Senior Manager, Consultant Relations

Job Overview

This role involves driving the Consultant Relations strategy, optimizing processes, leading meetings, and developing the function across the company. The position works nationally with consultant firms to manage relationships, support sales efforts, and collaborate with cross-functional teams to align goals with consultant and employer needs.

Responsibilities

• Partner in designing the strategic direction of the Consultant Relations function.
• Build and progress relationships with key leadership in the consulting community to increase awareness and preference.
• Support market-facing meetings, prepare for consultant interactions, and respond to RFIs in collaboration with sales.
• Collaborate with cross-functional teams in Marketing, Product Management, and Client Success to inform goals and roadmaps based on consultant feedback.
• Serve as a point person for key large-market consultants at firms like Aon, Mercer, and WTW.
• Document and cultivate contacts within consulting firms to support sales expansion.
• Generate interest in the company by highlighting differentiators and securing RFP inclusions.
• Maintain vendor profiles in consultant databases and identify participation opportunities in firm activities.
• Solicit feedback from consultants on market trends, client needs, and product input.
• Explore strategic alliance opportunities for product distribution with consulting firms.
• Maintain and enhance the Consultant Relations dashboard for tracking activities.
• Co-develop content and materials with the team and Product Marketing.
• Ensure consistent messaging across touchpoints with Sales, Client Success, and Marketing.

Qualifications

• Proactive and motivated mindset to drive strategy and processes.
• Experience in managing relationships with consulting firms and leadership contacts.
• Ability to collaborate cross-functionally with sales, marketing, and product teams.
• Skills in preparing for meetings, responding to RFIs, and documenting contacts.
• Knowledge of market trends and ability to gather intel from consultants.