Beam Benefits

Sales

• Hire, manage, and coach a team of high-performing Market Development Executives to drive growth and success in their territories.
• Develop and enforce activity and results quotas to ensure consistent and measurable performance across the team.
• Build and refine sales strategies, ensuring alignment with Beam’s overarching goals.
• Use data and reporting to diagnose sales performance, identify market trends, and resolve challenges related to pricing, market penetration, and broker outreach.
• Establish best practices for organizational discipline and broker engagement.
• Manage and nurture several large enterprise relationships with National Broker Partners.
• Consistently meet or exceed quarterly and annual sales goals.

Sales Director, Employee Benefits

Account Manager

• Consistently meet or exceed assigned partnership sales objectives, including monthly, quarterly, and annual booking targets, by becoming an extension of the partner’s end to end sales process. This includes supporting your partners in prospecting, lead generation, qualifying opportunities, delivering presentations, understanding employer benefit challenges, developing solutions and proposals, forecasting & pipeline management, providing various reporting (i.e. production, quoting and commissions) and overcoming objections
• Develop and deliver all partner specific sales training and plug into sales meetings to ensure full understanding of Beam’s value proposition, products and differentiators
• Help your partners understand and identify Beam target markets, preferred industries and favorable size segments and develop partner go to market strategies to grow market share and our footprint
• Establish and expand strong, productive relationships within your partner’s sales hierarchy, ensuring Beam adoption and positioning in market by attending partner’s regular sales meetings as well as leadership partnership performance and planning discussions
• Develop and maintain accurate partner specific sales performance data to inform partnership visibility, mutual collaboration to achieve sales objectives and proactively identify obstacles to course correct fostering mutual commitment and accountability to achieve sales goals
• Stay informed about new product and feature launches, ensuring partners are up-to-date and equipped to succeed
• Work cross functionally with your CSM, Finance, UW, Product and other team members to deliver exceptional, accurate and timely customer service, solicit and act on partner feedback to ensure efficient and optimal partner processes are executed. You are the champion of internal understanding of the partnership, our relationship, their priorities and needs and what partner success looks like.
• Track and analyze activity and sales metrics to ensure alignment with goals. Regularly collaborate with Beam leadership to identify trends and ensure both you and partners are progressing toward success
• Use Salesforce to track and optimize your activity as well as partner performance to drive results and improve efficiency

Senior Strategic Partnerships Executive

Revenue Operations

• Design, implement, and continuously optimize GTM processes across the customer lifecycle — from lead management and pipeline hygiene to renewal and expansion workflows.
• Partner with senior leadership to align RevOps priorities to revenue goals and build a roadmap that balances quick wins with foundational improvements.
• Be a power user of Salesforce and other GTM tools, leveraging them daily to build reports, analyze data, QA processes, and partner with admins and technical teams on changes and enhancements.
• Collaborate with system owners and admins to optimize integrations across the stack (marketing automation, sequencing, conversation intelligence, enrichment, CS platforms) to improve efficiency and ensure clean, consistent data.
• Deploy scalable automation to eliminate manual work and improve speed to action across teams.
• Build and maintain dashboards and reporting that provide visibility into pipeline health, rep productivity, forecasting, and customer trends.
• Translate complex data into actionable insights to inform GTM strategy and performance optimization.
• Collaborate with Sales, Customer Success, Marketing, Engineering, Analytics, and Finance to drive high-impact projects.
• Lead change management efforts, ensuring smooth adoption of new processes, systems, and tools.
• Support rapid ramp and high performance by building strong alignment between RevOps, sales leadership, and enablement teams.
• Ensure reps have the tools, data, and processes needed to consistently meet and exceed goals.

Senior Manager, Revenue Operations

Recruitment

• We're seeking a highly experienced contract recruiter to join our team in an embedded capacity, focused exclusively on high-volume sales hiring.
• This role requires deep expertise in outbound recruiting for quota-carrying sales roles in the employee benefits industry.
• You’ll be responsible for developing strong candidate pipelines, managing the full-cycle recruiting process, and partnering closely with hiring managers to meet aggressive hiring goals.
• Source, engage, and screen top sales talent with a background in employee benefits or related insurance/healthcare markets.
• Drive high-volume outbound sourcing strategies across LinkedIn Recruiter, referrals, and targeted outreach.
• Conduct 3–4 recruiter screens per day and manage candidates through final stages.
• Collaborate with hiring managers to understand evolving needs and align recruiting strategies.
• Provide detailed weekly reporting on funnel health, outreach metrics, and hires.
• Ensure a strong candidate experience and accurate documentation in our ATS

Sales Director, Employee Benefits

Senior Strategic Partnerships Executive

Senior Manager, Revenue Operations

Contract Embedded Sales Recruiter