The Senior Manager, Consultant Strategy & Relations (CSR) will play a key role in strengthening Included Health’s relationships with the broker and consulting community and increasing market preference for our solutions.
This role is focused on the Central / Midwest region and will be responsible for developing and expanding relationships with influential consultants across national and regional firms in the territory. The ideal candidate will bring existing relationships and credibility within the consultant ecosystem and be able to leverage those connections to increase awareness and advocacy for Included Health.
The role partners closely with Sales and Client Success to support pipeline development, active sales opportunities, and strategic renewals, while also serving as a key conduit for consultant insights that help shape our market positioning and improve win rates.
- Build and maintain trusted relationships with influential consultants across assigned territories and firms
- Proactively expand networks by developing new relationships with senior consultants and industry leaders
- Serve as a primary relationship manager for consulting partners, including establishing partnership agreements with national consulting firms.
- Partner with Sales Regional Vice Presidents (RVPs) on coordinated territory strategies that leverage consultant relationships
- Identify priority consultants connected to key prospects and facilitate introductions to drive opportunity development
- Support active opportunities by providing insights on consultant dynamics, positioning, and messaging that can improve win rate
- Articulate Included Health’s value proposition and differentiated capabilities with consultant and broker partners
- Educate the consultant community on Included Health’s products, solutions, and strategic vision, including exclusive previews prior to launching new products
- Facilitate meetings and engagements with consultants to deepen understanding of Included Health’s offerings, and ultimately strengthen market positioning
- Partner with Sales and Marketing to deliver targeted messaging and consultant awareness initiatives
- Partner with Client Success teams on strategic accounts where consultant relationships are critical to renewals or upsell opportunities
- Serve as a strategic advisor on consultant engagement strategies for priority clients
- Help proactively address consultant concerns and influence outcomes in complex renewals or audits
- Monitor consultant perspectives, industry trends, and emerging priorities across broker and consulting firms
- Share actionable insights with Sales, Client Success, and cross-functional partners to inform strategy and market positioning
- Capture and analyze feedback from consultants to inform messaging, product packaging, and future roadmap considerations
7+ years of client-facing experience in health and benefits (e.g., carrier, health tech, consulting, brokerage, or related health services).
Direct experience at a consulting or brokerage firm, preferably in a producer, client-facing, account management, or strategy role.
Proven ability to influence consultant recommendations and drive preference for specific solutions (e.g., improved win rates, expanded footprint, or increased pipeline influenced by consultants).
Demonstrated experience in consultative sales or advisory engagements, including uncovering needs, framing recommendations, and co-creating solutions with external partners.
Experience working in a high-growth, fast-changing environment, with examples of successfully prioritizing, adapting, and executing amidst evolving strategies and goals.
Strong relationship management skills, with a track record of managing a portfolio of external stakeholders (brokers, consultants, or strategic partners) and maintaining regular, structured touchpoints.
Comfort building and interpreting lightweight reporting (e.g., win/loss by firm, opportunity tracking, feedback themes) using tools such as Excel/Google Sheets and CRM systems (e.g., Salesforce or similar).
Executive presence and strong communication skills (written and verbal), with experience presenting to and facilitating discussions with senior audiences at client or consulting organizations.
Ability to synthesize qualitative and quantitative insights into clear recommendations and next steps for internal stakeholders (Sales, Client Success, Product, Marketing).
Strong cross-functional collaboration skills, with examples of partnering across Sales, Marketing, Product, or Analytics to translate market feedback into programs or improvements.
Ability to work independently, manage multiple priorities, and drive outcomes while also thriving in a team-based, highly collaborative environment.
Ability to travel (approximately 30%; may fluctuate with conference seasons and key firm meetings).
The United States base salary range for this full-time position is $150,000- $200,000 + bonus. + equity + benefits. This range reflects the minimum and maximum target for new hire salaries for candidates residing in The United States.
This range reflects the minimum and maximum target for new hire salaries for candidates based on their respective Zone. Below is additional information on Included Health’s commitment to maintaining transparent and equitable compensation practices across our distinct geographic zones.
Starting base salary for you will depend on several job-related factors, unique to each candidate, which may include education; training; skills; years and depth of experience; certifications and licensure; our needs; internal peer equity; organizational considerations; and understanding of geographic and market data. Compensation structures and ranges are tailored to each zone’s unique market conditions to ensure that all employees receive fair and great compensation package based on their roles and locations. Your Recruiter can share your geographic zone upon inquiry.
Benefits & Perks:
In addition to receiving a great compensation package, the compensation package may include, depending on the role, the following and more:
Remote-first culture
401(k) savings plan through Fidelity
Comprehensive medical, vision, and dental coverage through multiple medical plan options (including disability insurance)
Paid Time Off ("PTO") and Discretionary Time Off (“DTO")
12 weeks of 100% Paid Parental leave
Family Building & Compassionate Leave: Fertility coverage, $25,000 for surrogacy/adoption, and paid leave for failed treatments, adoption or pregnancies.
Work-From-Home reimbursement to support team collaboration home office work.
Your recruiter will share more about the salary range and benefits package for your role during the hiring process.
To apply for this job, please visit jobs.lever.co
