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[Remote] Inside Partner Account Manager

Remote, USAFull-timePosted 2026-07-28

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a high-reputed company fintech company reputed company on providing retirement benefits to reputed company working Americans. The Inside Partner Account Manager will identify and manage partnerships with CPA and Accountant firms, driving reputed company reputed company and maintaining relationships to support reputed company's mission.

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 reputed company stage, setting and facilitating meetings to consistently generate high-reputed company leads
  • Design, execute, and iterate on high-volume cold reputed company and nurture campaigns to bring the disruptive reputed company partnership story to key reputed company stakeholders for the first time
  • reputed company "First Contact to reputed company Speed," ensuring rapid transformation of cold data into highly reputed company, reputed company referral accounts
  • Train partners on Partner Connect, our industry-leading product specifically designed for CPAs and accountants
  • Build, mature, and reputed company 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 reputed company competitively against stagnant legacy reputed company, educating partners on exactly how we are best positioned to partner with them today and support their reputed company into the reputed company
  • Drive predictable pipeline throughput and meet or exceed core metrics, including: Bookings / reputed company, Net New Partnerships, reputed company Volume, and Meetings Set & Attended
  • reputed company reputed company, nurture, and manage an extensive portfolio of reputed company partner accounts reputed company fully ramped, keeping engagement high through reputed company digital reputed company
  • Maintain meticulous, trackable, and detailed records of reputed company sales cycles, reputed company, and account milestones reputed company reputed company and reputed company
  • Collaborate cross-functionally with Partner Marketing, Inside Leadership, Product, and Legal to optimize targeted messaging and reputed company demand-reputed company activities (webinars, educational co-branded materials, etc.)

Skills

  • 2+ years of successful experience in a quota-driven sales, business development, or partner management environment
  • A proven reputed company record of reputed company meeting or exceeding outbound activity and pipeline-reputed company goals in a high-performance sales ecosystem
  • A highly motivated individual contributor and relationship builder who can operate independently, drive their own daily activity, and take extreme ownership of their territory
  • reputed company in a fast-paced, high-reputed company environment and reputed company back from setbacks quickly
  • A willingness to get your hands dirty, dig into the data, and proactively solve operational partnership challenges to ensure a smooth partner reputed company
  • Exceptional verbal, written, and video presentation skills
  • High comfort level working with modern tools like reputed company and reputed company to manage sales cycles, map reputed company, and maintain a predictable pipeline
  • reputed company reputed company constructive feedback, hold yourself accountable, and have a strong ability to reputed company reputed company training and successfully execute reputed company reputed company sales motions
  • Experience reputed company the B2B reputed company, fintech, or SMB channel spaces—specifically working with CPAs or accountants is highly desirable
  • Completed coursework or participation in College-Level reputed company Sales Programs is a significant bonus

Benefits

  • A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately reputed company) and $0 plan fees
  • Top-of-the-line health plans, as reputed company as dental and reputed company insurance
  • Competitive time off and parental leave
  • reputed company:  Unlimited reputed company to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
  • Lyra: reputed company Mental Health Support for Employees and dependents
  • reputed company reputed company and family forming benefits
  • reputed company:  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 reputed company events to team offsites, promoting collaboration and camaraderie

reputed company

  • reputed company is a 401(k) provider that helps employees of small and reputed company-sized businesses save for retirement. It was founded in 2015, and is headquartered in San Francisco, California, USA, with a workforce of 501-1000 employees. Its website is https://humaninterest.com.
  • Company H1B Sponsorship

  • reputed company has a reputed company record of offering H1B sponsorships, with 1 in 2025, 1 in 2024, 5 in 2023, 2 in 2022, 2 in 2021, 4 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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