Partner Account Manager - San Jose

Human Interest; San Jose (CA); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Human Interest is a high-growth fintech company enabling retirement plans for SMBs across the United States. The Partner Account Manager will grow and manage key partner relationships with tech firms, brokers, CPAs, and financial advisors, driving referral pipelines and revenue growth.

This role requires proactive, organized professionals who can thrive in a fast-paced environment. Travel to client sites in the San Jose area is expected, and success hinges on cross-functional collaboration with

Qualifications

• 2+ years of experience building, developing, and maintaining relationships with tech and HCM partners in SMB space.
• Proven track record of success in a quota-driven sales environment.
• Highly motivated individual contributor who can operate independently.

Responsibilities

• Develop and amplify referral relationships with tech partners, HCM partners, benefit brokers, CPAs, and financial advisors in SMB.
• Create and build strategic referral networks focused on lead generation and partnership opportunities.
• Proactively identify and resolve issues by collaborating with Sales, Product, Marketing, Legal and Finance.
• Collaborate with Partner Marketing to execute initiatives promoting partner sales (events, emails, webinars).
• Work with partners to set business goals and metrics to drive GTM strategies and demand generation.

Skills

Relationship building

Quota attainment

Independent work

Adaptability

Communication skills

Salesforce experience

Travel readiness

Education

Bachelor's degree or equivalent

Tools

Salesforce

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