Serve as the commercial owner for assigned accounts, accountable for renewals, expansion revenue, and overall portfolio performance
Carry an expansion quota and consistently generate pipeline from the existing client base
Identify and pursue upsell and cross-sell opportunities across MedInsight and Milliman solutions
Develop and execute 12–24-month account growth strategies, including whitespace analysis and expansion use cases
Build multi-threaded relationships across the full buying group (clinical, finance, IT, and executive leadership)
Proactively identify client initiatives where MedInsight can deliver measurable business value
Lead executive-level conversations focused on outcomes, ROI, and business impact
Develop and present value-based business cases to support expansion and investment decisions
Facilitate strategic planning sessions that align MedInsight solutions with client priorities
Lead renewal strategy and negotiations, ensuring timely execution of contracts
Maintain strong client satisfaction while evolving conversations beyond renewal-only discussions
Monitor account health, usage metrics, and risk indicators to proactively address issues
Partner closely with Client Services to ensure successful delivery and value realization
Collaborate with Product, Marketing, Finance, and Milliman teams to support growth initiatives
Maintain accurate forecasting, opportunity tracking, and account plans in CRM systems
Requirements
Bachelor’s degree in business, Healthcare, or related field preferred
5+ years of experience in account management, sales, or client-facing commercial roles
3+ years’ experience in healthcare, healthcare technology, SaaS, or analytics
Demonstrated success driving expansion revenue and NRR growth within existing accounts
Strong executive presence with the ability to lead strategic, value-based conversations
Experience building multi-threaded relationships across complex organizations
Highly organized with strong account planning and forecasting discipline
Proficiency with CRM systems (Salesforce preferred) and Microsoft Office Suite
Willingness to travel up to 25% as needed
Benefits
Medical, Dental and Vision – Coverage for employees, dependents, and domestic partners
Employee Assistance Program (EAP) – Confidential support for personal and work-related challenges
401(k) Plan – Includes a company matching program and profit-sharing contributions.
Discretionary Bonus Program – Recognizing employee contributions
Flexible Spending Accounts (FSA) – Pre-tax savings for dependent care, transportation, and eligible medical expenses
Paid Time Off (PTO) – Begins accruing on the first day of work. Full-time employees accrue 15 days per year, and employees working less than full-time accrue PTO on a prorated basis
Holidays – A minimum of 10 paid holidays per year
Family Building Benefits – Includes adoption and fertility assistance
Paid Parental Leave – Up to 12 weeks of paid leave for employees who meet eligibility criteria
Life Insurance & AD&D – 100% of premiums covered by Milliman
Short-Term and Long-Term Disability – Fully paid by Milliman