Senior Director, Consultant Relations

JOB SUMMARY:

The Senior Director, Consultant Relations is responsible for developing, executing, and evolving WellRight's strategic plan to expand and increase business from the broker and benefit consultant ("Consultant") community. In close partnership with WellRight's Sales and Marketing teams, they organize, manage, and lead business development activities focused on Consultants. They conduct direct outreach to that community to educate and promote WellRight's value proposition and competitive differentiation, and to build the WellRight brand to drive more opportunities offered to WellRight and greater conversion of those opportunities.

The Senior Director, Consultant Relations leads, promotes, strategizes, and implements. They have a deep understanding of Consultants and their clients, and stay current on evolving benefit and wellbeing trends through multiple sources and contacts. They translate complex ideas into relevant, actionable market insights, connecting patterns across different data sets and settings to inform winning communication, engagement, and growth strategies. They bring an existing network of Consultant contacts who would welcome a call day one. They see projects through to completion, use metrics to measure success, and evolve strategies over time based on results.

This individual communicates clearly and organizes effectively across multiple concurrent priorities. They read stakeholder needs accurately and adapt their approach accordingly, setting strategic priorities and scope and leading execution across those priorities. They work independently, stay organized, and collaborate well with others. They write and speak clearly, act with high integrity, and bring resourcefulness to solving problems under ambiguity.

The ideal candidate is a proven relationship-builder who develops trust with stakeholders across organizations to get things done. They are credible and persuasive when presenting to senior executives and clients, and comfortable leading high-stakes meetings and driving decisions in the room. They are proactive, versatile, and intellectually curious, with strong problem-solving skills and a focus on the highest-impact priorities. They combine strong execution, strategic insight, and organizational savvy with tactical experience to drive action and results.

Responsibilities:

Serve as WellRight’s expert resource for trends in benefit consulting and wellbeing:

• Track current Consultant thinking on wellbeing and regularly communicate relevant information to WellRight sales, marketing, customer success, and product teams.
• Develop a clear understanding of Consultants’ needs and challenges and how WellRight can provide solutions through existing strategies, new strategies or custom solutions.
• Solicit product and market feedback from Consultants and communicate this feedback to sales, marketing, customer success, and product teams (e.g., feature requests, market trends, competition intelligence, new opportunities).
• Serve as “the voice” of the Consultant community within WellRight in strategy discussions with sales, marketing, product, customer success, and management.
• Connect and make Regional Sales Manager introductions to new territory broker relationships.
• Develop strategies based on this feedback that can be executed to drive great penetration and market presence.

Build relationships between WellRight and the Consultant community:

• Identify key broker/consulting firms and local offices for wellbeing engagements and identify key healthcare/benefits/wellbeing leaders and producers within those offices.
• Manage day-to-day interactions with office/regional/national leadership at key consulting firms by owning existing relationships with those firms.
• Serve as the WellRight “evangelist” with key firms and consultants– confidently, accurately, and compellingly conveying information on WellRight and its value proposition.
• Build relationships between the WellRight sales team and key Consultants at the corporate and local office level.
• Lead, partner, and collaborate with sales and marketing on outreach initiatives targeting the Consultant community to increase brand awareness, create interest in WellRight's value proposition, and generate leads.
• Identify/develop opportunities to present WellRight to the Consultant community via events such as office meetings, conferences, etc.
• Develop and implement measures of success for outreach initiatives for each targeted firm.

Enhance WellRight sales in consultant-driven opportunities:

• Analyze CRM data and the consultant contact database to support the development of an outreach strategy to target specific consulting firms nationally and by territory.
• Develop a pipeline of Consultants likely to produce leads and sales in alignment with annually established objectives.
• Create processes with sales and business development teams to document all Consultant contacts and activities in WellRight sales tools and systems, resulting in a territory “heat map”.
• Coordinate WellRight organizational resources and activities to support broker/consultant relationship-building activities.
• Review WellRight sales and marketing materials (e.g., proposals, RFP responses, collateral, etc) targeted toward Consultants to ensure consistent and impactful messaging.
• Support finalist meetings to win new business by serving as a subject matter expert for WellRight strategy to the participating Consultants.
• Develop and provide key metrics to show progress and results and to drive ongoing program evolution.

Requirements:

• 10+ years in strategy, sales, benefit consulting, or other relevant experience. Deep knowledge of wellbeing and benefit consulting.
• Established network of relationships within the Consultant community, with a track record of selling into that community.
• Track record of setting strategic direction and translating it into operational execution, including in ambiguous or fast-changing situations.
• Proven project management skills, with experience managing multiple complex, concurrent projects and defining metrics to track results.
• Strong written and verbal communicator, able to explain complex ideas clearly and build consensus while raising dissenting views constructively.
• Skilled relationship-builder who asks the right questions to understand stakeholder needs and establishes trust quickly.
• Analytical mindset — comfortable using data to measure outcomes, drive decisions, and challenge assumptions with evidence.
• Demonstrated ownership: takes initiative, follows through on commitments, and collaborates effectively across functions (e.g., sales, marketing, product, customer success) to drive shared outcomes.

OUR TEAM:

WellRight is based in Chicago with a remote team distributed across the country.

We are dedicated to building a diverse, equitable, and inclusive workplace. People of all backgrounds, experiences, abilities, and perspectives are welcome here. We are an equal opportunity employer and encourage applicants from all backgrounds to apply. 

We value every WellRight team member’s unique talents, contributions, and viewpoints. If you’re passionate about technology and wellness, we encourage you to apply even if you don't meet every listed requirement. You never know what opportunities might arise in the future!

COMPENSATION & BENEFITS:

• Unlimited PTO + 11 Company Paid Holidays 
• • We believe in mutual trust between employer and employee. Employees are encouraged to take time off to maintain a healthy work-life balance.

• VTO (Volunteer Time Off)
• • As part of our WellRight Gives Back program, employees may participate in scheduled volunteer opportunities or on their own time, at a minimum of 3 hours per quarter. 

• Flexible work schedule 
• • We support a high level of autonomy and responsibility, believing that flexibility and asynchronous work lead to the best outcomes.

• Whole Wellness 
• • We offer affordable health, dental, and vision options.
  • WellRight fully covers long-term and short-term disability insurance, along with additional voluntary benefits such as supplemental life insurance, transit benefits, legal services, identity protection, and pre-tax savings accounts. 
  • We pride ourselves on reducing your healthcare burdens by offering a robust variety of benefits plan options designed to support diverse individual needs.

• 401(k) program matching 
• • 100% with Company contribution of up to 4%. All matches are immediately vested.
  • We’re dedicated to supporting your financial future.

• Pet Wellness
• • We offer access to a comprehensive pet wellness plan that reimburses employees for preventive and routine pet care. At WellRight, we believe pets are an extension of the family, and we provide resources to help you better support and care for your furry friends.
• Paid Pregnancy Medical Leave & Paid Parental Leave
• • We offer up to 12 weeks of paid medical leave for pregnancy and up to 6 weeks of paid parental leave for spouses, adoption, or foster care placement.
  • Families come in many forms, and we believe in supporting working parents with appropriate leave.

• At-home internet stipend 
• • In our primarily remote work environment, we want to ensure you have the tools and environment you need to succeed.

• Immediate access to a Udemy Business license
• • As we grow, your professional development is vital to our collective success. Udemy offers our employees unlimited access to online learning resources.

• Rewards and incentives for participation in our WellRight Wellness Program
• • We prioritize your well-being with unlimited monetary incentives through our WellRight Wellness Platform and a $125 Annual Fitness Tracking Equipment Allowance.