Account Executive

About the role

Job Overview: In this role, you will serve as the primary client representative, assisting in setting revenue and profitability goals while analyzing and communicating membership trends and key utilization statistics. You will oversee Site Leaders and their professional staff, ensuring effective site management. Additionally, you will collaborate with internal corporate leaders to support site operations, achieve annual goals and budgets, and contribute as a member of the Service Delivery Team.

Responsibilities

• Oversee management of multiple fitness center locations.
• Assist the client's leadership team in establishing a clear financial vision and strategic plan.
• Benchmark programming and delivery techniques against industry leaders and Optum’s book of business
• Coordinate marketing and communication efforts with each site’s Site Leader to ensure adherence to the client’s branding requirements and communication protocols
• Establish operational and capital budgets that allow for efficient site operations.
• Collaborate with the client’s finance team to align on financial objectives, resolve discrepancies, and ensure transparency in financial reporting.
• Prepare, review, and present comprehensive monthly financial summary reports, ensuring accuracy and clarity in performance metrics, trends, and projections.
• Monitor, track, forecast, and analyze data relative to Key Performance Indicators, to identify trends, challenges, and opportunities
• Prepare and deliver the Annual Business Review, providing strategic insights, financial performance analysis, and recommendations to enhance programming and operational efficiency.
• Establish high level relationships with Facilities/Building Services and other key operational units to ensure efficient responsiveness to facility needs
• Travel: This role may require some occasional travel varying based on client needs and key stakeholder meetings.

Requirements

• A current and active Workplace Well-being team member
• Bachelor’s degree in business administration, health management, exercise science or a related field
• Minimum five years of work experience in business or health management
• Strong financial analysis skills and solid business acumen
• Strategic thinking skills relative to design and delivery of wellness programming in the corporate environment
• Demonstrated leadership success; evidence of guiding a team to goal attainment
• Experience in financial reporting, trend analysis, and communicating at an executive level
• Effective and engaging public speaking and presentation skills with clients
• Competence with Microsoft Suite (Word, Excel, Power Point, Outlook)
• Proficient working knowledge of Workplace Well-being internal platforms and systems

Benefits

• Health and financial: Medical plan choices with Health Reimbursement Account (HRA) and Health Savings Account (HSA) options
• Dental and Vision coverage plans
• 401(k) Retirement & Savings Plan
• Life Insurance (team member, spouse and dependents)
• Short and Long Term Disability Plans
• Accident & Critical Illness Insurance
• Transportation and Parking Plans
• Paid parental leave
• Well-being: Paid time off
• Wellness rewards program
• Free memberships to various fitness facilities and wellness subscriptions
• 24