Key skills
SalesforceCRMAccount Management
About this role
Role Overview
- Serve as the primary point of contact and strategic owner for assigned partnerships.
- Build and maintain strong relationships with key stakeholders, referral sources, and decision-makers.
- Anticipate partner needs and proactively identify opportunities to strengthen engagement, improve performance, and support growth.
- Lead internal and external meetings, presentations, and business reviews.
- Gather, analyze, and communicate partnership outcomes and performance data on established cadences.
- Collaborate cross-functionally to ensure partner and patient needs are addressed effectively.
- Resolve partner concerns and escalated issues in a timely manner.
- Develop and execute account-specific growth strategies based on referral trends, utilization data, and market opportunities.
- Monitor partnership performance and recommend strategies to increase referral volume, engagement, and retention.
- Work collaboratively with the Care Partnerships Associate on shared partnership accounts.
- Develop a comprehensive understanding of assigned account performance, including demand volume, conversion rates, referral trends, utilization patterns, and barriers to care.
- Maintain accurate and comprehensive Salesforce account records, contacts, referral attribution, activities, and documentation.
- Serve as the subject matter expert for assigned account information, performance metrics, and Salesforce account structure.
- Actively participate in internal meetings and training, sharing ideas and best practices.
- Always be looking for ways to add value and streamline the partner experience
Requirements
- 2–5 years of professional experience; business development, account management, and healthcare experience are highly preferred
- Experience with CRM tools (Salesforce preferred) and productivity platforms (Google Suite, Monday.com)
Benefits
- An amazing team culture
- Professional development & advancement opportunities
- 401K with 3% employer match
- Healthcare, Dental, Vision, and life insurance benefits
- Paid time off and paid holidays
- Professional EAP program for team members & household
- Additional coverage options available, such as Short Term Disability, Long Term Disability, and Group Accident Insurance