Account Manager

📋 Description

• Own a portfolio of Mid-Market employers and brokers; advise on benefits and renewals.
• Build relationships with exec sponsors, HR leaders, and benefits consultants; understand goals.
• Lead annual renewal conversations on contribution strategy, plan design, and fees.
• Prepare and facilitate QBRs with insights, updates, and plans.
• Monitor customer health; identify risks and opportunities; drive retention.
• Partner with customers to meet ICHRA and benefits compliance, including reporting.

🎯 Requirements

• 5+ years of experience in Account Management, Customer Success, Benefits Consulting, or another client-facing role, ideally within health benefits, HR technology, or digital health.
• Strong strategic thinking and problem-solving skills, with the ability to connect customer goals to business outcomes.
• Experience leading customer business reviews, strategic planning conversations, renewals, or other consultative account management activities.
• Excellent communication and presentation skills, with the ability to tailor messaging to a variety of audiences.
• Strong organizational and project management skills, with the ability to manage multiple priorities simultaneously.
• Comfortable operating in a fast-paced, high-growth environment and navigating ambiguity with confidence.