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Channel Sales Manager


Job Description

Posted on
March 15, 2023

The role is highly strategic, and involves coordinating firm resources across marketing, sales, product, and customer success to drive revenue, avoid churn, and ultimately drive channel revenue. The position presents an exciting opportunity to join a successful start- up as it accelerates its growth. You'll gain invaluable experience and real-7me gratification in a place where your work and your efforts will be instantly seen and felt.


  • Build and manage relationships with C-level executives at our most important channel relationships to drive channel revenue growth
  • Work cross-functionally with sales, marketing, product, and customer success to build and execute channel go-to-market strategies and ensure partner success
  • Map complex client organizations, develop deep expertise of their inner-workings to ensure exceeds their expectations
  • Meet with Partners and Advisors, participate in joint sales calls to end users and assist the Partner/Advisors in closing opportunities
  • Coordinate Partner access to Field Marketing and any overlay resources as appropriate
  • Set channel KPIs, monitor and report on success, run partner quarterly business reviews (QBRs),and forecast channel revenue
  • Improve channel productivity by continuously testing and refining our marketing strategy(collateral, positioning, press, events), account management processes, and product features
  • Attend channel partner events and conferences to promote our products and deepen relationships

  • 5+ year’s professional experience in the channel with channel partners
  • Advanced understanding of wealth management firms, products, and partnerships
  • Collaborative team player, able to coordinate internal stakeholders and gain buy-in
  • Highly entrepreneurial, creative, and opportunistic

Apply Now

Lead Recruiter

Emily Pizza


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