Senior Account Manager

Responsibilities

• Strategically manage a book of business above 1 million in revenue.
• Ensure timely update of client, prospects, partners, and vendors.
• Demonstrate the ability to illustrate the value of products and services to create growth.
• Manage and support proactive strategies and processes for strategic accounts.
• Activities include monitoring utilization and growth data.
• Proactively identify upsell and cross-sell opportunities within existing clients.
• Ensure high client satisfaction and retention rates by addressing issues quickly.
• Develop account growth strategies and success plans tailored to client business objectives.
• Act as a trusted advisor, leveraging healthcare and industry knowledge.
• Work closely with internal teams to deliver on client expectations and support growth initiatives.
• Maintain accurate pipeline, forecast, and account activity in CRM systems.

• Bachelor’s degree in Business, Healthcare Administration, Marketing, or related field (required)
• 3–5+ years of account management, client success, or sales operations experience, preferably in digital health.
• Experience in end-to-end process optimization for strategic book management.
• Previous experience with claims processing and adjustment management.
• Familiarity Third Party Administrators, Aggregators and Resellers.
• Proficiency with CRM platforms (e.g., Hub Spot) and pipeline management.
• Knowledge of healthcare regulatory and compliance requirements (HIPAA, CMS, etc.).
• Claims processing knowledge.

• Account Growth Strategies
• End-to-End Process Optimization
• Utilization Monitoring
• Upsell and Cross-Sell Identification Pipeline Management

• Client Relationship Management
• Strategic Thinking
• Problem Solving
• Communication
• Proactive Issue Resolution