Consultant Relations Director

This is a fully remote position, open to applicants in United States.

📋 Description

• The Consultant Strategy & Relations (CSR) Director will be instrumental in enhancing Included Health’s connections with the broker and consulting ecosystem while boosting market preference for our solutions.

• This position entails the development and expansion of relationships with key consultants across national and regional firms within the designated territory.

• The ideal candidate will possess existing relationships and credibility within the consultancy landscape, leveraging these connections to raise awareness and advocacy for Included Health.

• This role collaborates closely with Sales and Client Success to foster pipeline development, manage active sales opportunities, and facilitate strategic renewals, while also acting as a vital conduit for consultant insights that inform our market positioning and enhance win rates.

• Establish and nurture trusted relationships with influential consultants across assigned regions and firms.

• Actively expand networks by forming new relationships with senior consultants and industry leaders.

• Function as the primary relationship manager for consulting partners, including the establishment of partnership agreements with national consulting firms.

• Collaborate with Sales Regional Vice Presidents (RVPs) on coordinated territory strategies that utilize consultant relationships effectively.

• Identify key consultants linked to important prospects and facilitate introductions to promote opportunity development.

• Support ongoing opportunities by providing insights on consultant dynamics, positioning, and messaging to enhance win rates.

• Clearly communicate Included Health’s value proposition and unique capabilities to consultant and broker partners.

• Educate the consultant community about Included Health’s products, solutions, and strategic vision, including exclusive previews prior to the launch of new products.

• Organize meetings and engagements with consultants to deepen their understanding of Included Health’s offerings, thereby strengthening market positioning.

• Collaborate with Sales and Marketing to deliver focused messaging and initiatives that raise consultant awareness.

• Work alongside Client Success teams on strategic accounts where consultant relationships are pivotal for renewals or upsell opportunities.

• Act as a strategic advisor on consultant engagement strategies for priority clients.

• Proactively address consultant concerns and influence outcomes in intricate renewals or audits.

• Monitor consultant perspectives, industry trends, and emerging priorities across broker and consulting firms.

• Share actionable insights with Sales, Client Success, and cross-functional teams to guide strategy and market positioning.

• Gather and analyze feedback from consultants to inform messaging, product packaging, and future roadmap considerations.

⛳️ Requirements

• 10+ years of client-facing experience in health and benefits.

• Background in a consulting or brokerage firm.

• Experience and/or interest in consultative sales.

• Experience in a high-growth, rapidly changing environment.

• Excellent communication skills, both written and verbal, with the capability to convey complex information and messages to a wide and diverse audience.

• Strong interpersonal skills with the ability to work independently as well as collaboratively within a team.

• Willingness to travel up to twice a month.

• Bachelor’s degree required.

🏝️ Benefits

• Competitive salary and compensation package.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and career advancement.

• Flexible work environment and work-life balance initiatives.