Partner Account Manager

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

📋 Description

• Identify, extract, and explore new CPA and accounting firms within untapped geographic regions.

• Maintain a consistent sales funnel and facilitate meetings to produce high-quality leads.

• Design, implement, and refine high-volume cold outreach and nurturing campaigns.

• Enhance the speed of converting initial contacts into engaged referral accounts from cold data.

• Provide training to partners on the Partner Connect platform.

• Develop, strengthen, and enhance referral relationships with CPAs and accountants.

• Position Human Interest as a modern alternative to traditional options, educating partners about its automated 401(k) platform.

• Drive key pipeline metrics including Bookings / ACV, Net New Partnerships, Lead Volume, and Meetings Set & Attended.

• Scale, nurture, and oversee a portfolio of active partner accounts.

• Keep detailed records of the sales cycle and accounts in Salesforce and Outreach.

• Collaborate with Partner Marketing, Inside Leadership, Product, and Legal on messaging and demand-generation initiatives.

⛳️ Requirements

• Minimum of 2 years of proven success in a quota-driven sales, business development, or partner management role.

• Demonstrated history of meeting or surpassing outbound activity and pipeline-generation objectives in a high-performance sales environment.

• Ability to work independently, drive daily activities, and take ownership of a specific territory.

• Capability to excel in a fast-paced, rapidly growing environment and quickly recover from setbacks.

• Proactive approach to resolving operational partnership challenges.

• Outstanding verbal, written, and video presentation abilities.

• High proficiency with Salesforce and Outreach platforms.

• Willingness to accept constructive feedback, uphold accountability, participate in ongoing training, and execute professional SaaS sales strategies.

• Experience in B2B SaaS, fintech, or SMB channels, particularly with CPAs or accountants, is highly advantageous.

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

🏝️ Benefits

• Competitive base salary ranging from $60,000 to $70,000, in addition to a variable target compensation of $70,000.

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

• Comprehensive health insurance coverage.

• Dental insurance included.

• Vision insurance available.

• Generous time-off policy.

• Parental leave offered.

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

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

• Fertility healthcare and family-forming benefits provided by Carrot.

• Student loan resources available through Candidly.

• Monthly stipend for remote work expenses.

• Quarterly lifestyle stipend offered.

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

• Stock option grants included.

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