Channel Partnerships Manager
Own operational success of Thatch's General Agency channel by building partner relationships, developing scalable SOPs and processes, leading cross-functional projects, and driving onboarding, performance monitoring, and program improvements in the employee benefits space.
About the job
What you'll do
- Serve as the primary relationship manager for Thatch's General Agency partners, building trusted partnerships and acting as the main point of contact for strategic initiatives.
- Lead cross-functional projects that support the growth and operational excellence of the GA channel, ensuring initiatives are delivered on time and with high quality.
- Build, document, and continuously improve scalable Standard Operating Procedures (SOPs) for onboarding, partner management, referral tracking, commission administration, and ongoing partner support.
- Develop operational processes that create consistency, efficiency, and a best-in-class experience for both internal teams and GA partners.
- Coordinate across Sales, Customer Success, Finance, Legal, Product, and Operations to drive partner initiatives from concept through execution.
- Manage partner onboarding and operational implementation, ensuring new General Agencies are successfully integrated into Thatch's systems and workflows.
- Monitor partner performance, identify operational opportunities, and recommend improvements to strengthen partner engagement and program effectiveness.
- Build and maintain documentation, training materials, and operational playbooks that enable the GA program to scale.
- Establish project timelines, manage deliverables, and communicate progress across multiple stakeholders.
- Act as the voice of our General Agency partners by gathering feedback and helping influence product, operational, and go-to-market improvements.
Background we're looking for
- 5+ years of experience in partner operations, channel management, project management, or relationship management within the employee benefits, insurance, or HR technology industry.
- Strong operational mindset with demonstrated experience building scalable processes and managing complex cross-functional initiatives.
- Exceptional organizational and project management skills with the ability to manage multiple priorities simultaneously.
- Experience developing and maintaining Standard Operating Procedures (SOPs), process documentation, and operational playbooks.
- Strong relationship management skills with experience supporting brokers, General Agencies, carriers, or strategic partners.
- Excellent written and verbal communication skills with the ability to collaborate across multiple teams and organizational levels.
- Highly detail-oriented, proactive, and comfortable working in a fast-paced, high-growth environment.
- Experience using CRM systems, project management tools, and operational reporting to manage partner programs.
Experience we’d be particularly excited about
- Direct experience working with leading General Agencies such as CRC/BenefitMall, Warner Pacific, AmWins, Kistler Tiffany, or similar national and regional GA organizations.
- Experience managing broker or General Agency relationships within the employee benefits or health insurance industry.
- Proven success leading operational initiatives, implementing scalable partner programs, and driving process improvements.
- Experience creating SOPs, operational documentation, and partner enablement materials that support organizational growth.
- Strong understanding of broker distribution models, General Agency operations, commissions, and partner lifecycle management.
- Experience collaborating across Sales, Operations, Finance, and Customer Success to execute strategic partner initiatives.
Skills
Partner Operations, Channel Management, Project Management, Relationship Management, Sop Development, Process Documentation, Crm Systems, Operational Reporting
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