The Commercial Account Manager (CAM) is the primary sales and relationship liaison between Anatomy and our customers. You will provide direction to our customers related to their technical roadmap and their workstations, servers, storage, and networking, often from multiple vendors. Having a project management mindset is helpful as there are lots of moving parts on a day-to-day basis. In the CAM role you will work with a high volume of clients. You will be tasked with developing a relationship and becoming a trusted advisor to our customers. You will be the face of Anatomy to our customers and in turn be their voice within Anatomy. This position requires a highly motivated team player with excellent interpersonal skills. This position is remote and sits within our commercial team. You will do great things in this role if you are a customer advocate at heart, understand customer health and risk mitigation, aren’t afraid to ask the hard questions, and can ferret out upsell opportunities. If you have a strong background in IT that is even better as often AMs do end up providing consultation to the customers to help them determine what they need to be successful. RESPONSIBILITIES - Develop and maintain executive and departmental relationships with assigned clients. - Perform regular reviews of client agreements to look for opportunities to expand or refresh. - Proactive outreach to customers on a regular basis. - Address and follow up on all client escalated issues. - Monitor customer health and proactively work with internal teams and customers to reduce churn and mitigate accounts identified as at risk or “red”. - Maintain sales forecasts, key contacts & roles, account notes, and other related documentation in Salesforce for all assigned accounts. - Proactively work to quickly close any reactive tickets assigned to CAM from ConnectWise (ticketing system). - Have visibility into the support status of each account and assist as required for any high-profile issues. - Have visibility into the accounts receivable status of each account and assist where needed for any delinquencies. - Attain the annual sales quota established for your defined set of clients. - Role is quota based so CAM will actively be looking for ways to drive success and expansion within existing customer base. - Develop and present project, service, and product quotes to clients. - Provide a consultative approach to your customer relationships with an eye on upsell and expansion opportunities. - Keep an eye on expiration of any software and hardware for your customer and recommend replacements. - This is an entry level role where you will own a book of business and work with a high volume of customers. EDUCATION & EXPERTISE - Solid customer service and organizational skills - 4-year bachelor’s degree from an accredited institution - 2 – 3 years’ work experience in an account management role, commercial sales, project management role or related role - High-level understanding of business technology; good technical acumen - Ability to navigate difficult customers and situations - Travel to client sites 10% - Presenting proposals; strong written and verbal communication - Customer-first approach - Active approach to solving problems and receiving feedback - Strong work ethic - Salesforce experience a plus - ConnectWise experience a plus WHY ANATOMY IT? Anatomy IT embraces those that demonstrate a deep passion for solving the problems of healthcare with enthusiasm for building positive working relationships and winning as a team. We believe in putting our customers first, empowering our people to drive growth, being technologically innovative, simplifying the complex, delivering results to our commitments with a sense of urgency while embracing diversity, equity, and inclusion. THE COMPANY Anatomy IT helps healthcare providers deliver exceptional patient care through technology and cybersecurity solutions. With 30+ years of experience, we understand healthcare organizations' unique risks, opportunities, and challenges. Anatomy IT is one of the largest and fastest-growing healthcare IT companies, partnering with over 19,000 providers and healthcare staff nationwide, including ASCs, physician groups and hospitals. BENEFITS We love collaborating and working together as a team. Our benefits include healthcare (medical, dental & vision), 401K fund contribution, paid-time-off, short & long-term disability, and a family atmosphere of caring and concern for each team member. EQUAL OPPORTUNITY EMPLOYER We are proud to be an equal opportunity employer – and celebrate our employees' differences regardless of race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, or Veteran status. Different makes us better. **The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be a comprehensive list of all the responsibilities and skills required of employees.

• Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations • Introduces solutions to clients in building and strengthening an effective portfolio • Works closely with Case Manager on the on-boarding and retention of clients • Identifies cross-sell opportunities • Maximizes client experience by proactive sharing markets updates, trend and intelligence • Drives innovation in the solutions we provide clients • Networks with clients to identify avenues for new business opportunities • Ensures compliance with regulatory requirements and Citi's policies / guidelines

• Serve as primary client contact: Act as the main point of contact for assigned clients, responding promptly to inquiries and providing creative solutions that meet client needs. • Monitor service delivery: Track and manage service levels to ensure timely issue resolution, compliance, and adherence to contractual commitments. • Prepare client reporting: Develop and deliver standard and custom client reports covering claims, utilization, and other key metrics for client review. • Coordinate internal resources: Partner with cross-functional teams across claims, eligibility, and compliance to meet client needs and deliver seamless service. • Support strategic initiatives: Assist with renewals, plan changes, and strategic initiatives while supporting delivery of QBRs and renewal processes. • Maintain documentation: Keep accurate client records, communication logs, and CRM system entries to ensure continuity and accountability. • Escalate appropriately: Identify and escalate complex issues to Strategic Account Executive or Director when client needs exceed standard resolution pathways. • Support client onboarding: Assist with new client onboarding and internal system setup to ensure smooth transitions. • Stay regulatory-informed: Maintain knowledge of regulatory issues affecting benefit plans and proactively update clients when requirements change. • Develop product expertise: Build thorough knowledge of Personify Health benefit-related products through ongoing training and product updates.

• Own complex client service delivery: Manage day-to-day service for high-priority and complex existing accounts, ensuring superior service delivery and proactive issue resolution. • Monitor and strategize proactively: Track performance metrics, identify potential service issues or trends early, and develop engagement strategies in collaboration with Strategic Account Executives. • Lead client relationships: Maintain comprehensive knowledge of client expectations and goals to effectively present information, respond to questions, and follow up on inquiries with authority. • Drive client meetings: Lead client meetings and present performance data, reports, and strategic recommendations that demonstrate value and identify opportunities. • Partner on implementation: Collaborate with Implementation team to ensure successful onboarding for new clients transitioning into your portfolio. • Serve as client advocate: Act as customer advocate within Personify Health, partnering with internal departments to develop, implement, and drive strategies that meet requirements and enhance offerings. • Collaborate strategically: Work closely with Strategic Account Executive on strategic planning, growth opportunities, and year-round client program plans. • Mentor team members: Guide and support junior Account Managers, serving as knowledge resource and helping build their capabilities. • Manage escalations: Handle complex escalations and serve as liaison between clients, internal departments, and leadership for issue resolution. • Maintain client management systems: Keep internal tools current (Gainsight, Salesforce, Confluence, Jira) and serve as subject matter expert responsible for training clients on tool utilization. • Coordinate cross-functionally: Partner with project management, configuration teams, business analysts, and other personnel to ensure timely and successful delivery of all program components. • Drive continuous improvement: Contribute to ongoing enhancement of account management processes while documenting and acting on client feedback.