Partner Account Manager - Mobile AL (Fintech)

TL;DR

Partner Account Manager (Fintech): Developing and amplifying referral relationships with tech partners, HCM partners, and financial advisors to drive lead generation for SMB retirement plans with an accent on strategic network growth and cross-functional collaboration. Focus on identifying emerging issues, executing go-to-market strategies, and maintaining high-performance sales pipelines.

Location: Remote (United States). Ability to be in the field 3 days per week is required.

Salary: $114,000 OTE (Base $57,000 + Variable $57,000)

Company

A high-growth fintech company on a mission to provide small and medium-sized businesses with affordable and accessible retirement benefits.

What you will do

• Develop and amplify referral relationships with tech partners, HCM partners, benefit brokers, CPAs, and financial advisors in the SMB space.
• Build strategic referral networks focused on lead generation and new partnership opportunities.
• Identify and resolve emerging operational issues by working cross-functionally with Sales, Product, Marketing, Legal, and Finance.
• Collaborate with Partner Marketing to innovate and execute promotion initiatives such as educational events, emails, and webinars.
• Establish business goals and performance metrics to develop and execute effective go-to-market strategies and demand-generation activities.

Requirements

• 2+ years of experience building and maintaining relationships with tech/HCM partners, benefit brokers, CPAs, or financial advisors in the SMB space.
• Proven track record of success in a quota-driven sales environment.
• Ability to be in the field 3 days per week.
• Exceptional communication and interpersonal skills.
• Familiarity with Salesforce for managing sales cycles.

Culture & Benefits

• 401(k) plan with a dollar-for-dollar employer match up to 4% (immediately vested).
• Comprehensive physical, financial, and mental wellness benefits including top-tier health, dental, and vision insurance.
• Stock option grants for long-term financial growth.
• Mental health support via Lyra, fertility healthcare via Carrot, and student loan resources via Candidly.
• Monthly work-from-home stipend and quarterly lifestyle stipend.
• Flexible environment with engaging team-building experiences and offsites.