About the role
Human Interest is on a mission to ensure that people in all lines of work have access to retirement
benefits. More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings. We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock , TPG (The Rise Fund) , SoftBank, Glynn Capital , NewView Capital, USVP, Wing, Uncork, and more.
About
the role Human Interest, the Retirement Industry Disruptor, is evolving how partnership channels are built. We are seeking a highly motivated, tech-forward, and results-driven Inside Partner Account Manager (Inside PAM) to join our dynamic Inside Sales & Emerging Markets organization in our beautiful office in Lindon, Utah. In this role, you will leverage a cutting-edge revenue engine and an elite tech stack to systematically identify, unlock, and manage vast partnership "whitespace" across the country through a modern, highly scalable professional SaaS sales motion.
About
the team The Mission: This specific role is laser-focused on the CPA and Accountant buyer persona. You will own the strategy for identifying, scraping, mining, and running cold outreach into high-value, net-new accounting firms nationwide. As an Inside PAM, you will be responsible for generating new partnerships, maintaining those partnerships over time, and driving consistent lead volume from those avenues. What you get to do every day Utilize modern data scraping, mining methodologies, and advanced prospecting tech stack tools to uncover net-new CPA and Accountant firms across unengaged geographic territories. Maintain an impeccable sales funnel that is predictable and flowing smoothly through each stage, setting and facilitating meetings to consistently generate high-quality leads. Design, execute, and iterate on high-volume cold outreach and nurture campaigns to bring the disruptive Human Interest partnership story to key accounting stakeholders for the first time. Elevate "First Contact to Lead Speed," ensuring rapid transformation of cold data into highly engaged, active referral accounts. Train partners on Partner Connect, our industry-leading product specifically designed for CPAs and accountants. Build, mature, and amplify net-new referral relationships with CPAs and Accountants, demonstrating how a modern, automated 401(k) platform adds immense strategic value to their advisory practices and their clients. Position Human Interest competitively against stagnant legacy options, educating partners on exactly how we are best positioned to partner with them today and support their growth into the future. Drive predictable pipeline throughput and meet or exceed core metrics, including: Bookings / ACV, Net New Partnerships, Lead Volume, and Meetings Set & Attended. Efficiently scale, nurture, and manage an extensive portfolio of active partner accounts when fully ramped, keeping engagement high through structured digital touchpoints. Maintain meticulous, trackable, and detailed records of all sales cycles, touchpoints, and account milestones within Salesforce and Outreach. Collaborate cross-functionally with Partner Marketing, Inside Leadership, Product, and Legal to optimize targeted messaging and scale demand-generation activities (webinars, educational co-branded materials, etc.). What you bring to
