Partner Account Manager

This is a fully remote position, open to applicants in California.

📋 Description

• Cultivate, enhance, and expand referral relationships with technology partners, human capital management partners, benefit brokers, CPAs, and financial advisors within the SMB sector.

• Design and establish strategic referral networks and partnerships aimed at lead generation and exploring new collaboration opportunities.

• Detect and address emerging challenges, providing cross-functional solutions alongside Sales, Product, Marketing, Legal, and Finance teams.

• Work in conjunction with Partner Marketing on initiatives that promote partner sales, including educational events, email campaigns, and webinars.

• Set business objectives and performance metrics with partners, focusing on sales pipeline depth and revenue generation.

• Formulate and implement go-to-market strategies and demand-generation initiatives.

• Engage with, nurture, and expand key accounts and growth opportunities.

⛳️ Requirements

• Over 2 years of experience in building, developing, and sustaining relationships with technology and human capital management partners, benefit brokers, CPAs, and financial advisors in the SMB sector, including territory sales and business development.

• A proven history of success in a quota-driven sales setting.

• Highly driven individual contributor and relationship cultivator capable of working independently.

• Capacity to excel in a dynamic, fast-paced environment.

• Resourceful and innovative approach to challenges and problem-solving.

• Readiness to manage and resolve operational partnership challenges.

• Exceptional communication and interpersonal abilities.

• Familiarity with Salesforce for managing sales cycles is preferred.

• A growth-oriented mindset and sense of accountability.

• Ability to absorb and implement information, training, and guidance effectively.

• Willingness to be onsite three days a week.

🏝️ Benefits

• 401(k) plan with dollar-for-dollar employer matching up to 4% of compensation, fully vested immediately, with no plan fees.

• Premium health insurance plans.

• Dental and vision coverage.

• Competitive time-off policies and parental leave.

• Unlimited access to Addition Wealth's digital tools, financial experts, and knowledge center.

• Enhanced mental health support through Lyra for employees and their dependents.

• Carrot fertility healthcare and family-forming benefits.

• Candidly resources for student loans.

• Monthly stipend for remote work expenses.

• Quarterly lifestyle stipend.

• Opportunities for team-building experiences, virtual social gatherings, and team offsite events.

• Stock option grants.

• Benefits focusing on physical, financial, and mental wellness.