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Jobs(31,365)/VP of Customer Success Role(34)/bswift (7) - Consultant & Broker Relationship VP
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bswift

bswift - Consultant & Broker Relationship VP

Remote - USA2d ago
RemoteVpNAInsuranceSoftwareVP of Customer SuccessAdvisorProduct MarketingMBABenefits AdministrationRevenue GrowthReportingSales Strategy

Requirements

• Deep Benefit Administration knowledge and experience Proven ability to design and execute a national consultant engagement strategy tied to pipeline and revenue goals.Established track record of cultivating executive-level relationships with national consultant and broker firms that lead to measurable business growth.Deep understanding of benefits administration, healthcare, and the broker/consultant ecosystem.Exceptional executive presence, influencing skills, and ability to convey complex strategies to senior stakeholders.Strong financial and business acumen with experience aligning consultant engagement to sales growth.Bachelor’s degree required; MBA preferred.Ability to travel up to 40% to meet with consultant partners and attend industry events. • NICE TO HAVE (Preferred Education and Experience)West Coast or Southern Region preferenceExperience working directly with top-tier consulting firms such as Mercer, Aon, Gallagher, Lockton, or Willis Towers Watson.Demonstrated experience leading broker/consultant engagement initiatives within an HR tech, SaaS, or benefits platform environment.History of driving measurable growth through channel or partner ecosystems. • NICE TO HAVE (Preferred Education and Experience) • OTHER DUTIESPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Responsibilities

• WHAT YOU WILL BE RESPONSIBLE FOR (Essential Functions)Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.Revenue Growth & Market DevelopmentDrive the consultant relations strategy with direct accountability for pipeline contribution and revenue influenced through consultant-driven opportunities.Partner with Sales leadership to set measurable growth targets for consultant-sourced opportunities and monitor progress against goals.Influence the RFP win strategy, ensuring bswift’s competitive differentiation is clear, compelling, and consistently positioned.Cross-Functional Leadership & InfluenceCollaborate with Executive Leadership, Sales, Client Services, Product, and Marketing to deliver coordinated and impactful consultant engagement strategies.Provide market and competitive intelligence to inform product roadmap, sales strategy, and marketing positioning.Act as the voice of the consultant community internally, ensuring alignment of business priorities with external expectations.Thought Leadership & Industry PresenceRepresent bswift at key industry conferences, events, and forums, reinforcing brand leadership and strengthening consultant relationships.Coordinate events with regional brokers and consultants to build relationships and raise bswift brand awareness.Deliver executive-level communications and presentations to consultants articulating bswift’s vision, innovation roadmap, and strategic direction.Position bswift as a trusted advisor and thought leader in the benefits administration industry.Operational ExcellenceOversee consultant communications, CRM/database accuracy, and reporting to ensure engagement is measurable and scalable.Continuously improve RFP process efficiency and consultant engagement workflows to maximize growth impact.Executive Relationship LeadershipServe as bswift’s executive sponsor with aligned top-tier national consultant and broker firms, ensuring bswift is viewed as a premier partner in benefits administration.Expand reach by cultivating and maintaining senior-level relationships with mid- and emerging-tier firms to increase market influence and distribution opportunities.WHAT YOU NEED TO SUCCEED (Required Education and Experience)12+ years of experience in consultant relations, broker engagement, client service, or strategic relationship management within benefits administration, insurance, or HR technology, with demonstrated revenue impact. • WHAT YOU WILL BE RESPONSIBLE FOR (Essential Functions)

Benefits

• At bswift, we empower our employees to make a meaningful impact, innovate, and grow. Joining our team means stepping into a collaborative and dynamic environment that values creativity, initiative, and a passion for client success. We are dedicated to fostering an inclusive workplace that celebrates diversity and values each team member’s unique contributions. • Comprehensive Health Benefits: Access to health, dental, and vision plans to support your wellness and that of your family. • Competitive Compensation: A compensation package that recognizes your skills, experience, and contributions, including performance-based incentives for most roles. • Remote first, Office friendly environment! No time to commute?  No problem! • Remote first, Office friendly environment! • Retirement Savings Plans: Options to help you plan for a secure financial future with employer-sponsored retirement savings programs. • Retirement Savings Plans • Professional Development: Opportunities for career growth, including training and access to resources to support your career progression. • Professional Development • Supportive Culture: A work environment that encourages collaboration, open communication, and creative problem-solving, where your voice and ideas are valued. • Supportive Culture • Employee Wellbeing Initiatives: Programs focused on mental health, financial planning, and wellness resources to help you thrive inside and outside of work. • Employee Wellbeing Initiatives • Make an Impact: At bswift, your work directly contributes to transforming how organizations approach benefits administration and client engagement. Join us to be part of an organization that is making a meaningful difference in the lives of our clients and their employees. • Make an Impact • Specific benefit offerings vary by position and may be subject to change. • Standard working hours are 8am-5pm Central Time, unless otherwise stated in the Job Description. • In the spirit of pay transparency, we are excited to share the base salary range for this position is $XX.00-$XX.00, exclusive of fringe benefits or potential bonuses.  If you are hired at bswift, your final base salary compensation will be determined based on factors such as geographic location, skills, education, and/or experience. In addition to those factors – we believe in the importance of pay equity and consider internal equity of our current team members as a part of any final offer. Please keep in mind that the range mentioned above is the full base salary range for the role. Hiring at the maximum of the range would not be typical in order to allow for future & continued salary growth. We also offer a generous compensation and benefits package! • At bswift, our mission is clear: Become the preeminent benefits administrator through exceptional people, innovative technology, and delighted customers. And our values are at the heart of everything we do to accomplish that mission. We Pursue Excellence, Embrace Accountability, Deliver Superior Service, and strive to Be A Great Place To Work. We take pride in having an engaged, collaborative team that goes the extra mile to get the job done right. • Pursue Excellence, Embrace Accountability, Deliver Superior Service, • Be A Great Place To Work • bswift has been regularly named one of Chicago’s Best and Brightest Companies to Work For®, as well as one of the Nation’s Best and Brightest Companies to Work For® year after year. We offer a fun, flexible, and creative environment where you can grow both professionally and personally. • If you have what it takes to join our award-winning culture, we’d love to hear from you!

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