This is not a maintenance role. It’s a relationship-driven, revenue-impact seat inside a growing financial services firm that wins by trust, precision, and partnership. A purpose-driven, family-owned financial services company is hiring an Account Manager to own and grow a portfolio of strategic partners, primarily in the PEO space, while helping small businesses access flexible capital when they need it most. This role blends account management, financial acumen, and consultative sales, with clear upside as the company scales. They’re looking for a confident, emotionally intelligent relationship builder who thrives in a fast-moving, collaborative environment and wants to grow into a broader sales role over time. This is a remote position in Texas or Ohio.
Account Manager Responsibilities
Build, manage, and deepen relationships with assigned partners, including PEOs, PEO brokers, CPAs, and adjacent referral sources
Act as the primary point of contact for partners, ensuring strong communication, alignment, and satisfaction
Develop and execute partner account plans, including business reviews, marketing calendars, and growth strategies
Support partners with product education, training, and deal support to drive funded volume
Collaborate with leadership and marketing to execute joint campaigns, email initiatives, and demand-generation efforts
Track partner performance, pipeline activity, and KPIs in HubSpot
Attend partner training, industry events, and conferences
Identify opportunities to expand existing relationships and, over time, help bring on new strategic partners
Stay current on industry trends, competitive offers, and client needs to inform strategy and recommendations
Account Manager Requirements
3 - 5+ years of account management experience, ideally in financial services, PEO, HR, accounting, or adjacent industries
Experience working within an indirect or partner-driven sales model
Proven ability to build trust-based, long-term relationships
Strong financial and business acumen with the ability to explain complex concepts clearly
Confident, polished communicator with high emotional intelligence
Organized, self-directed, and comfortable working in a fast-paced, evolving environment
Experience using CRM systems and MS Office 365
Willingness to travel nationally for partner meetings and events
Bachelor’s degree in business, marketing, or related field preferred
HubSpot strongly preferred
Benefits
KPI-driven bonus structure with quarterly goals and upside
Small discretionary year-end bonus
401(k) with company match
Medical insurance 100% covered for employees
Dental and vision insurance 100% covered for employees
Two weeks of vacation with flexibility and strong encouragement to use it
Paid holidays, soft close from Christmas to New Year’s, and half-day Fridays
Corporate card for all travel expenses
A tight-knit, business-casual culture where every voice matters, and leaders invest in your growth
This company is a small, quickly growing, and serious about developing leaders. If you want ownership, visibility, and the chance to grow alongside a company aiming to quadruple revenue by 2030, this role delivers. Apply now!
#J-18808-Ljbffr
Account Manager Responsibilities
Build, manage, and deepen relationships with assigned partners, including PEOs, PEO brokers, CPAs, and adjacent referral sources
Act as the primary point of contact for partners, ensuring strong communication, alignment, and satisfaction
Develop and execute partner account plans, including business reviews, marketing calendars, and growth strategies
Support partners with product education, training, and deal support to drive funded volume
Collaborate with leadership and marketing to execute joint campaigns, email initiatives, and demand-generation efforts
Track partner performance, pipeline activity, and KPIs in HubSpot
Attend partner training, industry events, and conferences
Identify opportunities to expand existing relationships and, over time, help bring on new strategic partners
Stay current on industry trends, competitive offers, and client needs to inform strategy and recommendations
Account Manager Requirements
3 - 5+ years of account management experience, ideally in financial services, PEO, HR, accounting, or adjacent industries
Experience working within an indirect or partner-driven sales model
Proven ability to build trust-based, long-term relationships
Strong financial and business acumen with the ability to explain complex concepts clearly
Confident, polished communicator with high emotional intelligence
Organized, self-directed, and comfortable working in a fast-paced, evolving environment
Experience using CRM systems and MS Office 365
Willingness to travel nationally for partner meetings and events
Bachelor’s degree in business, marketing, or related field preferred
HubSpot strongly preferred
Benefits
KPI-driven bonus structure with quarterly goals and upside
Small discretionary year-end bonus
401(k) with company match
Medical insurance 100% covered for employees
Dental and vision insurance 100% covered for employees
Two weeks of vacation with flexibility and strong encouragement to use it
Paid holidays, soft close from Christmas to New Year’s, and half-day Fridays
Corporate card for all travel expenses
A tight-knit, business-casual culture where every voice matters, and leaders invest in your growth
This company is a small, quickly growing, and serious about developing leaders. If you want ownership, visibility, and the chance to grow alongside a company aiming to quadruple revenue by 2030, this role delivers. Apply now!
#J-18808-Ljbffr