Director, Consultant and Broker Relations Job at Personify Health

Broker Market Analyst

In the role of a Broker Market Analyst, you create interest and drive brand and ...

Location

United States

Salary:

Not provided

Personify Health

Expiration Date

Until further notice

Requirements

Proven success in sales/marketing in TPA and or Benefit Administration
Outgoing, positive, friendly, and a master communicator
Demonstrated history in exceeding performance goals and quotas
Experience selling enterprise products/services with a focus on value-based selling methodologies
Strong communications and understanding of how to identify consultant and broker needs and map business value
Adept in using Salesforce.com, Hubspot and Microsoft Office applications
Internet and research savvy using online resources such as LinkedIn and ZoomInfo to identify contacts within target companies
Proficient in managing multiple simultaneous qualification and sales processes
Strong understanding of target consulting and brokerage firms and range between core job deliverables to solving business problems
Must quickly assess a business situation or scenario and develop plans to address challenges or capture opportunities

Job Responsibility

Qualify all incoming consultant & broker inquiries generated through web and marketing campaign leads
Use lead sourcing directives on target geographic markets and contact roles to influence lead sourcing
Source new consultant/broker leads through online research leveraging multi-modal broker prospecting tools, LinkedIn and more
Successfully set up strategic alignment meetings for the consultant & broker relations team (via email)
Strategic sales capabilities that include a high comfort level communicating with defined consultant & broker contact roles within a consulting/brokerage firm
Educate leads/contacts regarding Personify Health’s value and key positioning pillars
solution differentiation from market alternatives
Prospect into target consulting/brokerage firms to find new contacts and revenue opportunities
Develop and articulate high-impact messaging that resonates with consultants and brokers
Consistently logging lead, contact, account, and qualification data in Salesforce.com Report weekly metrics

What we offer

Comprehensive medical and dental coverage
Mental health support and wellness programs
Flexible work arrangements
Retirement planning support
Basic Life and AD&D Insurance plus Short-Term and Long-Term Disability protection
Employee savings programs and voluntary benefits like Critical Illness and Hospital Indemnity coverage
Professional development opportunities and clear career progression paths
Mentorship from industry leaders
Learning budget
Unlimited PTO policy

Fulltime

Director, Consulting Relations

Execute our strategy for building and maintaining strong partnerships with healt...

Location

United States

Salary:

160000.00 - 180000.00 USD / Year

Pomelo Care

Expiration Date

Until further notice

Requirements

7+ years of experience in the healthcare benefits industry
3-5 years in benefits consulting
Proven track record of building and managing strategic partnerships with healthcare benefits brokers and consultants
Strong consulting and broker contacts and relationships in the employer benefits space
Exceptional relationship-building, negotiation, and communication skills
Strong presentation skills
Strategic thinker with analytical abilities
Experience working independently, prioritizing tasks, and managing multiple priorities in a fast-paced, agile environment
Ability to work collaboratively across functions and influence stakeholders at all levels
Regular travel is expected

Job Responsibility

Strategic Partnership Development: Design and execute a partnership strategy to expand market reach, build and formalize relationships with key healthcare practices and consultants, and align efforts with organizational growth goals
Relationship Management: Serve as the primary contact for consultant relations, nurturing existing partnerships, cultivating new relationships, and conducting regular meetings, presentations, and training to promote Pomelo partnerships
Insights and Market Analysis: Stay updated on industry trends and market dynamics, providing valuable insights to inform product, sales, and marketing strategies while optimizing partnership performance
Cross-Functional Collaboration: Work closely with sales, marketing, product, and customer success teams to develop messaging and materials tailored to consultant needs and represent the voice of the consultant internally
Performance Metrics and Reporting: Define KPIs, track outcomes, and provide senior leadership with regular updates, using data-driven insights to refine and improve partnership strategies

What we offer

Competitive healthcare benefits
Generous equity compensation
Unlimited vacation
Membership in the First Round Network (a curated and confidential community with events, guides, thousands of Q&A questions, and opportunities for 1-1 mentorship)

Regional Sales Director

Personify Health is on a mission to simplify and personalize the health experien...

Location

United States

Salary:

140000.00 - 180000.00 USD / Year

Personify Health

Expiration Date

Until further notice

Requirements

Bachelor’s degree or equivalent experience
10 years of experience in employee benefit commercial sales and employee benefit design
Demonstrable track record of success in consultative sales/business development roles selling complex/multi-stakeholder healthcare services, benefits, and/or related services
Deep knowledge of employee benefits, self-funded employer groups, other TPAs, and broker dynamics
Active and productive relationships in the brokerage community required
Fluent in self-funded and stop loss models with intermediate understanding of PBM landscape

Job Responsibility

Work directly with broker/consultant advisors and their employer prospects to initiate, manage and close sales of Personify Health self-funded solutions
Develop strategic territory plans to maximize new sales revenue in assigned geographic market segments
identify customer targets, formulate, and execute sales plan for successful stakeholder engagement to achieve and exceed sales goals
Create and cultivate authentic and productive relationships with current and future business partners both internal and external, including brokers and consultants
Provide meaningful insights and leading indicators of revenue growth and risk to leadership and internal stakeholders
maintain accurate pipeline data, forecasts and reporting for your assigned territory as directed by Commercial Leadership
Passionately educate and advocate on behalf of the Personify Health model, and its documented track record of exceptional cost savings, care quality, member and client satisfaction
Work with Account Management for optimal customer implementations
maintain contact with customers after implementation to ensure positive customer experience
Work cross-functionally to improve our processes and products and provide recognition to those supporting the success of our team

What we offer

Comprehensive medical and dental coverage through our own health solutions
Mental health support and wellness programs designed by experts who get it
Flexible work arrangements that fit your life, not the other way around
Retirement planning support to help you build real wealth for the future
Basic Life and AD&D Insurance plus Short-Term and Long-Term Disability protection
Employee savings programs and voluntary benefits like Critical Illness and Hospital Indemnity coverage
Professional development opportunities and clear career progression paths
Mentorship from industry leaders who want to see you succeed
Learning budget to invest in skills that matter to your future
Competitive base salary plus that rewards your success

Fulltime

Senior Associate - Internal Audit

CNM LLP is searching for a Senior Associate to join the high performing Internal...

Location

United States , Los Angeles

Salary:

100000.00 - 115000.00 USD / Year

CNM LLP

Expiration Date

Until further notice

Requirements

Bachelors degree from an accredited university in Accounting, Economics, Business Management, Finance or related
Minimum 3 years of experience in financial services at public accounting firm, professional services firm, or financial institution with emphasis on risk and compliance and Internal Audit
Experience with subject matter related to financial service/banking products, services, lines of business, regulations, and environments, with emphasis on any engagements performed for regional, super regional or large global banks
Foundational knowledge of banking terminology, regulators, risks and controls, with experience applying them in comprehensive, risk-based internal audits
Exceptional people, project and client management skills gained by working in multiple, professional environments
Ability to communicate effectively, clearly and concisely – also able to assess situations and ensure responses are well suited to various business situations
Experience translating complicated issues into simple and easy to understand terms to guide clients and provide information
Ability to adapt to unexpected changes in timelines, deadlines and scope of work

Job Responsibility

Partner with high energy, high performing project teams to work on internal audit engagements within the financial services industry, including regulated financial institutions, fintech companies, mortgage companies, broker dealers and investment companies
Consult and advise key stakeholders on various aspects of their governance, risk and controls programs
Create process narratives, identifying key controls, and conclude on the design of identified controls
Perform operating effectiveness testing by selecting samples and testing attributes
Present results to key constituents and stakeholders, including process owners, internal audit directors, and members of executive management
Demonstrate clear and concise writing and verbal skills to communicate complex issues in simple terms to clients and team members
Produce quality deliverables evidenced through minimal review time and review notes
Active improving technical and project management skills through on-the-job feedback, performance evaluations, mentoring, and firm-sponsored formal training programs including monthly CPE and Subject Matter Expert (SME) training
Respond to client needs, acting as a primary contact with clients
Balance competing priorities with minimal client disruptions, while maintaining project progress

What we offer

Training events to ensure CPE compliance
Medical, Dental, Vision Plans
401(k) match
PTO: 15 days accrued per year
Company paid holidays, including company shutdown the week between Christmas and New Years
3 wellness days
Various opportunities for peer engagement: quarterly huddles, happy hours, summer and a holiday party
Monthly mobile reimbursement- $80
Reimbursement allowances: flex, technology, and health and wellness
Fully stocked kitchen

Fulltime

Senior Associate - Internal Audit

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

CNM LLP

Expiration Date

Until further notice

Requirements

Bachelors degree from an accredited university in Accounting, Economics, Business Management, Finance or related
Minimum 3 years of experience in financial services at public accounting firm, professional services firm, or financial institution with emphasis on risk and compliance and Internal Audit
Experience with subject matter related to financial service/banking products, services, lines of business, regulations, and environments, with emphasis on any engagements performed for regional, super regional or large global banks
Foundational knowledge of banking terminology, regulators, risks and controls, with experience applying them in comprehensive, risk-based internal audits.
Exceptional people, project and client management skills gained by working in multiple, professional environments
Ability to communicate effectively, clearly and concisely – also able to assess situations and ensure responses are well suited to various business situations
Experience translating complicated issues into simple and easy to understand terms to guide clients and provide information
Ability to adapt to unexpected changes in timelines, deadlines and scope of work

Job Responsibility

Partner with high energy, high performing project teams to work on internal audit engagements within the financial services industry, including regulated financial institutions, fintech companies, mortgage companies, broker dealers and investment companies
Consult and advise key stakeholders on various aspects of their governance, risk and controls programs
Create process narratives, identifying key controls, and conclude on the design of identified controls
Perform operating effectiveness testing by selecting samples and testing attributes
Present results to key constituents and stakeholders, including process owners, internal audit directors, and members of executive management
Demonstrate clear and concise writing and verbal skills to communicate complex issues in simple terms to clients and team members
Produce quality deliverables evidenced through minimal review time and review notes
Active improving technical and project management skills through on-the-job feedback, performance evaluations, mentoring, and firm-sponsored formal training programs including monthly CPE and Subject Matter Expert (SME) training
Respond to client needs, acting as a primary contact with clients
Balance competing priorities with minimal client disruptions, while maintaining project progress

Fulltime

Global Trade Operations Leader

Are you a strategic thinker with a passion for global trade, innovation and data...

Location

United States , Toledo

Salary:

Not provided

Owens Corning

Expiration Date

Until further notice

Requirements

Undergraduate degree, advanced degree (i.e. MBA) or other significant industry experience such as U.S. Customs Broker License required
At least 10 years relevant experience in logistics, trade compliance or a related field
Experience working in a multinational company with cross-functional collaboration that relies heavily on relationship building to succeed.
Strong analytical skills with the ability to interpret complex trade data and identify actionable insights.
Deep knowledge of U.S. Canada and Mexico trade regulations, with experience navigating import/export controls and compliance frameworks.
Technologically proficient
comfortable working with trade systems, analytics platforms, and automation tools.
Proven ability to lead through influence and build strong cross-functional partnerships across global teams.
Thoughtful communicator with excellent stakeholder engagement skills, capable of inspiring collaboration and alignment.
Demonstrated success in developing high-performing teams and fostering a culture of innovation, curiosity, and continuous learning.

Job Responsibility

Own and execute the operational trade strategy for North America, including import/export controls, broker management, and service provider oversight.
Lead the development and implementation of effective controls for high-impact processes, ensuring alignment with internal control frameworks.
Coordinate global and regional trade compliance risk assessments and implement mitigation plans in collaboration with the Director of Global Trade and Trade Data & Risk Management teams.
Manage export licensing, jurisdictional determinations, and technology control plans.
Oversee the Global Sanctions program, including service provider compliance and escalation procedures.
Manage and escalate issues related to global sanctions, restricted party screening, and anti-boycott regulations.
Lead escalation protocols for significant compliance violations or government inquiries
Build strategic partnerships across key functions including Sourcing, Planning, Sales, Customer Service, Warehouse, Manufacturing, Engineering, Finance, Tax, Accounting, Sustainability, EH&S, and Legal.
Develop strong relationships with customs brokers, freight forwarders, and trade advisory partners
co-lead quarterly performance reviews and implement broker scorecards and KPIs.

Fulltime

Re Development Manager

The Re Development Manager will provide financial analysis and guidance, negotia...

Location

United States of America , San Antonio

Salary:

Not provided

Circle K

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Business or related field preferred
Three years of experience in General Commercial Brokerage, Development, Finance or Corporate Real Estate Management with emphasis in Commercial/Retail/Fuel/Fast Food/C-Store industries or more preferred
minimum of one year of management responsibility
Experience with MS Outlook, Excel, PowerPoint, Access, Mapping and Demographic software desirable and Word preferred
Demonstrated ability to purchase and develop retail location
Knowledge of West Coast Real Estate markets including California, Washington and Oregon
Working knowledge of broker networks, market valuations for real property and leasehold investments
Strong team orientation with excellent interpersonal skills
Able to work in a busy environment with multiple changing priorities and deadlines
Self-motivated, self-directed individual with strong organizational skills required

Job Responsibility

Provides data and guidance for Financial Analyst to run financial models to qualify new sites for lease or purchase
Negotiates purchase contracts with sellers and leases with landlords
Prepares real estate proposals and contracts for management approval
Provides guidance and support to Real Estate Coordinator on organizing real estate market tours, periodic market reviews and new to industry projects
Compiles site ride binders and market summaries
Assists Real Estate Director to oversee due diligence, entitlement activity, beer and wine applications, escrow closings
Coordinates with architects, engineers, attorneys and other consultants
Works closely with internal management team to design projects
Ensures compliance with requirements, policies and regulations
Achieves financial objectives by preparing an annual budget

What we offer

Equal opportunity employer
Compliance with ADA and state/local disability laws
Reasonable accommodations available if needed
Opportunities for training and professional development.

Fulltime

Real Estate Development Manager

Real Estate Development Manager position at Circle K responsible for qualifying ...

Location

United States of America , Pensacola

Salary:

Not provided

Circle K

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance, Business or related field preferred
Three years of experience in General Commercial Brokerage, Development, Finance or Corporate Real Estate Management with emphasis in Commercial/Retail/Fuel/Fast Food/C-Store industries
Minimum of one year of management responsibility
Experience with MS Outlook, Excel, PowerPoint, Access, Mapping and Demographic software
Demonstrated ability to purchase and develop retail location
Working knowledge of broker networks, market valuations for real property and leasehold investments
Strong team orientation with excellent interpersonal skills
Self-motivated, self-directed individual with strong organizational skills
Requires travelling primarily in three states (50% of Travel)
Requires a driver's license and a good driving record

Job Responsibility

Provides data and guidance for Financial Analyst to run financial models
Negotiates Purchase contracts with sellers and leases with Landlords
Prepares real estate proposals and contracts for management approval
Provides guidance and support to Real Estate Coordinator on organizing real estate market tours
Compiles site ride binders and market summaries
Assists Real Estate Director to oversee due diligence, entitlement activity, beer and wine applications, escrow closings
Assists in coordinating with architects, engineers, attorneys and other consultants
Works closely with internal management team to design projects
Ensures compliance with requirements, policies and regulations
Achieves financial objectives by preparing an annual budget

Fulltime

Director, Consultant and Broker Relations

Personify Health

Location:
United States

Category:
Sales

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 02, 2026

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