Partner Account Manager - Cleveland at Humaninterest · LumiJobs

Responsibilities

Human Interest, the Retirement Industry Disruptor, is evolving how partnership channels are built. We are seeking a highly motivated, tech-forward, and results-driven Inside Partner Account Manager (Inside PAM) to join our dynamic Inside Sales & Emerging Markets organization. In this role, you will leverage a cutting-edge revenue engine and an elite tech stack to systematically identify, unlock, and manage vast partnership "whitespace" across the country through a modern, highly scalable professional SaaS sales motion.
The Mission: This specific role is laser-focused on the CPA and Accountant buyer persona. You will own the strategy for identifying, scraping, mining, and running cold outreach into high-value, net-new accounting firms nationwide.
As an Inside PAM, you will be responsible for generating new partnerships, maintaining those partnerships over time, and driving consistent lead volume from those avenues.
What you get to do every day
Utilize modern data scraping, mining methodologies, and advanced prospecting tech stack tools to uncover net-new CPA and Accountant firms across unengaged geographic territories.
Maintain an impeccable sales funnel that is predictable and flowing smoothly through each stage, setting and facilitating meetings to consistently generate high-quality leads.
Design, execute, and iterate on high-volume cold outreach and nurture campaigns to bring the disruptive Human Interest partnership story to key accounting stakeholders for the first time.
Elevate "First Contact to Lead Speed," ensuring rapid transformation of cold data into highly engaged, active referral accounts.
Train partners on Partner Connect, our industry-leading product specifically designed for CPAs and accountants.
Build, mature, and amplify net-new referral relationships with CPAs and Accountants, demonstrating how a modern, automated 401(k) platform adds immense strategic value to their advisory practices and their clients.
Position Human Interest competitively against stagnant legacy options, educating partners on exactly how we are best positioned to partner with them today and support their growth into the future.
Drive predictable pipeline throughput and meet or exceed core metrics, including: Bookings / ACV, Net New Partnerships, Lead Volume, and Meetings Set & Attended.

Partner Account Manager - Cleveland

Responsibilities

Qualification

Required

Benefits

Company

Humaninterest

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