Channel Sales Director managing national and regional broker relationships for Aptia. Driving revenue and strategic partnerships in the employee benefits ecosystem with a focus on innovation.
Responsibilities
Own strategic relationships with national and regional brokerage firms.
Develop Joint Business Plans (JBPs) with top brokers, including revenue targets, enablement plans, and co-marketing campaigns.
Serve as executive relationship lead, hosting quarterly business reviews (QBRs), coordinating executive sponsorship, and ensuring alignment between Aptia and broker leadership.
Own, drive, and enhance Aptia’s Advisory Council, hosting one meeting per quarter, with one in-person meeting each calendar year.
Manage national broker agreements and ensure consistent governance, contracting, and operational alignment.
Align Aptia’s regional sales leaders with broker offices and consultants to drive local activation, co-sell motion, and referral consistency.
Lead training, enablement, and playbook development, ensuring brokers understand Aptia’s differentiators, solution suite, and value positioning.
Partner with internal Sales, Marketing, and Product teams to deliver broker-ready tools, sales assets, and campaigns that accelerate deal conversion.
Establish clear rules of engagement for broker influence and client ownership, ensuring transparency and collaboration in every market.
Drive measurable broker-sourced and broker-influenced pipeline growth.
Report on funnel performance, win rates, and regional coverage to Commercial leadership.
Maintain dashboards and analytics to assess partner contribution, revenue attribution, and broker tiering.
Collaborate with RevOps to integrate broker data and insights into CRM and Power BI reporting.
Partner with Marketing to design and execute broker-specific campaigns, webinars, and events, leveraging MDF where applicable.
Build visibility for Aptia through industry events, broker summits, and roundtables.
Identify and cultivate new broker relationships aligned to Aptia’s target segments.
Serve as the voice of the broker within Aptia, providing market intelligence, competitive feedback, and emerging trend analysis to leadership.
Collaborate cross-functionally with Sales, Product, Marketing, Legal, and Customer Success to operationalize partner programs and ensure alignment to the broker channel strategy.
Drive internal readiness for RFP responses, sales pursuits, and renewals involving strategic broker partners.
Requirements
7–10+ years in broker relations, channel partnerships, or business development within benefits administration, HR technology, or insurance.
Strong network across national and regional brokerage firms and benefits consultants.
Demonstrated success building partner programs that drive measurable pipeline and revenue influence.
Deep understanding of how brokers, consultants, and carriers intersect in the benefits ecosystem.
Exceptional communication and relationship-building skills, with proven ability to influence at all levels.
Experience developing joint go-to-market plans, managing QBRs, and executing field engagement programs.
Ability to navigate complex deal attribution, contracting, and governance frameworks.
Familiarity with CRM and partner management tools (Microsoft Dynamics, Power BI, Highspot, etc.).
Willingness to travel 25–40% for partner meetings, regional activations, and industry events.
Bachelor’s degree required; MBA or equivalent experience preferred.
Benefits
Aptia is committed to creating a diverse, inclusive and equitable work environment.
Investing heavily in learning and development, paving unique career paths for colleagues.
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