Lead Strategic Engagement with Assigned Broker Houses
Develop deep account plans for 1-2 national brokerage firms, incorporating national objectives, regional dynamics, and client needs.
Build multi-level relationships across national, practice, specialty, and local teams.
Facilitate strategic QBRs and ongoing engagement to align on shared priorities and emerging opportunities.
Serve as a Strategic Advisor
Understand the full Businessolver product portfolio and Pinnacle Partner ecosystem.
Translate broker/client pain points into thoughtful solution designs and value narratives.
As appropriate, co-create new pricing, packaging, and partnership constructs that support broker initiatives.
Identify and advance reseller opportunities where strategic fit exists.
Support Priority Broker-Influenced Deals
Partner closely with Direct Sales and RFP team to ensure your broker’s strategies and preferences are reflected in prospect pursuits.
Engage directly in high-priority opportunities influenced by your assigned firms—providing strategic positioning, solution guidance, and relationship support.
Requirements
5-7+ years in brokerage, benefits administration, HR tech, partner/channel management, enterprise consulting, or solution architecture.
Experience working directly with large brokerage houses is highly preferred.
Ability to build multi-level relationships across national, regional, and local teams.
Strong skills in business analysis, account planning, solution design, and executive communication.
Comfort working in a matrixed environment and partnering closely with product, sales, and partner teams.
Willingness to travel 25–35% to broker offices, conferences, and client-facing engagements.