Partner Account Manager - New York

New York, New York, 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, Financial Services, Retirement ServicesIndustries

Requirements

Candidates must have at least 2 years of experience in building and maintaining relationships with tech partners, human capital management partners, benefit brokers, CPAs, and financial advisors in the SMB space, including territory sales and business development. A proven track record in a quota-driven sales environment is essential, along with strong communication and interpersonal skills. Familiarity with Salesforce is preferred. The role requires the ability to travel up to 3 days per week and candidates must reside in Brooklyn, Bronx, Queens, or Nassau County.

Responsibilities

The Partner Account Manager will engage, build, and develop key accounts and growth opportunities within the partnership program. This includes developing and amplifying referral relationships with various industry partners, creating strategic referral networks for lead generation, and identifying and resolving issues by collaborating with internal teams. The role also involves working with partners to establish business goals and execute go-to-market strategies and demand-generation activities, as well as collaborating with Partner Marketing on promotional initiatives.

Skills

Account Management

Sales

Partnership Development

Relationship Building

Lead Generation

Strategic Planning

Problem-Solving

Cross-functional Collaboration

Fintech

Retirement Benefits

SMB Market

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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