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ThatchThatchUnited States

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.

Salary not listed
Remote5+ YOEPartnerships

About the role

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 operationschannel managementProject ManagementRelationship Managementsop developmentprocess documentationcrm systemsoperational reporting

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