Overview
Channel Sales Manager (Financial Wellness & SaaS) Jobs in Remote at Aztec Software, LLC
Remote – Nationwide Remote, CA
$110,000 ‒ $120,000 Annually
iGrad, a division of Aztec Software, is an award-winning financial literacy platform provider that empowers students, employees, and individuals to make informed financial decisions and achieve their financial goals.
Channel Sales Manager (Remote)
Join a mission-driven organization helping people improve their financial well-being.
iGrad, a division of Aztec Software, is seeking an experienced Channel Sales Manager to lead sales growth through a combination of direct selling and strategic partner relationships. This role is ideal for a sales leader who has successfully managed sales teams, built channel partnerships, and driven revenue growth in a SaaS, FinTech, HR technology, benefits, or education technology environment.
You will coach and develop a sales team while expanding relationships with key reseller and strategic partners. Working closely with leadership, marketing, customer success, and product teams, you’ll help shape the future growth of our financial wellness solutions.
Key Responsibilities
Sales Team Leadership & Coaching
- Lead, coach, and motivate a team of sales representatives across the full sales lifecycle—from pipeline generation through close.
- Establish a high-performance sales culture focused on accountability, continuous improvement, and shared success.
- Support skill development in consultative selling, value-based positioning, and navigating complex buyer committees.
Channel & Reseller Partner Management
- Own and manage relationships with key channel partner organizations, including enablement, alignment, and ongoing performance management.
- Act as the primary point of contact for sales-related collaboration with partners, ensuring consistency in messaging, positioning, and execution.
- Develop partner playbooks, incentives, and engagement strategies in collaboration with marketing, product, and leadership teams.
- Identify opportunities to expand revenue through existing partners and onboard new strategic channel relationships as appropriate.
Sales Strategy & Execution
- Partner with executive leadership to develop and execute sales strategies aligned with iGrad’s financial wellness positioning—not just SaaS delivery.
- Balance direct sales and partner-assisted sales motions to maximize reach and efficiency across target markets.
- Translate market feedback from both customers and partners into actionable insights for product, messaging, and pricing strategy.
Partner with RevOps to maintain accurate forecasting, pipeline visibility and opportunity tracking in Salesforce.
- Ensure consistent sales processes, reporting discipline, and transparency across the team and partner pipeline.
- Provide weekly, monthly, and quarterly reporting on performance, risks, and growth opportunities.
Cross-Functional Collaboration
- Work closely with Marketing, Customer Success, Product, and Coaching teams to ensure seamless handoffs and aligned customer experiences.
- Collaborate with iGrad leadership to align iGrad sales execution with broader brand, platform, and program strategy.
Qualifications
Required:
- 5+ years of experience in B2B sales leadership, channel sales, or strategic partnerships.
- Bachelor’s Degree in Business, Marketing or related field
- Experience leading and coaching quota-carrying sales teams.
- Demonstrated success selling SaaS, technology, financial services, employee benefits, HR technology, or related solutions.
- Experience managing partner, reseller, broker, or channel relationships.
- Strong consultative and solution-selling skills.
- Experience working with Salesforce or similar CRM platforms.
- Excellent communication, negotiation, and relationship-building abilities.
Preferred:
- Experience in financial wellness, financial education, benefits, EdTech, or FinTech industries.
- Experience selling into employers, educational institutions, financial institutions, or enterprise organizations.
- Experience working within multi-channel revenue environments.
Why Join iGrad
- Be part of a fast-growing financial wellness organization expanding beyond software into outcome-driven programs.
- Lead a sales motion that blends direct selling with high-impact channel partnerships.
- Shape how financial wellness is positioned, sold, and delivered across diverse markets.
- Collaborate with a mission-driven team focused on real behavior change—not just adoption metrics.
What We Offer
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Job Type: Full Time
Work Location: Remote
Equal Opportunity Employer
Aztec/iGrad is a proud equal opportunity
Title: Channel Sales Manager (Financial Wellness & SaaS)
Company: Aztec Software, LLC
Location: Remote
Category:
