Partner Development Associate, Florida

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. 

Nearly 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 tech company changing the retirement industry. We’ve raised more than $700M in primary and secondary financings and are backed by a number of investors. Most recently, 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

The Partner Development Associate - Accountants is responsible for building and maintaining strong relationships with CPA partners, driving lead generation, and supporting the overall growth of Human Interest's CPA channel. This role is ideal for an individual who is passionate about the accounting industry, eager to learn, and driven to succeed in a fast-paced sales environment.

We are only considering candidates located in the greater Tampa or Orlando areas, as this position requires proximity for occasional in-person meetings

What you get to do every day

• Partner Relationship Management:
• Develop and nurture relationships with CPA partners through regular communication, training, and support.
• Onboard new CPA partners and ensure they have the resources and knowledge to effectively promote Human Interest.
• Identify and address partner needs and challenges to ensure their success.
• Lead Generation:
• Collaborate with CPA partners to identify and qualify potential leads.
• Educate CPA partners on Human Interest's value proposition and how to position our solution to their clients.
• Track and report lead generation activity and results.
• Sales Support:
• Assist the sales team in closing deals by providing partner insights, addressing partner-related questions, and facilitating communication between partners and the sales team.
• Participate in sales meetings and training sessions to stay up-to-date on product knowledge and sales strategies.
• Market Research:
• Stay informed on industry trends, competitive landscape, and regulatory changes impacting the CPA industry.
• Share insights and recommendations with the team to inform sales and marketing strategies.

What you bring to the role

• 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.

Why you will love working at Human Interest

Mission - Highly collaborative startup dedicated to supporting employee engagement and growth. It’s an opportunity to help solve one of the biggest unsolved problems in America: saving for retirement.

Culture - Our operating principles define how we come together as a team to do our work. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest. 

• Customer obsession
• Long-term orientation
• Autonomous and accountable teams
• An escalating bar for talent and performance 
• Fundamental optimism 

Compensation - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the US. The base salary for this position spans $67,000 - $70,000 and represents the minimum in our lowest geographic region to a maximum in our highest geographic region. The salary that we offer to a new employee within this range is based on their location within the US, their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall Total Rewards package. This position will also offer a variable target of $30,000. All of our employees are offered a robust suite of physical, financial and mental wellness benefits.

Benefits - 

• 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
  

We’re a great place to work (but don’t take our word for it) 

Here’s a list of our awards and accolades:

• Certified as a Great Place To Work® (2023-2024)
• Fortune Best Place to Work in the Bay Area (2024)
• Best Places to Work by Built In (2023-2024)
• America’s Best Startup Employers by Forbes (2020-2022, 2024) 
• A Top Company by Y Combinator (2020-2023)
• Inc. Fastest Growing Companies (2021)

Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws.

We are committed to making every stage of our application process fully accessible to all individuals. If you need a reasonable accommodation at any point in the process, please let us know at [email protected].

Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies. 

Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines.

See more: https://humaninterest.com/disclosures