Sales Solution Consultant


  • Job Type: Full-Time
  • Function: Sales
  • Post Date: 01/09/2021
  • Website:
  • Company Address: 85 2nd Street, Suite 710, San Francisco, CA, 94105

About Cleo

Cleo is the support system for working families. With its integrated family benefits platform, Cleo combines proactive, expert guidance with an intuitive engagement hub to help connect families with the support they need to be their best at home and at work.

Job Description

Cleo is bringing expert parent and maternity coaching together with a powerful technology platform that helps every working parent succeed as they grow their families and their careers. Offered by over 100 leading employers like Box, Chegg, Niantic, and Zenefits, we’re scaling our service and team this year to meet the growing demand of employers and the healthcare sector and are looking for experienced, passionate team members to join us.
As the Sales Solutions Consultant, you will be responsible for providing subject matter expertise, integrated project management, and sales support for Cleo’s enterprise solution offerings.

Key Responsibilities:

      • Sales Enablement and Training 
-Work with Head of Sales and Commercial Operations lead to create, plan, organize, and deliver comprehensive sales training programs
-Establish training metrics / assessments to measure performance and report out to sales leadership
-Work with Commercial Operations and Client Success to train sales on use cases from existing customers implementing, adopting and using Cleo
>What does implementation look like
>Importance of collaborative enrollment marketing and help with identifying various channels each client has available
>Available reporting and data analytics shared from Client Success metrics
      • Sales Decision Support 
-Help identify appropriate sales strategies and tactics to win new business
      • Performance Management 
-Design process, systems and productivity metrics to maximize sales performance
      • Annual Planning and Optimization 
-Partner with Head of Sales on driving the annual planning process to set annual targets and allocation of quota across teams, segments, markets, and territories  
      • Business Development 
-Partner with Sales Team and Business Development Team on operational and analytical requests intended to capitalize on business opportunities, and execute on strategic initiatives to drive pipeline growth
      • Solutions Consulting/Product Expertise 
-Provide technical expertise for Cleo’s product offerings in sales meetings
-Conduct product demos and presentations in pre-sales meetings
-Create and deliver presentations to clients around impact analysis, ROI, and value proposition
      • Proposal RFI/RFP 
-Manage RFI/RFP process and tools for Sales Team 
-Own, aggregate and share 2nd and 3rd level sales responsesCollaborate with Commercial Operations to create repository of RFI/RFP questions and responses that are easily accessible by Account Executives for future proposals/responses
-Write relevant sections of RFPs and RFIs specific to technical aspects of product
-Collaborate with internal leadership and experts to ensure latest and most up to date responses for each RFI/RFP
-Become the “go-to” for deal related questions and point person to facilitate, create and maintain database for clinical and FAQs for the Sales Team

To be successful in this role you may have:

    • 3+ years experience as a solutions consultant or similar role
    • 5+ years working in the health plan or benefits space
    • Background in and/or passion for working in health services related to women’s health, maternity, or childcare
    • Skill at partnering cross-functionally across organizations including working with product, customer success and other areas. 
    • An eagerness to work in an ever-changing, fast-paced startup environment
Cleo is proud to be an Equal Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Related Jobs

Staff Software Engineer - Platform/Shared Services (SF/Remote)

Cleo - San Francisco, CA, US

Staff Software Engineer - Full Stack + React Native (SF/Remote)

Cleo - San Francisco, CA, US

Principal Software Engineer - Full Stack + Mobile (SF/Remote)

Cleo - San Francisco, CA, US

Sr. DevOps Engineer (SF/Remote/Canada)

Cleo - San Francisco, CA, US

Customer Success Manager - Enterprise

Cleo - San Francisco, CA, US
Disclaimer: Local Candidates Only
This company does NOT accept candidates from outside recruiting firms. Agency contacts are not welcome.