Aimed at senior health and benefits professionals who have existing consultant relationships and can drive market preference through strategic partnerships.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Includedhealth via Lever
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
Build 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.
Pipeline Development & Sales Partnership
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
Market Education & Thought Leadership
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
Client Success & Renewal Support
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
Market Intelligence & Insights
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
Qualifications:
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
Source: Includedhealth careers (Lever)