Account Executive

What we look for in this role: 

We’re looking for an entrepreneurial, enthusiastic individual to join our quickly growing Client Success team. As an Account Executive, you will focus on building and cultivating deep client relationships and lead the strategic vision to ensure the long-term health of mid-market employer clients, resulting in long-term partnerships. You will have direct responsibility for client renewals, contracting lifecycle and product and membership expansions. This role is perfect for a high performer with a proven track record of success in retention, client satisfaction and revenue growth.

What you’ll do:

You will own all aspects of the client relationship – strategic and tactical – while driving member engagement in Transcarent Care Experiences. 

• Build trusted relationships with clients and stakeholders proactively managing service delivery to accomplish client goals of clinical quality and financial outcomes yielding satisfaction, profitability, and retention. 
• Own the client relationship from deal closure, through implementation, to ongoing success, assuring client loyalty as measured by high client satisfaction scores. 
• Become a trusted advisor to the client by developing a deep understanding of the client’s benefits ecosystem. 
• Develop, maintain and present quarterly and/or annual account development strategies. 
• Identify and advance growth opportunities to achieve attainable upselling objectives through a consultative selling approach. 
• Manage end-to-end renewal and retention strategy. 
• Leverage Salesforce to track activity and maintain an accurate pipeline and revenue forecast – rigor and discipline is a must. 
• Plan for and carry out highly effective client meetings and presentations that educate clients and consultants on Transcarent's end-to-end health and care experience platform. 
• Synthesize client reporting data that crafts a story of value delivery, clinical and financial outcomes, and overall performance. 
• Collaborate with the client and internal teams to develop a comprehensive marketing and member engagement strategy to increase member participation and utilization. 
• Identify and convert key client contacts into Transcarent advocates, securing their participation in reference activities. 
• Develop and lead client training, including open enrollment events, benefit fairs, union events, and leadership meetings, both onsite and virtual, to promote Transcarent services. 
• Champion client needs within the organization and inspire a company-wide culture of client success. 
• Form and implement predictable, repeatable, and scalable processes, establishing an infrastructure that integrates efforts and accountabilities to improve Client Success framework. 

What we’re looking for: 

• 10+ years’ experience in Client Success 
• Experience working in the healthcare or benefits industry with advanced knowledge of the employer health and wellness space. Start-up experience preferred. 
• Demonstrated record of accomplishment of high levels of retention, satisfaction, and expansion/revenue growth in the mid-market and/or labor market segments. 
• Experience developing and managing trusted advisor relationships with client stakeholders, including C-suite, to fully understand the client’s business strategy and measures of success. 
• Proven ability to drive change within complex organizations.  Familiarity with TPA or Coalition client relationships a plus. 
• Strong analytical skills and data driven mindset focused on translating data into meaningful insights. 
• Flexibility and agility to work cross-functionally in a fast-paced environment. 
• A process-focused approach, with strong problem-solving skills and keen attention to detail. 
• Exceptional communication and presentation skills. 
• CRM experience, preferably Salesforce.  
• Ability to execute and prioritize multiple, competing priorities in a high growth environment. 
• Experienced with and able to effectively manage ambiguity.  
• Ability to travel at least 30% of the time, with overnight travel included. 
• Bachelor's degree in business or related field. 
• This is a remote position, but you must be located on the West Coast, preferably the Pacific Northwest or Alaska.

Last updated on Aug 16, 2024