Inside Partner Account Manager
Core
Inside Partner Account Manager responsible for identifying, scraping, and managing net-new CPA and Accountant firm partnerships to drive lead volume for a retirement savings SaaS platform.
Role type
Inside Partner Account Manager (B2B SaaS sales)
Builds
A modern, automated 401(k) platform for small and medium-sized businesses
Domain
Fintech / Retirement Savings
Required skills
B2B SaaS sales, outbound prospecting, data scraping, cold outreach, Salesforce, Outreach, pipeline management, relationship building, quota-driven sales
Preferred skills
Experience with CPAs or accountants, College-Level Professional Sales Programs
Technologies
Salesforce, Outreach
Responsibilities
Utilize data scraping and prospecting tools to uncover net-new CPA and Accountant firms; Maintain a predictable sales funnel and facilitate meetings; Execute high-volume cold outreach and nurture campaigns; Train partners on the Partner Connect product; Build and mature referral relationships with accounting stakeholders; Drive pipeline throughput to meet metrics (Bookings, ACV, Net New Partnerships); Manage an extensive portfolio of active partner accounts; Collaborate cross-functionally with Marketing, Product, and Legal.
Seniority
Mid-level, hands-on IC
