Channel Partner Manager

Our client, a rapidly growing financial services and advisory organization, is seeking a Channel Partner Manager to build and scale a referral and partnership network targeting small business owners.

This is a high-ownership role for someone who has successfully built partnerships from the ground up and enjoys creating opportunities through strategic relationships.

• Identify, recruit, and activate channel partners, including banks, payroll providers, insurance brokers, HR consultants, business advisors, and industry associations
• Build and manage a pipeline of prospective partners
• Negotiate referral and partnership agreements
• Develop partner onboarding and enablement materials
• Track referral activity and partnership performance through CRM systems
• Represent the organization at networking events, trade associations, and business functions

• 4+ years of channel sales, business development, or partnership management experience
• Demonstrated success building partner programs or referral networks
• Experience with in financial services, accounting, banking, payroll, insurance, HR technology, or professional services
• Strong communication and presentation skills
• Proven ability to exceed goals and develop new business relationships
• CRM experience required

• Commission and performance incentives
• OTE: $100,000 - $120,000

If you're a builder who enjoys creating partnerships that drive revenue, we'd love to hear from you.

• Frisco, TX (Hybrid required)
• Must be able to work onsite as needed and participate in local networking events

• Banking, payroll, insurance, HR tech, or professional services
• Small business ecosystem / SMB-focused partnership networks

• 4+ years experience in channel sales, partnerships, business development, or referral-based sales roles
• Experience negotiating partnership/referral agreements
• Experience managing pipeline and performance tracking via CRM systems
• Strong relationship-building and B2B sales experience

• Experience working with SMB-focused ecosystems (banks, payroll providers, insurance brokers, HR consultants, business advisors)
• Prior experience in financial services or adjacent industries
• Experience representing companies at networking events, associations, or industry conferences
• Experience building partner onboarding, enablement, or training materials
• Strong track record of exceeding revenue or partnership growth targets

• No experience in partnerships, channel sales, or referral-based business development
• No B2B relationship-building or external partner-facing experience
• No CRM usage or pipeline management experience
• No exposure to SMB or financial services ecosystem
• Purely transactional sales experience without strategic partnership development

• No SMB or small business ecosystem exposure:
  Maximum score 75
• No financial services / banking / payroll / insurance / HR tech experience:
  Maximum score 80
• No CRM pipeline management experience:
  Maximum score 75
• No experience negotiating partnership agreements:
  Maximum score 70
• No experience building or launching partner programs from scratch:
  Maximum score 75
• Limited relationship-based B2B sales experience:
  Maximum score 80