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Discover opportunities with Lionheart Ventures and our portfolio companies.

Consultant Operations Specialist



San Francisco, CA, USA · New York, NY, USA · Los Angeles, CA, USA
Posted on Wednesday, May 22, 2024

About Calm

Calm is on a mission to support everyone on every step of their mental health journey. With the #1 app for sleep, meditation and relaxation as well as a growing library of digital, evidence-based mental health programs, Calm offers trusted support for individuals and organizations alike. Our flagship consumer app provides personalized content and activities – featuring a range of experts and beloved celebrity voices – to help users manage stress, improve sleep and live mindfully. Our workplace and healthcare solutions offer a consumer-friendly approach to clinical content and HIPAA-compliant resources in order to drive positive health and business outcomes. Named a TIME100 Most Influential Company, Calm supports more than 150 million people and 3,500 organizations across seven languages and 190 countries.

What We Do
Calm’s B2B team is committed to expanding access to mental health resources by building products for enterprises and the healthcare industry that drive positive health and business outcomes. Our suite of solutions include HIPAA-compliant resources, clinical programs, data and analytics tools, leadership and development workshops and more. What makes us unique? We take our award-winning approach to better sleep, mental resilience, and relaxation and combine it with scientifically backed techniques to create comfort and engagement throughout the mental health journey. Organizations rely on our expertise to fill the care gap created by stigma and life’s daily stressors, allowing them to take an active role in making effective mental health support possible for the people they serve.

We are hiring remote workers for this role in the San Francisco Bay Area, Los Angeles, or NYC areas. At this time, only candidates in these locations will be considered.

What You’ll Do
Calm is looking for a highly motivated and detail oriented professional to join us as our first Consultant Operations Specialist. You will play a key role in leading projects and strategic initiatives while managing the end-to-end process for Broker + Consultant prospective inquiries for proper vetting and routing, and identifying areas where partnership is needed and executing thoughtful partnerships cross-functionally to craft compelling and valuable responses.

Broker + Consultant Operations

  • Own the Consultant Relations mailbox as first point of contact to vet and appropriately route and update relevant tracking programs to ensure the capture of referral feed to sales
  • Collaborate with Product, Security and other cross-functional teams to create content
  • Own the management of various benefit specific programs/systems (BenefitFlow, Benefit Pitch, Zywave, Mercer VIP)
  • Assist in the vetting and coordination of Consultant + Broker specific events/relationships
  • Continuously improve our Broker + Consultant outreach process to ensure the most effective and efficient operations
  • Implement rigorous quality control processes of Sales Enablement Training, ensuring that this is a trusted source of truth. This includes monitoring that accurate, approved and up to date information is reflected and outdated information is removed
  • Work with product teams to own, craft and deliver customized collateral specific for Broker + Consultant outreach
  • Assist with strategic initiatives that range from being tightly managed to working autonomously
  • Plan and execute cross-functional projects. This includes determining milestones, creating deliverables, and reporting progress

Who You Are

  • Experience working within Health & Welfare at a Broker and/or Consulting organization or within an organization’s Benefits department
  • Exceptional writing and editing skills with the ability to convey complex information in a clear and concise manner
  • Proven expertise in engaging with executive stakeholders, inclusive of writing executive level summaries
  • Strong project management skill with the ability to handle multiple projects simultaneously
  • Excellent interpersonal and communication skills for effective collaboration with cross-functional teams
  • Ability to build and maintain strong working relationships
  • Willingness to dive into anything - problem-solver mindset
  • Excellent organizational skills

Nice to Haves

  • CEBS Certification
  • HIPAA Certified

Minimum Requirements

  • This role typically requires 5+ years of related experience
  • Life & Health License (Resident State Minimum or receive within 90 days of role)
  • Salesforce experience

The on target earnings for this role are $120,000 annualized with a 90/10 split between base pay and incentive compensation. Exact salary will ultimately depend on multiple factors, which may include the successful candidate’s skills, experience, and other qualifications. This role is also eligible for equity + comprehensive benefits + 401k + flexible time off.

Please note that Calm may leverage artificial intelligence technology in the application review process.

Calm is committed to providing reasonable accommodations for qualified individuals with disabilities, including disabled veterans. Please contact Calm’s Recruiting team if you need a reasonable accommodation, assistance completing any forms, or to otherwise participate in the application process. You can reach the Recruiting team at recruitingaccommodations@calm.com

We believe that mental health is health, and every person should be considered in the discussion. That’s why we’re proud to be an equal opportunity workplace, committed to providing equal employment opportunities to all applicants and employees regardless of race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, medical condition, genetic information, military or veteran status, gender identity or expression, sexual orientation, or any other characteristic protected by applicable federal, state or local law.

Calm is deeply committed to diversity, equity and inclusion. We strive to create a mindful and respectful environment where everyone can bring their authentic self to work, and experience a culture that is free of harassment, racism, and discrimination.

Employment offers are contingent upon the successful completion of a background check. Roles which require access to certain types of information may also require the successful completion of a drug screening.

Calm participates in e-verify. E-verify provides the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.