Customer Success Manager SMB
1PasswordSalary not specified
Full Time
Mid-level (3 to 4 years)
[Remote] Partner Account Manager - New York at Human Interest
New York, New York, United States
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
Candidates must have at least 2 years of experience in building and maintaining relationships with tech and 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 required, along with exceptional communication and interpersonal skills, tech-savviness (Salesforce experience preferred), and a growth mindset. The role requires the ability to travel in the field 3 days a week and must be located 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 partners, creating strategic referral networks focused on lead generation, and proactively identifying and resolving issues by collaborating cross-functionally. The role also involves working with partners to establish business goals and performance metrics, developing go-to-market strategies, and executing demand-generation activities, including collaborating with Partner Marketing on promotional initiatives like educational events, emails, and webinars.
Skills
Sales
Account Management
Relationship Building
Lead Generation
Strategic Partnerships
Cross-functional Collaboration
Problem-Solving
Communication
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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