Strategic Channel Leader, Financial Services

CoAd; Bradenton (FL); On-site; USD 140,000 - 210,000; Full time

Job summary

CoAd seeks a Head of Channel, Financial Services to define and execute a multi-vertical channel strategy across Banks, CPAs, and Franchises. This senior leader will set direction, playbooks, and tools to enable Channel Managers to recruit partners and Channel Sellers to route opportunities to CoAd's field sales organizations.

We require 10+ years in channel sales or strategic alliances with leadership experience, plus a degree in Business/Finance. Travel to client sites is expected as needed.

Qualifications

• Bachelor's degree in Business, Finance, or related field; MBA preferred.
• 10+ years in channel sales or strategic alliances; 3–5 years in leadership.
• Experience in PEO, HCM, payroll, or HR services preferred.
• Executive-level relationship management and influencing skills.

Responsibilities

• Own and evolve CoAd's financial services channel strategy across Banks, CPAs, and Franchises.
• Define channel value propositions, partner profiles, go-to-market approaches, and activation playbooks.
• Set annual and quarterly channel priorities, partner targets, and performance expectations by vertical.
• Lead, coach, and develop Channel Managers and Channel Sellers; drive pipeline and outcomes.
• Maintain senior-level relationships with strategic partners and executive stakeholders.

Skills

Channel sales leadership

Partnerships

Strategic alliances

Executive relationship management

Mentoring / coaching

Education

Bachelor's degree in Business/Finance or related field

Job description

CoAd seeks a Head of Channel, Financial Services to define and execute a multi-vertical channel strategy across Banks, CPAs, and Franchises. This senior leader will set direction, playbooks, and tools to enable Channel Managers to recruit partners and Channel Sellers to route opportunities to CoAd's field sales organizations.

We require 10+ years in channel sales or strategic alliances with leadership experience, plus a degree in Business/Finance. Travel to client sites is expected as needed.