Partner Account Manager - Orange

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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‑size businesses to offer employees a path to financial independence through retirement savings.

The 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.

• 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.

• 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).
• Proven track record of success in a quota‑driven sales environment.
• Highly motivated individual contributor and relationship builder that can operate independently.
• Thrives in a fast‑paced, ever‑changing environment.
• Resilient – bounces back from setbacks quickly, is resourceful, and finds creative ways to get things done.
• Solutions‑oriented – willingness to get 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 – embraces feedback and holds 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.
• Located in the Orange County area.

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‑size 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.

• Customer obsession – we put their needs first and go the extra mile to make them smile.
• Long‑term orientation – 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.
• An escalating bar for talent and performance…