4-8 years of experience in client work at a top consulting firm, at manager level or above.
Proven ability to build trust with clients and grow relationships based on judgment.
Strong analytical skills to interpret complex data and provide actionable recommendations.
Desire for ownership of client outcomes rather than traditional advisory roles.
Interest in leveraging AI for enhanced advisory services.
Responsibilities
Own and manage a book of clients, overseeing relationships from initial contact to implementation and renewal.
Prepare for client meetings with in-depth knowledge of their data and provide strategic recommendations.
Collaborate with founders to shape advisory practices and methodologies.
Utilize AI tools daily to enhance client service and provide feedback for product development.
Benefits
Ownership of client relationships and potential equity in the firm.
Accelerated path to becoming a licensed benefits expert within the first month.
Opportunities for career growth and leadership as the firm scales.
Full Job Description
Why this role exists
Benefits are one of the biggest costs a growing company carries, and one of its biggest levers for hiring and keeping people. Yet most companies get advice from brokers who show up with a capabilities deck and last year's plans.
We're building the firm that should exist instead: an AI-native advisory practice where the analysis is instant and the advisor's job is judgment. We're hiring a small number of people from top consulting firms to build it with us.
It's the part of consulting you liked: hard problems, senior clients, a real answer. The difference is that you own the client and the outcome, not the deck, and you're building the firm, not getting staffed on it. What you'll do
Own a book of clients. Win them and run each relationship yourself, from first conversation through strategy, carrier negotiation, implementation and renewal. Their CEO, CFO and head of people call you.
Be the expert in the room. Come to the first meeting already knowing their numbers, and leave them with a strategy they can take to their leadership team.
Build the practice. Work directly with our founders on how we advise clients like these: the analyses we run, the product we build, the people we hire.
Shape the product. Use our AI every day and tell our engineers what it should do next.
What you get
Ownership. A book that's yours, upside on what you build, and equity.
A fast path to expertise. You'll be licensed in your first month and a real benefits expert within months, with the product doing the heavy lifting.
Room to grow into leading a team as we scale.
What we're looking for
You've led client work at a top consulting firm. You're typically 4-8 years in, at manager level or above.
You sell by being trusted. Clients bring you their hardest problems because they trust your judgment, and you've won and grown work on that trust, not by pitching harder.
You're analytical and fast. You can turn a census, claims data and a renewal into a recommendation that both a CFO and a head of people trust.
You want to own the outcome. You're done advising and want something that's yours.
You're excited about AI. You want to see what advice looks like when AI handles the analysis and the busywork.
