Elevate how the organization engages clients, consultants, and brokers through compelling presentations, high impact meetings, and tailored engagement strategies. Partner closely with Sales, Account Management, Clinical, Network, and Product teams to craft client specific storylines that clearly articulate the company’s value, differentiate offerings, and support growth and retention across new and existing accounts. Drive the ideation and execution of high-profile client events and forums that demonstrate the company’s value and role as an industry thought leader.
Responsibilities
1. Serve as a strategic advisor and partner to Sales by shaping and governing client specific narratives and storylines that align the company’s capabilities, outcomes, and solutions to each client’s unique needs, priorities, and challenges. Set standards and direction to sales teams on presentation structure, messaging flow, and data visualization.
2. Managed and oversee the development of high quality, executive level client presentations, including finalist presentations, renewals, quarterly business reviews (QBRs), utilization and performance reviews, and proposal related materials ensuring consistency, impact, and executive readiness.
3. Manage large-scale Sales forums to showcase company’s products, services, and value, owning end‑to‑end strategy and execution including program design, speaker identification and preparation, presentation development, and attendee management.
4. Oversee client-specific well-being programming and the management of wellness credits, vendors, and incentives. Collaborate strategically with Clients and Account Management to align programs to client goals, maximize value, and support engagement, retention, and long-term relationships.
5. Partner at a strategic level with Sales and Account Management to design and evolve client engagement strategies that support retention, upsell, and cross-sell opportunities. Direct the development of client materials that are tailored to specific market segments (e.g., education, health systems, broker, etc.) integrating client feedback, win/loss insights, and market trends to continuously refine engagement approaches.
6. Provide leadership, coaching, and performance management for a team supporting strategic sales and client engagement efforts, setting priorities, allocating resources, and ensuring delivery against business objectives.
7. Identify, evaluate, and implement automated tools and scalable approaches to streamline development of client materials while maintaining customization where it matters most. Continuously optimize processes to improve efficiency, reduce rework, and support sales productivity.
8. Demonstrate and apply deep market expertise including knowledge of carriers, key health care drivers, competitive dynamics, and customer needs. as well as customer needs and business trends. Stay ahead of industry o, sales enablement, data visualization, and presentation technology trends to proactively evolve team capabilities and best practices.
