Creating a Channel is a Company-Wide Effort

Kevin O'Brien, Vice President of Strategic Alliances at JazzHR, joins me, Jen Spencer to discuss challenges when starting a channel program, scaling and tiering, creating a culture of partnership and more on this episode of The Allbound Podcast.

Jen: Hi, everybody, welcome to another episode of The Allbound Podcast. I'm Jen Spencer and today I am joined by Kevin O'Brien who is Vice President of Strategic Alliances at JazzHR. Welcome, Kevin.

Kevin: Welcome, Jen. It's great to be here.

Jen: Well, I'm so glad to have you on the podcast today. I think it'd be great if you could just tell us a little bit about JazzHR just so we have a frame of reference of what you do every day.

Kevin: That's great, yes. So JazzHR is a recruiting solution for small businesses. Small businesses all over North America are having the same challenges that a lot of larger businesses have in terms of how do they find talent, how do they get applicants to new roles that they're trying to fill, how do they screen them and interview them and ultimately bring them through to an offer. And Jazz has built an end to end solution that helps them get exposure onto a lot of the well-known job boards that are out there like LinkedIn, Indeed, Glassdoor and more.

So, it allows them to power their own careers page so that they can actually get visibility into their open roles and then provide a series of tools and solutions so that they can easily screen and identify who to call, who the candidates are going to be and then bring them through in an interview process in a very collaborative manner. So, we've helped tens of thousands of small businesses hire about 300,000 employees over the course of our existence. And we're seeing great success in the market today.

Jen: That's wonderful. It's really wonderful to hear. Hiring, recruiting and onboarding are such big business challenges for organizations, so it's great that you're helping them alleviate a lot of those pains. I want to dig into JazzHR's partner program and also kind of frame the conversation. You and I met at that small business Web Summit and I was sitting in your session.

You were speaking about how to really grow a partner program and how to enable and support partners. So, I immediately went to your partner page on the JazzHR website. And first of all, it's great, it's so thorough, it spells out everything perfectly for any prospective partner hoping to work with you. I mean, it seems like that partner program is very well established. So, can you share a little bit about how long it took to ramp up to where you are now and what had to be in place to get to where you are?

Kevin: Yeah, happy to, happy to. Yeah, the program at JazzHR has been around for just about a year, coming up on a year in May or June. To us a small business is a company that has up to 500 employees. So generally, small businesses have anywhere between 20 and 500 employees to be able to have the need to use JazzHR for their system.

And what we found was a lot of these companies are already working with trusted advisors for their HR needs, so maybe they're working with HR outsourcers, maybe they're working with compensation consultants, maybe they're working with other technology providers like HRIS systems and so forth. And those companies and organizations tended to be in a great position to not only introduce their clients to sort of the next wave of technology that they needed to bring onboard, but also they needed to be able to answer the next question that their clients had which is, ''Hey, can you help me with my hiring needs and help me get my hiring needs from offline to online.''

And so, when we saw this at JazzHR, we knew that we had to have an indirect strategy. And so, we built out a program that was tailored to local consultants who had one-to-one relationships and face-to-face relationships with local businesses. We put a program in place so that it was easy for them to get educated on what are the challenges that their customers have with hiring and have Jazz help to solve them.

And then we also have an indirect strategy around integrations where we built out an API so that we could tie in some of the technology systems that we're bringing these solutions down to small businesses as well. And so, we had to have all of that in place and then we had to build in sort of a partner portal with a marketing portal so that they could get access to this information and track their customers and then get rewarded for bringing new customers into Jazz.

So, it took a good three, four, five months to get the infrastructure set up and then it's been in place since around May or June of last year. And so, we're 9 or 10 months into it and the program is really growing very quickly and we're having a lot of success in helping these partners bring hiring and recruiting solutions down to their customers.

Jen: Well, you guys have been really busy. You have accomplished quite a lot in a very short period of time.

Kevin: Yeah, yeah. I mean, luckily the solution set for Jazz has been built out over a lot longer period of time than that. So, Jazz is what was founded as a company called the Resumator in 2009. And so, it's a fully functioning end to end suite for recruiting solutions. The whole company really rallied around it and we had support from our executive leadership all the way down to our product, marketing and sales teams. There's definitely a need in the market for these local consultants and technology providers to help their clients move their hiring from offline to online. So, the opportunity was there, the solution was there and we were able to build up the infrastructure to connect the two and really start to ramp the program.

Jen: That's great. Not to go down like a memory lane with you, but you look at your career and you definitely have had a general focus. You were the VP of Partners at HootSuite, you were Senior Director of the app partner program at Constant Contact. I'm just curious, what do you feel you've really been able to bring with you from company to company as you work to scale a channel partner program? Because I see a lot of individuals, a lot of channel professionals and they go and they build something we create something in and they move on maybe to the next company, and I'm just curious from your perspective what you feel you really brought with you?

Kevin: Yeah, that's a good question, Jen. Thank you. All three of these companies have all been focused on delivering solutions into small and mid-size markets. And one of the things that I really developed an appreciation for at Constant Contact from being there as it was able to grow from 100 customers up to 600,000 customers was an appreciation for how small businesses really leverage their own networks and their own trusted advisors in terms of what they need to be focusing on next.

And so, building out channel in partner programs that are able to empower those trusted advisors to be comfortable with your solution to understand how it's going to solve their client's needs and to be able to easily fit it into their existing workflows is something that I think we were we were able to solve really well at a Constant Contact, and I also took that into HootSuite and now into JazzHR and that's the key. It doesn't just have to be a solution that they believe that their customers are going to be successful with, but it also has to have the features and functionality that make it easy for them on a day in and day out basis to see how their customers are operating with it and to understand the challenges they have, so that if they can help overcome certain areas of the product they're able to add value themselves.

And then to also achieve some status with the brand that they're working with so that they can get early access to the content or features or insights and so forth that they can bring it to their clients, and it helps them to strengthen their relationship there as well. So, I think bringing in an appreciation for how small businesses need to be hearing about these solutions from their trusted advisors, as well as some of the more traditional direct marketing that happens in terms of software today is something that I've leveraged and tried to bring with me so that we can scale these programs with different companies.

Jen: That makes perfect sense. I mean you really understand the day to day of that small business, the end user, end customer and you also can put yourself in those partnerships. So, it makes perfect sense to me. I want to dig in and get more nitty-gritty with JazzHR's partner program because whenever there's a successful program we want to look and see, "Okay, what can we learn from this and how can we apply it to other people's organizations?" You guys have three tiers of partners and it seems like those are based on the number of bookings. So, can you tell us a little bit more about the tier structure that you've built out at JazzHR?

Kevin: Yeah. Yeah happy to. So, a booking for Jazz is the total cost of a contract that a small business is signing up for. When you think about hiring and recruiting, and this is different than some of the other companies I've been at, some of the other companies have been more month to month, but at Jazz we look at it as a more annual contract because hiring is something that you have a hiring strategy for the year and so you need the software for the whole year and the value of that year is the booking. And what we want to establish we put these goals in tiers out on our website so you can see them at jazzhr.com.

And partners are able to come in and understand how much business that they would traditionally need to be bringing to JazzHR in order to be at a certain tier. That typically translates into how many new customers do you think you will be able to introduce JazzHR to? So, whether it's two, three, four or five throughout the year we have a tier for that, whether it's 20 to 50 throughout the year we have tiers to that, or if it's a 100 plus we have tiers for that. The goal is to really set the expectations for ''Hey this is what we think you need to be signing up for when you come to JazzHR, and here's the reward you are going to get for doing it.''

So being really transparent is important when you scale any channel program or partner program and it's something that we found to be helpful in getting the Jazz HR channel program off the ground as well.

Jen: Is it safe to assume that those same KPIs that you're using to measure partners are similar to what you're using internally for direct sales or is there a good alignment there as well?

Kevin: Yeah, there is and that's a great point because with any partner program it's always being measured against the direct sales initiative because you really need to be outperforming what a traditional single sales rep can do for the partner program to be successful. So, you really need an apples to apples comparison. So, you're right. The sales teams are measured by bookings, and the partners are measured by bookings, so that the company and the teams at the company are really able to see how one is performing against the other and what efficiencies are we getting through the channel strategy that we don't see necessarily in a direct strategy for this particular product set. And so, that does give us an easy way to measure how each of the programs are working.

There is a lot of cross promotion within the programs, like the sales team is very comfortable if they think that they're talking to a prospective partner of introducing them into the partner program so that they can be serviced a little bit differently and rewarded a little bit differently. But at the end of the day, we are looking at both programs to be able to accelerate the growth of Jazz, so we do try to keep the way that they're measured consistent across the two programs.

Jen: Excellent. Excellent. These are the types of questions that when someone is just setting out to build a channel partner program, these are the things that they've got floating around in their head. And so, I love being able to talk to people who are in the trenches like yourself and share that knowledge forward. Speaking of that, when you think about an organization that's just really embarking on building out a partner program, what do you think are some of the most critical elements that a channel leader should consider, particularly when they're really starting from scratch?

Kevin: Yeah. When starting from scratch, there's internal things and then there's external things that you really need to be looking at. So, externally you really need to identify if the product that you want to develop an indirect strategy for is something that the people of the ears of a small business can easily articulate to their client because that's really what's going to determine whether they're going to align with your product or not. And what I found is most small businesses business applications fall into that category. And so then it's really trying to identify who are the pockets of these different partners that you can easily go after so that they can adopt your solution for their customers.

The bigger challenges tend to be internally focused when you're getting a program off the ground. I think a lot of times people run into headwinds in a new program if they don't have the buy in and the visibility of the program that you really need. And what that means is a lot of people would want to take a program put it in a corner and give it some time to mature a little bit and keep it out of the way. But with a channel or an indirect strategy that's going to be a big part of the business, it really needs to be top of mind across the exec team and top of mind across the product team, the marketing team and the sales organization.

So, having top-level goals that are measured weekly and that are constantly in front of the functional leaders of each of the departments in the company is critical to keeping it at the forefront of everybody's mind. Now recognize it's going to take 12 to 18 months for a program to really start to achieve scale. But if it doesn't have the visibility throughout that period it's going to get left behind by product, it's going to get left behind by marketing and it's never going to be able to get that sort of the foundation under it that it needs to achieve the scale. So that's number one.

Number two would be investing in infrastructure early and I think a lot of it is easier now than it was say 12 or 13 years ago when we were doing it at Constant Contact. Now there are a lot of tools out there built specifically for indirect programs so that you can easily set up a partner portal or you can integrate it in an API set into the back end for companies to take advantage of it if you're looking to integrate your system. But investing in that infrastructure to be able to measure and help the partners manage their business with you is critical because if you don't it's going to be a lot of email and wait and email and wait, and they'll just get frustrated and move on.

So those are some of the key things that we try to do when we're setting up programs with high-level goals that are visible across the whole organization. We also measure them weekly so everybody can see how it's doing and invest in the infrastructure before the program actually launches. So you're really setting it up for success because you're trying to pull that 12 to 18 months data as quickly as you can, and that's the point at which it will start to drive and really accelerate sales for the business going forward.

So those are the things that I've tried to work on in the different programs that I've built. For the folks who have challenges, I think they tend to try to keep it outside of the limelight at the beginning, but it just gets a lot harder to integrate it later on as the program starts to mature. So, doing it right out of the gate is critical.

Jen: I think that's such great advice. When I look at partner programs that never really produced any real results, they were siloed. The organization has to have a culture of partnership, it has to embrace that, and that comes from the top. Right? That comes from the CEO, CFO and trickles down into every single person within an organization.

Kevin: Yeah, and being hand in hand with the sales team is critical as well and making sure that they understand it's a friend, not a foe is going to ensure that it gets the support it needs as well.

Jen: Yeah, and I know that could be challenging, but sales people we like to fight for our turf. So, it's a cultural wave to bring everyone together and work together collaboratively, which actually leads me to my last question for you about collaboration. I'm just wondering if you can talk a little bit about some of the challenges that you see vendor organizations face when they're trying to collaborate with their partners? And then this is kind of a bonus question, but I'm just curious if your partners have an opportunity to collaborate with each other? We're starting to see these partner programs really become ecosystems where different partners might be able to collaborate to solve a business challenge. So, I'd love to hear any feedback you might have on that as well.

Kevin: Yeah, let's take the first part of the question first, collaborating with the partners is critical. And it's such a great way to get access to new content, new ideas, new case studies and really get behind them and showcase them. In most cases with an indirect partner strategy, you're going to have access to probably more marketing resources than your partners are. So really pointing them out there and leveraging the partners expertise is a great option that we have.

We have a webinar that we're going to be running this Thursday. I don't know when this podcast is going to be accessible, but Thursday is 4/20 and 4/20 is a moniker for pro-marijuana and the partnership is actually with a partner who focuses on what are the rules around marijuana in the workplace for states where marijuana is legal. So, there's the fun play on sort of timing and content but it's really leveraging partners to bring their expertise so that you can educate the rest of your customers. And if you're open like that, more partners are going to be a lot a lot more interested in working with you if they can see that you're open to helping them demonstrate their expertise in growing their pie as well as growing your pie. That's critical.

And to the second point of your question, you're absolutely right, when your partner programs get big enough you can facilitate this sharing of ideas amongst your partners so that now you can get two, three, four partners involved in helping to solve a single customer's problem. At Constant Contact we saw this where we would have partners who would partner up together. If one was a web developer and another was a content writer they would work together to solve, and we would actually be building up the local networks of those partners through local directors we had. Those directors would work with all these partners and understand skill sets and who to refer customers to for what, but also build a working group so that they could team up and attack customer problems together.

We saw the same thing at HootSuite with technology partners. There are partners who are really good at deep listening and analytics and others who are good at content management and how that all works with the HootSuite platform and then bring them in to solve customer problems. We are not big enough at JazzHR where it's happened yet, but it's certainly where we're going and that's the point when the word gets out to partners that they can not only be rewarded for bringing in business, but also get new business from participating in your program, that's when it really starts to take off. So, that's another reason why it takes 12 to 18 months to get these things moving, but once they get moving it's like rolling a ball downhill, it'll pick up speed and start to manage itself on its own.

Jen: Oh, that's great. And that's very, very true. I think it's the changing buyer that's also dictating a lot of these collaborative partnerships that are happening because the customer has a challenge and partners can learn from each other and collaborate together. And with the Internet, you can't hide a partnership very easily right? So, the days of this is this exclusive partnership and we don't work with anybody else, today buyers have so many more choices, so, I think that the sun has set on that type of partner program.

Kevin: Yeah. In the small business world we like to say they are time starved and task focused these small businesses, because they also don't have a lot of time. So, if they are very comfortable working with someone and that person can bring another person in it just makes it easier for both for both companies. So, developing that trust is critical early on for sure.

Jen: Well, this has been so great. I've loved digging into this with you and hearing about what you're working on over at JazzHR. But before I let you go, I like to end the podcast with asking a couple of more personal questions so our listeners can get to know you a little bit better. Nothing too challenging as long as you're open to it. Does that sound okay?

Kevin: Sure, sounds great.

Jen: Okay. All right. So, first question is what is your favorite city?

Kevin: What's my favorite city? Well, outside of the city I live in, I live in Boston, but the one city that I've traveled to multiple times and I would love to relocate to at some point is San Diego. I love the culture and I love the location, so that would be the city I would prefer over Boston.

Jen: That's a great city. Every time I go there, and every time I land and I walk outside and I'm at the airport, I go, "Oh, this place is so beautiful."

Kevin: Exactly, right.

Jen: Question number two, are you an animal lover?

Kevin: I'm an...

Jen: Is that a no?

Kevin: I have zero pets. How's that?

Jen: You have zero pets, all right.

Kevin: I've taken my kids to the zoo before.

Jen: That's awesome. Question number three, Mac or PC?

Kevin: Mac. I was a PC guy till 4 years ago, but now I'm Mac all the way.

Jen: They have a way of rewiring your brain, huh! It's unbelievable.

Kevin: It's more just how many times I've had to repair the PC and how many times I haven't had to repair the Mac, that was enough for me.

Jen: Yeah, absolutely I agree. Okay, last question. Let's say I was able to offer you an all-expenses paid trip, where would it be to?

Kevin: That's a good question. An all-expenses paid trip probably Australia, I've never been to Australia, I've always wanted to go. And assuming that you can also carve the time off for me to get there for a month that's where it would be.

Jen: Yeah, but this is like a magical pretend land, so yes, I can do that for you. If I had unlimited money to send any podcast episode guest on any trip. So yes, in that world you can take as much time off as you'd like.

Kevin: Great.

Jen: Well, thank you. Thank you again, it's been so great spending some time with you today. If any of our listeners would like to reach out to you personally, what's the best way for them to do so?

Kevin: Yeah, that's great. So, they should reach out to me through my work email. It's kevin.obrien@jazzhr.com and I'm happy to collaborate on partnerships, make personal connections and help anyone out if I'm in a position to do so. I really appreciate the time you gave me, Jen, this has been great.

Jen: Wonderful. Well, thank you and thanks, everyone else for joining us for an episode of The Allbound Podcast, and we'll catch you next week.

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