Human Interest · 1 month ago
Partner Account Manager - Southern California
Human Interest is a high-growth fintech company focused on providing accessible retirement benefits to small and medium-sized businesses. The Partner Account Manager will engage and develop key accounts, build referral relationships, and collaborate with various teams to enhance partner sales and growth opportunities.
Employee BenefitsFinanceFinTechRetirementWealth Management
Responsibilities
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
Qualification
Required
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)
Successful - Proven track record of success in a quota driven sales environment
Passionate - You are a highly motivated individual contributor and relationship builder that can operate independently
Dynamic - You can thrive in a fast-paced, and ever-changing environment
Resilient—You bounce back from setbacks quickly, are resourceful, and find creative ways to get things done
Solutions-oriented - Willingness to get your 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 - You can embrace feedback and hold 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
Must be located in either San Diego or Inland Empire, CA
Preferred
familiarity using Salesforce to manage sales cycles
Benefits
A great 401(k) plan: Our own! Our 401(k) includes 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 to help you understand your equity and support your financial wellness
Lyra: Enhanced Mental Health Support for Employees and dependents
Carrot: Fertility healthcare and family forming benefits
Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
Monthly work-from-home stipend; quarterly lifestyle stipend
Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.
Company
Human Interest
Human Interest is a 401(k) provider that helps employees of small and medium-sized businesses save for retirement.
H1B Sponsorship
Human Interest has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
2023 (5)
2022 (2)
2021 (2)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
$914.6MKey Investors
Morgan Stanley Tactical ValueBlackRockThe Rise Fund
2025-10-31Series Unknown· $100M
2025-08-04Series E· $50M
2024-07-17Series E· $242M
Recent News
Soma Capital
2026-01-07
2026-01-06
FundersClub
2025-12-30
Company data provided by crunchbase