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Regional Sbo Account Manager, West
Posted on 3/31/2022
Experience Level
Desired Skills
  • Manage multiple partner relationships both internally and externally in a high pace environment. You are viewed as the driver, the air support and liaison between the Regional Director, the Partner Account Manager and the external partner
  • Continually seek opportunities with these partners to increase revenue by up-selling additional service offerings through coaching on qualified leads and opportunities
  • Create a regular cadence of account contact with the partner company, its stakeholders and executive team to drive strategic initiatives, and measure value of partnership
  • Implement streamlined partner processes and ensure smooth day-to-day communication and feedback
  • Develop promotions, attend partner events and devise incentives to protect and grow existing revenue streams
  • Meet/ exceed monthly PRL's through closing of incremental sales and revenue opportunities within assigned Regional & SBO partners
  • Partner with ongoing internal service teams to deliver high quality visibility to our partner client
  • Bring subject matter experts from the organization into client relationships as needed to address specific issues, projects and integrations
  • Maintain customer satisfaction and serve as the primary escalation point for any partner issues that arise
  • Maintain documentation in Salesforce regarding client/ partner activity
  • Participate with and coordinate with other departments including, marketing, implementation, engineering and finance regarding relevant partner specific topics
  • Travel within the region and nationally to sales conferences, trade shows, or partnership meetings
  • 2-5+ years of experience in the Retirement Services / HCM / Payroll Industry
  • Proven track record of success in a quota-driven sales environment
  • Experience building relationships with CPA's, payroll companies, HR consultants andbenefit brokers
  • Courage, Passion, Resilience, and Drive
  • Core Competencies: Relationship Management, Business Acumen, Situational Awareness, Strong Organizational Skills
  • Professional Competencies: Adaptability, Customer Focus, Drive for Results, Influencing Impact, Judgment, Collaboration, Executive Maturity/Presence, Value Selling, Analytical Problem Solving, Organized & Disciplined, Initiates/Embraces Change
  • CRM experience (particularly Salesforce)
  • Exceptional communication skills; written and verbal
  • Strong understanding of the Human Interest partner process, demands, and needs for continued success
  • Willing to flex with constant change and day-to-day competing priorities
  • A team player and big picture thinking mentality
  • You get to be a part of something special by building a partnership arm of the business focused on regionally field based payroll / HCM organizations and SBO's from the ground up
  • You will incrementally drive referral growth 10X within existing relationships. This place is a rocketship, so buckle up!
  • You will have strong knowledge and understanding of the organization's products, services, customers, competitors; establishing HI as the preferred partner
  • Partner internally with partner marketing to create and execute meaningful collateral and partner promotions and presentations
  • Drive education and learning for the PAM org on how to work with regional and local partners most effectively
  • Work closely with internal and external stakeholders to drive relationships forward
Human Interest

501-1,000 employees

Employee retirement services
Company Overview
Human Interest is making a more equitable financial future for generations to come by helping small and medium-sized businesses offer affordable, accessible 401(k) plans to their employees.
  • Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation
  • Top-of-the-line health, dental, and vision, with employee premiums fully paid and dependent premiums 50% covered by Human Interest
  • Stock options for every employee
  • Generous PTO policy
  • HSA or FSA offering with an annual employer contribution
  • Short/Long-term disability and life insurance
  • Generous parental leave policy
  • Dollar-for-dollar match of employee donations to nonprofit 501(c)(3) organizations, up to $1,000 per year
  • Monthly work from home stipend
  • Annual wellness stipend
Company Values
  • In it for customers - We do everything to set our customers up for success because if they succeed, we succeed
  • Autonomous and accountable - We hire smart, motivated, flexible, fun-loving people who bring expertise, and we trust them to take ownership of their work
  • Inclusive collaboration - We bring diverse perspectives together and collaborate to move the industry forward
  • Decisive - We do our research and make smart decisions with confidence
  • Outcomes-driven - We focus on outcomes and measure our success against them