Consultant Relations Manager - Navigate Wellbeing Solutions

Consultant Relations Manager (CRM) 

Department: Business Development 

Manager: Director of Strategic Partnerships 

Exempt 

We are Navigate!  

A well-tech company helping organizations create more health and happiness in the employees, clients, and communities we serve. Our purpose is to Do Good Things. For us, these words are more than a catchy mantra. They’re the reason this company was formed and the guiding light for every decision. We’re all at Navigate because we truly want to spark positive change in other people’s lives. Here’s to doing good things – together! 

How you contribute to our success 

The CRM will play a critical role in developing and maintaining relationships with key regional and national benefits consulting and brokerage firms to grow business relationships and sales in our markets. The primary focus and objective of the CRM is to grow revenue through these strategic partnerships by developing leads and other strategic business opportunities in our markets that can be passed to the appropriate salesperson to initiate and close the business.  

The CRM works directly with the Director of Strategic Partnerships to identify new relationships/partnerships and create and strengthen Navigate’s current relationships/partnerships within brokerage firms. This position will be responsible for increasing awareness, education, opportunities, and revenue through these relationships/partnerships. You will serve as the liaison between Navigate and the brokerage firms and work closely with the Director of Strategic Partnerships to develop consultant specific strategies that align with the broader Business Development team goals. You will have the opportunity to collaboratively sell, support, partner and deliver the Navigate solution while working with internal business units.  
This role is open to remote work arrangements.

Success for this position is defined by achieving organizational revenue growth targets. 

Your Responsibilities to the team, our clients and community 

1. Assist in creating business plans and growth strategies for Navigate’s consulting community and identify emerging growth or market trends that contribute to our solutions roadmap and create value for our partners, prospects, and clients. 

1. Accountable for helping drive growth to achieve revenue targets through new partnerships with large national broker houses and through our current strategic consultant partnerships via communications, trainings/presentations, relationships, event attendance and strategic alignment.  

1. Establish new broker relationships and own the relationships and overall strategy with assigned broker partners. 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.  

1. Work on special partnership projects with the Director of Strategic Partnerships to foster relationships and grow the business.  

1. Assist the business development team members with lead generation within the relationships developed as part of the market strategy plan.  

1. Keep the business development and marketing teams informed, up to date, and trained on market trends and business industry news related to the broker, broker business model and client base. 

1. Collaborate with the marketing team to develop broker specific collateral materials and campaigns. Engage in broker related events and opportunities to expand broker relationships.  

1. Provide timely and accurate reporting of pipeline, strategic partnerships, and management activities. 

1. Capture all data related to relationships, pipeline development and partnership deals in Hubspot in a timely and accurate manner. 

The Ideal Candidate 

• A strong background, interest and commitment to wellbeing consulting, relationship management, strategy, process development and training.  

• Experience in leading consultant relationships. 

• Existing strong network of wellbeing consultants, producers and account managers. 

• Experience in fast-paced and high growth environment. 

The Navigate Way - Core Expectations:  

 
At Navigate, we expect all our employees to live the family values that have helped shape our culture: 

• Deliver the Boom 

• Everybody Love Everybody 

• We are Family 

• Inspire & Innovate 

• Embrace Change 

• Growth is Great 

• Efficient & Effective 

• Give Back 

Experience & Education needed for success in this role 

Experience 

Minimum five years’ experience working within or with health insurance brokers. 

Education 

Bachelor’s Degree or equivalent experience 

Physical & Working Environment 

Standard office work environment. Minimum ability to lift push and pull 10lbs for event booth set up.  

Travel 

Must be willing to travel 25-30% of work year. 

Navigate Wellbeing Solutions is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, Navigate Wellbeing Solutions will provide reasonable accommodations to qualified individuals with disabilities and encourages prospective employees and incumbents to discuss potential accommodations with Navigate. Post offer, Pre-employment background screenings are required. 

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