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Business Development Associate
Position Summary:
Associates on our Member Development (Sales) teamwork to source new business opportunities and leads for further development by sales executives. Associates play a key role in working to support the entire sales process from prospecting to deal closing. The ideal candidate is highly goal-oriented and has aspirations of a career in sales in a fast-paced environment.
Primary Job Duties:
Monitor industry trends to tailor marketing and member development efforts
Assist senior Member Development team members with relationship-building efforts
Schedule member relationship development appointments with prospective members
Prepare background institution and market research in preparation for member development visits
Prepare and ensure delivery of follow-up materials
Facilitate finalizing membership agreements
Maintain CRM data to capture a 360-degree view of prospects and outreach (key contacts, relationships, outreach history, etc.)
Assist with internal coordination amongst departments (Events team, Ed Services, Research)
Assist in the development of proposal decks for campaigns
Work with the Marketing team to generate warm leads
Listen in on member calls and provide necessary follow-up materials
Minimum Qualifications:
Bachelor’s Degree from an accredited college/university
1+ years experience in sales or customer-focused role
Interest in the Healthcare Industry
Ability to come into the office 3 days a week (hybrid opening)
Interpersonal Skills & Attributes:
Customer-focused
Ability to influence others at senior levels
A team approach to working with others
Ability to perform a variety of duties within any work-day
Organizational skills from planning to execution of tasks and projects
Attention to detail
Ability to work independently and as a team member
Self-directed and resourceful
Excellent communication and interpersonal skills both internally and externally as well as by phone and via email
Experience developing personal organization tactics to meet business goals
Experience finding multiple solutions to a complex problem
Proven experience managing multiple competing priorities
Knowledge of and interest in healthcare subject matter
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is required to talk and hear. Specific vision abilities required by the job include close vision and distance vision.
Member Success Associate
Position Summary:
The Member Success Associate is a key member of the Center for Transformation team that serves as the main resource accountable for tracking and managing member value by ensuring participation in Academy events.
Primary Job Duties:
Project manage weekly team meetings and report on key metrics related to member utilization
Track key member KPIs to monitor membership status and report back to the Account Management team to inform renewal strategy
Accountable for event recruitment and registration for both in-person and virtual events (including industry & health system member name identification and bio collection)
Work with the Program leads, Business Development, and Marketing teams to support targeted health system and industry recruitment campaigns for new and underrepresented programs
Work within the business unit to assist with member calls; scheduling both within the health system and industry segments
Work with the Marketing team to utilize Marketo email to streamline weekly program communication to members (report back open and click rates)
Other duties as assigned
Minimum Qualifications:
Bachelor’s Degree required
1-2 years experience in a sales or customer-focused role
Comfortability with being on the phone often and calling members
Interest in the Healthcare Industry
Ability to come into the office 2-3 days a week (hybrid opening)
Interpersonal Skills & Attributes:
Customer-focused
Ability to influence others at senior levels
Team approach to working with others
Ability to perform a variety of duties within any work-day
Organizational skills from planning to execution of tasks and projects
Attention to detail
Ability to work independently and as a team member
Self-directed and resourceful
Excellent communication and interpersonal skills both internally and externally as well as by phone and via email
Able to develop personal organization tactics to meet goals
Able to find multiple solutions to a complex problem
Able to manage multiple competing priorities
Interest in healthcare subject matter
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is required talk and hear. Specific vision abilities required by the job include close vision, and distance vision. The employee will be seated a majority of the time. The employee will be required to use computer screens all of time.
Controller & VP of Accounting
Reporting to the CFO, the Controller & Vice President, Accounting has overall responsibility for accounting management, financial reporting, tax matters, ongoing development and monitoring of control systems, and regulatory compliance for the organization.
The Controller is a member of the management team, reports directly to the CFO, and manages the accounting staff. The Controller works closely with all the Academy staff, Academy leadership, and external partners. The individual in this position customarily and regular exercises discretionary authority, independent judgement, and strong individual accountability.
Primary Job Duties:
Direct the day to day management of the Academy’s accounting function
Ensure the timely and accurate reporting of financial data, in conformity with Generally Accepted Accounting Principles (GAAP), and provide that information regularly to the CFO and other stakeholders as required
Provide routine guidance and financial reports to mangers to gain an understanding of major variances and provide direction
Provide oversight of bank accounts, and credit card accounts including monthly review of reconciliation of these accounts
Provide ongoing review of cash management
Maintain the general ledger and manage the monthly closing process in a timely manner including journal entries
Assist in the annual budget process (preparation, monitoring and forecasting)
Work in coordination with Human Resources to manage the Academy’s employee benefits administration
Provide supervision over the Accounting Manager, occasional outside temporary consultants, and seasonal interns
Provide oversight of tax planning, preparation, and filing in partnership with tax partners
Provide ongoing review of company business insurance policies and ensure continuation of coverage
Assist in supporting lender relationship and reporting needs
Collaborate with staff to develop and implement sound accounting and financial systems, processes, and policies designed to forward the Academy’s strategic objectives; review and ensure that the organization’s policies and procedures are being followed
Performs other job duties, as needed
Minimum Qualifications:
Bachelor’s degree in accounting or finance field
Minimum of 10 years directly related full-time work experience
Supervisory experience required
CPA required
Interpersonal Skills & Attributes:
Collaborative
Customer-focused
Strategic mindset
Team approach to working with others, ability to perform a variety of duties within any work-day and organizational skills from planning to execution of tasks and projects
Process oriented with the ability to drive a project to completion
Attention to detail
Ability to work independently and as a team member
Self-directed and resourceful
Excellent communication and client facing skills
Excellent organizational skills
Technical and Financial aptitude
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is required talk and hear. Specific vision abilities required by the job include close vision, and distance vision, and the ability to work with screens or monitors for prolonged periods of time. This position is primarily a sedentary job where the team member will be seated for the majority of the day.
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