Partner Account Manager - San Francisco

Human Interest; San Francisco (CA); On-site; USD 80,000 - 150,000; Full time

Benefits offered by this job

401(k) with company match

Health plans

Parental leave

Stock options

Wellness support

Work stipend

Job summary

Human Interest is a high-growth fintech that helps SMBs offer retirement plans. The Partner Account Manager will grow and manage key partner relationships across the U.S., accelerating referrals with tech/HCM partners, brokers, CPAs, and financial advisors.

You’ll collaborate cross-functionally to drive go-to-market strategies and demand generation while traveling to client sites as needed. You'll thrive if you have 2+ years in partnerships, a quota-driven mindset, and strong communication.

Qualifications

• 2+ years of experience building and maintaining partnerships in SMB space including tech/HCM, brokers and advisors.
• Proven track record in quota-driven sales and partner development.
• Self-motivated relationship builder who thrives independently.
• Comfortable in a fast-paced, evolving environment and willing to travel.

Responsibilities

• Develop, build, and amplify referral relationships with tech partners, HCM partners, brokers, CPAs and advisors.
• Create strategic referral networks focused on lead generation and new partnerships.
• Proactively identify and resolve issues by working cross-functionally with Sales, Product, Marketing, Legal and Finance.
• Collaborate with Partner Marketing on events, emails, webinars to promote partner sales.
• Work with partners to set business goals and metrics to drive GTM and demand generation.

Skills

Partnerships

Quota-driven sales

Relationship building

Fast-paced environment

Resilience

Solutions-oriented

Communication skills

Salesforce familiarity

Growth mindset

Coachable

Travel

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

Our Partnership Program is a key initiative for the company. The Partner Account Manager’s primary duty is to engage, build and develop Human Interest’s key accounts and growth opportunities. We’re looking for a forward-thinking, meticulously organized, and self-motivated sales professional who can thrive in a fast-paced environment. You’ll accelerate our partner relationships to help us exponentially reach more small and medium businesses across the United States, which is essential to our growth. This role requires someone who is proactive, creative, and can exercise their own discretion and judgment to create their own solutions when needed.

What You Get To Do Every Day

• Develop, build, and amplify referral relationships with tech partners, human capital management partners, benefit brokers, CPA's and financial advisors in the SMB space
• Create and build strategic referral networks and partnerships focused on lead generation and new partnership opportunities
• Proactively identify and resolve emerging issues and offer solutions by working cross-functionally with Sales, Product, Marketing, Legal and Finance
• Collaborate with Partner Marketing to innovate and execute unique initiatives to promote partner sales (e.g, educational events, email, webinars, etc.)
• Work with partners to establish business goals and performance metrics (e.g, depth of sales pipeline and revenue generation) to develop and execute effective go-to-market strategies and demand-generation activities

What you bring to the role

• 2+ years of experience building, developing, and maintaining relationships with tech and human capital management (HCM) partners, benefit brokers, CPA's and financial advisors in the SMB space (including territory sales and business development)
• Successful - Proven track record of success in a quota driven sales environment
• Passionate - You are a highly motivated individual contributor and relationship builder that can operate independently
• Dynamic - You can thrive in a fast-paced, and ever-changing environment
• Resilient—You bounce back from setbacks quickly, are resourceful, and find creative ways to get things done.
• Solutions-oriented - Willingness to get your hands dirty while managing and solving operational partnership issues
• Extraordinary communication and interpersonal skills — people trust you and sense that you are advocating for something you believe.
• Tech-savvy - familiarity using Salesforce to manage sales cycles is preferred
• Growth mindset - You can embrace feedback and hold yourself accountable.
• Coachable- Ability to absorb information, training, and guidance and successfully implement and execute
• Travel - Ability to be In the field 3 days/week, must be located in the San Jose area

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

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 $140,000 to $150,000 which includes a base salary of $80,000 to $90,000, and a variable target compensation of $60,000. 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)

• 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.

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