Inside Partner Account Manager

Humaninterest; Lindon (UT); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

401(k) plan with employer match

Comprehensive health, dental, and vision insurance

Competitive time off and parental leave

Unlimited access to financial professionals

Monthly work-from-home stipend

Team-building experiences

Job summary

Humaninterest is looking for a highly motivated Inside Partner Account Manager to join the team in Lindon, Utah. This role focuses on generating and managing CPA partnerships using advanced data scraping and prospecting tools.

You will drive lead generation and maintain a smooth sales funnel, while collaborating with teams to optimize our partnership approach. Ideal candidates have a background in B2B SaaS or fintech and possess strong relationship-building skills.

Qualifications

• 2+ years of successful experience in a quota-driven sales or partner management.
• Proven track record of meeting or exceeding outbound activity goals.
• Experience working with CPAs and accountants is highly desirable.

Responsibilities

• Generate and maintain partnerships with CPA and Accountant firms.
• Execute high-volume cold outreach and nurture campaigns.
• Collaborate with cross-functional teams to optimize messaging.

Skills

Quota-driven sales experience

Relationship building

Data scraping and mining

Communication skills

Tech-savvy with Salesforce

Education

Experience in B2B SaaS or fintech

Tools

Salesforce

Outreach

Job description

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 our beautiful office in Lindon, Utah. 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

• 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

At Human Interest, we consider a number of factors to determine the appropriate pay range for each position, including the cost of labor in different markets across the U.S. 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.

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.

We’re a great place to work (but don’t take our word for it)

Here’s a list of our awards and accolades:

• Certified as a Great Place To Work® (2023-2025)
• Fortune Best Place to Work in the Bay Area (2024)
• Best Places to Work by Built In (2023-2024)
• America’s Best Startup Employers by Forbes (2020-2022, 2024)
• A Top Company by Y Combinator (2020-2023)
• Inc. Fastest Growing Companies (2021)

Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws. Employment with Human Interest is at‑will, meaning either you or the company may terminate employment at any time, with or without cause or notice, except as otherwise provided by law or written agreement.

We are committed to making every stage of our application process fully accessible to all individuals. If you need a reasonable accommodation at any point in the process, please let us know at [e-mail].

Protect yourself against fraud and identity theft

Apply to our open positions directly via our careers page on Greenhouse. Human Interest will never ask applicants for their financial or banking information as part of our application process. All legitimate communication will come from a @humaninterest.com email address. If you have questions, please reach out to us directly at [e-mail].

Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors, including and without limitation search firms, staffing agencies, fee‑based referral services, and recruiting agencies.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment‑qualified applicants with arrest and conviction records. We comply with CCPA guidelines.

See more: https://humaninterest.com/disclosures