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 DevelopmentBuild and maintain trusted relationships with influential consultants across assigned territories and firms
Proactively expand networks by developing new relationships with senior consultants and industry leaders
Serve as a primary relationship manager for consulting partners, including establishing partnership agreements with national consulting firms.
Partner with Sales Regional Vice Presidents (RVPs) on coordinated territory strategies that leverage consultant relationships
Identify priority consultants connected to key prospects and facilitate introductions to drive opportunity development
Support active opportunities by providing insights on consultant dynamics, positioning, and messaging that can improve win rate
Articulate Included Health’s value proposition and differentiated capabilities with consultant and broker partners
Educate the consultant community on Included Health’s products, solutions, and strategic vision, including exclusive previews prior to launching new products
Facilitate meetings and engagements with consultants to deepen understanding of Included Health’s offerings, and ultimately strengthen market positioning
Partner with Sales and Marketing to deliver targeted messaging and consultant awareness initiatives
Partner with Client Success teams on strategic accounts where consultant relationships are critical to renewals or upsell opportunities
Serve as a strategic advisor on consultant engagement strategies for priority clients
Help proactively address consultant concerns and influence outcomes in complex 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 partners to inform strategy and market positioning
Capture and analyze feedback from consultants to inform messaging, product packaging, and future roadmap considerations
10+ years of client-facing experience in health and benefits
Experience at a consulting or brokerage firm
Experience and/or interest in consultative sales
Experience in a high growth, fast changing environment
Strong communication skills, both written and verbal, with the ability to convey complex information and messages to a broad and diverse audience
Strong interpersonal skills with the ability to work independently and within a team environment
Ability to travel up to 2x per month
Bachelors degree required
The United States new hire base salary target ranges for this full-time position are $170,000 - $228,000 + bonus + equity + benefits.
This range reflects the minimum and maximum target for new hire salaries for candidates based on their respective Zone. Below is additional information on Included Health's commitment to maintaining transparent and equitable compensation practices across our distinct geographic zones.
Starting base salary for the successful candidate will depend on several job-related factors, unique to each candidate, which may include, but not limited to, education; training; skill set; years and depth of experience; certifications and licensure; business needs; internal peer equity; organizational considerations; and alignment with geographic and market data. Compensation structures and ranges are tailored to each zone's unique market conditions to ensure that all employees receive fair and competitive compensation based on their roles and locations. Your Recruiter can share your geographic zone alignment upon inquiry.
In addition to earning a base salary, this role is eligible for a performance-based bonus. Details of the Annual Bonus Plan, including performance metrics, target incentives, and potential earnings, will be discussed during the interview process.
In addition to receiving a competitive base salary, the compensation package may include, depending on the role, the following:
Remote-first culture
401(k) savings plan through Fidelity
Comprehensive medical, vision, and dental coverage through multiple medical plan options (including disability insurance)
Full suite of Included Health telemedicine (e.g. behavioral health, urgent care, etc.) and health care navigation products and services offered at no cost for employees and dependents
Generous Paid Time Off ("PTO") and Discretionary Time Off ("DTO")
12 weeks of 100% Paid Parental leave
Up to $25,000 Fertility and Family Building Benefit
Compassionate Leave (paid leave for employees who experience a failed pregnancy, surrogacy, adoption or fertility treatment)
11 Holidays Paid with one Floating Paid Holiday
Work-From-Home reimbursement to support team collaboration and effective home office work
24 hours of Paid Volunteer Time Off ("VTO") Per Year to Volunteer with Charitable Organizations
Your recruiter will share more about the specific salary range and benefits package for your role during the hiring process.
Included Health San Francisco, California, USA Office
We are located in downtown SF close to many restaurants and public transportation options. And our biggest office perk: beautiful views of the bay.
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