Partner Development Associate

4 days ago

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Human Interest

WebsiteLinkedInAll Job Openings

Financial Services • FinTech • Benefits • Personal Finance • SaaS

501 - 1000

💰 $200M Series D on 2021-08

Description

• Building and maintaining strong relationships with CPA partners. • Driving lead generation and supporting growth of Human Interest's CPA channel. • Onboarding and ensuring CPA partners have the necessary resources. • Collaborating with CPA partners to identify and qualify potential leads. • Educating CPA partners on Human Interest's value proposition. • Assisting the sales team in closing deals and providing partner insights. • Staying informed on industry trends and sharing insights with the team.

Requirements

• Bachelor's degree in Accounting, Finance, Business, or a related field. • 1-2 years of experience in sales, account management, or a client-facing role, preferably in the accounting or financial services industry. • Strong understanding of the CPA industry and the needs of CPA firms. • Excellent communication, interpersonal, and relationship-building skills. • Proven ability to work independently and as part of a team. • Demonstrated success in achieving sales or lead generation goals. • Proficiency in Salesforce and other relevant software tools.

Benefits

• Competitive salary and benefits package. • Opportunities for professional growth and development. • Dynamic and collaborative work environment. • Chance to make a meaningful impact on the retirement savings industry. • A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees. • Top-of-the-line health plans, as well as dental and vision insurance. • Generous PTO and parental leave policies. • Addition Wealth - Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness. • Lyra - Enhanced Mental Health Support for Employees and dependents. • Carrot - Fertility healthcare and family forming benefits. • Candidly - Student loan resource to help you and your family plan, borrow, and repay student debt. • Monthly work-from-home stipend; quarterly lifestyle stipend. • Employee Resource Groups including Veterans, Lift Ev’ry Voice, Pride, LatinX, Families, and Women in Tech. • Fun online and regional events and celebrations and department and company offsites. • The vast majority of our positions can be 100% remote.