• The Patient Account Representative is responsible for working accounts to ensure they are resolved in a timely manner. • Representative will need to effectively follow-up on claim submission, remittance review for insurance collections, create and pursue disputed balances from both government and non-government entities. • Perform duties as assigned in a professional demeanor, which includes interacting with insurance plans, patients, physicians, attorneys and team members as needed. • Basic computer skills to navigate through the various system applications provided for additional resources in determining account actions • Access payer websites and discern pertinent data to resolve accounts • Document clear and concise notes in the patient accounting system regarding claim status and any actions taken on an account • Maintain department daily productivity goals in completing a set number of accounts while also meeting quality standards as determined by leadership • Researches each account using company patient accounting applications and internet resources that are made available.

Role Description This role offers the opportunity to build and deepen strategic client relationships within the financial services sector, specifically focusing on credit unions. You will serve as a trusted advisor, guiding clients through solution selection, implementation, and long-term optimization. The position combines client-facing engagement with internal collaboration, driving measurable business outcomes. You will be responsible for managing a portfolio of strategic accounts, identifying growth opportunities, and ensuring clients achieve maximum value from their investments. This is a dynamic, results-driven environment where strong relationship management and strategic thinking are critical to success. - Manage and nurture a portfolio of strategic client accounts, ensuring high satisfaction and long-term loyalty. - Serve as the primary liaison between clients and internal teams, coordinating support and ensuring seamless execution of projects. - Drive growth through multi-year renewals, upselling, and cross-selling solutions aligned with clients’ evolving business goals. - Educate clients on relevant products and services, providing data-driven insights and recommendations. - Collaborate with internal stakeholders, including consulting, client success, product, and operations teams, to deliver measurable outcomes. - Develop and execute strategic account plans, presenting insights and best practices to senior executives. - Negotiate complex contracts and manage pipeline, forecasting, and revenue tracking to meet sales targets. Qualifications - BS/BA or equivalent professional experience. - 5+ years of experience in sales or client management within financial services, data, or software sectors. - Proven ability to manage complex, mature, and growing strategic client relationships. - Strong knowledge of data and analytics solutions and the broader financial services ecosystem. - Excellent communication and presentation skills, with the ability to influence senior executives. - Demonstrated success in meeting or exceeding sales and growth targets. - Customer-focused mindset with strong problem-solving, negotiation, and relationship-building skills. - Willingness and ability to travel as required. Benefits - Competitive base salary and bonus plan. - Comprehensive benefits, including medical, dental, vision, and 401(k) matching. - Fully remote work environment with flexible time off policies, including vacation, sick leave, volunteer time, and 12 paid holidays. - Opportunities for professional development and career growth. - Inclusive and supportive workplace culture, emphasizing wellness, recognition, collaboration, and diversity, equity, and inclusion initiatives. Company Description

• Support and assist Medialine account managers and external partners with the aforementioned products at customer sites • Present products to partners, customers, and at events • Maintain and follow up on sales opportunities and the lead pipeline • Prepare proposals in coordination with PreSales • Discuss proposals with partners and customers • Expand and manage partner and customer relationships

• You will have the opportunity to work with some of the biggest US and global brands, and as the quarterback of your accounts, you will be behind the plays when it comes to account development and growth strategy. • As the main point of contact, you will build strong relationships with clients, through regular face-to-face meetings, including communication via phone, video, and email. • Maintain clear, concise and timely communication in regards to all customer requests. • Be an expert on all things RTB House, maintaining in-depth knowledge of all products and services. • Run point on ad campaign launches, guiding customers through the process while managing communication across all teams internally. • Provide regular reporting and updates on campaign performance, including QBR presentations.