Lead Manager, Account Management

About Paytient:
We’re on a mission to help people better access and afford care.  

Every day, millions of people, and their loved ones, need to see a doctor. For most of us, that moment is an uncertain one - we’re unsure of what’s wrong, who to go to, how long it’ll take to be seen, when we’ll feel better, and what it’ll cost.

Paytient partners with thoughtful employers and health plans who understand the impact of that moment and want to ensure that every one of their plan members are easily able to access and afford care. Our clients understand that an improved ability to self-pay for care changes patient behavior and creates value for the health plan.  This founding belief is becoming an emerging standard of care in health plan design and is now, in fact, a mandatory capability in some governmental health plans. Founded in 2018, Paytient is now part of nearly 6,000 employer health plans and providing certainty that people are better able to access and afford care.

About The Role: 

Paytient is looking for a talented Lead Manager of Account Management to join our growing team. The Lead Manager of Account Management plays a pivotal role in driving client success and fostering a high-performing account management team. Reporting into our Director of Account Management, this individual will lead and mentor a team of entry and mid-level Account Managers, ensuring exceptional client service, strategic account growth, and achievement of revenue targets. Additionally, they will directly manage a portfolio of key clients, serving as a trusted advisor and driving strategic initiatives. We’re looking for a self-starter who is organized, detail-oriented, and loves building partnerships – both internally and externally.  

What You’ll Do:

• Team Leadership and Management:
• Provide leadership, coaching, and mentorship to a team of entry and mid-level Account Managers.
• Conduct regular performance reviews, identify training and development needs, and foster a culture of continuous improvement.
• Align team members with their goals and objectives, monitor progress, and ensure alignment with company strategy.
• Facilitate team meetings, share best practices, and promote collaboration.
• Assist in recruiting, onboarding, and training new Account Management team members.
• Client Relationship Management:
• Manage a portfolio of approximately 5 key client accounts, serving as the primary point of contact and trusted advisor. 
• Develop and maintain strong, long-term relationships with clients, understanding their business objectives and challenges.
• Proactively identify opportunities for account growth and expansion, and develop strategic account plans.
• Ensure timely and effective communication with clients, addressing their needs and resolving issues promptly.
• Conduct regular client meetings and presentations, delivering insightful reports and recommendations.
• Monitor client satisfaction and implement strategies to enhance the client experience.
• Strategic Account Growth:
• Identify and pursue upselling and cross-selling opportunities within existing client accounts.
• Collaborate with internal teams (e.g., sales, marketing, product) to develop and implement strategic initiatives that drive client growth.
• Analyze client data and performance metrics to identify trends and insights, and develop data-driven recommendations.
• Track and report on key account metrics, including revenue, retention, and client satisfaction.
• Operational Excellence:
• Ensure adherence to established account management processes and best practices.
• Utilize CRM and other relevant tools to manage client information and track account activity.
• Contribute to the development and improvement of account management processes and tools.
• Assist in the preparation of client proposals, contracts, and other relevant documentation.

Qualifications:

• 5+ years of experience in account management, with a proven track record of success.
• 2-3+ years of experience leading and managing a team.
• Strong understanding of account management principles and best practices.
• Excellent communication, interpersonal, and presentation skills.
• Proven ability to build and maintain strong client relationships.
• Strong analytical and problem-solving skills.
• Proficiency 1 in HubSpot and Looker.

Benefits We Offer: 

• Medical, dental and vision insurance
• $4,300 annual HSA contribution
• Paytient Health Payment Account (HPA)
• Monthly lifestyle spending stipend
• 33 days of annual PTO
• 401k plan access with a 4% employer match
• Up to 16 weeks of fully-paid parental leave
• Stock options in Paytient
• ...and more!

Paytient is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

⚠️ Important Notice ⚠️ Please note that all official Paytient recruiting emails come from @paytient.com. If you receive emails from any domain other than @paytient.com, do not respond and report it to us immediately.