Consultant Relations Director

Posted 3.13.25
Location
Remote
About Cleo:
At Cleo, we make a real impact by doing work that matters: helping families be their best at home and at work.
Cleo is the leading family benefits platform that picks up where the healthcare system leaves off. We combine the expertise of our team of Guides and Specialists—parent, maternity and adult care coaches, doulas, lactation consultants, sleep experts, and more—with a powerful technology platform that helps every working caregiver succeed.
Cleo is offered by over 200 leading employers, including global Fortune 500 leaders and industry innovators like Salesforce, PepsiCo, The Learning Care Group, Red Bull and Pinterest. With $81M raised from top investors including NEA, Greylock, and Transformation Capital, we’re expanding our offerings and our team to meet the growing demand of employers, caregivers, and the healthcare sector. Now we’re looking for experienced and passionate team members like you to join us.
Title: Consultant Relations Director
Overview:
The Consultant Relations Director will be accountable for developing key relationships with strategic consulting houses and for building awareness and growth opportunities at emerging local and national consultancies and/or brokers. In this high-impact role, you’ll take charge of managing and enhancing our relationships within the consulting and brokerage community. Collaborating closely with Partnerships and Sales leadership and internal departments, you’ll ensure our strategic priorities align with market influencer insights while maintaining a strong and consistent messaging strategy. Your expertise will also play a crucial role in educating industry consultants about Cleo, utilizing various communication channels.
Key Responsibilities
  • Work in close collaboration the Commercial & Growth team leadership to drive Cleo’s consulting and industry relationship strategy
  • Present Cleo’s capabilities, educate consultants and continuously update consultant databases to  best position Cleo’s solutions for lead & revenue generation 
  • Develop and implement specific growth, positioning, and roadmap plans to penetrate market
  • Demonstrated ability to build deep trusted relationships with key stakeholders at designated national, local and regional consultant and brokerage offices
  • Partner with sales team to strategize, refine messaging, and optimize interactions
  • 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
  • Work with appropriate consultant/broker contacts and Client Success to help resolve client relationship challenges
  • Coordinate response to RFIs and ensure partners are widely versed in Cleo’s offerings
  • Collect productive feedback from consultant channel to help drive our product development roadmap
  • Deliver tracking, reporting, and accurate forecasting of all channel partners on a weekly, monthly and quarterly basis, including support of executive materials
  • Drive high potential leads to our Sales Directors 
  • Partner with our marketing team to develop and deliver impactful content and strategies to reach and engage your audience
To be successful in this role you may have:
  • 5-7+ years experience working closely with benefit and HR consultants and enterprise/jumbo clients
  • Established deep relationships with the leading benefits and HR consulting firms in multiple geographies and industry segments
  • Demonstrated success driving sales through an understanding of enterprise client point of view and benefit purchase decision-making process
  • Strong collaborative skills with the ability to work effectively with cross-functional teams and external stakeholders to achieve shared goals
  • Comfortable working in a fast-paced, remote, startup environment with the ability to adapt quickly to changing priorities and navigate ambiguity
  • Strong verbal and written communication skills with the ability to effectively articulate complex concepts and influence stakeholders at all levels
  • Proven track record of building and nurturing relationships with consultants, customers, and internal stakeholders
  • Demonstrated ability to set and achieve ambitious goals, meet deadlines, and deliver results in a dynamic and rapidly evolving business environment
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