Swordhealth
Director of Consultant Relations - Mid-Atlantic Territory
salesfull-timeUnited States
SALARY
Not listed
WORK TYPE
remote
JOB TYPE
full-time
INDUSTRY
ai
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About the role
What you’ll be doing
- Own consultant influence and pipeline outcomes for your territory: Build and execute a territory plan that drives consistent consultant engagement and generates net-new, consultant-referred opportunities aligned to revenue goals.
- Build deep relationships across top consulting and brokerage firms: Develop and expand senior relationships across priority firms and regional offices to establish preference for Sword and increase inclusion in evaluations and RFPs.
- Map and grow office-level coverage: Identify and cultivate key stakeholders across each firm (practice leaders, subject matter experts, producers, and regional influencers) to create durable, multi-threaded relationships.
- Enable consultants to confidently position Sword: Deliver clear, consultant-ready messaging through meetings, demos, lunch & learns, email campaigns, and other touchpoints so consultants can accurately and credibly recommend Sword to employers.
- Partner with Sales and Customer Success to accelerate opportunities: Collaborate closely with Sales and CS to support active pursuits, align consultant strategies with account priorities, and ensure consistent messaging across the full buyer journey.
- Drive consultant program participation and executive alignment: Strengthen Sword’s presence within consulting firm vendor programs and facilitate executive meetings to review market trends, wins, and joint growth opportunities.
- Activate the market through events and strategic touchpoints: Plan and execute targeted events (office visits, executive sessions, regional gatherings) designed to deepen relationships and create pipeline, with clear goals and follow-through.
- Maintain operational rigor and CRM discipline: Track relationship activity, influence, and outcomes in Salesforce (or similar CRM), maintain forecasting accuracy, and ensure clean attribution and data hygiene.
What you need to have
- 6+ years of experience interfacing with major benefits consulting and/or brokerage firms (e.g., WTW, Aon, Mercer, Lockton, Gallagher, USI, HUB, MMA), including an under
AI Fluency
AI fluency is a core expectation at Sword Health. Every candidate is assessed against our three-level framework — be ready to share real examples of how AI is already part of how you work.
- Explorer (Level 1) — Uses AI daily to boost personal productivity
- Builder (Level 2) — Creates workflows and tools that elevate the whole team
- Integrator (Level 3) — Embeds AI into products and processes at scale
Every hire must demonstrate at least Level 1. The expected level will vary depending on the seniority of the role.
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