Channel Account Executive, Broker Partnerships | United States

Responsibilities

• Must have direct experience and a strong foundational understanding of accounting and brokerage respectively.
• Proactively identify, source, and qualify opportunities from broker books of business, client bases, and networks.
• Drive consistent broker-sourced pipeline through structured outreach, referrals, joint account planning, and clear qualification standards.
• Own and activate relationships with assigned broker partners, unlocking access to accounts and warm introductions.
• Enable brokers on ideal customer profiles, use cases, buying triggers, and referral best practices through regular working sessions.
• Partner closely with Account Executives to introduce, co-sell, and support broker-sourced opportunities with clean handoffs and strong deal context.
• Act as the connective tissue between brokers and GTM teams, collaborating with Partner Managers, Channel SDRs, and Core Sales.
• Maintain CRM hygiene, forecast broker-sourced pipeline, and report on broker activity, performance, and conversion trends.

Qualifications

• 3+ years of experience in B2B SaaS sales, channel, partnerships, or broker-focused roles.
• Demonstrated success in unlocking broker networks and sourcing pipeline.
• Exceptional relationship-building skills with the ability to earn trust from senior broker stakeholders.
• Strong organizational skills with comfort operating cross-functionally as a central point of coordination.
• Ability to operate effectively in ambiguous environments and build new channel motions.
• Willingness to travel as required.
• Experience working with broker ecosystems or indirect sales channels is a strong plus.