Take Command

• Take Command is hiring two Business Development Managers to grow ICHRA adoption through benefits consulting firms, producers, and broker partners. • Each BDM will own a defined region and a named list of consulting firms, build relationships across those firms, and turn partner engagement into qualified employer opportunities for the Sales team. • Success requires strong account planning, consistent consultant outreach, clear follow-up, and measurable pipeline contribution. • Build and execute a regional plan to establish, deepen, and maintain relationships with benefits consultants, producers, and broker partners. • Generate partner-sourced leads through referrals, producer outreach, networking, market visits, conferences, and targeted prospecting. • Deliver ICHRA education, demos, office hours, and producer trainings tailored to each firm and market. • Partner with Marketing on regional campaigns, webinars, roundtables, conference follow-up, and field events. • Work closely with Sales to convert consultant engagement into employer introductions and qualified opportunities.

• Own Benefits Consultant Training & Education • Develop and deliver scalable training programs: ICHRA 101 (foundational education), Product training and platform walkthroughs, Advanced “ICHRA 2.0” selling and strategy sessions • Host live and virtual sessions (webinars, workshops, in-person events) • Build a repeatable curriculum and content library that benefits consultants can access on-demand • Lead ICHRA Readiness Certification by owning and evolving the ICHRA Readiness Certification Program • Track certification progress and tie to benefits consultant performance and pipeline • Drive Benefits Consultant Funnel Management by identifying friction points in the benefits consultant journey and closing gaps through enablement • Partner cross-functionally with Sales, Business Development, and Marketing, aligning messaging and supporting initiatives like webinars, roadshows, and partner events • Be the Voice of the Benefits Consultant by building strong, trusted relationships and bringing feedback into product, marketing, and GTM strategy

• Develop and execute a comprehensive sales strategy to establish and maintain relationships with health insurance brokers and employers in the target market. • Generate leads through networking, referrals, and prospecting to build a robust pipeline of potential broker partners & employers. • Conduct sales presentations, product demos, and trainings to brokers & employers on the benefits and features of ICHRA. • Collaborate with marketing to develop and implement marketing campaigns that generate interest in ICHRA and drive lead generation. • Negotiate sales contracts and pricing agreements with employers to close deals and ensure profitability. • Provide exceptional customer service to employers and brokers to their satisfaction with ICHRA. • Keep abreast of industry trends, regulations, and competitor activities to identify opportunities and threats. • Monitor and report on sales performance to identify areas for improvement and adjust sales strategies accordingly. • Lead and mentor junior sales executives to ensure they meet sales targets and effectively manage broker relationships.

• Maintain and optimize HubSpot Marketing, Sales, and Service Hubs • Build and refine workflows, automation, sequences, and lead routing • Create and manage custom properties, pipelines, dashboards, and reports • Conduct regular data audits to ensure accuracy, cleanliness, and governance • Configure and maintain tickets, pipelines, SLAs, and customer feedback surveys • Partner with client-facing and back-office teams to streamline ticketing processes and improve response workflows • Build automation that enhances customer experience—ticket routing, escalation rules, satisfaction surveys, and follow-up sequences • Support campaign execution by building emails, landing pages, forms, and segmented lists • Collaborate with Marketing, Sales, and the Delivery Ops teams to translate business needs into scalable solutions • Train internal teams on HubSpot features, processes, and best practices • Manage integrations between HubSpot and other business systems • Troubleshoot technical issues, identify root causes, and implement long-term fixes • Work with internal teams and external vendors on system enhancements and API based integrations • Build dashboards and reports that provide visibility into funnel performance, customer lifecycle, and service operations • Track KPIs across marketing, sales, and service to support data driven decision-making • Recommend improvements to processes, automation, and data structure based on insights.