Inside Partner Account Manager

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.

More than half of all working Americans are not saving enough for their future. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.

We are seeking a highly motivated, tech-forward, and results-driven Inside Partner Account Manager (Inside PAM) to join our dynamic Inside Sales & Emerging Markets organization. In this role, you will leverage a cutting-edge revenue engine and an elite tech stack to systematically identify, unlock, and manage vast partnership "whitespace" across the country through a modern, highly scalable professional SaaS sales motion.

Responsibilities

• Utilize modern data scraping, mining methodologies, and advanced prospecting tech stack tools to uncover net-new CPA and Accountant firms across unengaged geographic territories.
• Maintain an impeccable sales funnel that is predictable and flowing smoothly through each stage, setting and facilitating meetings to consistently generate high-quality leads.
• Design, execute, and iterate on high-volume cold outreach and nurture campaigns to bring the disruptive Human Interest partnership story to key accounting stakeholders for the first time.
• Elevate "First Contact to Lead Speed," ensuring rapid transformation of cold data into highly engaged, active referral accounts.
• Train partners on Partner Connect, our industry-leading product specifically designed for CPAs and accountants.
• Build, mature, and amplify net-new referral relationships with CPAs and Accountants, demonstrating how a modern, automated 401(k) platform adds immense strategic value to their advisory practices and their clients.
• Position Human Interest competitively against stagnant legacy options, educating partners on exactly how we are best positioned to partner with them today and support their growth into the future.
• Drive predictable pipeline throughput and meet or exceed core metrics, including: Bookings / ACV, Net New Partnerships, Lead Volume, and Meetings Set & Attended.
• Efficiently scale, nurture, and manage an extensive portfolio of active partner accounts when fully ramped, keeping engagement high through structured digital touchpoints.
• Maintain meticulous, trackable, and detailed records of all sales cycles, touchpoints, and account milestones within Salesforce and Outreach.
• Collaborate cross-functionally with Partner Marketing, Inside Leadership, Product, and Legal to optimize targeted messaging and scale demand-generation activities (webinars, educational co-branded materials, etc.).

Requirements

• Experience: 2+ years of successful experience in a quota-driven sales, business development, or partner management environment.
• Successful: A proven track record of success meeting or exceeding outbound activity and pipeline-generation goals in a high-performance sales ecosystem.
• Passionate: You are a highly motivated individual contributor and relationship builder who can operate independently, drive their own daily activity, and take extreme ownership of their territory.
• Dynamic & Resilient: You thrive in a fast-paced, high-growth environment and bounce back from setbacks quickly. You are resourceful and consistently find creative ways to open doors.
• Solutions-oriented: A willingness to get your hands dirty, dig into the data, and proactively solve operational partnership challenges to ensure a smooth partner journey.
• Extraordinary Communication Skills: Exceptional verbal, written, and video presentation skills. People trust you naturally and sense that you are advocating for a mission you genuinely believe in.
• Tech-savvy: High comfort level working with modern tools like Salesforce and Outreach to manage sales cycles, map whitespace, and maintain a predictable pipeline.
• Growth Mindset & Coachable: You actively embrace constructive feedback, hold yourself accountable, and have a strong ability to absorb continuous training and successfully execute professional SaaS sales motions.
• Experience within the B2B SaaS, fintech, or SMB channel spaces,specifically working with CPAs or accountants,is highly desirable.
• Completed coursework or participation in College-Level Professional Sales Programs is a significant bonus.

Compensation

• The total On Target Earnings (OTE) for the role is $130,000 - $140,000, which includes a base salary of $60,000 to $70,000, and a variable target compensation of $70,000.

Benefits

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
• Top-of-the-line health plans, as well as dental and vision insurance
• Competitive time off and parental leave
• Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
• Lyra: Enhanced Mental Health Support for Employees and dependents
• Carrot: Fertility healthcare and family forming benefits
• Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
• Monthly work-from-home stipend; quarterly lifestyle stipend
• Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.