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Leads and develops a regional team of Partner Account Managers, driving quota attainment, revenue growth, recruiting, retention, sales execution, forecasting, and accountability. Builds relationships with CPAs, payroll providers, HR consultants, and benefit brokers while coaching sales and implementation processes. Requires proven 401(k) sales experience, frontline sales leadership in retirement services, HCM, or payroll, Salesforce proficiency, strong communication, and regional and national travel. Candidates must reside in New York.

Develop and grow referral partnerships with technology, HCM, benefits, accounting, and financial-advisor partners serving SMBs. Build strategic networks, generate leads, resolve partnership issues cross-functionally, and collaborate on partner marketing initiatives. Establish performance metrics and execute go-to-market and demand-generation strategies. This quota-driven role requires strong relationship-building, communication, autonomy, and three days per week in the field in Miami.

Build and grow referral partnerships with technology and HCM partners, benefit brokers, CPAs, and financial advisors serving SMBs. Create strategic referral networks, generate leads, establish partner goals and metrics, and execute go-to-market initiatives. Resolve partnership issues cross-functionally and collaborate with Marketing on events, email campaigns, and webinars. This quota-driven role requires independent relationship building and working in the field three days per week in Queens.

Manage and grow partner relationships (tech, HCM, brokers, CPAs, financial advisors) to drive referral leads and revenue. Build strategic networks, execute co-marketing and go-to-market initiatives, set performance metrics, resolve partnership issues cross-functionally, and meet quota in a territory-based, field-focused role.

Support GTM FP&A by building and maintaining GTM OPEX models, performing variance analysis, forecasting revenue and spend, automating reporting systems, and partnering with GTM and People teams on headcount and capacity planning to drive spend accountability and board-level financial narratives.

Manage and grow referral and channel partnerships (tech/HCM partners, brokers, CPAs, advisors) to drive lead generation and revenue. Build strategic networks, set partner goals/metrics, collaborate cross-functionally, execute partner marketing and go-to-market activities, and resolve operational partnership issues while meeting quota.

Lead and coach a team of relationship managers to deliver exceptional service for high‑revenue retirement plan sponsors. Own escalation resolution, SLA governance, process optimization, cross‑functional collaboration, retention, and growth opportunities while translating client objectives into team strategy.

Lead product strategy and roadmap for a dedicated engineering team in the retirement-fintech platform. Define outcomes, measure business impact, prototype rapidly (using AI), partner across design, engineering, operations, revenue, and compliance, and use data to validate decisions and deliver scalable, compliant products.

Lead a team of Payroll Connection Specialists to enable payroll integrations across 400+ providers, meet OKRs and KPIs, resolve escalations, optimize operational workflows, partner cross-functionally on 401(k) contribution processing, and drive continuous improvement and strong customer experiences.

Design, build, and maintain user-facing and foundational backend services; improve system reliability and automation; collaborate with stakeholders; own domains; mentor engineers; integrate and direct AI agents across development lifecycle.