🛠 Tech Stack

💼 About This Role

You'll develop referral relationships with tech partners, HCM partners, brokers, CPAs, and financial advisors in the SMB space. You'll collaborate cross-functionally with Sales, Product, Marketing, Legal, and Finance to drive partner growth and revenue generation. This role offers a chance to make a lasting impact by closing the retirement gap.

🎯 What You'll Do

• Develop referral relationships with tech and HCM partners, brokers, CPAs, and financial advisors.
• Create strategic referral networks for lead generation and partnership opportunities.
• Identify and resolve issues cross-functionally with Sales, Product, Marketing, Legal, and Finance.
• Collaborate with Partner Marketing to execute initiatives like events, email, and webinars.

📋 Requirements

• 2+ years experience building relationships with tech/HCM partners, brokers, CPAs, and financial advisors in SMB space.
• Proven track record of success in a quota-driven sales environment.
• Ability to thrive in a fast-paced, ever-changing environment.
• Familiarity with Salesforce to manage sales cycles (preferred).

✨ Nice to Have

• Experience with territory sales and business development.
• Growth mindset and coachability.
• Resilience and creative problem-solving skills.

🎁 Benefits & Perks

• 💰 Competitive base salary plus variable compensation.
• 📈 Stock option grants for all employees.
• 🏖️ Comprehensive wellness benefits (physical, financial, mental).

📨 Hiring Process

Estimated timeline: 2-3 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Panel Interview· 60 min