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Account Manager
Location
United States
Posted
100 days ago
Salary
0
Seniority
Lead
Job Description
Account Manager
NationsBenefits
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description NationsBenefits is seeking a Client Services Manager with 3-5 years of experience in account management, client support, or healthcare operations. The Client Services Manager will serve as the primary point of contact for assigned health plan partners, ensuring seamless program delivery, client satisfaction, and performance excellence. This individual will work cross-functionally with internal teams to resolve client issues, monitor program performance, and identify opportunities for program enhancements and growth. Location: Open to remote & onsite in Plantation, FL Primary Responsibilities - Client Account Management: - Serve as the day-to-day contact for assigned health plan partners, managing client relationships and ensuring expectations are met and exceeded. - Develop a deep understanding of client benefit programs and ensure proper execution across all departments. - Lead regular client check-ins, performance reviews, and status updates to foster strong partnerships. - Operational Execution: - Monitor and oversee the operational performance of client programs, ensuring accurate and timely delivery of benefits, reporting, and member communications. - Collaborate with internal teams, including Operations, Product, IT, and Finance, to troubleshoot and resolve client concerns efficiently. - Track and manage all client deliverables, ensuring adherence to timelines and contractual obligations. - Process Improvement: - Identify operational inefficiencies and recommend improvements to streamline processes and enhance the client experience. - Maintain accurate documentation of client program details, processes, and system configurations in Confluence. - Process Improvement & Client Growth: - Identify opportunities to enhance operational processes, reduce inefficiencies, and improve the overall client and member experience. - Collaborate with Client Services leadership and Sales teams to identify cross-sell and upsell opportunities for additional NationsBenefits products and services. - Assist in developing client expansion materials, sales presentations, and proposals. - Cross-Functional Collaboration: - Collaborate with internal teams, including Operations, IT, Product, and Finance, to address client issues and ensure alignment on deliverables. - Act as a liaison between Client Services and technical teams to communicate requirements, troubleshoot issues, and ensure timely resolution. - Reporting & Insights: - Analyze client program performance data, identify trends, and provide actionable insights to improve member engagement and utilization. - Prepare and present Monthly Reports, Quarterly Business Reviews (QBRs), and ad hoc client performance analyses. Qualifications - Education: Bachelor’s degree in Business Administration, Healthcare Management, Data Analytics, or a related field. - Experience: 3-5 years of experience in client services, account management, or program management, preferably within healthcare, insurance, or a managed care organization. Prior experience managing client relationships and driving program performance in a fast-paced environment. - Technical Proficiency: - Proficient in Microsoft Office Suite (Excel, PowerPoint, Outlook, Word). - Experience with data visualization and reporting tools (e.g., Excel PivotTables, VLOOKUP, Power BI) is a plus. - Familiarity with JIRA, Confluence, or other project management tools is preferred. - Ability to navigate and interpret data within client portals, reporting dashboards, and CRM systems. - Core Competencies: - Strong organizational and time management skills with the ability to manage multiple priorities. - Excellent communication and presentation skills, capable of engaging with senior-level clients and internal stakeholders. - Ability to work both independently and collaboratively in a cross-functional team environment. - Client-focused with a commitment to delivering high-quality results. Company Description NationsBenefits is recognized as one of the fastest-growing companies in America and a Healthcare Fintech provider of supplemental benefits, flex cards, and member engagement solutions. We partner with managed care organizations to provide innovative healthcare solutions that drive growth, improve outcomes, reduce costs, and bring value to their members. Through our comprehensive suite of innovative supplemental benefits, fintech payment platforms, and member engagement solutions, we help health plans deliver high-quality benefits to their members that address the social determinants of health and improve member health outcomes and satisfaction. Our compliance-focused infrastructure, proprietary technology systems, and premier service delivery model allow our health plan partners to deliver high-quality, value-based care to millions of members. We offer a fulfilling work environment that attracts top talent and encourages all associates to contribute to delivering premier service to internal and external customers alike. Our goal is to transform the healthcare industry for the better! We provide career advancement opportunities from within the organization across multiple locations in the US, South America, and India.
Job Requirements
- Education: Bachelor’s degree in Business Administration, Healthcare Management, Data Analytics, or a related field.
- Experience: 3-5 years of experience in client services, account management, or program management, preferably within healthcare, insurance, or a managed care organization. Prior experience managing client relationships and driving program performance in a fast-paced environment.
- Technical Proficiency: Proficient in Microsoft Office Suite (Excel, PowerPoint, Outlook, Word). Experience with data visualization and reporting tools (e.g., Excel PivotTables, VLOOKUP, Power BI) is a plus. Familiarity with JIRA, Confluence, or other project management tools is preferred. Ability to navigate and interpret data within client portals, reporting dashboards, and CRM systems.
- Proficient in Microsoft Office Suite (Excel, PowerPoint, Outlook, Word).
- Experience with data visualization and reporting tools (e.g., Excel PivotTables, VLOOKUP, Power BI) is a plus.
- Familiarity with JIRA, Confluence, or other project management tools is preferred.
- Ability to navigate and interpret data within client portals, reporting dashboards, and CRM systems.
- Core Competencies: Strong organizational and time management skills with the ability to manage multiple priorities. Excellent communication and presentation skills, capable of engaging with senior-level clients and internal stakeholders. Ability to work both independently and collaboratively in a cross-functional team environment. Client-focused with a commitment to delivering high-quality results.
- Strong organizational and time management skills with the ability to manage multiple priorities.
- Excellent communication and presentation skills, capable of engaging with senior-level clients and internal stakeholders.
- Ability to work both independently and collaboratively in a cross-functional team environment.
- Client-focused with a commitment to delivering high-quality results.
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Director of Partner Acquisition
LINK INVESTMENT MANAGEMENT INCLINK Investment Management provides business solutions for workplace savings programs from our headquarters in Calgary. Our innovative, fully digital, software-as-a-service (SaaS) business solution empowers plan administrators and plan members with simple, affordable, and efficient plan management and investment options. We work directly with companies of all sizes and through channel partners like BMO to create the best solutions at an affordable price. For more information, visit us at www.linkinvestmentmanagement.com.
Role Description As Director of Partner Acquisition, you are LINK’s tip of the spear. Your job is to find, pursue, and close new partner relationships – primarily financial institutions (banks, credit unions), and secondarily advisors (financial, benefits, insurance) and technology providers (adjacent fintech, HRIS) – that license LINK’s platform and bring it to their clients. This is a business development and deal-closing role. You will be directly responsible for generating new Annual Recurring Revenue (ARR) and implementation revenue by selling LINK’s technology into prospective licensees. The successful candidate must be based in Toronto/GTA (Canada's financial centre), but will have the flexibility of working remotely in that area. If you’re a hunter who gets energy from building pipeline and signing deals that move an entire market, keep reading. What You’ll Do - Win New Partners - Own the full partner sales cycle from first conversation to signed agreement, with a relentless focus on closing deals that generate ARR and implementation revenue. - Proactively source and qualify partnership opportunities – prioritizing financial institutions, then advisors and technology providers – to build a continuously growing pipeline of high-value prospects. - Leverage market insights, industry events, and your personal network to open doors at target organizations. - Develop and execute scalable outbound strategies to penetrate new segments and expand LINK’s partner ecosystem across North America and into international markets. - Grow Within Existing Partners - Map large partner organizations to identify new lines of business, divisions, and channels where LINK can expand – for example, landing through a bank’s commercial arm and growing into their wealth advisory or benefits divisions. - Build and execute land-and-expand strategies that turn a single point of entry into a multi-division relationship, driving incremental ARR and implementation revenue. - Develop internal champions within partner organizations who advocate for LINK’s adoption across additional business units. - Negotiate and Structure Deals - Lead negotiations on partnership agreements, commercial terms, and revenue-sharing structures that maximize value for LINK and the partner. - Build compelling business cases and proposals that articulate LINK’s value proposition to prospective partners in their language. - Drive urgency and momentum in the deal cycle to compress time-to-close. - Collaborate Internally - Work closely with the CRO on pipeline strategy, sales planning, and alignment of partner acquisition efforts with LINK’s broader revenue goals. - Leverage the CEO and executive leadership to open senior-level doors and strengthen LINK’s credibility in strategic deal cycles. - Hand off closed partnerships to the VP of Client Success for seamless onboarding and activation of new clients acquired through partner channels. - Work cross-functionally with revenue operations, marketing, and product to optimize go-to-market strategies and accelerate deal flow. Qualifications - A proven track record of sourcing, negotiating, and closing partnership deals that directly drive ARR and implementation revenue. - Demonstrable success selling SaaS technology into financial institutions, advisors, or technology providers. - Experience in fintech and the workplace savings space is required. - Experience in a fast-scaling B2B SaaS organization is required. - Strong tech-enabled sales chops with expertise in tools like HubSpot, Fathom, and Claude AI, and an affinity for pushing sales technology to its limits. - Familiarity with sales methodologies such as MEDDIC, ensuring a structured and disciplined approach to pipeline management and deal execution. - Exceptional negotiation skills and the ability to build trust, create urgency, and influence decision-makers at every level of a partner organization. - Experience working cross-functionally in a dynamic, fast-paced environment to drive strategic outcomes. - Familiarity with Traction EOS is considered an asset. Who You Are - A hunter. You’re energized by prospecting, building pipeline, and closing new business with partners. - A strategic thinker who can spot high-value partner opportunities across segments and translate them into actionable, scalable plans. - Highly competitive and results-driven, with a bias for action and a track record of exceeding targets. - Entrepreneurial and resourceful – capable of navigating complex deal cycles with creativity and resilience. - A strong communicator who can craft persuasive narratives and present confidently to senior partner stakeholders. - Detail-oriented with strong organizational and time management capabilities. 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