Managing Director, Head of Platform Sales (Remote)

Join Us!
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2024 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Managing Director, Head of Platform Sales will report to the President, Health & Benefits. This role is responsible for establishing a differentiated pipeline of clients. They will lead and define the business strategy to pursue opportunities to increase growth channels. The Head of Platform Sales will be responsible for focusing on opportunities with strategic accounts by utilizing deep consultative sales efforts. Will optimize and successfully leverage existing and new channel partner relationships to exceed growth objectives. This role will be responsible for scaling our platform sales organization focused primarily on new logo acquisition. Additionally, the Head of Platform will be responsible for developing an extensive network of contacts and relationships within the health and benefits industry to identify new leads and manage pipelines.

• Design & create a sales plan that drives double digit growth on revenue across our product suite.
• Establish an operating model to optimize growth from our various distribution channels including Payroll/HCM, Financial Institutions, TPAs, and Health Plans.
• Design an effective sales operations function to provide targeted decision support on prospects and communicates a differentiated value story in the market.
• Evaluates cross sell opportunities within the global enterprise to scale growth for CDB and leads the design of a differentiated market offering (e.g., PBM cross sell)
• Evaluates new channel partner distribution and works with peers to develop supporting business case/strategy and proforma.
• Leads the market competitive analysis to aid the strategic decision making and development of key messaging/positioning in support of the business.
• Partner with the Product team on new products required in the market and opportunities to penetrate the platform market.
• Drives innovative sales and distribution strategies and supports best practice deployment across all sales teams. Identifies, cultivates, and maintains strong relationships with all constituents, both internal and external (key customers and their affiliate organizations, corporate leaders, etc.)
• Participates and presents at external industry events; serves as the voice of Inspira/CDB in the marketplace and is viewed as a key industry/community leader.
• Coaches, mentors, and manages performance of team members; drives talent development and actively builds bench for key roles.
• Demonstrate excellent executive presence and presentation material skills
• Other duties as assigned.

Supervisory Responsibilities:

• 4-8 Direct Reports
• Manage a significant functional unit with major company-wide impact
• Own results for every aspect of the department, to include headcount/resource planning, metrics, team member engagement, and operational execution
• Recruits, interviews, hires, and trains new staff.
• Oversees the daily workflow of the department.
• Provides constructive and timely performance evaluations.

Preferred Qualifications
Education & Experience:

• 10+ years of experience in consumer benefits sales industry; 7-10 years of leadership experience
• Master's Degree in Business or Finance preferred

Skills & Abilities:

• Experience leading in a business development role with proven success
• Have a strong understanding of healthcare finance and economics.
• Experienced in long strategic enterprise sales processes.
• Excellent executive presence
• Ability to influence other key stakeholders that will drive our success
• Ability to be viewed as a collaborative and influential leader
• Proven experience with innovative distribution strategies and development of unified sales culture across segments.
• Experience leading sales and account management teams
• Proven experience with growth: achievement of sales, membership growth, retention, and profitability goals.
• Ability to articulate a strategic vision to stakeholders and generates options to determine the most effective implementation approach.
• Ability to analyze competitive environment to support and improve pricing, underwriting, and product development strategies, as well as service approach and sales efforts driven to achieve long-term success.

Other Requirements:

• Frequent travel 50%
  • Ability to provide personal transportation from time to time
• Occasionally lifts up to 25 pounds
• Prolonged periods of sitting at a desk and working on a computer

#LI-Remote
Compensation & Benefits
$290,000-$315,000 base per year plus incentive