Own operational success of the General Agency channel: manage GA relationships, lead cross-functional projects, build and maintain SOPs and onboarding, monitor partner performance, and drive scalable partner processes and enablement in collaboration with Sales, Product, Finance, Customer Success, and Operations.
About the role
Thatch is on a mission to simplify and modernize health benefits for today's workforce—and we're looking for an experienced, highly organized General Agency (GA) Partnerships Lead to join our team.
This role will own the operational success of our General Agency channel. As one of the key leaders responsible for scaling this partnership ecosystem, you'll build strong relationships with national and regional GAs, develop repeatable operational processes, manage cross-functional initiatives, and ensure our GA partners have an exceptional experience working with Thatch.
You'll work closely with Sales, Operations, Product, Finance, and Customer Success to build the infrastructure that enables our GA strategy to scale efficiently.
What you'll do
- Serve as the primary relationship manager for Thatch's General Agency partners, building trusted partnerships and acting as the main point of contact for strategic initiatives.
- Lead cross-functional projects that support the growth and operational excellence of the GA channel, ensuring initiatives are delivered on time and with high quality.
- Build, document, and continuously improve scalable Standard Operating Procedures (SOPs) for onboarding, partner management, referral tracking, commission administration, and ongoing partner support.
- Develop operational processes that create consistency, efficiency, and a best-in-class experience for both internal teams and GA partners.
- Coordinate across Sales, Customer Success, Finance, Legal, Product, and Operations to drive partner initiatives from concept through execution.
- Manage partner onboarding and operational implementation, ensuring new General Agencies are successfully integrated into Thatch's systems and workflows.
- Monitor partner performance, identify operational opportunities, and recommend improvements to strengthen partner engagement and program effectiveness.
- Build and maintain documentation, training materials, and operational playbooks that enable the GA program to scale.
- Establish project timelines, manage deliverables, and communicate progress across multiple stakeholders.
- Act as the voice of our General Agency partners by gathering feedback and helping influence product, operational, and go-to-market improvements.
Background we're looking for
- 5+ years of experience in partner operations, channel management, project management, or relationship management within the employee benefits, insurance, or HR technology industry.
- Strong operational mindset with demonstrated experience building scalable processes and managing complex cross-functional initiatives.
- Exceptional organizational and project management skills with the ability to manage multiple priorities simultaneously.
- Experience developing and maintaining Standard Operating Procedures (SOPs), process documentation, and operational playbooks.
- Strong relationship management skills with experience supporting brokers, General Agencies, carriers, or strategic partners.
- Excellent written and verbal communication skills with the ability to collaborate across multiple teams and organizational levels.
- Highly detail-oriented, proactive, and comfortable working in a fast-paced, high-growth environment.
- Experience using CRM systems, project management tools, and operational reporting to manage partner programs.
Experience we’d be particularly excited about
- Direct experience working with leading General Agencies such as CRC/BenefitMall, Warner Pacific, AmWins, Kistler Tiffany, or similar national and regional GA organizations.
- Experience managing broker or General Agency relationships within the employee benefits or health insurance industry.
- Proven success leading operational initiatives, implementing scalable partner programs, and driving process improvements.
- Experience creating SOPs, operational documentation, and partner enablement materials that support organizational growth.
- Strong understanding of broker distribution models, General Agency operations, commissions, and partner lifecycle management.
- Experience collaborating across Sales, Operations, Finance, and Customer Success to execute strategic partner initiatives.
What to expect
We interview rigorously based on integrity, talent, and drive; the trust we display in our teammates from day 1 is a reflection of the confidence we have in this process. We aim to evaluate the things you’ll be doing every day as best we can, and we move quickly. Here's what to expect:
- 30 minute video meeting to talk through your background and interest in Thatch
- 30 minute video meeting with the hiring manager to dive deeper into your experience and the role
- 30 minute video meeting to meet 3-4 members of the team
- 30 minute video meeting with the department leadership to review problem solving and strategy
- 30 minute video meeting with one of our founders to discuss your approach to culture and our operating principles
Estimated Compensation Range
$125,000—$150,000 USD
About Thatch
We’re a fully distributed early stage company using technology to change the way America does healthcare. We’re a happy, friendly, high-velocity team. You can read more on Thatch here.
Thatch (thatch.ai) San Francisco, California, USA Office
353 Kearny St, San Francisco, California, United States, 94108
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