Account Manager

We’re in this for the greater good  mission is collective greatness, nothing less will do. Our team is a single force united in the drive to transform employee health benefits. The company was founded in 2011 to help small and medium‑sized businesses fight the rising cost of employee health benefits. We blazed the trail with financing innovations that reduce the risks in self‑insurance and deliver significant savings, and we continue to lead with a growing ecosystem of partners and world‑class cost control solutions.

But success is measured by more than dollars alone. We measure ours by the good that comes from knowing that every client and all their employees can count on effective, affordable healthcare for years to come.

The Account Management team keeps everything running. As an Account Manager, you will be a trusted partner for our expanding client base, serving as the main point of contact and ensuring seamless collaboration between consultants, agencies, and employees. You will manage a portfolio of consultant and employer accounts, drive results, nurture key relationships, provide education, track documentation, and collaborate cross‑functionally to keep Pareto Health’s 96% member retention rate steady for another decade.

• Own a portfolio of consultant and employer accounts, serving as the primary strategic partner responsible for retention, satisfaction, and long‑term value creation
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• Support proactive account planning, risk identification, and renewal strategy to protect recurring revenue and grow cost‑savings solution adoption.
• Anticipate client needs using performance, utilization, and renewal data to prevent churn and drive durable partnerships.

• Build and maintain trusted advisor relationships with consultants, agency service teams, and senior‑level employer stakeholders.
• Confidently lead executive‑level conversations, including business reviews, strategy sessions, and complex issue resolution.
• Represent the voice of the customer internally, advocating for client needs and influencing internal priorities.
• Build trust through technical expertise and clear articulation of Pareto processes, underwriting, plan‑impact on employer finances, and claims reporting.
• Drive end‑to‑end renewal execution, including data validation, coordination with underwriting, and consultant communication.
• Apply strong financial and analytical judgment to guide discussions on cost containment, plan performance, and economic trade‑offs.
• Partner cross‑functionally to ensure accurate billing, documentation, and compliance with contractual requirements.

• Identify opportunities to expand adoption of Savings Engine solutions and services that increase client value, reduce overall costs, and strengthen retention.
• Lead strategic planning sessions, business reviews, educational events, and ongoing check‑ins that align client goals with organizational initiatives, including cost‑saving solutions adoption.
• Drive engagement in webinars, member meetings, and educational initiatives that reinforce value realization.

• Coordinate across territory partners such as sales, customer service, operations, finance, underwriting, and leadership to deliver a seamless, high‑quality customer experience.
• Take ownership of timelines, processes, and deliverables—ensuring accountability to territory results.

• Leverage performance dashboards, utilization reporting, and risk indicators to guide strategy and client recommendations.
• Translate complex data into clear, actionable insights for consultants and employer stakeholders.
• Maintain accurate documentation and Salesforce records to support forecasting, reporting, and organizational visibility.

• Exercise independent judgment in prioritization, escalation, and problem‑solving within a dynamic portfolio.
• Navigate ambiguity with confidence, balancing speed, accuracy, and stakeholder impact.
• Continuously deepen expertise across various types of self‑funding, claims…