Sales Consultant

Collective Health, San Francisco

Leading the healthcare evolution

Collective Health is on a mission to make it effortless for organizations and their people to understand, navigate and pay for their healthcare. Collective Health combines technology, design, and a human touch to allow benefits teams to deliver a truly enjoyable healthcare experience to their employees while also equipping benefits teams and their consulting partners with the data and insights necessary to help develop effective and efficient benefits strategies.

As a Sales Consultant, you will partner with our Regional Vice Presidents (RVPs) to drive a consultative and trustworthy sales experience for prospective employer clients. You will utilize your deep expertise in employee health benefits to connect with benefits leaders, their CFOs, and their consultants. You will become deeply familiar with each prospective client’s financial, operational, technical, cultural and program needs in order to clearly demonstrate how Collective Health’s solution will enable them to deliver the ultimate health benefits experience to their employees and their families. You will also transition clients seamlessly to our Client Success Managers and implementation team in the sales handoff.


Sales process

  • Helps RVP manage hygiene and timeliness of Salesforce account and opportunity data. Provides content and support for pipeline/deal reviews
  • Owns specific tasks and activities as part of the sales process, including supporting initial review of RFP. Supports timely delivery of RFP responses and follow ups
  • Can successfully craft responses to RFP and follow up questions with appropriate positioning independently
  • Develops presentation content in partnership with RVP.  Structures agendas thoughtfully and utilizes team members effectively
  • Prioritizes effectively across sales-related, project-related, and team-related activities and tasks. Never misses deadlines
  • Advocates for prospects/clients with cross-functional teams and in Deal Desk discussions with guidance
  • Helps manage business component of the Sales handoff

Field / channel engagement

  • Has a defined role in external sales meetings that adds value.  Asks insightful and probing questions
  • Analyzes prospects’ business goals and forms effective business relationships with prospect and channel partners
  • Controls scope and feasibility of sales conversations. Is well-versed in product offering and features, functionalities and roadmap
  • Acts as product and technical expert in field sales conversations and presentations, including product demonstrations
  • Provides channel support to drive key sales and marketing activities (meetings, calls, events, etc.)
  • Comfortable presenting and holding sales-related conversations and discovery calls independently. Polishes presentation skills and learns effective selling strategies to position product, with a focus on value-based, consultative solution selling
  • Nurtures warm leads effectively and learns to network with the channel

Internal collaboration / partnership

  • Builds relationships with key internal teams and masters role in processes for quoting with networks, RFPs, plan design, and implementation
  • Contributes to internal knowledge sharing through effectively packaging and structuring deal updates and market feedback for Commercial and broader Collective team
  • Serves as liaison between the field and Product and Operations teams. Clearly identifies product needs and gaps and addresses them by driving prioritization with other departments. Ensures smooth transition from Sales to Implementation and Client Success


  • A seasoned, experienced health benefits professional with a full understanding of sales as it relates to self-funded employer health benefits
  • Typically requires a minimum of 5 years of consulting/brokerage, in-house HR/benefits, or Collective Health experience with a Bachelor’s degree; or 3 years and a Master’s degree
  • Resolves a wide range of issues in creative ways
  • Understands key market and regulatory dynamics of the industry segment
  • Displays strong project management skills. Documentation and packaging/delivery back to the team are superior
  • Proficient in Salesforce
  • Passes Collective Health sales certifications
  • Gives and receives feedback professionally
Collective Health is a technology company working to create the healthcare experience we all deserve. Founded in 2013, our team of engineers, designers, product managers, and actuaries are redefining the $1 trillion market of employer-sponsored health benefits with data-driven and people-focused products. Our complete health benefits solution helps great companies like Activision Blizzard, Palantir, Restoration Hardware, and Pinterest take care of their people by harnessing the power of design and technology. Based in San Francisco, CA, we’re backed by some of the best investors in Silicon Valley including Google Ventures, Founders Fund, NEA, and Redpoint Ventures. For more information, visit us at https://www.collectivehealth.com.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

About Collective Health

While medical technology continues to take giant steps forward, somehow the systems driving health coverage are still stuck in the past. The experience we have today is confusing. It’s painful. And we all deserve better. Collective Health was founded on the belief that better is possible. Driven by our mission to make understanding, navigating, and paying for care effortless, we’ve evolved the way health benefits work. More than 155 million Americans count on an employer for coverage. That's why, with the technology to create a more intelligent solution and the compassion to know that every person matters, we deliver a connected healthcare experience for companies who want the best for their employees.

Want to learn more about Collective Health? Visit Collective Health's website.