Senior (Lead) Consultant

Reporting

Reporting to the Leadership Team (CEO, Chief of Staff, Managing Director, and Associate Director of Client Services).

About Holistic

Holistic was launched in April 2018 to help companies create better employee experiences through the use of data. Holistic works with companies to gather and analyze information about all aspects of the employee experience, with a particular focus on creating diverse and inclusive workforces where employees are treated consistently and fairly. We then work directly with our clients to attack these challenges, measuring our output along the way. We help companies attract better employees, and then work to ensure that those employees stay longer, and are happier and more productive in their roles. All positions are remote.

Position Overview

The Lead Consultant position is a joint supervisory and peer leadership role within the Holistic consultant team. The primary purpose of the role is to support the consultant team, to grow and share best practices, to advocate for consultants and associates in discussions with the leadership team, and to supervise consultants and associates. Lead Consultants will retain a similar client caseload to other consultants, though they may focus on larger, more complex clients. They will attend monthly leadership meetings and offer office hours to assist their teammates. They may ultimately provide one-on-one support to associates.

Responsibilities And Duties Include:

Client Management

Management or leadership of 7-8 client accounts (either as client manager or consultant in that role)

Organizational Development/Process Building

Utilize team and client feedback to understand concerns around processes
Discuss best practice alignment with leadership
Leading key organizational initiatives that are not client-specific
- Survey products & other deliverables
- Improvement of client processes

Client Team Development

Guiding teammates in project planning and client timeline creation
Peer support on time management and task prioritization, internal processes, deliverable review, etc
Attendance at a monthly leadership meeting
Attendance at client breakdown meetings for contract review

Training & Facilitation

Input on Training Tuesdays
Facilitate minimum of 4 trainings per month

Supervision & Professional Development (5%)

Monthly supervisory meetings of half of the associate team
Assist supervisees with time management and goal setting
Providing guidance to the Lead Associate through monthly check-ins and mentorship
Participate in the associate level performance reviews
Provide guidance to the Lead Associate through monthly check-ins and mentorship

Supervision:Lead consultant is not a consultant supervisory role; however, it is an associate supervisory role.

Requirements: At least six months in a Holistic consultant role are recommended prior to becoming a Lead Consultant.

Qualifications

The ideal candidate will have:

Proficiency with Zoom, Microsoft Teams, Google Chat, and other virtual meeting platforms
Ability to understand quantitative and qualitative data reports
Public speaking or training/workshop facilitation
Desire to gain professional experience, ideally in a client services or consulting capacity
Familiarity with Google Suite and willingness to learn and adopt new technologies
Attention to detail, commitment to producing clean, timely work, and strong organizational skills
Optimistic and positive attitude
Commitment to the mission of Holistic and a desire to help build a world-class People Analytics Organization
Strong lived experience or interest in diversity, equity, and inclusion

What You Can Expect From Holistic:

Team-centric, collaborative environment
Mentorship to grow in consulting tasks and skills
Opportunities to learn and contribute across teams and projects
Access to DEI training and opportunities to grow DEI proficiencies
Support for accessibility needs

Compensation

We are committed to fair, transparent pay, and we strive to provide competitive compensation in addition to a comprehensive benefits package. The target base pay range for this position is $65,000 to $75,000. This range represents Holistic’s good faith and reasonable estimate of the base pay for this role at the time of posting. It is anticipated that most qualified candidates will fall within the range; however, the ultimate salary offered for this role may be higher or lower and will be set based on a variety of non-discriminatory factors, including but not limited to geographic location, skills, and competencies.

Benefits Philosphy:

At Holistic, our “people first, people always” philosophy drives our commitment to creating a supportive, inclusive, and accessible work environment that fosters both personal and professional growth. Our benefits package is thoughtfully designed with our employees' success as the top priority, constantly evolving to meet their diverse needs. We offer flexible working arrangements and comprehensive support to ensure every team member can thrive. For full details on our benefits, including health coverage for full-time employees, generous PTO, and professional development opportunities, please visit our careers page.

If you're excited by our culture, projects, ideas, or improving work culture but don't feel you fit our criteria, please apply -- we'd love to find out if it's a good match!

EEO

Holistic is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Senior (Lead) Consultant

Reporting

Reporting to the Leadership Team (CEO, Chief of Staff, Managing Director, and Associate Director of Client Services).

Responsibilities And Duties Include:

Client Management

Management or leadership of 7-8 client accounts (either as client manager or consultant in that role)

Organizational Development/Process Building

Utilize team and client feedback to understand concerns around processes
Discuss best practice alignment with leadership
Leading key organizational initiatives that are not client-specific
- Survey products & other deliverables
- Improvement of client processes

Client Team Development

Guiding teammates in project planning and client timeline creation
Peer support on time management and task prioritization, internal processes, deliverable review, etc
Attendance at a monthly leadership meeting
Attendance at client breakdown meetings for contract review

Training & Facilitation

Input on Training Tuesdays
Facilitate minimum of 4 trainings per month

Supervision & Professional Development (5%)

Monthly supervisory meetings of half of the associate team
Assist supervisees with time management and goal setting
Providing guidance to the Lead Associate through monthly check-ins and mentorship
Participate in the associate level performance reviews
Provide guidance to the Lead Associate through monthly check-ins and mentorship

Proficiency with Zoom, Microsoft Teams, Google Chat, and other virtual meeting platforms
Ability to understand quantitative and qualitative data reports
Public speaking or training/workshop facilitation
Desire to gain professional experience, ideally in a client services or consulting capacity
Familiarity with Google Suite and willingness to learn and adopt new technologies
Attention to detail, commitment to producing clean, timely work, and strong organizational skills
Optimistic and positive attitude
Commitment to the mission of Holistic and a desire to help build a world-class People Analytics Organization
Strong lived experience or interest in diversity, equity, and inclusion

What You Can Expect From Holistic:

Team-centric, collaborative environment
Mentorship to grow in consulting tasks and skills
Opportunities to learn and contribute across teams and projects
Access to DEI training and opportunities to grow DEI proficiencies
Support for accessibility needs

Benefits Philosphy:

At Holistic, our “people first, people always” philosophy drives our commitment to creating a supportive, inclusive, and accessible work environment that fosters both personal and professional growth. Our benefits package is thoughtfully designed with our employees' success as the top priority, constantly evolving to meet their diverse needs. We offer flexible working arrangements and comprehensive support to ensure every team member can thrive. For full details on our benefits, including health coverage for full-time employees, generous PTO, and professional development opportunities, please visit our careers page.

If you're excited by our culture, projects, ideas, or improving work culture but don't feel you fit our criteria, please apply -- we'd love to find out if it's a good match!

EEO

Holistic is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

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Senior Consultant