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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