Sr. Consultant Relations Manager

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.

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

7+ years of client-facing experience in health and benefits (e.g., carrier, health tech, consulting, brokerage, or related health services).

Direct experience at a consulting or brokerage firm, preferably in a producer, client-facing, account management, or strategy role.

Proven ability to influence consultant recommendations and drive preference for specific solutions (e.g., improved win rates, expanded footprint, or increased pipeline influenced by consultants).

Demonstrated experience in consultative sales or advisory engagements, including uncovering needs, framing recommendations, and co-creating solutions with external partners.

Experience working in a high-growth, fast-changing environment, with examples of successfully prioritizing, adapting, and executing amidst evolving strategies and goals.

Strong relationship management skills, with a track record of managing a portfolio of external stakeholders (brokers, consultants, or strategic partners) and maintaining regular, structured touchpoints.

Comfort building and interpreting lightweight reporting (e.g., win/loss by firm, opportunity tracking, feedback themes) using tools such as Excel/Google Sheets and CRM systems (e.g., Salesforce or similar).

Executive presence and strong communication skills (written and verbal), with experience presenting to and facilitating discussions with senior audiences at client or consulting organizations.

Ability to synthesize qualitative and quantitative insights into clear recommendations and next steps for internal stakeholders (Sales, Client Success, Product, Marketing).

Strong cross-functional collaboration skills, with examples of partnering across Sales, Marketing, Product, or Analytics to translate market feedback into programs or improvements.

Ability to work independently, manage multiple priorities, and drive outcomes while also thriving in a team-based, highly collaborative environment.

Ability to travel (30-40%; may fluctuate with conference seasons and key firm meetings).