Strategic Account Executive - Remote

About the role

The Strategic Account Executive is responsible for managing client interactions and account maintenance. Key responsibilities include:

• Managing client book of business with emphasis on building and fostering relationships
• Proactively assessing, clarifying, and validating customer needs
• Collaborating with co-workers and vendor contacts to resolve client concerns or questions
• Attending and coordinating meetings with clients, brokers, or PBMs
• Escalating client or broker issues to PBMs
• Analyzing plan performance quarterly and providing recommendations
• Managing implementation timelines with PBMs
• Maintaining internal documentation and systems
• Assisting with various internal projects and process improvements
• Prescreening RFPs, coordinating results meetings, and finalist meetings
• Reviewing quarterly newsletters and communications
• Attending prospect calls and presenting service overview

Responsibilities

Manage client book of business with emphasis placed on building and fostering relationships with client or broker contacts through quality service delivery.

Proactively assesses, clarifies, and validates customer needs on an ongoing basis.

Collaborate with co-workers and vendor contacts to assist with resolving client concerns or questions on a timely basis.

Attend and coordinate onsite or webinar meetings with client, broker or PBM for prescreening, finalist meetings, market results, quarterly reviews, implementation meetings or ad-hoc.

Escalate any client or broker issues with PBMs.

Analyze plan performance on a quarterly basis and provide recommendations on benefit design edits or savings opportunities.

Manage the implementation timeline with PBM to ensure all tasks are completed on schedule including member communications, eligibility, accumulator and other transition files.

Oversee member communication process for new implementations or benefit changes including drafting, editing and mailing coordination with the PBM.

Validate testing results of PBM benefit configuration to ensure accuracy.

Review claims post go live for new implementations or benefit changes.

Maintain internal documentation and systems for clients, meeting minutes, action logs, CRM and continuous organization of information contained within client folders.

Ad-hoc assistance for various internal projects and process improvements.

Manage RFP prescreening process to onboard new clients, coordinate RFP results meeting(s) and finalist meetings.

Review quarterly newsletters/communications to client contacts.

Attend prospect calls and present service overview.

Requirements

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Qualifications

Minimal Travel

Skills

Strong interpersonal and communication skills

Ability to manage multiple priorities and deadlines

Excellent organizational and analytical skills

Proficiency in Microsoft Office Suite

Benefits

Health, wellbeing, retirement, and other financial benefits

Paid time off

Overtime pay for non-exempt employees

Robust learning and development programs

Job-related expense reimbursement

Employee perks and discounts

Pay

Typical base pay range: $85,000 to $90,000 per year

Schedule

Full-time