CareerPlan

Partner Account Manager - Charlotte

United States, RemoteFull-time$70k2026-09-01 → 2026-11-11

Core

Engage, build, and develop key accounts and growth opportunities for a fintech retirement platform targeting small and medium-sized businesses.

Role type

Partner Account Manager (Sales/Business Development)

Builds

Strategic referral networks and partnerships focused on lead generation and new partnership opportunities for Human Interest's SMB retirement solutions.

Domain

Fintech / Retirement Savings / Small and Medium-sized Business (SMB)

Required skills

Relationship building with tech/HCM partners, benefit brokers, CPAs, and financial advisors, quota-driven sales performance, cross-functional collaboration, go-to-market strategy execution, Salesforce proficiency, independent operation, problem-solving, communication

Preferred skills

Territory sales experience, business development, travel adaptability

Technologies

Salesforce

Responsibilities

Develop 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; Proactively identify and resolve emerging issues 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; Work with partners to establish business goals and performance metrics to develop and execute effective go-to-market strategies.

Seniority

Mid-level, hands-on IC