Offer summary

Qualifications:

5-7+ years of experience with benefit and HR consultants and enterprise clients., Established relationships with leading benefits and HR consulting firms across various geographies., Strong verbal and written communication skills to articulate complex concepts effectively., Proven track record of building and nurturing relationships with stakeholders..

Key responsabilities:

Develop and manage relationships with strategic consulting houses and brokers.

Collaborate with the Commercial & Growth team to drive Cleo’s consulting strategy.

Educate industry consultants about Cleo’s offerings and update consultant databases.

Deliver tracking, reporting, and accurate forecasting of channel partners on a regular basis.

Job description

About Cleo:

Cleo is the only global, holistic family care platform supporting individuals throughout every life stage.

Whether individuals are growing their family; raising babies, children, or teenagers; caring for an adult loved one; doing both as part of the growing Sandwich Generation; or taking care of their own health, Cleo provides life-changing care for families and caregivers through all stages of life.

Serving more than 200 clients with members in more than 70 countries, Cleo is proven to improve mental health and decrease burnout for members, all while maximizing cost savings. Cleo delivers evidence-based interventions to improve the health & wellbeing of the family unit, decrease caregiver burnout, increase productivity, and reduce healthcare spend.

Cleo has a total $84.7M investment led by top investors such as Transformation Capital, Glynn Capital, PruVen Capital, Gaingels, Greylock, NEA, and Felicis.

We're a collaborative and motivated team, and now are looking for experienced and passionate team members like you to join us.

Title: Consultant Relations Director

Overview:

The Consultant Relations Director will be accountable for developing key relationships with strategic consulting houses and for building awareness and growth opportunities at emerging local and national consultancies and/or brokers. In this high-impact role, you'll take charge of managing and enhancing our relationships within the consulting and brokerage community. Collaborating closely with Partnerships and Sales leadership and internal departments, you'll ensure our strategic priorities align with market influencer insights while maintaining a strong and consistent messaging strategy. Your expertise will also play a crucial role in educating industry consultants about Cleo, utilizing various communication channels.

Key Responsibilities

Work in close collaboration the Commercial & Growth team leadership to drive Cleo’s consulting and industry relationship strategy

Present Cleo’s capabilities, educate consultants and continuously update consultant databases to best position Cleo’s solutions for lead & revenue generation

Develop and implement specific growth, positioning, and roadmap plans to penetrate market

Demonstrated ability to build deep trusted relationships with key stakeholders at designated national, local and regional consultant and brokerage offices

Partner with sales team to strategize, refine messaging, and optimize interactions

Aptitude to solicit, analyze, and share feedback from partners with internal stakeholders to make necessary adjustments in strategy, approach and execution; be an active and informed voice communicating solution needs, gaps and opportunities to our internal teams

Work with appropriate consultant/broker contacts and Client Success to help resolve client relationship challenges

Coordinate response to RFIs and ensure partners are widely versed in Cleo’s offerings

Collect productive feedback from consultant channel to help drive our product development roadmap

Deliver tracking, reporting, and accurate forecasting of all channel partners on a weekly, monthly and quarterly basis, including support of executive materials

Drive high potential leads to our Sales Directors

Partner with our marketing team to develop and deliver impactful content and strategies to reach and engage your audience

To be successful in this role you may have:

5-7+ years experience working closely with benefit and HR consultants and enterprise/jumbo clients

Established deep relationships with the leading benefits and HR consulting firms in multiple geographies and industry segments

Demonstrated success driving sales through an understanding of enterprise client point of view and benefit purchase decision-making process

Strong collaborative skills with the ability to work effectively with cross-functional teams and external stakeholders to achieve shared goals

Comfortable working in a fast-paced, remote, startup environment with the ability to adapt quickly to changing priorities and navigate ambiguity

Strong verbal and written communication skills with the ability to effectively articulate complex concepts and influence stakeholders at all levels

Proven track record of building and nurturing relationships with consultants, customers, and internal stakeholders

Demonstrated ability to set and achieve ambitious goals, meet deadlines, and deliver results in a dynamic and rapidly evolving business environment

#LI-Remote

We don’t believe in perfection – we believe in passion, interest, and will – so don’t let a lack of experience or skill in one area listed above deter you from applying.

Cleo is proud to be an Equal Opportunity employer. We highly encourage people of any race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Pay Transparency:

The base salary range for this position is $145,000 - $160,000 annually plus a variable compensation plan. In addition to salary, Cleo offers the following benefits: health insurance (medical, dental, and vision), 15 paid holidays, 5-day winter break, flexible vacation time, sick time, 16 weeks paid parental leave, 401(k) plan, disability insurance, life insurance, wellness perks, and more.

Cleo is currently accepting applications from candidates residing in the following states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Maryland, Massachusetts, Minnesota, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Utah, Virginia, Wisconsin.

SF FAIR CHANCE ORDINANCE

Pursuant to the San Francisco Fair Chance Ordinance, Los Angeles Fair Chance Initiative for Hiring Ordinance, and any other state or local hiring regulations, we will consider for employment any qualified applicant, including those with arrest and conviction records, in a manner consistent with the applicable regulation.

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