Job Details

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! #LI-KL1