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Location: Remote
Compensation: Competitive base + bonus potential
Our client is seeking an experienced Account Manager II to take ownership of key client relationships and help drive exceptional service, long-term retention, and strategic growth across a portfolio of accounts.
This role sits at the intersection of client strategy, service delivery, and revenue growth. The Account Manager II serves as a trusted advisor to clients, providing consultative guidance, leading business reviews, and identifying opportunities to enhance program value.
You’ll partner closely with internal teams across Sales, Operations, Product, and Executive Leadership to ensure client strategies align with operational delivery and long-term business objectives.
If you enjoy building relationships, solving complex client challenges, and helping organizations get the most value out of their solutions, this role offers a great platform to make an impact.
Serve as the primary relationship manager for mid-to-large, complex, or high-value client accounts.
Build strong partnerships with executive and operational stakeholders.
Lead regular client meetings, quarterly business reviews, and strategic planning discussions.
Proactively identify risks, service opportunities, and long-term retention strategies.
Support client success by driving platform adoption, engagement, and overall value realization.
Provide day-to-day client support related to eligibility, claims questions, plan design, and benefit inquiries.
Partner with Product, Technology, and Customer Success teams to support system onboarding, configuration, and integrations.
Lead complex implementations, program changes, and benefit strategy conversations.
Ensure contract compliance and support renewal planning.
Serve as an escalation point for high-priority service issues and lead resolution efforts.
Maintain alignment between client expectations and operational delivery.
Identify opportunities for upsell, cross-sell, and expanded services within existing accounts.
Support RFP responses and renewal negotiations as needed.
Analyze utilization trends, financial performance, and service data to provide strategic recommendations.
Educate clients on industry trends, pricing structures, regulatory changes, and available programs.
Interpret data and present insights that help clients make informed decisions.
Identify process improvements that enhance both the client experience and internal efficiency.
Maintain strong working knowledge of industry operations, pricing models, claims processes, and regulatory considerations.
Stay current on SaaS delivery models, subscription structures, and technology integrations.
Provide mentorship and guidance to junior team members when appropriate.
Education & Experience
Bachelor’s degree preferred (or equivalent experience).
4–7+ years of experience in account management, healthcare services, or PBM environments.
Experience managing complex client relationships and driving account growth and retention.
Strong understanding of healthcare benefit programs, claims processes, and pricing models is a plus.
Skills & Capabilities
Exceptional relationship-building and client service skills
Strong communication and presentation abilities
Strategic thinking and analytical problem solving
Ability to manage multiple priorities with minimal supervision
High level of professionalism and confidentiality
Comfortable explaining complex operational, technical, or regulatory information to clients
Proficiency with Microsoft Office and CRM or industry systems
Experience supporting SaaS implementations or technology-enabled service solutions is preferred