.
  • Train partners on Partner Connect and communicate the strategic value of Human Interest’s automated 401(k) platform.
  • Build, develop, and maintain CPA and accountant referral partnerships through structured digital engagement.
  • Meet pipeline and performance targets, including bookings/ACV, new partnerships, lead volume, and meetings attended.
  • Maintain detailed sales activity, account milestones, and partnership records in Salesforce and Outreach.
  • Collaborate with Partner Marketing, Sales Leadership, Product, and Legal on messaging and demand-generation initiatives.

Requirements

  • 2+ years of successful experience in quota-driven sales, business development, or partner management.
  • Demonstrated success meeting or exceeding outbound activity and pipeline-generation goals.
  • Experience operating independently, managing territory activity, and taking ownership of results.
  • Strong resilience, resourcefulness, and problem-solving skills in a fast-paced environment.
  • Exceptional verbal, written, and video presentation and communication skills.
  • Proficiency with modern sales tools such as Salesforce and Outreach.
  • Growth mindset, coachability, accountability, and ability to execute professional SaaS sales processes.
  • B2B SaaS, fintech, or SMB channel experience, particularly with CPAs or accountants, is highly desirable.
  • College-level professional sales coursework or program participation is preferred.

Benefits

  • Total on-target earnings of $130,000–$140,000, including a $60,000–$70,000 base salary and $70,000 variable compensation target.
  • Stock option grants.
  • 401(k) with dollar-for-dollar employer match up to 4%, immediate vesting, and no plan fees.
  • Health, dental, and vision insurance.
  • Competitive paid time off and parental leave.
  • Mental health, fertility, family-forming, financial wellness, and student loan support programs.
  • Monthly work-from-home and quarterly lifestyle stipends.
  • Team-building events, virtual social activities, and company offsites.

Interested in this position?

Apply directly on the company website

Apply Now

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