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Partner Account Manager
Human Interest. Develop, build, and amplify referral relationships with tech partners, HCM partners, benefit brokers, CPAs, and financial advisors in the SMB space .
Posted 9/17/2026full-timeRemote • South Carolina • United StatesJuniorMid-Level💰 $66,500 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in building and maintaining strategic partnerships with tech and HCM partners, benefit brokers, CPAs, and financial advisors in the SMB space. Proven ability to drive lead generation, manage sales cycles, and achieve revenue goals in a quota-driven environment.
Highest-signal resume keywords
Partnership DevelopmentQuota-Driven Sales SuccessSalesforce ProficiencyStrategic NetworkingCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Lead GenerationBusiness DevelopmentSales Pipeline ManagementGo-To-Market StrategyDemand Generation
Soft Skills
Relationship BuildingResourcefulnessAdaptabilityMotivationInterpersonal Skills
Tools & Technologies
Salesforce
Industry Keywords
SMB SpaceTech PartnersHCM PartnersBenefit BrokersFinancial Advisors
About the role
Key responsibilities & impact- Develop, build, and amplify referral relationships with tech partners, HCM 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
- Identify and resolve emerging issues and offer solutions cross-functionally with Sales, Product, Marketing, Legal, and Finance
- Collaborate with Partner Marketing to execute initiatives promoting partner sales, including educational events, email, 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 with partners
- Engage, build, and develop key accounts and growth opportunities
Requirements
What you’ll need- 2+ years of experience building, developing, and maintaining relationships with tech and 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
- Resourcefulness and ability to recover quickly from setbacks
- Willingness to manage and solve operational partnership issues
- Extraordinary communication and interpersonal skills
- Familiarity using Salesforce to manage sales cycles preferred
- Growth mindset and accountability
- Ability to absorb and implement information, training, and guidance
- Ability to be in the field 3 days/week
Benefits
Comp & perks- Total OTE of $133,000, including $66,500 variable target compensation
- Stock option grants
- 401(k) with dollar-for-dollar employer match up to 4% of compensation, immediately vested, with $0 plan fees
- Health insurance
- Dental insurance
- Vision insurance
- Competitive time off
- Parental leave
- Unlimited access to Addition Wealth digital tools, financial professionals, and knowledge center
- Lyra enhanced mental health support for employees and dependents
- Carrot fertility healthcare and family-forming benefits
- Candidly student loan resources
- Monthly work-from-home stipend
- Quarterly lifestyle stipend
- Team-building experiences, virtual social events, and team offsites