Partner Account Manager

• 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
• Ability to thrive in a fast-paced, and ever-changing environment
• Resilient and resourceful
• Solutions-oriented
• Extraordinary communication and interpersonal skills
• Tech-savvy - familiarity using Salesforce to manage sales cycles is preferred
• Growth mindset
• Coachable
• Ability to be In the field 3 days/week

Familiarity using Salesforce to manage sales cycles

• A great 401(k) plan with a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
• Top-of-the-line health plans, as well as dental and vision insurance
• Competitive time off and parental leave
• Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center
• Lyra: Enhanced Mental Health Support for Employees and dependents
• Carrot: Fertility healthcare and family forming benefits
• Candidly: Student loan resource
• Monthly work-from-home stipend
• quarterly lifestyle stipend
• Engaging team-building experiences
• Stock option grants