Account Executive, PBM

Location

Hybrid 3 days (offices in NYC, Denver, CO and Charlotte, NC area)

The Account Executive is the primary relationship owner for a portfolio of commercial clients, including employers, labor/union, and public sector accounts. This role shapes client strategy, leads engagement, and drives results aligned to client goals. Assigned scope and complexity will vary based on experience, demonstrated capability, and business needs.

The AE acts as the quarterback of the broader account team, bringing together partners across operations, clinical, analytics, product, and compliance to deliver a cohesive client experience. Regardless of portfolio complexity, this role is expected to lead with confidence, bring a clear point of view, and turn information into recommendations that build trust and retention.

• Serve as the primary relationship lead for an assigned book of business, building trusted stakeholder relationships and leading the account strategy, plan, and recommendations aligned to client goals, benefit philosophy, and business objectives.
• Act as the quarterback of the broader account team, providing leadership across internal partners and ensuring clarity on roles, priorities, deliverables, and client commitments.
• Drive a high-quality client experience through proactive account leadership, risk identification, issue resolution, and retention-focused execution.
• Lead client-facing interactions, including stewardship meetings, QBRs, renewals, and strategic issue resolution. Independence and stakeholder seniority will scale with experience.
• Translate reporting, trend data, market insights, and operational performance into clear, actionable recommendations and client-specific narratives.
• Own the renewal process for assigned accounts, including strategic positioning, internal alignment, and competitive defense.
• Support implementation effots of clients, including but not limited to strategic review of plan design documentation (implementation documents, summary plan documents, etc) to create plan design for intented client implementation. Following that, support pre- and post go-live testing, claims review and support to ensure proper set up and escalation handling. Ensure successful implementation to client services hand-off
• Contract support during the sales process, with transitional ownership and management through the lifecycle of the client
• Support member and client satisfaction execution and net promoter score goals
• Lead regulatory and compliance components
• Identify and pursue opportunities for cross-sell and upsell of ancillary services and products to drive account expansion and deepen client value.
• Maintain knowledge of contractual obligations, financial terms, performance guarantees, cost drivers, and reporting/compliance requirements across the assigned book of business, and lead related client discussions as needed.
• Partner with internal teams including underwriting, analytics, and finance to ensure alignment between commercial commitments and operational execution.
• Partner closely with Clinical Account Consultants (CAC) and other SMEs to ensure clinical strategy is effectively integrated into the broader client narrative and recommendations.
• Maintain a strong working knowledge of Capital Rx products, services, and strategic priorities in order to answer client questions accurately and position solutions effectively.
• Review and advise on product and service enhancements, including JUDI-related priorities, to ensure evolving capabilities align with client expectations and market needs.
• Support prospective sales initiatives including but not limited to capability presentations and finalist support both live and virtually
• Identify and contribute to…