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. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. 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’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more. 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 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. About the team The Mission: This specific role is laser-focused on the CPA and Accountant buyer persona. You will own the strategy for identifying, scraping, mining, and running cold outreach into high-value, net-new accounting firms nationwide. As an Inside PAM, you will be responsible for generating new partnerships, maintaining those partnerships over time, and driving consistent lead volume from those avenues. What you get to do every day 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.). What you bring to the role 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. Why you will love working at Human Interest Human Interest is tackling one of our country’s biggest challenges - closing the retirement gap. You’ll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team’s contributions are key to our continued success. Join Human Interest and make a lasting impact by shaping the future of retirement. Our operating principles define how we work together as a team. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest. Customer obsession : We’re all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile. Long-Term Orientation : We’re not just playing for today; we’re building a legacy. We think big, plan strategically, and invest in our future. Autonomous and Accountable Teams : We trust our team members to take ownership and make smart decisions. We empower you to be your best self! An Escalating Bar for Talent and Performance : We’re constantly raising the bar and challenging ourselves to be better. We believe in growth and continuous improvement. Fundamental Optimism : We see the glass as half full (and then we fill it up with more amazing ideas!). We believe in the power of positivity and the potential for greatness. Compensation