Inside Partner Account Manager

About the role

Human Interest, the Retirement Industry Disruptor, is evolving how partnership channels are built. 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 our beautiful office in Lindon, Utah.

Responsibilities

• Leverage 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.

Qualifications

• High school diploma or equivalent.
• Proficiency in Microsoft Office Suite.
• Ability to travel up to 20%.

Skills

• Strong communication and interpersonal skills.
• Ability to work independently and manage multiple tasks simultaneously.
• Experience with data analysis and prospecting tools.
• Knowledge of B2B sales processes and CRM systems.
• Ability to build and maintain strong relationships with partners.

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.

Pay

The total On Target Earnings (OTE) for the role described in this job posting is $130,000 - $140,000 which includes a base salary of $60,000 to $70,000, and a variable target compensation of $70,000. The specific pay rate offered is based on the candidate’s relevant skills and experience. Base pay is just one component of our Total Rewards package, which also includes a comprehensive suite of physical, financial, and mental wellness benefits. Additionally, employees receive stock option grants, enhancing long-term financial growth and investment in our company's success.

Schedule

Full-time position with flexible hours to accommodate remote work and occasional travel.