• Identify, prospect, and engage new referral partners across all target channels; wealth advisors, family offices, legal teams, top-tier employers, and clinicians.
• Execute a disciplined outreach strategy that builds a consistent pipeline of qualified partner relationships.
• Lead consultative discovery conversations that uncover partner needs and clearly articulate the Intent Clinical value proposition.
• Own the full sales cycle from first contact through signed partnership agreement and successful first referral.
• Represent Intent Clinical at industry events, conferences, and networking opportunities relevant to target partner channels.

• Manage and grow an assigned portfolio of existing referral partner accounts.
• Conduct regular touchpoints with partners to strengthen relationships, gather feedback, and identify opportunities to deepen engagement.
• Monitor referral activity and partner health; proactively addressing any gaps in engagement or satisfaction.
• Introduce partners to new Intent Clinical service lines as they become available, expanding the scope of each partnership over time.
• Ensure every partner interaction reflects the concierge standard and brand promise of Intent Clinical.

• Maintain accurate and up-to-date records of all sales activity, pipeline status, and account health in the CRM.
• Provide regular pipeline and forecast updates to the VP of Sales.
• Track and report on key performance metrics including new partner acquisition, referral volume, and account growth.

• Stay current on trends and developments across the wealth management, behavioral health, and employer benefits spaces.
• Share market intelligence, partner feedback, and competitive insights with the broader sales and leadership team.
• Identify emerging referral partner opportunities and bring them to the VP of Sales for strategic consideration.
• Other duties as assigned.

• 4-7 years of sales or business development experience, with a track record of success in a consultative, relationship-driven environment.
• Minimum of a bachelor's degree or equivalent in a related field.
• Experience selling into or working alongside wealth management, financial services, behavioral health, healthcare, or employer benefits audiences strongly preferred.
• Familiarity with the high-net-worth community and an understanding of the professionals who serve them — you navigate this world with ease and confidence.
• Proven ability to manage both new business development and existing account relationships simultaneously.
• Strong interpersonal and communication skills — you build trust quickly, listen well, and represent a premium brand with professionalism and discretion.
• Self-directed and organized — you manage your pipeline, your time, and your priorities without needing close supervision.
• CRM proficiency and a data-driven approach to managing your book of business.

• Experience in mental health, behavioral health, or concierge healthcare.

• Flexible work environment, with primarily remote work.
• Collaborative and supportive culture focused on your personal and professional growth.
• Health, dental, vision, FSA plan, and 401K plan.
• Wellness incentives of up to $500 annually.
• Monthly phone stipend.
• This position is eligible for an incentive plan.
• Direct mentorship from senior sales leadership and a clear path for growth within a scaling organization.

Commitment to Diversity, Equity, Inclusion, and Belonging

We encourage applications from all interested individuals, including but not limited to people of color, women, those with disabilities, LGBTQIA+ individuals, immigrants, veterans and anyone else who has faced discrimination or oppression as a result of their identities. We are committed to promoting an environment that celebrates diversity, equity, inclusion and belonging in all areas of our organization. We strive to foster an inclusive workplace where everyone feels welcomed, respected, and valued. We embrace differences of all kinds, such as age, race, ethnicity, gender, sexual orientation, gender identity or expression, physical ability, religion, veteran status, national origin, and socioeconomic background, among others.

We understand that diversity goes beyond visible differences and encompasses a vast array of characteristics, experiences and beliefs. We actively seek individuals with diverse backgrounds, whether from minority or majority groups, to join our team because we believe this enriches our company culture and enhances the services to our clients. Also, studies have shown that folks of historically marginalized groups will often only apply to a job if they meet or exceed the listed qualifications. So regardless of your background, if you believe that you could be a good fit for our company, but don’t quite hit every requirement, please do still apply, we would love to hear from you!

These statements are intended to confirm our commitment to creating an inclusive workplace—they are not intended to exclude any individual. We are an equal opportunity employer; we do not discriminate in hiring or any other employment decisions based on any protected category.