Director of Consultant Relations

New
Remote-first companyFull-TimeDirector
Salary not disclosed
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Job Details

Experience
6+ years
Required Skills
Business DevelopmentSalesforceAccount ManagementCRM

Requirements

  • 6+ years of experience interfacing with major benefits consulting and/or brokerage firms.
  • Proven ability to build influential relationships translating to business outcomes.
  • Strong business development skills, including prospecting and multi-threading.
  • Excellent communication and presentation skills.
  • Comfort operating in a metrics-driven, revenue-accountable role.
  • Experience using Salesforce or similar CRM.
  • Self-starter mindset with high ownership.
  • AI fluency (at least Explorer/Level 1).

Responsibilities

  • Build and execute a territory plan that drives consistent consultant engagement.
  • Develop and expand senior relationships across priority firms and regional offices.
  • Identify and cultivate key stakeholders across each firm to create multi-threaded relationships.
  • Deliver clear, consultant-ready messaging through meetings, demos, and campaigns.
  • Partner with Sales and Customer Success to align consultant strategies with account priorities.
  • Strengthen Sword’s presence within consulting firm vendor programs.
  • Execute targeted events and strategic touchpoints to deepen relationships.
  • Track activity, influence, and outcomes in Salesforce with high data hygiene.
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