Head of Channel, Financial Services

The Head of Channel, Financial Services is a senior leader responsible for defining and executing CoAd's channel strategy across three verticals:
Banks, CPAs, and Franchises. This role sets the direction, frameworks, and playbooks that enable Channel Managers to identify, recruit, and activate new partners, and that enable Channel Sellers to generate and route qualified end-client opportunities to CoAd's PEO (Business Consultants) and HCM (Sales Executives) field sales organizations. The Head of Channel, Financial Services is accountable for overall channel performance and functions as the strategic overlay to the field, equipping the team and field sellers with the positioning, tools, and support needed to succeed across each vertical.

• Own and continuously evolve CoAd's financial services channel strategy across Banks, CPAs, and Franchises, ensuring alignment with overall growth objectives and field sales priorities.
• Define channel-specific value propositions, ideal partner profiles, go-to-market approaches, and partner acquisition playbooks for each vertical.
• Set annual and quarterly channel priorities, partner targets, and performance expectations by vertical; translate strategy into executable plans for the team.
• Identify emerging channel opportunities and make recommendations to leadership on strategic investments, new verticals, or program changes.
• Maintain a current understanding of market dynamics, competitive positioning, partner preferences, and regulatory environment across each channel segment.

• Lead, coach, and develop a team of Channel Managers and Channel Sellers, setting clear role expectations and holding individuals accountable to channel performance goals.
• Support Channel Managers in identifying and pursuing high-potential partner targets; provide deal-level coaching, strategic guidance, and escalation support through the partner acquisition process.
• Support Channel Sellers in sourcing, qualifying, and routing end-client opportunities to the correct field seller (BC for PEO; HCM Sales Executive for payroll/HCM) based on prospect fit.
• Conduct regular pipeline reviews and performance conversations with direct reports across both partner development and end-client opportunity metrics.
• Recruit and develop team talent in alignment with channel growth priorities and CoAd's standards.

• Design and maintain the structure of CoAd's preferred partner program for financial services channels, including partner tiers, activation criteria, incentive frameworks, and performance standards.
• Develop onboarding and activation playbooks that Channel Managers use to bring new partners to productivity quickly and consistently.
• Establish partner performance standards and review cadences; direct Channel Managers in managing underperforming partnerships and escalates where needed.
• Maintain senior-level relationships with the most strategic partners in the portfolio, supporting Channel Managers where executive presence is required to advance or protect a key relationship.

• Ensure the channel team functions as an effective overlay to PEO and HCM field sales, driving qualified partner-sourced opportunities into field pipelines without disrupting field-led motions.
• Establish and maintain clear handoff protocols and joint accountability frameworks between Channel Sellers and field BCs and HCM Sales Executives.
• Maintain ongoing alignment with PEO and HCM field sales leadership on channel priorities, opportunity routing, territory coverage, and capacity.
• Track routed opportunity outcomes and use conversion data to improve channel sourcing quality, team effectiveness, and field partnership.

• Define the strategy and partner profile for CoAd's bank channel, focusing on regional and community banks whose business banking and commercial divisions serve clients with PEO and payroll needs.
• Develop the referral frameworks, co-marketing approaches, and partner program terms that Channel Managers use to recruit and activate bank partners.
• Identify bank holding…