About the Role

Charlie Health is one of the fastest-growing startups in the healthcare industry, working tirelessly to connect people everywhere to life-saving mental health treatment. Our mission is to connect the world to life-saving behavioral health treatment through personalized, virtual care rooted in connection. We’re building a team of passionate leaders committed to transforming behavioral healthcare and improving outcomes for communities everywhere.

In this position, you will foster strong relationships with EAP providers, unions, corporate employers, and workplace wellness programs to connect employees and their families to Charlie Health’s services. This role focuses on building meaningful relationships, strengthening referral pathways, and ensuring that employees and their families can easily access Charlie Health’s Intensive Outpatient Programming.

You will serve as a trusted partner and educator to workforce stakeholders, identifying needs, reducing barriers to care, and ensuring seamless collaboration across partnerships. You will be responsible for educating key stakeholders about our offerings, addressing access barriers, and designing programs tailored to the unique mental health needs of employee populations.

This position requires purpose-driven individuals who can effectively communicate the value of our services within the corporate ecosystem. While this work can be complex, every interaction you have will contribute to the well-being of employees and their families nationwide.

In your role, you’ll have unparalleled responsibility while collaborating with sharp, spirited, and ambitious coworkers. You’ll also receive competitive benefits, ensuring you have the resources to thrive both personally and professionally.

We’re a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you’re inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today.

Responsibilities

• Develop and operationalize a go-to-market strategy specifically focused on Labor, Union, and Employer corporate partners
• Create, build, and manage relationships with key Labor, Union, EAP stakeholders, HR leaders, and benefits managers across priority markets
• Conduct cold outreach, host educational meetings, presentations, and outreach activities aimed at raising awareness of Charlie Health’s mental health resources
• Conduct in-person field outreach (3–4 days/week), leading meetings with employer-based stakeholders and community partners.
• Identify challenges in mental health access within corporate environments and collaborate with EAP providers to overcome barriers.
• Design tailored outreach strategies to engage and support HR teams, wellness coordinators, and employee resource groups
• Deepen Charlie Health’s penetration across existing Labor, Union, and Employer partnerships and collaborate on long-term initiatives
• Attend and lead educational events, presentations, and outreach efforts for HR teams, corporate partners, and EAP providers to maintain engagement
• Synthesize and share feedback from Labor, Union, and EAP partners and stakeholders to inform the company's marketing and product strategies
• Work closely with internal teams, including marketing, product, client success, and legal, to achieve go-to-market goals in the Employer channel

Requirements

• Must reside in Washington, Oregon, Alaska
• You have 5-8+ years proven sales experience - owning & overachieving KPIs is a plus
• Experience working with or selling to unions, employers, and Employee Assistance Programs (EAPs)
• Must thrive in a fast-paced, startup environment; highly self-initiated with a strong desire to win
• Ability to build relationships, educate, and collaborate with Labor, Union, and Employer leaders and corporate partners
• Ability to travel regionally; must have reliable transportation and a valid driver’s license
• Ability to energize, advise & persuade senior corporate personnel 
• Exceptional ability to energize, advise, and influence senior corporate and organizational leaders
• Strong interpersonal, relationship-building, and listening skills with a natural consultative approach
• Strong project management skills with demonstrated ability to manage multiple priorities in a fast-moving environment
• Experience with Microsoft Office, Salesforce, and Zoom preferred

Benefits

Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here.

The total target base compensation for this role will be between $70,000 and $93,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. The target total cash compensation range, including potential bonus, will be between $92,000 and $120,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-Remote

About the Role

The Regional Director is a driven and committed sales professional.  The Regional Director will be responsible for cultivating and maintaining relationships within the RIA channel as well as Bank Trust organizations and Single and Multi-Family Offices, delivering our growth equity strategies to these distribution channels.  

The Regional Director should be able to provide value-added support in a consultative manner according to individual advisor needs for our RIA & Family Office West territory. This includes the ability to have in-depth conversations about our products and the investment environment and experience in the sales approach appropriate and specific to these channels. The Regional Director will be charged with all sales and client relationships for the territory and will work with an assigned hybrid wholesaler as a territory partner.   

West: This territory includes (subject to change) California, Oregon, Washington, Nevada, Alaska, and Hawaii. Target locations are the San Francisco or Los Angeles Metropolitan areas, as these are the key business hubs and provide the best access to travel throughout the territory.

Key Responsibilities

• Delivering our investment process and philosophy and demonstrating the uniqueness of each product
• Demonstrating a high degree of performance and ethics
• Managing all stages of the sales cycle, from prospecting to discovery to implementation, as well as ongoing management of the relationship once established
• Working well both as an individual and a member of a team
• Articulating strategies and how they relate to an individual or firm’s overall strategy and investment needs
• Delivering advanced sales presentations on Baron Capital’s portfolios and strategies
• Must have the ability to travel extensively (up to 75% of the time) with a high degree of accountability
• Documenting and significant use of Salesforce.com

Qualifications

Education/Experience:

• Minimum 3 years external financial services sales experience specific to the RIA channel, with a high degree of demonstrated success
• Bachelor’s degree a MUST, Master’s degree and/or CFA a plus
• Must have Series 7 and 63
• Existing coverage of a large part of this territory with existing relationships a significant plus
• Strong knowledge of the financial markets and ability to articulate accordingly

Knowledge and Skills:

• Demonstrated high level of performance and results in a recent/prior and similar financial sales role
• Ability to capture, increase, and retain market share
• Extensive & proven relationships with RIAs. Similar relationships with bank trust departments and family offices a plus
• In-depth industry and product knowledge
• Strength in building positive and effective internal and external relationships
• Excellent written and verbal communication skills
• Management of an assigned territory as your own business
• Experience developing and implementing sales and marketing business plans
• Highly accountable and self-motivated