Own a portfolio of consultant and employer accounts, serving as the primary strategic partner responsible for retention, satisfaction, and long term value creation.
Build and maintain trusted advisor relationships with consultants, agency service teams and senior level employer stakeholders.
Coordinate across territory partners such as sales, customer service, customer operations, finance, underwriting, and leadership to deliver a seamless, high-quality customer experience.
ParetoHealth helps small and medium-sized businesses fight the rising cost of employee health benefits by reducing risks in self-insurance and delivering significant savings. They are a united team transforming employee health benefits and measure success by the good that comes from affordable healthcare.
Meet client needs by collaborating across business functions and following through on outstanding items.
Track internal performance to confirm client expectations are consistently met while maintaining accurate client records.
Research issues, access necessary resources, and escalate to appropriate internal experts for comprehensive resolution.
Personify Health created a personalized health platform, bringing health plan administration, holistic wellbeing solutions, and comprehensive care navigation together. Our team is on a mission to empower people to lead healthier lives.
Support the ongoing success of our strategic healthcare partnerships.
Manage small and mid-sized accounts while growing into broader leadership responsibilities.
Drive cross-functional initiatives that directly impact our mission of making mental healthcare work for everyone.
Rula is dedicated to treating the whole person and believes that by providing quality care, they can empower individuals to take charge of their mental health. They are a remote first company hiring in most U.S. states except Hawaii and aim to create a world where mental health is no longer stigmatized.
Serve as the senior leader and strategic business partner for some of Alma’s largest health plan partnerships.
Develop collaborative working relationships with external health plan executives to identify and capitalize on high-impact growth opportunities.
Spearhead the development and execution of strategic plans to exceed growth and retention targets for each health plan partnership.
Alma's mission is to simplify access to high-quality, affordable mental health care by making it easy for therapists to accept insurance. They operate in all 50 states, with over 20,000 therapists in their growing network and have raised $220.5M in funding.
Serve as the primary point of contact for assigned client accounts, building strong relationships.
Support account growth by identifying opportunities to introduce new solutions.
Partner with internal teams to support the development and execution of client KPIs.
Heartbeat Health is a virtual-first cardiovascular care company, providing patients with convenient, high-quality heart care. They leverage real-time data and AI to empower providers and patients with personalized treatment plans, reducing hospitalizations and improving long-term heart health outcomes.
Serve as the primary day-to-day contact for assigned institutional accounts.
Manage onboarding and deployment of new users, ensuring a smooth rollout and adoption across client teams.
Coordinate with Product, Engineering, Support, and Compliance teams to resolve client issues and implement workflow improvements.
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. Our team is fundamental to our standing, cultivating a collaborative and supportive environment.
Manage client relationships and develop team service strategy to meet client needs, acting as the primary point of contact.
Prepare for, plan, and conduct client meetings independently, focusing on strategic risk identification and program design.
Perform contract reviews, manage new business RFPs, and participate in prospecting activities to identify and close new business.
Newfront is a modern insurance brokerage transforming the industry with technology and expertise. They are committed to hiring diverse talent and supporting an inclusive workplace environment.
Client Relationship Management: Build relationships across client organizations, serve as the primary point of contact and lead executive business reviews.
Customer Success & Feedback: Proactively monitor client health, resolve issues swiftly, and gather client insights to contribute to product improvement efforts.
Account Growth & Planning: Develop and execute strategic account plans, identifying and closing upsell and cross-sell opportunities.
Wheel is evolving the traditional care ecosystem by equipping innovative companies with a platform to deliver virtual care at scale. They offer strategies and technologies to foster consumer engagement, build brand loyalty, and maximize return on investment.
Own strategic leadership for a focused portfolio of health plan accounts, driving retention and growth.
Serve as primary executive advisor, cultivating trusted C-suite relationships and leading high-impact negotiations.
Leverage financial modeling and analytics to assess profitability and guide account planning for client and organizational value.
CareCentrix provides healthcare services, focusing on post-acute care management and home-based solutions. They emphasize a values-driven culture centered on caring, doing the right thing, striving for excellence, thinking big, and taking work seriously.
Manage a book of business, increase account retention, and resolve complex customer service problems.
Actively seek to grow IOA business by identifying and acting on sales opportunities.
Serve as a resource to the account team and Producers.
Insurance Office of America (IOA) provides property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom.
Own and grow strategic client relationships post-sale.
Identify new use cases and introduce additional solutions.
Maintain a relationship-driven engagement model with frequent onsite presence.
Lirio is a technology/software company that provides expertise in behavioral science, data science, and machine learning to drive consumer engagement and promote health. They appear to be a medium-sized company that values innovation and client relationships.
Manage ongoing client relationships and ensure the delivery of value-added solutions.
Coordinate with various internal teams to enhance client experience and support.
Ensure service agreements are not only met but exceeded.
Jobgether is a company that uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements. They identify the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Independently manage a minimum of fifty accounts, anticipate client needs, and drive retention and identify opportunities for up-sell.
Build strong relationships with primary client contacts and ensure day-to-day needs are met.
Prepare and conduct regular plan reviews with clients and partner with producer to define agendas and coordinate required materials.
Newfront is a team of risk and reward advisors providing industry leading services and resources in insurance, risk management, employee benefits and retirement programs. The company embraces a flexible work environment and supports employees working remotely, hybrid, or in-office.
Own the profitable renewal of assigned clients including strategy development, internal resource coordination, and external negotiation.
Build and maintain trusted peer-level relationships with national and regional benefits consultants and brokers.
Directly supervise SAEs and AEs; set clear expectations, provide regular coaching, and conduct performance evaluations.
VytlOne is an independent, fully integrated total pharmacy solutions partner. They offer hospitals, health systems, health centers, and employer partners a smarter way to unlock revenue, growth, and better outcomes. They have over 1,600 passionate professionals.
Build and expand client relationships to achieve customer success and satisfaction.
Develop and execute strategic account plans to achieve valuable outcomes.
Work cross functionally with internal teams to advocate for customers.
PointClickCare is a leading health tech company that helps providers deliver exceptional care. They empower their employees to push boundaries, innovate, and shape the future of healthcare, serving over 30,000 provider organizations.
Generating revenue growth and managing Credit Union client relationships.
Developing alliances with senior client management and offering recommendations.
Identifying new ways to grow our business and expand current partnerships.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. We have an amazing team of 25,200 people in 32 countries and invest in new advanced technologies to unlock the power of data.
Manage client on-boarding, program implementation and client education.
Maximize sales growth, account penetration and retention by partnering with Sales.
Project management of all client implementations, coordinating with internal departments.
Blackhawk Network (BHN) provides branded payment solutions to businesses, helping them grow revenue, increase loyalty, and engage consumers. It operates a global network with over 400,000 consumer touchpoints, offering gift cards, egifts, corporate payouts, and rewards.
Own and manage Gravie's national broker account relationships, serving as the primary point of contact.
Develop and execute national account plans driving growth across Gravie's Level-Funded (Comfort) and ICHRA product lines.
Build executive-level relationships with decision-makers at national brokerage firms and benefits consultants.
Gravie's mission is to create health benefits that actually benefit small and midsize businesses and their employees. They are a diverse group of unique people who have developed innovative benefit solutions and services which they deliver themselves. They tend to be non-hierarchical, merit-driven, opinionated but kind people who thrive working in a high-performance, fast-paced environment.
Fulfill the role of trusted advisor on Dun & Bradstreet solutions through the development of strong, positive relationships with an established portfolio of clients.
Maintain revenue stream through successful renewal of existing business and expand revenue stream through needs up-selling and cross-selling.
Develop and maintain an active pipeline of forecasted sales to meet annual quota objectives.
Dun & Bradstreet is a global leader in business decisioning data and analytics, helping companies worldwide grow, manage risk, and innovate. We're a diverse, global team that values creativity, collaboration, and bold ideas.
Coordinates cross-functional client teams to achieve client plans, revenue retention, satisfaction and growth.
Serves as the primary client contact and trusted advisor for operational representatives, identifying needs.
Manages client initiatives and projects, monitors program performance, and provides root cause analysis and recommendations.
Cotiviti provides payment accuracy and analytics-driven solutions, helping clients discover value from their healthcare data. They are committed to diversity and inclusion, offering employees a wide range of personal and family needs.