Job Summary
In conjunction with the sales and operations teams, the Director, Account Management will be responsible for increasing customer engagement and managing new and existing client relationships to ensure optimal client satisfaction in balance with organizational priorities. The position’s primary objective is to coordinate, plan and deliver client results in periodic client business reviews and other ad hoc communications, track and complete all follow up items and identify new opportunities to grow and enhance existing client relationships. This position will report directly to the Chief Strategy Officer.
Qualifications
- Advanced Microsoft Office skills: creating presentations, Word reports & documents with advanced formatting, creating Excel spreadsheets
- Excellent written communication skills with the ability to compose professional business communications via email and proposals
- Excellent verbal communication and relationship-building skills with the ability to present professional demonstrations, foster trust, and communicate in a neutral, data- and fact-driven manner
- Ability to work in fast-paced, dynamic and ever-changing environment, adaptable
- Excellent organization skills and ability to track follow-up and deliverables
- Interpersonal skills with the ability to work well with all levels of the organization
- Quick study and takes initiative, with the ability to master a situation, identify needed skills and learn new things without explicit direction
- Ability to train support staff, act as a mentor and guide and develop team members
- Bachelor’s degree or the equivalent combination of education and work experience
- Minimum years of career experience to qualify for the role: 5
- Total years of career experience to be fully proficient: 10
Responsibilities
- In coordination with and at the direction of the executive/sales manager, nurture new client relationships and build upon existing client relationships as the key contact/relationship owner for assigned customers
- Keep apprised of sales efforts, participating in developed client prospect dialogues at the request of executives/sales for seamless process and relationship-building
- At executive’s/manager’s discretion, collaborate with new clients and their respective carrier(s)/PBM/other external constituents on all necessary documentation and other items in order to onboard new clients
- Own the existing client business review and client progress update process, from collaboration with relevant internal constituencies and deep knowledge of client needs, priorities and opportunities to develop agenda, to internal planning calls and coordination of tasks needed to deliver exceptional, thoughtful insights in every client interaction
- Collaborate with the data team and become fluent in Data Quality Review output and internal portal/analytics systems to be able to fluently access needed information for client dialogues
- Participate in, and ultimately (at the executive’s request) host, weekly internal implementation calls with relevant parties to ensure sales, data and operations teams are aligned on project deliverables, priorities, strategy and timing
- Develop and maintain strong executive relationships throughout the company
- Attend, participate in and lead certain external and internal meetings across the company, as requested or required in order to maintain a deep understanding of client and organizational priorities
- Track activity in CRM (Pipedrive) and/or other agreed tracking tools
- Take ownership of seamless communication to manager/executive on all client relationships, updates and/or potential challenges
Candidates selected for further consideration will be contacted.
Only qualified applicants should apply.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Experience level:
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- Lead, Account Management: 5 years (Required)
Work Location: Hybrid remote in Plano, TX 75093