Consultant Relations Manager

Consultant Relations Manager (CRM)

Department: Business Development

Manager: Director of Strategic Partnerships

Exempt

We are Navigate!

A welltech company helping organizations create more health and happiness in the employees clients and communities we serve. Our purpose is to Do Good Things. For us these words are more than a catchy mantra. Theyre the reason this company was formed and the guiding light for every decision. Were all at Navigate because we truly want to spark positive change in other peoples lives. Heres to doing good things together!

How you contribute to our success

The CRM will play a critical role in developing and maintaining relationships with key regional and national benefits consulting and brokerage firms to grow business relationships and sales in our markets. The primary focus and objective of the CRM is to grow revenue through these strategic partnerships by developing leads and other strategic business opportunities in our markets that can be passed to the appropriate salesperson to initiate and close the business.

The CRM works directly with the Director of Strategic Partnerships to identify new relationships/partnerships and create and strengthen Navigates current relationships/partnerships within brokerage firms. This position will be responsible for increasing awareness education opportunities and revenue through these relationships/partnerships. You will serve as the liaison between Navigate and the brokerage firms and work closely with the Director of Strategic Partnerships to develop consultant specific strategies that align with the broader Business Development team goals. You will have the opportunity to collaboratively sell support partner and deliver the Navigate solution while working with internal business units. This position is open to remote work.

Success for this position is defined by achieving organizational revenue growth targets.

Your Responsibilities to the team our clients and community

1. Assist in creating business plans and growth strategies for Navigates consulting community and identify emerging growth or market trends that contribute to our solutions roadmap and create value for our partners prospects and clients.

1. Accountable for helping drive growth to achieve revenue targets through new partnerships with large national broker houses and through our current strategic consultant partnerships via communications trainings/presentations relationships event attendance and strategic alignment.

1. Establish new broker relationships and own the relationships and overall strategy with assigned broker partners. Aptitude to solicit analyze and share feedback from partners with internal stakeholders to make necessary adjustments in strategy approach and ; be an active and informed voice communicating solution needs gaps and opportunities to our internal teams.

1. Work on special partnership projects with the Director of Strategic Partnerships to foster relationships and grow the business.

1. Assist the business development team members with lead generation within the relationships developed as part of the market strategy plan.

1. Keep the business development and marketing teams informed up to date and trained on market trends and business industry news related to the broker broker business model and client base.

1. Collaborate with the marketing team to develop broker specific collateral materials and campaigns. Engage in broker related events and opportunities to expand broker relationships.

1. Provide timely and accurate reporting of pipeline strategic partnerships and management activities.

1. Capture all data related to relationships pipeline development and partnership deals in Hubspot in a timely and accurate manner.

The Ideal Candidate

• A strong background interest and commitment to wellbeing consulting relationship management strategy process development and training.

• Experience in leading consultant relationships.

• Existing strong network of wellbeing consultants producers and account managers.

• Experience in fastpaced and high growth environment.

The Navigate Way Core Expectations:

At Navigate we expect all our employees to live the family values that have helped shape our culture:

• Deliver the Boom

• Everybody Love Everybody

• We are Family

• Inspire & Innovate

• Embrace Change

• Growth is Great

• Efficient & Effective

• Give Back

Experience & Education needed for success in this role

Experience

Minimum five years experience working within or with health insurance brokers.

Education

Bachelors Degree or equivalent experience

Physical & Working Environment

Standard office work environment. Minimum ability to lift push and pull 10lbs for event booth set up.

Travel

Must be willing to travel 2530 of work year.

Navigate Wellbeing Solutions is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act Navigate Wellbeing Solutions will provide reasonable accommodations to qualified individuals with disabilities and encourages prospective employees and incumbents to discuss potential accommodations with Navigate. Post offer Preemployment background screenings are required.