Senior Channel Manager

Birch Finance Inc.

Job Overview

Location

USA - Remote - New York

Job Type

Full-time

Full Job Description

📋 Description

• The Senior Channel Manager at Birch Finance Inc. plays a pivotal role in driving revenue growth and market expansion by managing and scaling the company’s agent network. This position is critical to achieving sales targets through strategic recruitment, training, and performance management of channel partners, directly impacting the company’s ability to penetrate new markets and strengthen existing relationships.
• The role is responsible for aligning agent activities with corporate sales objectives, ensuring consistent execution of sales strategies, and fostering long-term partner loyalty through data-driven coaching, incentive alignment, and proactive account development.
• Day-to-day responsibilities include achieving sales operational objectives by contributing sales data, analysis, and recommendations to meet or exceed quotas; implementing sales programs and productivity standards; identifying performance gaps and coordinating corrective actions.
• The Senior Channel Manager forecasts sales accurately to meet or exceed targets, monitors expenditures, and initiates timely corrective actions when performance deviates from plan.
• They evaluate competitive landscapes by analyzing competitors’ products, pricing, service offerings, and promotional activities, tracking industry trends to inform strategic positioning and pricing recommendations.
• The role involves recommending product, service, and pricing adjustments by identifying gaps in current offerings relative to customer needs and market demands, ensuring Birch Finance remains competitive and responsive.
• Coordination of quoting processes using internal tools and systems, including special pricing and proposal development, is a core function to ensure accuracy, speed, and compliance in partner engagements.
• The manager communicates and mitigates commission payables to channel partners when discrepancies arise, ensuring transparency and trust in financial settlements.
• They manage regional sales agents by setting and achieving revenue objectives through deep understanding of customer bases, product portfolios, and regional market dynamics; developing account penetration strategies and forecasting sales volume and profit for new and existing offerings.
• Regional selling price adjustments are recommended based on cost analysis, competitive monitoring, and supply-demand fluctuations to maintain margin integrity and market competitiveness.
• The Senior Channel Manager oversees regional sales presentations by aligning them with customer goals, preparing call and escalation guidelines, participating in demonstrations, approving sales literature, and leading key pitches at product expositions and client meetings.
• They maintain and expand the regional customer base by building rapport with key corporate executives, conducting account needs assessments, and coordinating account management teams to drive renewal and upsell opportunities.
• Development of strategic account plans and preferred vendor relationships ensures alignment with customer expectations, while overseeing installations and escalating issues to operations, sales managers, or customers as needed to ensure service delivery excellence.
• The role includes monitoring sales results by analyzing account activity, call reports, service actions, and collection data; collecting, summarizing, and interpreting sales and expense trends to inform management decisions.
• They perform Quarterly Business Reviews (QBRs), develop business plans, and ensure partner contract compliance through regular audits and performance evaluations.
• The Senior Channel Manager drives sales management and HR strategies with agents by defining accountabilities, communicating company values and policies, and implementing recruitment, onboarding, training, coaching, counseling, and performance appraisal programs.
• They plan and execute compensation strategies, create career development pathways for agents, and monitor job contributions to ensure alignment with organizational goals.
• Continuous learning is encouraged through participation in professional development opportunities, reading industry publications, maintaining professional networks, and benchmarking against state-of-the-art practices in channel management.
• The role requires travel to customer and partner sites for in-person training and coaching, as well as delivering remote sessions via webinars to ensure consistent enablement across geographies.

🎯 Requirements

• Proven experience in channel sales, partner management, or business development within financial services, SaaS, or technology industries.
• Demonstrated success in recruiting, training, and managing independent sales agents or channel partners to achieve revenue targets.
• Strong analytical skills with proficiency in sales forecasting, performance tracking, and CRM/tools (e.g., Salesforce, HubSpot, or similar).
• Excellent communication, presentation, and negotiation abilities to engage executives, partners, and internal stakeholders.
• Ability to travel domestically for partner site visits and training sessions (up to 25% travel expected).
• Bachelor’s degree in Business, Marketing, Finance, or a related field; MBA or relevant certifications preferred.

🏖️ Benefits

• Competitive base salary with performance-based bonuses and uncapped commission potential tied to partner and regional sales achievements.
• Comprehensive health, dental, and vision insurance plans for employees and dependents.
• Generous paid time off (PTO) policy including holidays, vacation, and sick leave, plus flexible remote work arrangements.
• Professional development stipend for conferences, certifications, and industry training.
• 401(k) retirement plan with company matching contributions.
• Employee assistance program (EAP) offering mental health, financial, and legal support services.

Skills & Technologies

Senior

Remote

Ready to Apply?

Apply Externally

You will be redirected to an external site to apply.

Birch Finance Inc.

Visit Website

About Birch Finance Inc.

Birch Finance is a financial technology company that analyzes credit-card spending to recommend the best cards for maximizing rewards and benefits. Its mobile app and web platform connect securely to users’ accounts, track purchases across categories, and use machine-learning models to suggest personalized upgrades or new cards. The service aims to help consumers earn more cash-back, points, and travel perks while avoiding annual fees that outweigh rewards. Birch partners with card issuers for affiliate revenue but presents offers transparently, prioritizing user savings. Founded in 2015 and headquartered in San Francisco, the company serves U.S. cardholders nationwide.

View Company Profile

Get more remote jobs like this

Subscribe to the weekly newsletter for similar remote roles and curated hiring updates.

Weekly remote jobs and featured talent.

No spam. Only curated remote roles and product updates. You can unsubscribe anytime.