Account Specialist

SmithRx; Plano (TX); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) Retirement Savings Program

Paid time off

Parental leave

Job summary

SmithRx is seeking an Account Specialist in Plano, TX to ensure post‑sale success and client satisfaction for PBM clients. You will partner with the Account Management team, supporting implementation kick‑offs and maintaining the client success plan, with a focus on data-driven client outcomes.

You will collaborate with cross‑functional teams to resolve issues, manage multiple client priorities, and communicate complex data to executives.

Qualifications

• 2-3 years operational or customer service experience in PBM/healthcare
• Proficient in Excel, Word, PowerPoint
• Ability to manage multiple tasks and priorities
• Ability to communicate complex data and member scenarios
• Detail-oriented, self-motivated with growth mindset
• Experience working with Director to C-suite executives

Responsibilities

• Act as a designated support resource for assigned Account Managers
• Be part of a designated account team for specific key clients
• Work directly with clients on outstanding client and member items
• Compile and present outstanding client and member items during meetings
• Complete reporting and data requirements based on client and team needs
• Troubleshoot escalated items related to claims, eligibility, and account maintenance
• Complete data audit requests
• Support ad-hoc projects assigned by leaders
• Collaborate with cross-functional internal teams for client issue resolution
• Engage to creatively find solutions to client and team needs

Skills

Customer service

Communication of data

Attention to detail

Cross-functional teamwork

Organizational skills

Tools

Microsoft Office

Excel

PowerPoint

Word

Job description

SmithRx is a rapidly growing, venture‑backed Health‑Tech company. Our mission is to disrupt the expensive and inefficient Pharmacy Benefit Management (PBM) sector by building a next‑generation drug acquisition platform driven by cutting edge technology, innovative cost‑saving tools, and best‑in‑class customer service. With hundreds of thousands of members onboarded since 2016, SmithRx has a solution that is resonating with clients all across the country.

We pride ourselves on our mission‑driven and collaborative culture that inspires our employees to do their best work. We believe that the U.S. healthcare system is in need of transformation, and we come to work each day dedicated to making that change a reality. At our core, we are guided by our company values:

• Integrity: Our purpose guides our actions and gives us confidence in the path ahead. With unwavering honesty and dependability, we embrace the pressure of challenging the old and exemplify ethical leadership to create the new.
• Courage: We face continuous challenges with grit and resilience. We embrace the discomfort of the unknown by balancing autonomy with empathy, and ownership with vulnerability. We boldly challenge the status quo to keep moving forward—always.
• Together: The success of SmithRx reflects the strength of our partnerships and the commitment of our team. Our shared values bind us together and make us one. When one falls, we all fall; when one rises, we all rise.

Job Summary

The Customer Success Team is focused on helping SmithRx’s clients derive the full value of their PBM services. We build and manage effective relationships with our customers’ operational leadership, communicating the value of our services in the context of customers’ business goals with the goal of retaining high performing, satisfied customers. We identify risks to client satisfaction proactively and collaborate across product and operational lines to tenaciously pursue solutions and advocate for our clients.

As an Account Specialist, you will be responsible for ensuring the complete post‑sale success and satisfaction of SmithRx customers. You will bring strong industry and product knowledge and serve as a trusted partner to the Account Management team in support of your client’s operational leadership. The Account Coordinator begins involvement with their client at implementation kick‑off and is responsible for supporting the development and maintenance of the client success plan.

What you will do

• Act as a designated support resource for assigned Account Managers
• Act as a part of a designated account team for specific key clients
• Responsible for working directly with clients on outstanding client and member items
• Responsible for compiling and presenting outstanding client and member items during internal and external meetings
• Complete reporting and data requirements based on client and team needs
• Responsible for troubleshooting escalated items related to claims, eligibility, and general account maintenance
• Responsible for completing data audit requests
• Support ad‑hoc projects assigned by leaders
• Collaborate with cross‑functional internal teams for client issue resolution
• Engage to creatively and appropriately find solutions to client and team needs

What you will bring to SmithRx

• 2-3 years operational or customer service/support experience in the PBM or health care industries
• Microsoft Office experience: strong with Excel, Word, PowerPoint
• Ability to effectively manage several tasks and competing priorities
• Ability to communicate and articulate complex data, member scenarios effectively
• Strong attention to detail
• Self‑starter and self‑motivator
• Positive, growth mindset
• Ability to work well with cross functional teams and clients
• Ability to handle and work with ambiguous instructions
• Prior experience working directly with Director to C suite level executives

What SmithRx Offers You

• Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance and AD&D Insurance
• Flexible Spending Benefits
• 401(k) Retirement Savings Program
• Short‑term and long‑term disability
• Discretionary Paid Time Off
• Paid Company Holidays
• Wellness Benefits
• Commuter Benefits
• Paid Parental Leave benefits
• Employee Assistance Program (EAP)
• Well‑stocked kitchen in office locations
• Professional development and training opportunities

Compensation & Benefits

• Base Salary: The range listed above reflects our standard pay scale and actual pay will vary based on work location, job level, job‑related knowledge, skills, and experience.
• Total Rewards: In addition to base pay, this role may be eligible for bonuses, commissions, or equity. SmithRx offers a variety of benefits to help you live well, including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance and 401(k).

Individual offers are tailored to your geography, experience, skills, and education. Your recruiter can share more specific details during the hiring process. In the meantime, feel free to explore our comprehensive benefits here.