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business development crm salesforce consulting pipeline๐ Description
- Own territory plan to drive consultant engagement and net-new opportunities.
- Build senior relationships across priority consulting and brokerage firms.
- Map office coverage and cultivate key stakeholders to create durable relationships.
- Enable consultants with clear, credible Sword messaging via meetings, demos, campaigns.
- Partner with Sales and Customer Success to accelerate opportunities and align messaging.
๐ฏ Requirements
- 6+ years of experience interfacing with major benefits consulting and/or brokerage firms.
- Proven ability to build influential relationships that translate into pipeline and referrals.
- Strong business development skills: prospecting, multi-threading, multi-office presence.
- Excellent communication and presentation skills with senior stakeholders.
- Comfort operating in a metrics-driven, revenue-accountable role with pipeline and forecast.
- Experience using Salesforce or similar CRM to manage contacts and opportunities.
๐ Benefits
- Comprehensive health, dental and vision insurance
- Life and AD&D Insurance
- Financial advisory services
- Supplemental Insurance Benefits (Accident, Hospital and Critical Illness)
- Health Savings Account
- Equity shares
- Discretionary PTO plan
- Parental leave
- 401(k)
- Flexible working hours
- Remote-first company
- Paid company holidays
- Free digital therapist for you and your family
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