Partner Account Manager, Orange County
Skills
- Proven relationship building and territory sales experience in the SMB channel
- Quota-driven sales experience with a measurable track record of meeting targets
- Strong communication and interpersonal skills for partner engagement and cross-functional collaboration
- Comfortable using Salesforce (or similar CRM) to manage pipelines and forecast
- Ability to work independently, prioritize, and operate in a fast-paced, evolving environment
- Willingness and ability to be in the field ~3 days per week in Orange County
Responsibilities
- Develop, build, and amplify referral relationships with tech partners, HCM partners, benefit brokers, CPAs, and financial advisors in the SMB space
- Create and expand strategic referral networks focused on lead generation and new partnership opportunities
- Collaborate cross-functionally with Sales, Product, Marketing, Legal, and Finance to resolve partner issues and launch initiatives
- Partner with Partner Marketing to design and execute co-marketing programs (events, webinars, email campaigns) to drive pipeline
- Establish business goals and performance metrics with partners and execute go-to-market and demand-generation strategies
- Track partner performance, maintain CRM records, and report on pipeline and revenue contribution
Education
- Bachelor's degree preferred or equivalent work experience
- Relevant certifications or training in sales, partnerships, or finance are a plus
Benefits
- 401(k) with dollar-for-dollar employer match up to 4% (immediately vested) and $0 plan fees
- Top-tier medical, dental, and vision insurance
- Competitive PTO and parental leave
- Stock option grants for long-term ownership
- Access to financial wellness tools and advisors (Addition Wealth)
- Enhanced mental health support (Lyra) and family-forming/fertility benefits (Carrot)
- Student loan resources (Candidly)
- Monthly work-from-home stipend and quarterly lifestyle stipend
- Engaging team events and offsites
Average salary estimate
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