Lakeland, Florida at Human Interest

Florida City, Florida, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Retirement Services, Financial ServicesIndustries

Requirements

2+ years of experience building, developing, and maintaining relationships with tech and human capital management (HCM) partners, benefit brokers, CPAs, 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
Ability to thrive in a fast-paced, ever-changing environment
Resilient—ability to bounce back from setbacks quickly, be resourceful, and find 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
Tech-savvy—familiarity using Salesforce to manage sales cycles (preferred)
Growth mindset—ability to embrace feedback and hold yourself accountable
Coachable—ability to absorb information, training, and guidance and successfully implement and execute
Ability to be in the field 3 days/week
Must be located in the East Tampa/West Orlando/Lakeland area

Responsibilities

Develop, build, and amplify referral relationships with tech partners, human capital management partners, benefit brokers, CPAs, 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

Skills

Key technologies and capabilities for this role

Account ManagementPartner DevelopmentReferral NetworksLead GenerationSalesCross-Functional CollaborationStrategic PartnershipsSMB SalesRelationship BuildingProblem Solving

Questions & Answers

Common questions about this position

What experience is required for the Partner Account Manager role?

Candidates need 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. A proven track record of success in a quota-driven sales environment is also required.

Is this Partner Account Manager position remote or office-based?

This information is not specified in the job description.

What is the salary or compensation for this role?

This information is not specified in the job description.

What kind of work environment should I expect at Human Interest?

The role is in a fast-paced, high-growth fintech company where you need to thrive in an ever-changing environment, be self-motivated, and exercise discretion to create solutions.

What makes a strong candidate for the Partner Account Manager position?

Strong candidates are passionate relationship builders who operate independently, are resilient, resourceful, solutions-oriented, and have a proven sales track record in the SMB space.

Human Interest

Simplifies retirement savings plans for businesses

About Human Interest

Human Interest simplifies the setup and management of retirement savings plans for small to medium-sized businesses. It offers a unique 401(k) plan that provides a 3% cash back on employee contributions, encouraging savings for employees earning $60,000 or less annually. The company handles all aspects of 401(k) plan administration, including syncing with payroll, processing contributions, and managing compliance testing and IRS paperwork, allowing businesses to focus on their core operations. Human Interest stands out from competitors by offering transparent pricing with no transaction fees, making it more affordable than traditional retirement benefits. Additionally, it provides financial education through its (k)ickstart™ classroom, which includes a free course for first-time savers, along with award-winning customer service and a mobile-friendly experience.

San Francisco, CaliforniaHeadquarters

2015Year Founded

$561.2MTotal Funding

DEBTCompany Stage

Fintech, Financial ServicesIndustries

501-1,000Employees

Benefits

Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation

Top-of-the-line health, dental, and vision, with employee premiums fully paid and dependent premiums 50% covered by Human Interest

Stock options for every employee

Generous PTO policy

HSA or FSA offering with an annual employer contribution

Short/Long-term disability and life insurance

Generous parental leave policy

Dollar-for-dollar match of employee donations to nonprofit 501(c)(3) organizations, up to $1,000 per year

Monthly work from home stipend

Annual wellness stipend

Risks

Increased competition from established financial institutions may pressure market share.

Rapid expansion into Utah could strain resources and operational capacity.

Reliance on technology makes Human Interest vulnerable to technological failures or disruptions.

Differentiation

Human Interest offers a unique 3% cash back on employee 401(k) contributions.

The company provides end-to-end administration, including compliance and IRS paperwork handling.

Human Interest charges clear, affordable pricing with zero transaction fees for businesses.

Upsides

The SECURE 2.0 Act could expand Human Interest's customer base among small businesses.

Partnership with BlackRock enhances credibility and provides resources for market expansion.

Increased demand for digital financial services boosts Human Interest's technology-driven approach.

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