Develop multi-year channel strategies for Real Estate, Mortgage, Insurance, Utilities, and Emerging verticals.
Conduct deep market research including TAM/SAM/SOM sizing, competitive benchmarking, pricing analysis, regulatory considerations, and partnership models.
Identify unmet partner needs, structural inefficiencies, and monetization opportunities within each channel.
Translate insights into clear strategic priorities and business cases.
Architect differentiated B2B2C value propositions tailored to each channel.
Define channel-specific product bundles, pricing strategies, service models, and go-to-market positioning.
Partner with Product and Operations to design scalable offerings that meet partner requirements and customer expectations.
Ensure offerings align with profitability thresholds, retention goals, and enterprise growth objectives.
Lead cross-functional working teams across: Product & Innovation, Marketing & Brand, Sales Enablement, Finance, Legal & Compliance, Customer Experience, and Operations & Technology.
Translate strategic concepts into actionable roadmaps and defined deliverables.
Develop financial models and ROI projections for new channel initiatives.
Drive pilot programs and phased rollouts to validate performance before scaling.
Serve as strategic advisor to Business Development by providing channel intelligence, developing customized partnership frameworks, and creating differentiated solution narratives.
Equip Sales and Account Management teams with positioning materials, competitive talking points, and channel-specific playbooks.
Continuously refine value propositions based on partner feedback and performance data.
Establish KPIs for channel success including revenue contribution, CAC, attachment rates, conversion metrics, retention and LTV, cost-to-serve.
Monitor channel performance and recommend structural adjustments.
Conduct post-launch reviews to improve offering design and scalability.
Requirements
12+ years of experience in strategy, channel development, product strategy, management consulting, or B2B2C commercial design.
Experience operating within complex, multi-stakeholder ecosystems across Real Estate, Mortgage, Insurance, Utilities, Financial Services, or subscription-based service platforms.
Demonstrated success building differentiated partnership offerings and scalable channel programs.
Strong financial modeling capabilities including investment cases, unit economics, and ROI analysis.
Proven ability to lead cross-functional strategic initiatives in highly matrixed organizations.
Experience at a top-tier management consulting firm (e.g., McKinsey, BCG, Bain, Deloitte Strategy, LEK, Oliver Wyman, or similar) is preferred.
Experience translating consulting-level strategic rigor into practical, executable roadmaps within operating environments is preferred.
Prior exposure to private equity–backed or high-growth transformation environments is a plus.