Partner Account Manager

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

📋 Description

• Employ contemporary data scraping, mining techniques, and cutting-edge prospecting technology to identify new CPA and Accountant firms in previously untapped geographic areas.

• Sustain a flawless sales pipeline that is both predictable and seamlessly transitions through all stages, arranging and facilitating meetings to consistently produce high-quality leads.

• Create, implement, and refine high-volume cold outreach and nurturing campaigns to introduce the innovative Human Interest partnership narrative to essential accounting stakeholders for the first time.

• Enhance the speed from "First Contact to Lead," ensuring a quick conversion of cold data into highly engaged, active referral accounts.

• Educate partners on Partner Connect, our leading product tailored specifically for CPAs and accountants.

• Develop, strengthen, and elevate new referral relationships with CPAs and Accountants, illustrating how a modern, automated 401(k) platform adds significant strategic value to their advisory practices and clients.

• Position Human Interest favorably against stagnant legacy solutions, informing partners of how we are optimally positioned to collaborate with them today and support their future growth.

• Propel predictable pipeline throughput and achieve or surpass key metrics, including: Bookings / ACV, New Partnerships, Lead Volume, and Meetings Scheduled & Attended.

• Effectively scale, nurture, and oversee a comprehensive portfolio of active partner accounts when fully ramped, maintaining high engagement through structured digital interactions.

• Keep accurate, trackable, and detailed records of all sales cycles, interactions, and account milestones within Salesforce and Outreach.

• Work collaboratively across departments with Partner Marketing, Inside Leadership, Product, and Legal to enhance targeted messaging and expand demand-generation initiatives (webinars, co-branded educational materials, etc.).

⛳️ Requirements

• Experience: A minimum of 2 years of successful experience in a quota-driven sales, business development, or partner management setting.

• Successful: A demonstrated history of achieving or surpassing outbound activity and pipeline-generation objectives in a high-performance sales environment.

• Passionate: You are a highly driven individual contributor and relationship builder capable of working independently, managing your own daily activities, and taking full ownership of your territory.

• Dynamic & Resilient: You excel in a fast-paced, high-growth setting and quickly recover from setbacks. You are resourceful and consistently discover creative ways to open new doors.

• Solutions-oriented: A readiness to engage hands-on, delve into data, and proactively address operational partnership challenges to ensure a smooth partner experience.

• Extraordinary Communication Skills: Exceptional verbal, written, and video presentation abilities. People instinctively trust you and feel that you advocate for a mission you genuinely support.

• Tech-savvy: High proficiency in utilizing modern tools like Salesforce and Outreach to manage sales cycles, identify whitespace, and maintain a reliable pipeline.

• Growth Mindset & Coachable: You willingly accept constructive feedback, hold yourself accountable, and possess a strong capacity to absorb ongoing training and effectively execute professional SaaS sales strategies.

• Experience in the B2B SaaS, fintech, or SMB channel sectors—particularly involving CPAs or accountants—is highly preferred.

• Completion of coursework or participation in College-Level Professional Sales Programs is a significant advantage.

🏝️ Benefits

• A fantastic 401(k) plan: Our own! Our 401(k) offers a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees.

• Premium health plans, along with dental and vision insurance.

• Competitive paid time off and parental leave.

• Additional Wealth: Unlimited access to digital tools, financial experts, and a knowledge center to assist you in understanding your equity and enhancing your financial wellness.

• Lyra: Enhanced Mental Health Support for employees and dependents.

• Carrot: Fertility healthcare and family formation benefits.

• Candidly: Student loan resources to assist you and your family in planning, borrowing, and repaying student debt.

• Monthly work-from-home stipend and quarterly lifestyle stipend.

• Engaging team-building activities, ranging from virtual social events to team offsites, fostering collaboration and camaraderie.