Partner Account Manager

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

📋 Description

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

• Design and develop strategic referral networks and partnerships aimed at generating leads and identifying new collaboration opportunities.

• Actively identify and address emerging challenges while providing cross-functional solutions in collaboration with Sales, Product, Marketing, Legal, and Finance.

• Work alongside Partner Marketing to innovate and implement partner-sales initiatives, which include educational events, email campaigns, and webinars.

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

• Formulate and execute go-to-market strategies and demand-generation efforts.

• Engage with, nurture, and expand key accounts and growth opportunities to increase access to retirement plans among small and medium-sized enterprises across the United States.

⛳️ Requirements

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

• Demonstrated success in a quota-driven sales environment.

• Highly motivated individual contributor and relationship builder with the ability to work independently.

• Capability to thrive in a fast-paced, constantly evolving environment.

• Resourceful and innovative approach to overcoming setbacks and solving problems.

• Willingness to manage and address operational partnership challenges.

• Exceptional communication and interpersonal skills.

• Familiarity with Salesforce for managing sales cycles is preferred.

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

• Willingness to be in the field three days per week.

• No specific educational qualifications required.

🏝️ Benefits

• 401(k) plan with a dollar-for-dollar employer match up to 4% of compensation, fully vested immediately, with $0 plan fees.

• Premium health insurance plans.

• Dental and vision coverage.

• Competitive paid time off and parental leave.

• Additional Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center.

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

• Carrot fertility healthcare and family formation benefits.

• Candidly resources for student loan assistance.

• Monthly stipend for remote work expenses.

• Quarterly lifestyle stipend.

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

• Stock option grants.

• Professional development and career advancement opportunities.