InstED Customer Account Manager; Remote
Worcester, Worcester County, Massachusetts, 01609, USA
Listed on 2026-06-01
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Business
Client Relationship Manager, Customer Success Mgr./ CSM
Job Summary
The Customer Account Manager is a key contributor to the inst
ED team. The role involves assigned accounts and is responsible for all customer-facing account management, implementation, and revenue growth activities. The Manager applies a data-driven approach to help customers realize the full value proposition of inst
ED’s service delivery model and focuses on partnering with customer stakeholders to improve return on investment by increasing the use of inst
ED services.
- Available to meet with assigned customers, remotely or in person, as necessary.
- Maintain current service activity and grow service volume and revenue from each assigned customer.
- Lead training sessions with customer constituents (staff, network providers, etc.).
- Design customer demand generation and outreach strategies and programs.
- Engage customer leadership to support activities that increase provider, member, and patient adoption and utilization of inst
ED services. - Oversee and monitor the execution and performance of these strategies and programs.
- Monitor customer utilization data and act on data trends and analysis.
- Participate in regular customer staff and provider meetings to build awareness of inst
ED services and promote utilization. - Meetings may be onsite or remote.
- Report daily, weekly, monthly, quarterly, and annual customer utilization metrics and other relevant data to inst
ED management. - Design and execute project plans for the implementation of new inst
ED customers locally, regionally, and nationally. - Manage new customer implementations.
- Manage the contract renewal process to maintain clients and increase visit activity.
- Establish and lead monthly and quarterly Q and governance meetings with customer executive stakeholders reviewing activity and ROI.
- Serve as the first point of contact for general service, technology access, and other questions, including issue management, resolution, and escalation when necessary.
- Provide feedback on inst
ED service and technology enhancements based on customer feedback and requests. - Participate with inst
ED Marketing, Technology, Process Innovation, and Operations teams in optimizing the service delivery model through customer feedback communication, ideation sessions, and platform user acceptance testing. - Develop content for marketing and outreach campaigns and marketing activities.
- Attend trade shows and industry events.
- Meet onsite at customer locations.
- Perform any other job-related duties as requested.
Bachelor’s degree required. Equivalent years of relevant work experience may be accepted in lieu of the required education.
Five (5) years of experience in account management, customer management, sales, provider network management, customer service, management consulting, and/or customer-facing business operations roles required.
Five (5) years of experience in a clinical or health insurance organization, payor, or provider environment preferred.
Competencies, Knowledge and Skills- Proficiency using MS Office, specifically Excel, PowerPoint, , Power BI, Patient Ping, and other analytical tools.
- Ability to manage customers through the contract renewal process.
- High analytical acumen; experience reviewing and managing key performance indicators (KPIs) and generating actionable insights.
- Strong written and verbal communication skills; comfort delivering presentations to a range of audiences.
- Highly organized; ability to develop and manage detailed project plans, including interim milestones and deliverables.
- Enjoys multi-tasking and managing an assigned book of business.
- Comfortable working in a fast-paced, start-up environment with rapidly evolving priorities and deliverables.
- Passion for healthcare and strong interest in alternative service and delivery models.
No specific licensure or certification required.
Working ConditionsGeneral office environment; may be required to sit or stand for extended periods of time.
Hybrid working opportunity within office and remote.
Up to 50% frequent travel based on the needs of the department may be required.
CompensationSalary range: $83,000.00 – $. In addition to base compensation, you may qualify for a bonus tied to company and individual performance. The company offers a substantial and comprehensive total rewards package.
Equal Opportunity StatementCare Source is an Equal Opportunity Employer. We are dedicated to fostering an environment of belonging that welcomes and supports individuals of all backgrounds.
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