About The Position

The Director, Partner Growth & Experience Strategy leads the strategy, execution, and ongoing evolution of partner referral programs for Comprehensive Services, initially focusing on broker channels and with potential to expand into private equity, CPA, and other partner ecosystems. Working closely with a senior leader, this role shapes programs, experiences, and strategies that build partner confidence, expand referral opportunities, and contribute to Comprehensive Services growth. The Director works across Sales, Strategy, Enablement, client teams, and adjacent business units to identify growth opportunities, strengthen partner-facing programs, and improve consistency for partners and partner-referred clients. The role leads Broker Executive Relationship Managers and Program Managers, with possible future leadership of additional partner-program resources. It develops strategic relationship and portfolio-account leadership, improves partner experiences and enablement, aligns cross-functional teams, and monitors program performance and referral growth.

Requirements

  • 8–12 years of relevant experience in partner strategy, channel leadership, business development, sales, client success, or related leadership roles.
  • Strong understanding of partner ecosystems, including broker and/or private equity partnerships, and how partner models drive growth.
  • Strong understanding of the Comprehensive Services business model and sales distribution.
  • Experience building or leading cross-functional programs connecting strategy, execution, service delivery, and revenue outcomes.
  • Proven ability to influence enterprise decisions in a highly matrixed environment.
  • Strong people leadership skills and ability to coach strategic account managers, program managers, and specialized talent.
  • Strong executive judgment and business acumen, with ability to balance strategic thinking with operational execution and follow-through.
  • Comfort working across sales, service, implementation, client success, specialty, M&A, and strategy teams.
  • Ability to use data and partner feedback to identify opportunities, shape decisions, and measure impact.

Responsibilities

  • Lead the ideation, strategy, and execution of partner referral programs within Comprehensive Services, including the Partner Advantage Program for brokers and potential programs for private equity firms, CPA firms, and other channels.
  • Identify and develop offerings, experiences, and growth levers that strengthen the partner value proposition and increase referrals.
  • Translate strategic priorities into plans, priorities, and measurable outcomes for partner programs.
  • Work with senior leadership, Strategy, and Sales to shape partner strategy using market needs, partner insights, and channel opportunities.
  • Improve partner experiences to build confidence, engagement, and long-term referral growth.
  • Collect partner and field feedback, identify patterns, and turn insights into practical program improvements.
  • Represent the partner perspective in decisions affecting channel experience, value proposition, and growth potential.
  • Work with internal teams to improve how partner-referred experiences are understood, supported, and elevated.
  • Partner with Sales on education, readiness, and activation related to Comprehensive Services partner programs and value proposition.
  • Co-create and support partner-facing events, webinars, education sessions, and enablement materials.
  • Align Sales, partner, and service teams so opportunities are better supported and partner needs are identified earlier.
  • Support strategic planning with sales and market leaders for key partner relationships, growth opportunities, and program effectiveness.
  • Help drive enterprise-level partner decisions so Comprehensive Services needs are represented and supported in broader partner programs.
  • Coordinate across business units, including TotalSource and Major Accounts, to improve partner experience consistency and cross-business-unit lead flow.
  • Work with implementation, service, client success, specialty, and other teams to align priorities and improve experiences for partners and partner-referred clients.
  • Lead Broker ERMs and Program Managers, with potential to lead additional partner-program resources over time.
  • Develop team and organizational capabilities in strategic account leadership, program management, cross-functional coordination, and business insight development.
  • Clarify team priorities, role expectations, and performance outcomes; coach teams and stakeholders in executive presence and execution discipline.
  • Ensure program ideas translate into actions and measurable business results.
  • Develop understanding of capabilities relevant to supported channels, including specialty and benefits-related capabilities for broker partnerships and private equity and M&A dynamics for PE partnerships.
  • Establish and monitor measures of partner-program effectiveness, partner engagement, program impact, and referral-growth contribution.
  • Use partner feedback, data, and business results to guide decisions, identify opportunities, and improve performance.
  • Drive stronger partner satisfaction, program execution, and partner-referred growth for Comprehensive Services.
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