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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in channel partner management and strategic account growth, with a strong focus on driving referral activity and revenue performance. Proficient in utilizing CRM systems, particularly Salesforce, to track performance metrics and enhance partner relationships.
Highest-signal resume keywords
Channel Partner ManagementStrategic Account ManagementReferral-Based Sales ModelsSalesforce ProficiencyBusiness Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account Growth StrategiesPerformance Data AnalysisKPI TrackingReferral ProductionMarket Penetration
Soft Skills
Relationship BuildingVerbal CommunicationWritten CommunicationPresentation SkillsIndependent Work
Tools & Technologies
CRM PlatformsPipeline Reporting Tools
Industry Keywords
Financial ServicesBankingFintechInsuranceHCM
About the role
Key responsibilities & impact- Own and manage a defined portfolio of active channel partners, including financial institutions, franchises, associations, ISOs, and other strategic referral sources
- Serve as the primary point of contact and trusted advisor for partner stakeholders and decision-makers
- Establish and maintain executive and operational relationships
- Lead regular touchpoints, business reviews, and strategic planning sessions
- Drive referral activity and revenue growth across Auris inside sales and field sales teams
- Develop and execute account growth strategies to increase referral production, market penetration, and partner adoption
- Monitor referral trends, conversion metrics, and partner performance
- Create action plans for underperforming partnerships and restore growth
- Transition newly acquired partners from Business Development to Partner Management
- Train, enable, and equip partners to generate qualified referrals following onboarding
- Coordinate training initiatives, sales resources, marketing programs, and product education
- Identify opportunities to expand partnerships into new markets, business units, product lines, or geographic territories
- Collaborate with Business Development, Marketing, Sales Leadership, and Enablement teams
- Gather and communicate partner feedback, industry trends, competitive insights, and market opportunities to leadership
- Maintain accurate partner records, engagement activity, pipeline influence, and referral attribution in CRM systems
- Track portfolio performance against KPIs and growth objectives
- Prepare reporting and partner health assessments for leadership review
- Escalate complex operational, service, or field-related issues to ensure resolution and partner satisfaction
Requirements
What you’ll need- Bachelor's degree in Business, Marketing, Sales, Communications, or related field, or equivalent professional experience
- 5+ years of experience in channel partner management, strategic account management, business development, or relationship management
- Proven track record of growing referral, partnership, and revenue performance within an assigned portfolio
- Experience managing complex stakeholder relationships across multiple organizational levels
- Strong business acumen with the ability to interpret performance data and translate findings into actionable growth strategies
- Excellent verbal, written, presentation, and relationship-building skills
- Ability to work independently while managing multiple priorities in a fast-paced environment
- Proficiency with CRM platforms and pipeline reporting tools, specifically Salesforce
- Experience in payroll, HCM, HR technology, financial services, banking, fintech, insurance, benefits administration, or related industries preferred
- Experience supporting multi-location, regional, or national partner organizations preferred
- Familiarity with referral-based sales models and indirect distribution channels preferred
- Comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership
Benefits
Comp & perks- Competitive compensation and performance incentives
- Comprehensive benefits package
- Collaborative, mission-driven culture with high visibility and impact
- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave, including for adoptive parents
- Legal plan options
- Pet insurance coverage