Chief Channel Architect for Banks, CPAs & Franchises

Scalis LLC

Bradenton (FL)

On-site

USD 180,000 - 230,000

Full time

4 days ago

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Benefits offered by this job

Health Insurance

Vision Insurance

401(k) Matching

Paid Time Off (PTO)

Paid Holidays

Remote Work

Life Insurance

Bonus

Job summary

CoAd seeks a Head of Channel to define and execute the financial services channel strategy across Banks, CPAs, and Franchises. This senior leader will craft playbooks, enable Channel Managers and Sellers, and drive partner activation to fuel field sales with qualified opportunities.

The role requires 10+ years in channel sales leadership, relationship management with financial services partners, and willingness to travel.

Qualifications

Bachelor's degree in Business, Finance, or related field required; MBA or equivalent experience preferred.
10+ years of progressive channel sales/partnership leadership experience, including managing a team.
Willingness to travel to support partner relationships and field alignment.

Responsibilities

Define and evolve CoAd's channel strategy across Banks, CPAs, and Franchises.
Lead, coach, and develop Channel Managers and Channel Sellers; set role expectations and performance metrics.
Design and maintain partner program structures, activation criteria, and incentives.
Ensure overlay execution to field sales with clear handoff protocols and alignment.
Track channel performance and drive continuous improvement.