Account Manager of Client Services

About the role

The Account Manager supports the Client Services team by deploying an advanced, consultative, and strategic approach to account management. This involves implementing and promoting corporate initiatives, managing client relationships, and preparing quarterly business review materials.

Responsibilities

• Deploys advanced, consultative, and strategic approach to account management.
• Supports Client Services team with tasks involving customer success, including report development, incident tracking, and presentation building.
• Works directly with key internal partners to achieve timely responses on all issues and set proper expectations for clients.
• Manages client base through the company’s CRM software, tracking and managing activities, tasks, contacts, and other material events with clients.
• Documents upselling of products and solutions, and how they relate to the overall retention strategy.
• Prepares quarterly business review materials and participates in Book of Business Reviews with Management.
• Frequently prepares quarterly business review materials, facilitates client engagement calls, conducts routine client-facing telephonic training, and oversees the implementation of new facilities.
• Provides educational materials to facilitate compliance with procedures, tools, and resources.
• Collaborates and assists the Client Services team in serving the account.
• Works with other disciplines (credit/collections, contracting, and marketing) to ensure corporate billing and receivables standards are achieved.
• May attend corporate/networking events and conferences.
• Establishes productive, professional relationships with key personnel in partner accounts.
• Performs other tasks as assigned.

Qualifications

• Bachelor’s Degree in business or related field preferred.
• Previous experience in a client management, customer service, or client support role; previous experience in a client support role within a healthcare setting or other business-to-business setting desired.
• Ability to present to all levels of management; excellent time-management skills; basic computer skills; advanced Microsoft Office proficiency; outstanding problem-solving skills; experience in root cause analysis; able to collaborate cross-functionally; experience working within a team required.
• SalesForce and Axiom experience; previous experience in a project management and client-facing customer service role; strong background in administrative management with the ability to manage multiple priorities and deadlines at once; strong experience in business writing desired.
• Customer service orientation, adaptability, interpersonal/communication orientation, planning/organizing, results oriented, problem solver, training and development focused; effective decision-maker; commitment to process improvement; innovative; organizational/job knowledge required.

Benefits

• DailyPay
• Flexible schedules
• Competitive pay
• Shift differential
• Health, dental, vision and life insurance benefits
• Company paid STD and LTD
• Tuition Assistance
• Employee Discount Program
• 401k
• Paid-time off
• Tuition reimbursement