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business development crm account management relationship management salesforceπ Description
- Own consultant influence and pipeline outcomes for your territory.
- Build and execute a territory plan to drive consultant engagement.
- Develop and expand senior relationships across priority firms and offices.
- Map office coverage and cultivate key stakeholders across firms.
- Deliver consultant-ready messaging via meetings, demos, and campaigns.
- Collaborate with Sales and Customer Success to accelerate opportunities.
π― Requirements
- 6+ years experience with major benefits consulting or brokerage firms.
- Proven ability to build influential relationships that translate to pipeline and referrals.
- Strong business development skills: prospecting, multi-threading, expanding presence.
- Excellent communication and presentation skills with senior stakeholders.
- Comfort in a metrics-driven, revenue-accountable role: territory plan, pipeline, forecast.
- Experience using Salesforce or similar CRM to manage contacts and opportunities.
π Benefits
- Comprehensive health, dental and vision insurance.
- Life and AD&D Insurance.
- Equity shares.
- 401(k).
- Flexible working hours.
- Remote-first company.
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