Partner Account Manager

Human Interest

. Develop, build, and amplify referral relationships with technology partners, human capital management partners, benefit brokers, CPAs, and financial advisors in the SMB space .

Posted 11/9/2026full-timeRemote • United StatesJuniorMid-Level💰 $66,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building and maintaining strategic partnerships within the SMB space, focusing on lead generation and revenue growth. Proficient in executing go-to-market strategies and managing sales cycles using Salesforce.

Highest-signal resume keywords

Relationship BuildingQuota-Driven Sales SuccessSalesforce ProficiencyGo-To-Market Strategy ExecutionProblem-Solving

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Lead GenerationBusiness DevelopmentSales Pipeline ManagementDemand GenerationStrategic Partnership Development

Soft Skills

Extraordinary CommunicationInterpersonal SkillsResourcefulnessCreativityMotivation

Tools & Technologies

Salesforce

Industry Keywords

Technology PartnersHuman Capital ManagementBenefit BrokersCPAsFinancial AdvisorsSMB Space

About the role

Key responsibilities & impact

Develop, build, and amplify referral relationships with technology partners, human capital management partners, benefit brokers, CPAs, and financial advisors in the SMB space
Create and build strategic referral networks and partnerships focused on lead generation and new partnership opportunities
Proactively identify and resolve emerging issues and offer solutions cross-functionally with Sales, Product, Marketing, Legal, and Finance
Collaborate with Partner Marketing to innovate and execute partner-sales initiatives, including educational events, email campaigns, and webinars
Establish business goals and performance metrics with partners, including sales-pipeline depth and revenue generation
Develop and execute go-to-market strategies and demand-generation activities
Engage, build, and develop key accounts and growth opportunities to expand access to retirement plans among small and medium-sized businesses across the United States

Requirements

What you’ll need

2+ years of experience building, developing, and maintaining relationships with tech and human capital management (HCM) partners, benefit brokers, CPAs, and financial advisors in the SMB space, including territory sales and business development
Proven track record of success in a quota-driven sales environment
Highly motivated individual contributor and relationship builder able to operate independently
Ability to thrive in a fast-paced, ever-changing environment
Resourceful and creative approach to setbacks and problem-solving
Willingness to manage and solve operational partnership issues
Extraordinary communication and interpersonal skills
Familiarity using Salesforce to manage sales cycles is preferred
Ability to absorb information, training, and guidance and successfully implement and execute
Ability to be in the field 3 days per week
No educational credential stated

Benefits

Comp & perks

401(k) with dollar-for-dollar employer match up to 4% of compensation, immediately vested, with $0 plan fees
Top-of-the-line health plans
Dental and vision insurance
Competitive time off and parental leave
Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center
Lyra enhanced mental health support for employees and dependents
Carrot fertility healthcare and family forming benefits
Candidly student loan resource
Monthly work-from-home stipend
Quarterly lifestyle stipend
Team-building experiences, virtual social events, and team offsites
Stock option grants
Professional growth and career advancement opportunities