2 дня назад
Inside Partner Account Manager (Fintech)
130 000 - 140 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Inside Partner Account Manager (Fintech): Building and scaling referral partnerships with CPA and accounting firms nationwide through data-driven prospecting, cold outreach, and SaaS sales motions with an accent on partner acquisition, lead generation, and account development. Focus on identifying whitespace, converting cold data into active referral accounts, training partners on Partner Connect, and managing predictable pipeline performance.
Location: Utah, Remote
Compensation: $130,000–$140,000 OTE annually, including a $60,000–$70,000 base salary and $70,000 variable target compensation.
Company
is a high-growth fintech company making retirement plans more affordable and accessible for small and medium-sized businesses.
What you will do
- Identify and prospect new CPA and accounting firm partners using data scraping, mining, and modern prospecting tools.
- Design and optimize high-volume cold outreach and nurture campaigns.
- Generate new partnerships, schedule qualified meetings, and drive consistent referral lead volume.
- Train partners on Partner Connect and demonstrate the value of an automated 401(k) platform.
- Manage and grow a portfolio of referral accounts through structured digital engagement.
- Track sales cycles, account milestones, and pipeline activity in Salesforce and Outreach while collaborating with Marketing, Product, Legal, and Inside Leadership.
Requirements
- 2+ years of successful experience in quota-driven sales, business development, or partner management.
- Proven success meeting or exceeding outbound activity and pipeline-generation goals.
- Strong verbal, written, and video presentation skills.
- Comfort using Salesforce, Outreach, and modern sales technology.
- Ability to work independently, take ownership of a territory, manage data, and solve partnership challenges.
- Experience with B2B SaaS, fintech, SMB channels, CPAs, or accountants is highly desirable.
Nice to have
- Experience working specifically with CPA or accounting partners.
- Completed coursework or participation in a college-level professional sales program.
Culture & Benefits
- Mission-driven work focused on closing the retirement savings gap.
- 401(k) plan with a dollar-for-dollar employer match up to 4% and no plan fees.
- Health, dental, vision, mental health, fertility, family-forming, and student loan support benefits.
- Competitive time off, parental leave, stock option grants, and financial wellness resources.
- Monthly work-from-home and quarterly lifestyle stipends, plus virtual and in-person team-building experiences.
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