Credit Union Channel Partner Manager

Acumen Financial Advantage; United States; À distance; USD 85 000 - 125 000; Plein temps

Résumé du poste

Acumen Financial Advantage is seeking a Channel Partner Manager to lead relationships with credit unions and affiliated organizations, driving awareness, referrals, and a qualified pipeline for executive benefit solutions.

This role is an individual contributor position that collaborates with the VP of Channel Partners to manage a defined portfolio and develop new partnerships within a national remote territory.

Qualifications

• 3-5 years of experience in business development, relationship management, sales, or partnership roles.
• Experience with credit unions, financial services, or cooperatives 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; highly organized and follow-through.
• Self-starter who works effectively in a remote environment with minimal oversight.

Responsabilités

• Serve as the primary day-to-day contact for an assigned portfolio of credit union partners, leagues, and affiliates.
• Build trust-based relationships with executives and board contacts; conduct regular touchpoints.
• Generate qualified referrals by educating partners on AFA’s executive benefit solutions.
• Track partner activity and pipeline in Salesforce with accuracy and consistency.
• Support onboarding and enablement with co-branded materials and partner education sessions.

Connaissances

Relationship management

Sales

Salesforce CRM

Verbal/written communication

Remote work

Self-starter

Formation

Bachelor's degree in Business, Finance, Marketing, or related field

Outils

Salesforce CRM

Description du poste

Acumen Financial Advantage is seeking a Channel Partner Manager to lead relationships with credit unions and affiliated organizations, driving awareness, referrals, and a qualified pipeline for executive benefit solutions.

This role is an individual contributor position that collaborates with the VP of Channel Partners to manage a defined portfolio and develop new partnerships within a national remote territory.