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 Our Partnership Program is a key initiative for the company. The Partner Account Manager’s primary duty is to engage, build and develop Human Interest’s key accounts and growth opportunities. We're looking for a forward-thinking, meticulously organized, and self-motivated sales professional who can thrive in a fast-paced environment. You'll accelerate our partner relationships to help us exponentially reach more small and medium businesses across the United States, which is essential to our growth. This role requires someone who is proactive, creative, and can exercise their own discretion and judgment to create their own solutions when needed. What you get to do every day - Develop, build, and amplify referral relationships with tech partners, human capital management partners, benefit brokers, CPA's and financial advisors in the SMB space - Create and build strategic referral networks and partnerships focused on lead generation and new partnership opportunities - Proactively identify and resolve emerging issues and offer solutions by working cross-functionally with Sales, Product, Marketing, Legal and Finance - Collaborate with Partner Marketing to innovate and execute unique initiatives to promote partner sales (e.g, educational events, email, webinars, etc.) - Work with partners to establish business goals and performance metrics (e.g, depth of sales pipeline and revenue generation) to develop and execute effective go-to-market strategies and demand-generation activities What you bring to the role - 2+ years of experience building, developing, and maintaining relationships with tech and human capital management (HCM) partners, benefit brokers, CPA's and financial advisors in the SMB space (including territory sales and business development) - Successful - Proven track record of success in a quota driven sales environment - Passionate - You are a highly motivated individual contributor and relationship builder that can operate independently - Dynamic - You can thrive in a fast-paced, and ever-changing environment - Resilient—You bounce back from setbacks quickly, are resourceful, and find creative ways to get things done. - Solutions-oriented - Willingness to get your hands dirty while managing and solving operational partnership issues - Extraordinary communication and interpersonal skills — people trust you and sense that you are advocating for something you believe. - Tech-savvy - familiarity using Salesforce to manage sales cycles is preferred - Growth mindset - You can embrace feedback and hold yourself accountable. - Coachable- Ability to absorb information, training, and guidance and successfully implement and execute - Travel - Ability to be In the field 3 days/week Why you will love working at Human Interest Human Interest is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success. Join Human Interest and make a lasting impact by shaping the future of retirement. Our operating principles define how we work together as a team. 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: We're all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile. - Long-Term Orientation: We're not just playing for today; we're building a legacy. We think big, plan strategically, and invest in our future. - Autonomous and Accountable Teams: We trust our team members to take ownership and make smart decisions. We empower you to be your best self! - An Escalating Bar for Talent and Performance: We're constantly raising the bar and challenging ourselves to be better. We believe in growth and continuous improvement. - Fundamental Optimism: We see the glass as half full (and then we fill it up with more amazing ideas!). We believe in the power of positivity and the potential for greatness. Compensation - At Human Interest, we consider a number of factors to determine the appropriate pay range for each position, including the cost of labor in different markets across the U.S. The total On Target Earnings (OTE) for the role described in this job posting is $130,000 - $140,000 which includes a base salary of $70,000, and a variable target compensation of $70,000. The specific pay rate offered is based on the candidate’s relevant skills and experience. Base pay is just one component of our Total Rewards package, which also includes a comprehensive suite of physical, financial, and mental wellness benefits. Additionally, employees receive stock option grants, enhancing long-term financial growth and investment in our company's success. 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 - Competitive time off and parental leave - 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 - Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie. 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® (2023-2025) - 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 applicantaccommodations@humaninterest.com. Protect yourself against fraud and identity theft. Apply to our open positions directly via our careers page on Greenhouse. Human Interest will never ask applicants for their financial or banking information as part of our application process. All legitimate communication will come from a @humaninterest.com email address. If you have questions, please reach out to us directly at careers@humaninterest.com 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

• The Account Manager is responsible for gaining a clear understanding of the existing client needs, develop and strengthen relationships while managing sourcing and production activities. • Works closely with Account Executive and/or Director on account strategies to increase the Company’s service offerings to generate more revenue. • Collaborates with Account Executive, Account Director and/or client to facilitate new sales opportunities while building client relationships. • Identifies areas for service and process improvement.

• Serve as the primary point of contact and trusted advisor for assigned client accounts. • Build strong, long-term relationships with senior marketing, revenue, and operations stakeholders. • Balance client expectations with internal priorities, scope, and resourcing. • Proactively identify risks, opportunities, and expansion paths within each account. • Grow smaller client relationships into larger deals while building your own book of business. • Accountable for account retention and expansion. • Lead development of multi-channel media strategies aligned to client business goals, ICPs, and revenue targets. • Oversee planning, execution, and optimization of demand generation campaigns across channels such as: - LinkedIn, Google, programmatic, paid social, and emerging B2B media platforms. • Ensure campaigns support full-funnel objectives, from awareness through pipeline and revenue. • Own performance measurement and optimization against KPIs such as CPL, CPQL, pipeline contribution, and ROI. • Manage media budgets across channels, partners, and tactics with clear accountability. • Evaluate, select, and manage relationships with media vendors, publishers, and platforms. • Oversee external partners or agencies where applicable to ensure quality, alignment, and efficiency. • Ensure pacing, forecasting, and budget performance are clearly communicated to clients. • Partner closely with GTM Engineering to ensure: - CRM, marketing automation, and attribution systems are properly configured. - Reporting accurately reflects funnel performance and revenue impact. • Collaborate with Demand Generation and Demand Capture leads to align paid, organic, and AI-optimized search strategies. • Interpret performance data to surface insights, guide optimization, and inform strategic decisions. • Contribute to defining reporting frameworks that align client KPIs with CGM’s internal efficiency metrics. • Lead cross-functional delivery across strategy, media, GTM Engineering, and Demand Capture. • Ensure projects stay on track: on time, on budget, and aligned to client goals. • Provide direction, mentorship, and feedback to media and account team members as needed. • Contribute to process improvements that increase clarity, efficiency, and quality across teams.

• Host and coordinate regular cross-functional program meetings that bring together internal stakeholders for each client. • Maintain a shared KPI trends document for each program that tracks performance, identifies themes, and highlights opportunity areas. • Surface actionable insights from program data and stakeholder feedback to inform improvements across learning programs. • Partner closely with Instructional Designers, Facilitators, and Developers to ensure program data and field insights translate into meaningful enhancements. • Support the Manager of Learning Excellence & LaaS Operations in establishing and maintaining operational frameworks for meetings, documentation, workflows, and process governance. • Monitor follow-ups, commitments, and in-progress items from cross-functional meetings and ensure timely resolution. • Contribute to continuous improvement initiatives that streamline Learning operations and enhance the overall learner experience. • Support the development and documentation of processes and procedures related to Learning Excellence, Program Governance, and LaaS operational workflows. • Assist with readiness, communication, alignment, and stakeholder coordination for new initiatives or program adjustments. • Represent the Learning Team professionally and consistently in all interactions with internal partners. • Participate in special projects or initiatives as assigned.