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8 minutes ago
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crm salesforce stakeholder managementπ Description
- Own consultant influence and pipeline for your territory; build a territory plan.
- Build deep relationships across top consulting and brokerage firms; expand senior ties.
- Map and grow office-level coverage; identify key stakeholders across firms.
- Enable consultants to position Sword; deliver messaging via meetings, demos, and email campaigns.
- Partner with Sales and Customer Success to accelerate opportunities; align consultant strategies with account priorities.
- Maintain CRM discipline; track activities, forecast accuracy, and data quality.
π― Requirements
- 6+ years with major benefits consulting/brokerage firms (e.g., WTW, Aon)
- Proven ability to build influential relationships that drive pipeline and referrals
- Strong business development: prospecting, multi-threading, expanding across offices
- Excellent communication/presentation skills with senior stakeholders
- Metrics-driven, revenue-owned role with territory plan, pipeline, forecast
- Experience using Salesforce or similar CRM for contacts and reporting
- Self-starter with high ownership and ability to thrive in fast-moving environments
π Benefits
- Stimulating, fast-paced environment with room for creativity.
- Bright future at a high-tech startup.
- Career development and growth with competitive salary.
- Work with a talented team and contribute to healthcare innovation.
- Flexible hours (remote) with unlimited vacation.
- Access to health and well-being program (digital therapist sessions).
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