Channel Partner Manager (Remote)

acumenfa; United States; Remote; USD 90,000 - 140,000; Full time

Job summary

Acumen Financial Advantage is seeking a Channel Partner Manager to manage a portfolio of credit union partners from a remote location in the United States. You will cultivate executive-level relationships, educate partners on AFA's executive benefit solutions, and drive referrals through structured engagement and onboarding.

You will coordinate with the sales team, participate in partner education sessions, and deliver co-branded materials.

Qualifications

• 3–5 years of experience in business development, relationship management, sales, or partnership roles.
• Experience with credit unions, financial services organizations strongly preferred.
• Ability to build and maintain trusted relationships across multiple stakeholder levels.
• Strong verbal and written communication; comfortable presenting to executives.
• Proficiency in Salesforce CRM or comparable platform; strong organizational skills.
• Self-starter, able to work independently in a remote environment with minimal oversight.

Responsibilities

• Serve as the primary day-to-day contact for an assigned portfolio of credit union partners and affiliate organizations.
• Build trust-based relationships with CEOs, COOs, HR Directors, and board contacts at partners.
• Conduct regular touchpoints to maintain engagement and identify referral opportunities.
• Represent AFA at credit union events to expand network and visibility.
• Generate qualified referrals by educating partners on AFA's value proposition.
• Coordinate warm introductions between credit union leadership and AFA's sales team to advance opportunities.
• Track partner activity, referrals, and pipeline in Salesforce with accuracy.

Skills

Relationship management

Sales

Channel sales

Salesforce CRM

Communication

Remote work

Education

Bachelor's degree

Tools

Salesforce CRM

Job description

Channel Partner Manager

Location: Remote (United States)

Department: Sales

What You'll Do

Credit Union Partner Relationship Management

• Serve as the primary day-to-day contact for an assigned portfolio of credit union partners, leagues, and affiliate organizations.
• Build trust-based relationships with key decision-makers, including CEO, COO, HR Directors, and board contacts at credit union partners.
• Conduct regular touchpoints — calls, meetings, site visits — to maintain engagement, share updates, and identify referral opportunities.
• Represent AFA at credit union chapter events, league conferences, and regional gatherings to expand network and visibility.

Referral Generation and Pipeline Development

• Generate qualified referrals by educating credit union partners on AFA's value proposition and executive benefit solutions.
• Identify credit unions in the assigned portfolio with eligible executive populations and introduce AFA's services at the appropriate level.
• Coordinate warm introductions between credit union leadership and AFA's sales team to advance opportunities through the pipeline.
• Track all partner activity, referrals, and pipeline contributions in Salesforce CRM with accuracy and consistency.

Partner Onboarding and Enablement

• Support the onboarding of new credit union partners, ensuring they understand AFA's offerings, referral process, and expected outcomes.
• Deliver partner education sessions covering AFA's executive benefit products, the credit union market landscape, and relevant SERP and nonqualified plan concepts.
• Provide partners with co-branded materials, leave-behinds, and marketing support developed in collaboration with AFA's Marketing team.
• Serve as a resource for partners who have questions about AFA's services, solutions, or process — escalating to the VP or internal specialists as appropriate.

What You Bring

Required

• 3–5 years of experience in business development, relationship management, sales, or partnership roles.
• Experience working with or selling into credit unions, financial cooperatives, or financial services organizations strongly preferred.
• Demonstrated ability to build and maintain trusted professional relationships across multiple stakeholder levels.
• Strong verbal and written communication skills; comfortable presenting to executives and conducting group education sessions.
• Proficiency in Salesforce CRM or comparable platform; strong organizational and follow-through skills.
• Self-starter comfortable working independently in a remote environment with minimal day-to-day oversight.

Preferred

• Familiarity with executive benefit concepts, including SERP, split-dollar, nonqualified deferred compensation, or COLI/BOLI solutions.
• Existing relationships within the credit union league system or America's Credit Unions affiliate network.
• Experience in channel sales, referral-based selling, or partner account management.
• Bachelor's degree in Business, Finance, Marketing, or a related field.

About the Company

Acumen Financial Advantage serves as a strategic financial partner to banks and mission-driven organizations, including credit unions, healthcare providers, educational institutions, and nonprofits—focusing on the areas that most directly shape financial performance: leadership strength, capital discipline, and long-term stewardship. Our team brings deep, specialized experience and a holistic, outcome-first perspective, working alongside leadership to navigate complexity and build durable advantage over time.