Green Card Channel Account Executive Jobs
Channel Account Executive roles qualify for EB-2 and EB-3 green card sponsorship through PERM labor certification when the position requires a bachelor's degree in business, marketing, or a related field. Employers file with DOL to certify no qualified U.S. worker is available, opening a permanent sponsorship path for foreign professionals in partner sales and channel management.
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Berkshire Hathaway HomeServices PenFed Realty (PenFed Realty), a wholly owned subsidiary of PenFed Credit Union (PenFed), is hiring a Director, PenFed Home Lead Channel to work onsite at our San Antonio, Texas or Phoenix, Arizona location. The Director, PenFed Home Lead Channel will own the performance of the PenFed Home lead channel for PenFed Realty and serve as the primary liaison between PenFed Realty and PenFed Mortgage. This individual will be accountable for the placement of PenFed-generated real estate leads with PenFed Realty agents and with brokers and agents in the PenFed Realty referral network, and for driving lead placement, conversion, and mortgage attachment rates. The Director will oversee lead nurturing and agent follow-up to ensure every buyer receives a strong Very Important Buyer (VIB) experience, and will manage performance standards for the referral network in partnership with the PenFed Realty Business Development team. Working closely with PenFed Home, Marketing, Technology, Business Development, and the PenFed Relationship Manager team, the Director will influence lead generation programs, optimize the CRM and nurture campaigns, and serve as a thought leader for applying agentic AI and business intelligence to improve lead capture, operational efficiency, and channel performance. The ideal candidate pairs strong sales acumen with a clear understanding of how marketing and technology drive revenue.
Responsibilities
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned.
- Own the end-to-end performance of the PenFed Home lead channel for PenFed Realty, with accountability for lead placement rates, conversion rates, and mortgage attachment rates.
- Serve as the primary liaison between PenFed Realty and PenFed Mortgage, aligning lead handling processes, service levels, and shared goals so that PenFed-generated leads are placed with the right agent and connected with PenFed Mortgage financing.
- Develop and execute strategies for nurturing, qualifying, and placing leads with PenFed Realty agents or with brokers and agents in the PenFed Realty referral network, based on market coverage, agent capacity, and performance.
- Establish, monitor, and enforce performance standards for referral network brokers and agents, including response time, follow-up, status updates, and closing outcomes. Partner with the PenFed Realty Business Development team to manage the referral network, address underperformance, and identify coverage gaps.
- Ensure agents properly work assigned leads and deliver a consistent, high-quality Very Important Buyer (VIB) experience from first contact through closing.
- Define channel KPIs and operational metrics (e.g., speed-to-lead, contact rate, placement rate, conversion rate, mortgage attachment rate, and cycle time), along with the process maps, scorecards, and reporting cadence used to measure success.
- Analyze channel performance to identify trends and friction points across the lead lifecycle, and implement improvements in process, agent behavior, training, and technology.
- Personally manage lead nurturing and agent follow-up during the role’s initial phase, then build, hire, and lead a team of Inside Sales Counselors as capacity requires.
- Set expectations, coaching, scripting, and quality standards for Inside Sales Counselors responsible for nurturing leads and staying in contact with agents to ensure each lead is properly worked.
- Prepare lead volume and capacity forecasts based on historical and anticipated volume to inform staffing, scheduling, and the timing of team expansion.
- Collaborate with the PenFed Home team to manage lead sources, evaluate source quality and performance, and recommend changes that improve referral placement and conversion.
- Serve as a key stakeholder to the Marketing team, providing channel insights and performance data that shape initiatives to drive awareness and demand. Influence the design and prioritization of lead generation programs.
- Partner with the PenFed Relationship Manager team to support adoption of VIB and awareness of the PenFed lead channel across all PenFed Realty agents.
- Partner with the Technology team to optimize the CRM (Salesforce) and related platforms (e.g., eRelocation), including lead routing, workflows, data quality, and automated email and SMS nurture campaigns.
- Conduct regular audits of lead sources and routing within the CRM to ensure leads are properly assigned, tracked, and followed up on.
- Set the vision and own the business case for leveraging agentic AI across the lead channel, identifying use cases in lead capture, nurturing, qualification, agent follow-up, and operational efficiency.
- Partner with Technology and third-party vendors to prioritize, pilot, and scale AI and automation solutions, measuring their impact on capture, conversion, and cost to serve.
- Champion business intelligence, dashboards, and reporting that give PenFed Realty leadership, PenFed Mortgage, and other stakeholders timely, accurate insight into channel performance.
- Serve as a thought leader within PenFed Realty on applying AI to improve lead capture and performance, staying current on industry trends and best practices.
- Participate in the strategic planning process, providing insights and direction on how the lead channel can contribute to PenFed Realty and PenFed goals.
- Foster a culture of continuous improvement, accountability, and member-focused service, generating innovative ideas and implementing best practices.
- Identify, communicate, and address First Line of Defense concerns regarding operational controls, lead handling processes, and compliance with applicable regulations (e.g., RESPA, Fair Housing, and consumer contact rules).
Qualifications
Equivalent combination of education and experience is considered.
- Bachelor’s Degree or equivalent professional experience required
- Minimum of five (5) years of experience in mortgage and/or real estate lead management, referral network management, or inside sales leadership, including a minimum of five (5) years of direct management experience.
- Demonstrated success driving conversion and revenue results through a lead channel, referral network, or inside sales organization.
- Strong sales acumen paired with a working understanding of how marketing and technology drive demand and revenue.
- Experience setting and managing performance standards for third-party partners such as referral agents, brokers, or vendors.
- Experience with Salesforce, eRelocation, or similar CRM and referral management platforms preferred.
- Experience developing business cases for and implementing AI automation or agentic AI solutions in a sales or operations environment preferred.
- Strong analytical skills, with the ability to turn data and business intelligence into actionable decisions.
- Excellent verbal and written communication skills, with the ability to influence cross-functional stakeholders and senior leadership.
- Strong organizational skills that reflect the ability to perform and prioritize several tasks seamlessly with excellent attention to detail.
- Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment.
- Demonstrated proactive approach to problem-solving with strong decision-making capabilities. Highly resourceful team player, with the ability to also be extremely effective interpersonally.
- Experience using A.I. tools preferred.
Supervisory Responsibility
This position will supervise employees eventually.
Licenses and Certifications
There are no additional licenses and/or certifications required.
Work Environment
While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise. Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.
Travel
Ability to travel up to 25%
Pay Transparency
The anticipated starting salary range for this role is $79,400.00 - $155,529.00
This position includes commission/incentive plan compensation.
Benefits
At PenFed, we offer a robust benefits package designed to support you both personally and professionally. You’ll have access to comprehensive health, dental, and vision plans; paid time off; and family-friendly benefits like paid parental leave, care support, and fitness center access. Financial wellness is encouraged through features like a 401(k) match, employee loan discounts, and fully paid life and disability coverage. We also support growth via education assistance, community involvement, and volunteer opportunities.
Our Purpose
Helping members achieve their dreams since 1935.
Pentagon Federal Credit Union (PenFed) is one of America's largest federal credit unions, serving 2.8 million members worldwide with $29 billion in assets. PenFed offers market-leading certificates, checking and savings, credit cards, personal loans, mortgages, auto loans, and a wide range of other financial services, always with members' interests in mind. PenFed is federally insured by the NCUA and is an Equal Housing Lender.
Equal Employment Opportunity
PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.
PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at Careers@PenFed.org.
Job Overview
Berkshire Hathaway HomeServices PenFed Realty (PenFed Realty), a wholly owned subsidiary of PenFed Credit Union (PenFed), is hiring a Director, PenFed Home Lead Channel to work onsite at our San Antonio, Texas or Phoenix, Arizona location. The Director, PenFed Home Lead Channel will own the performance of the PenFed Home lead channel for PenFed Realty and serve as the primary liaison between PenFed Realty and PenFed Mortgage. This individual will be accountable for the placement of PenFed-generated real estate leads with PenFed Realty agents and with brokers and agents in the PenFed Realty referral network, and for driving lead placement, conversion, and mortgage attachment rates. The Director will oversee lead nurturing and agent follow-up to ensure every buyer receives a strong Very Important Buyer (VIB) experience, and will manage performance standards for the referral network in partnership with the PenFed Realty Business Development team. Working closely with PenFed Home, Marketing, Technology, Business Development, and the PenFed Relationship Manager team, the Director will influence lead generation programs, optimize the CRM and nurture campaigns, and serve as a thought leader for applying agentic AI and business intelligence to improve lead capture, operational efficiency, and channel performance. The ideal candidate pairs strong sales acumen with a clear understanding of how marketing and technology drive revenue.
Responsibilities
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned.
- Own the end-to-end performance of the PenFed Home lead channel for PenFed Realty, with accountability for lead placement rates, conversion rates, and mortgage attachment rates.
- Serve as the primary liaison between PenFed Realty and PenFed Mortgage, aligning lead handling processes, service levels, and shared goals so that PenFed-generated leads are placed with the right agent and connected with PenFed Mortgage financing.
- Develop and execute strategies for nurturing, qualifying, and placing leads with PenFed Realty agents or with brokers and agents in the PenFed Realty referral network, based on market coverage, agent capacity, and performance.
- Establish, monitor, and enforce performance standards for referral network brokers and agents, including response time, follow-up, status updates, and closing outcomes. Partner with the PenFed Realty Business Development team to manage the referral network, address underperformance, and identify coverage gaps.
- Ensure agents properly work assigned leads and deliver a consistent, high-quality Very Important Buyer (VIB) experience from first contact through closing.
- Define channel KPIs and operational metrics (e.g., speed-to-lead, contact rate, placement rate, conversion rate, mortgage attachment rate, and cycle time), along with the process maps, scorecards, and reporting cadence used to measure success.
- Analyze channel performance to identify trends and friction points across the lead lifecycle, and implement improvements in process, agent behavior, training, and technology.
- Personally manage lead nurturing and agent follow-up during the role’s initial phase, then build, hire, and lead a team of Inside Sales Counselors as capacity requires.
- Set expectations, coaching, scripting, and quality standards for Inside Sales Counselors responsible for nurturing leads and staying in contact with agents to ensure each lead is properly worked.
- Prepare lead volume and capacity forecasts based on historical and anticipated volume to inform staffing, scheduling, and the timing of team expansion.
- Collaborate with the PenFed Home team to manage lead sources, evaluate source quality and performance, and recommend changes that improve referral placement and conversion.
- Serve as a key stakeholder to the Marketing team, providing channel insights and performance data that shape initiatives to drive awareness and demand. Influence the design and prioritization of lead generation programs.
- Partner with the PenFed Relationship Manager team to support adoption of VIB and awareness of the PenFed lead channel across all PenFed Realty agents.
- Partner with the Technology team to optimize the CRM (Salesforce) and related platforms (e.g., eRelocation), including lead routing, workflows, data quality, and automated email and SMS nurture campaigns.
- Conduct regular audits of lead sources and routing within the CRM to ensure leads are properly assigned, tracked, and followed up on.
- Set the vision and own the business case for leveraging agentic AI across the lead channel, identifying use cases in lead capture, nurturing, qualification, agent follow-up, and operational efficiency.
- Partner with Technology and third-party vendors to prioritize, pilot, and scale AI and automation solutions, measuring their impact on capture, conversion, and cost to serve.
- Champion business intelligence, dashboards, and reporting that give PenFed Realty leadership, PenFed Mortgage, and other stakeholders timely, accurate insight into channel performance.
- Serve as a thought leader within PenFed Realty on applying AI to improve lead capture and performance, staying current on industry trends and best practices.
- Participate in the strategic planning process, providing insights and direction on how the lead channel can contribute to PenFed Realty and PenFed goals.
- Foster a culture of continuous improvement, accountability, and member-focused service, generating innovative ideas and implementing best practices.
- Identify, communicate, and address First Line of Defense concerns regarding operational controls, lead handling processes, and compliance with applicable regulations (e.g., RESPA, Fair Housing, and consumer contact rules).
Qualifications
Equivalent combination of education and experience is considered.
- Bachelor’s Degree or equivalent professional experience required
- Minimum of five (5) years of experience in mortgage and/or real estate lead management, referral network management, or inside sales leadership, including a minimum of five (5) years of direct management experience.
- Demonstrated success driving conversion and revenue results through a lead channel, referral network, or inside sales organization.
- Strong sales acumen paired with a working understanding of how marketing and technology drive demand and revenue.
- Experience setting and managing performance standards for third-party partners such as referral agents, brokers, or vendors.
- Experience with Salesforce, eRelocation, or similar CRM and referral management platforms preferred.
- Experience developing business cases for and implementing AI automation or agentic AI solutions in a sales or operations environment preferred.
- Strong analytical skills, with the ability to turn data and business intelligence into actionable decisions.
- Excellent verbal and written communication skills, with the ability to influence cross-functional stakeholders and senior leadership.
- Strong organizational skills that reflect the ability to perform and prioritize several tasks seamlessly with excellent attention to detail.
- Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment.
- Demonstrated proactive approach to problem-solving with strong decision-making capabilities. Highly resourceful team player, with the ability to also be extremely effective interpersonally.
- Experience using A.I. tools preferred.
Supervisory Responsibility
This position will supervise employees eventually.
Licenses and Certifications
There are no additional licenses and/or certifications required.
Work Environment
While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise. Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.
Travel
Ability to travel up to 25%
Pay Transparency
The anticipated starting salary range for this role is $79,400.00 - $155,529.00
This position includes commission/incentive plan compensation.
Benefits
At PenFed, we offer a robust benefits package designed to support you both personally and professionally. You’ll have access to comprehensive health, dental, and vision plans; paid time off; and family-friendly benefits like paid parental leave, care support, and fitness center access. Financial wellness is encouraged through features like a 401(k) match, employee loan discounts, and fully paid life and disability coverage. We also support growth via education assistance, community involvement, and volunteer opportunities.
Our Purpose
Helping members achieve their dreams since 1935.
Pentagon Federal Credit Union (PenFed) is one of America's largest federal credit unions, serving 2.8 million members worldwide with $29 billion in assets. PenFed offers market-leading certificates, checking and savings, credit cards, personal loans, mortgages, auto loans, and a wide range of other financial services, always with members' interests in mind. PenFed is federally insured by the NCUA and is an Equal Housing Lender.
Equal Employment Opportunity
PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.
PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at Careers@PenFed.org.
See all 261+ Green Card Channel Account Executive Jobs
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Get Access To All JobsTips for Finding Green Card Sponsorship in Channel Account Executive
Document your channel sales credentials strategically
PERM requires proving your qualifications match the job description exactly. Gather degree transcripts, partner certification records from vendors like Cisco or Salesforce, and performance documentation showing quota attainment. Gaps between your credentials and the posted requirements can trigger DOL audit delays.
Target employers with established PERM filing histories
Technology distributors and SaaS companies that run formal channel programs are far more likely to have in-house immigration counsel familiar with PERM. Search OFLC disclosure data by job title to identify which employers have sponsored similar roles before pursuing applications.
Clarify the EB tier before accepting an offer
Channel Account Executive roles typically qualify under EB-3 if the employer requires only a bachelor's degree, or EB-2 if the role requires an advanced degree or equivalent specialized experience. Your EB tier affects your priority date queue, so confirm the classification with your employer before the I-140 is filed.
Use Migrate Mate to filter sponsoring employers
Searching broadly wastes time on employers who have never filed PERM. Migrate Mate surfaces Channel Account Executive roles at companies with documented green card sponsorship history, so your applications go to employers already familiar with the PERM and I-140 process.
Negotiate the PERM recruitment period into your start timeline
DOL requires employers to complete a mandatory supervised recruitment phase before certifying a PERM application. This typically runs 60 to 90 days before the application is even filed. Factor that into your start date negotiation so the sponsorship process begins without delay after you accept an offer.
Verify your role matches the O*NET specialty occupation profile
USCIS and DOL both reference O*NET when evaluating whether a Channel Account Executive position qualifies as a professional role requiring a specific degree field. Confirm the job description aligns with the O*NET profile for Sales Representatives, Wholesale and Manufacturing, so your employer's PERM application withstands scrutiny.
Green Card Channel Account Executive: Frequently Asked Questions
Does a Channel Account Executive role qualify for EB-2 or EB-3 green card sponsorship?
Most Channel Account Executive positions qualify under EB-3 as a professional role when the employer requires a bachelor's degree in business, marketing, or a related field. EB-2 applies if the role requires an advanced degree or you can demonstrate equivalent expertise through a combination of education and progressive experience. Your employer's attorney determines the appropriate classification based on the actual job requirements.
How does green card sponsorship differ from H-1B sponsorship for this role?
Green card sponsorship through PERM and I-140 leads to permanent residency rather than a temporary status that must be renewed. Unlike H-1B visa, EB-3 green card sponsorship has no annual lottery. The tradeoff is timeline: PERM labor certification alone can take six months to over a year before USCIS even adjudicates the I-140 petition. The permanence is a significant advantage for channel sales professionals building long-term U.S. careers.
What does the PERM labor certification process require from my employer?
Your employer must conduct DOL-supervised recruitment to demonstrate no minimally qualified U.S. worker is available for the role. This includes placing ads in specific formats over a defined period, documenting applicant evaluations, and filing the PERM application with DOL. The employer cannot begin this process retroactively, so sponsorship discussions need to happen early in your employment.
Where can I find Channel Account Executive jobs with active green card sponsorship?
Migrate Mate filters job listings specifically by green card sponsorship history, so you can identify Channel Account Executive openings at companies that have already filed PERM applications for similar roles. This saves significant time compared to applying broadly and discovering sponsorship policies late in the interview process.
Can I switch employers after my I-140 is approved but before I receive my green card?
Under AC21 portability rules, you can change employers after your I-140 has been approved and your I-485 adjustment of status application has been pending for at least 180 days, provided the new role is in the same or a similar occupational classification. For Channel Account Executive roles, a move to a comparable partner sales or account management position at a new company typically qualifies, but confirm with an immigration attorney before making the change.