Inside Partner Account Manager (Fintech)

TL;DR

Inside Partner Account Manager (Fintech): Managing and expanding partnerships with CPAs and accountants to drive lead volume for a retirement benefits platform with an accent on scalable SaaS sales motions and outbound prospecting. Focus on utilizing modern data scraping tools, executing cold outreach campaigns, and optimizing the partner referral pipeline.

Location: Remote (United States)

Compensation: OTE $130,000 - $140,000

Company

A high-growth fintech company focused on expanding access to retirement benefits for small and medium-sized businesses.

What you will do

• Identify and prospect net-new CPA and Accountant firms using advanced data scraping and mining tools.
• Execute high-volume cold outreach and nurture campaigns to generate high-quality leads.
• Build and maintain referral relationships, demonstrating the value of the 401(k) platform to accounting practices.
• Manage a predictable sales funnel and maintain meticulous records in Salesforce and Outreach.
• Train partners on the Partner Connect product to maximize referral efficiency.
• Collaborate with Marketing, Product, and Legal teams to optimize messaging and demand generation activities.

Requirements

• Must be based in the United States
• 2+ years of experience in quota-driven sales, business development, or partner management.
• Proven track record of meeting or exceeding outbound activity and pipeline goals.
• High proficiency working with Salesforce and Outreach.
• Exceptional verbal, written, and video presentation skills.

Nice to have

• Experience in B2B SaaS, fintech, or SMB channels, specifically working with CPAs or accountants.
• Completed coursework or participation in College-Level Professional Sales Programs.

Culture & Benefits

• 401(k) plan with dollar-for-dollar employer match up to 4% and $0 plan fees.
• Comprehensive health, dental, and vision insurance.
• Mental health support via Lyra and fertility benefits via Carrot.
• Monthly work-from-home and quarterly lifestyle stipends.
• Stock option grants to support long-term financial growth.