Wellbeing Advisory Account Manager – Wellness Advisory
- Canada
- Permanent
- Temps-plein
- Lead client acquisition and outreach initiatives, identifying prospective organizations and initiating contact through coordinated efforts with Group Sales. Drive interest through strategic follow-ups, ultimately converting leads into meaningful engagements.
- Consult with organizations to uncover unique wellbeing challenges and priorities. Deliver tailored presentations that demonstrate how Wellbeing Advisory Services’ solutions align with clients’ strategic goals, and drive measurable impact.
- Act as a trusted subject matter expert in organizational wellbeing, offering insights into emerging trends, industry benchmarks, and best practices to inform client decision-making.
- Own and manage client relationships end-to-end, serving as the main point of contact for wellbeing-related inquiries and ensuring a seamless, responsive, and professional client experience.
- Conduct regular service calls and check-ins to gather feedback, identify evolving needs, and explore opportunities for service expansion or optimization.
- Develop and maintain strategic account plans that align Wellbeing Advisory Services with clients’ broader business goals, culture, and workforce dynamics. Use these plans to ensure service relevance, consistency, and long-term value creation.
- Collaborate closely with internal service teams, translating client needs into actionable solutions while ensuring cross-functional alignment throughout the service delivery process.
- Leverage market intelligence and competitor insights to enhance value propositions, refine service offerings, and ensure wellbeing strategies remain current and competitive.
- Maintain accurate and up-to-date client records, document interactions and feedback, and prepare performance reports and business reviews that inform internal planning and drive continuous improvement.
- 5+ years proven experience in consultative sales, client relationship management and strategic account planning, ideally within consulting, professional services, wellness, or a related field.
- Strong subject matter understanding of workplace wellbeing, organizational health, or employee engagement, with the ability to translate insights into practical client solutions.
- Demonstrated ability to articulate value through a consultative sales approach, engaging clients in solution-focused conversations and serving as a trusted advisor.
- Exceptional facilitation, presentation and knowledge translation skills to effectively communicate with senior stakeholders and cross-functional teams.
- Experience collaborating across internal teams, such as product/service development, sales, or technical experts, to co-create client-centric solutions.
- Bachelor’s degree in a relevant field (e.g., Business, Human Resources, Health Promotion, Organizational Psychology), with further certifications in sales, consulting, or wellness considered an asset.
- Excellent interpersonal engagement, and relationship building skills coupled with professionalism in verbal and written communication.
- Comfortable, and experienced in, engaging executive-level stakeholders and clients.
- Ability to work effectively, independently and as part of a team.
- Solid problem-solving, decision-making, and conflict resolution skills, including the ability to proactively recognize issues and identify alternative solutions.
- Skilled with Microsoft Office (ex. Excel, Word, PowerPoint, OneNote) and other related software.
- Travel and meeting with external stakeholders may be required.