Regional Director, Partner Account Manager (South Territory)
Skills
- Proven success selling 401(k) products (1+ years)
- 3-5 years leading front-line sales professionals in retirement services, HCM, or payroll
- Salesforce CRM experience for pipeline management and forecasting
- Strong relationship-building skills with brokers, CPAs, and payroll partners
- Demonstrated quota attainment and revenue growth track record
- Excellent verbal and written communication skills
- Ability to adapt to fast change and competing priorities
- Located in AL, AR, LA, MS, or TN and able to travel as needed
Responsibilities
- Coach, mentor, and develop a team of Partner Account Managers to meet and exceed monthly revenue quotas
- Recruit, hire, and retain high-performing sales talent while coaching sales and implementation best practices
- Own the end-to-end sales cycle for the region, including pipeline management and forecasting in Salesforce
- Drive a culture of accountability, performance, and collaboration within the region
- Build and maintain relationships with CPAs, payroll providers, HR consultants, and benefit brokers
- Travel regionally and nationally for field rides, client meetings, sales conferences, and trade shows
Education
- Bachelor’s degree or equivalent work experience preferred
- Relevant industry certifications a plus (retirement/benefits or sales certifications)
Benefits
- 401(k) plan with dollar-for-dollar employer match up to 4% (immediately vested) and $0 plan fees
- Top-tier health, dental, and vision insurance
- Competitive PTO and parental leave
- Stock option grants to participate in long-term company growth
- Unlimited access to financial planning tools and advisors (Addition Wealth)
- Enhanced mental health support (Lyra) and fertility/family-forming benefits (Carrot)
- Student loan resources (Candidly)
- Monthly work-from-home stipend and quarterly lifestyle stipend
- Team-building events, virtual socials, and offsites
Average salary estimate
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