About the role:
The Consultant Strategy & Relations (CSR) Director will play a key role in strengthening Included Health’s relationships with the broker and consulting community and increasing market preference for our solutions.
This role will be responsible for developing and expanding relationships with influential consultants across national and regional firms in the territory. The ideal candidate will bring existing relationships and credibility within the consultant ecosystem and be able to leverage those connections to increase awareness and advocacy for Included Health.
The role partners closely with Sales and Client Success to support pipeline development, active sales opportunities, and strategic renewals, while also serving as a key conduit for consultant insights that help shape our market positioning and improve win rates.
Responsibilities:
Consultant Relationship Development
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Build and maintain trusted relationships with influential consultants across assigned territories and firms
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Proactively expand networks by developing new relationships with senior consultants and industry leaders
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Serve as a primary relationship manager for consulting partners, including establishing partnership agreements with national consulting firms.
Pipeline Development & Sales Partnership
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Partner with Sales Regional Vice Presidents (RVPs) on coordinated territory strategies that leverage consultant relationships
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Identify priority consultants connected to key prospects and facilitate introductions to drive opportunity development
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Support active opportunities by providing insights on consultant dynamics, positioning, and messaging that can improve win rate
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Articulate Included Health’s value proposition and differentiated capabilities with consultant and broker partners
Market Education & Thought Leadership
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Educate the consultant community on Included Health’s products, solutions, and strategic vision, including exclusive previews prior to launching new products
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Facilitate meetings and engagements with consultants to deepen understanding of Included Health’s offerings, and ultimately strengthen market positioning
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Partner with Sales and Marketing to deliver targeted messaging and consultant awareness initiatives
Client Success & Renewal Support
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Partner with Client Success teams on strategic accounts where consultant relationships are critical to renewals or upsell opportunities
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Serve as a strategic advisor on consultant engagement strategies for priority clients
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Help proactively address consultant concerns and influence outcomes in complex renewals or audits
Market Intelligence & Insights
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Monitor consultant perspectives, industry trends, and emerging priorities across broker and consulting firms
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Share actionable insights with Sales, Client Success, and cross-functional partners to inform strategy and market positioning
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Capture and analyze feedback from consultants to inform messaging, product packaging, and future roadmap considerations
Qualifications:
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10+ years of client-facing experience in health and benefits
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Experience at a consulting or brokerage firm
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Experience and/or interest in consultative sales
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Experience in a high growth, fast changing environment
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Strong communication skills, both written and verbal, with the ability to convey complex information and messages to a broad and diverse audience
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Strong interpersonal skills with the ability to work independently and within a team environment
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Ability to travel up to 2x per month
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Bachelors degree required
