Account Manager

Key Responsibilities

• Serve as a trusted advisor for the company’s platform and solutions
• Drive client engagement, and long-term success
• Partner with internal teams to set goals and execute client strategies
• Deliver regular reporting and insights to demonstrate ROI and outcomes
• Monitor client health, mitigate risk, and support retention efforts
• Analyze data to inform engagement strategies and optimize performance
• Build and maintain strong, long-term client relationships
• Conduct product demonstrations and educate clients on product capabilities
• Support client needs by sharing feedback and product enhancement ideas internally

Qualifications

• Bachelor’s degree or equivalent experience required
• 3+ years of account management, client-facing, customer service experience
• Strong communication skills with the ability to engage both technical and non-technical audiences
• Analytical mindset with the ability to interpret data and drive decisions
• Highly organized, detail-oriented, and self-motivated
• Entrepreneurial, energetic, and collaborative approach
• Ability to travel to customer sites (US based) as needed
• Entrepreneurial mindset, confident, high energy, self-motivated and a true team player
• Well-organized, with a high attention to detail and ability to prioritize independently
• Works well independently and uses critical thinking skills
• Ability to travel (US) as needed

Preferred Qualifications

• Knowledge of pharmacy benefits and/or member engagement
• Experience engaging individuals about pharmacy or healthcare benefits
• Experience with Zoho CRM and Projects
• Exposure to healthcare related technology or member engagement
• Familiarity with CRM/project management tools

Benefits

• Work with a brilliant and creative team on a variety of products and technologies
• Growing organization with room for role expansion and professional growth
• Competitive salary
• Health, vision & dental insurance
• Paid time off
• Life insurance policy
• 401k with employer match