Consultant Relations

About the role

Take Command is hiring two Business Development Managers to grow ICHRA adoption through benefits consulting firms, producers, and broker partners. Each BDM will own a defined region and a named list of consulting firms, build relationships across those firms, and turn partner engagement into qualified employer opportunities for the Sales team. This is a field-facing, territory-based role. Success requires strong account planning, consistent consultant outreach, clear follow-up, and measurable pipeline contribution.

Responsibilities

• A defined geographic region and named book of consulting firms, brokerages, producers, and priority partner offices.
• Firm-specific account plans, including key contacts, relationship maps, education needs, referral potential, blockers, and next steps.
• Multi-threaded relationships with firm leaders, practice leaders, producers, and client-facing consulting teams.
• Clean CRM documentation for named firms, meetings, trainings, contacts, opportunities, referral sources, and follow-up tasks.
• Core responsibilities
• Build and execute a regional plan to establish, deepen, and maintain relationships with benefits consultants, producers, and broker partners.
• Generate partner-sourced leads through referrals, producer outreach, networking, market visits, conferences, and targeted prospecting.
• Deliver ICHRA education, demos, office hours, and producer trainings tailored to each firm and market.
• Partner with Marketing on regional campaigns, webinars, roundtables, conference follow-up, and field events.
• Work closely with Sales to convert consultant engagement into employer introductions and qualified opportunities.
• Share market feedback, partner insights, competitive intelligence, and product feedback with internal teams.
• KPIs and success measures
• Each BDM will be measured against a clear scorecard. Final targets may vary by region, but the role will be accountable for:
• Territory coverage: complete and maintain account plans for assigned Tier 1 named firms.
• New partner engagement: create consistent meetings with consultants, producers, firm leaders, and executives.
• Partner activation: run trainings and enablement that lead to identified employer opportunities, not just attendance.
• Pipeline contribution: source or influence qualified employer opportunities for Sales.
• Named firm penetration: expand relationships beyond one contact into multiple stakeholders at priority firms.
• CRM hygiene: keep notes, account plans, next steps, opportunity source data, and follow-up tasks current.
• Field execution: plan travel with clear meeting targets, business purpose, expected outcomes, and follow-up.
• Travel expectations
• Expected travel is approximately 25-40%, depending on region, seasonality, conference calendar, and firm concentration.
• BDMs should expect regular in-market visits to priority consulting firms and producer offices, including overnight travel when needed.
• The role includes regional and national benefits conferences, broker events, partner meetings, and occasional employer-facing meetings with Sales.
• Travel must be planned with clear objectives, meeting lists, expected outcomes, and post-trip follow-up.

Requirements

• Bachelor's degree or equivalent practical experience.
• 3+ years of B2B sales, partnerships, channel development, consultant relations, or business development experience; healthcare, benefits, HR tech, or insurance experience preferred.
• Strong understanding of benefits consulting firms, brokers, carriers, producers, renewal cycles, and the health insurance ecosystem.
• Proven ability to manage a territory, own a named account list, build relationships, and create measurable pipeline through partners.
• Strong communication, presentation, executive presence, organization, follow-up, and CRM discipline.
• Ability to translate ICHRA and Take Command's offering into clear partner and client value.
• Willingness and ability to meet the travel expectations of the role.
• What makes someone successful here
• Coachability: You learn quickly, take feedback well, and apply coaching in the field.
• Work ethic: You are disciplined, proactive, and willing to build momentum through consistent execution.
• Attitude: You stay positi

Benefits

Additional Information

About Take Command Take Command is a start-up on a mission to improve the healthcare system, starting with health insurance. Pragmatically speaking, we help employers reimburse employees for individual insurance instead of offering a traditional one-size-fits-all group plan. We believe this model can empower employees (when they have the right support) to be savvy healthcare consumers and have a transformative impact on the entire healthcare system. Let's be honest-health insurance is usually a confusing, frustrating, and even emotional experience for people. We want to fix that with a new model, great technology, and a superior user experience. We have made a great start, but we need your help to fully realize our long-term vision.

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