Associate Director, Client Services - Account Executive

Transformcap; United States; Hybrid; USD 136,400 - 190,000; Full time

Job summary

Judi Health in New York, NY is seeking an Associate Director, Client Services - Account Executive to oversee planning, execution, issue resolution, and day-to-day account functions for a high-profile PBM client portfolio.

You will lead and develop account executives, collaborate with internal Judi Health teams, and support onboarding and SOP development to operate efficiently and at scale in accordance with Judi Health policies.

Qualifications

• Undergraduate bachelor’s degree with strong academic performance.
• 5+ years in PBM/health plan or healthcare consulting.
• Track record of building trusting internal and external relationships.
• Track record of leading cross-functional initiatives, driving high performance, meeting deadlines, and executing on deliverables.
• Experience working with structured and unstructured data.
• Ability to travel up to 25%.

Responsibilities

• Supervise and support a team of account executives to ensure client satisfaction, retention, and performance.
• Support clients in a leadership capacity, focusing on escalation management and relationship development.
• Manage high profile but limited client book.
• Conduct regular team meetings to align goals, share updates, and address challenges.
• Mentor and develop team members to enhance PBM services knowledge and skills.
• Handle escalations and provide strategic guidance to resolve client issues efficiently.
• Serve as the point of contact for key clients and foster long-term relationships.
• Lead team in account executives to ensure proactive client communication.
• Support onboarding and SOP development for PBM services.
• Proactively address client concerns and ensure quick resolutions.
• Coordinate between clients and internal teams to manage escalations and industry trend sharing.

Skills

PBM experience

Relationship management

Cross-functional leadership

Communication skills

Time management

Education

Bachelor's degree

Tools

Tableau

PowerBI

Qlik Sense

Excel

Job description

About Judi Health

Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including:

• Judi Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers,
• Judi Health™, which offers full-service health benefit management solutions to employers, TPAs, and health plans, and
• Judi®, the industry’s leading proprietary Enterprise Health Platform (EHP), which consolidates all claim administration-related workflows in one scalable, secure platform.

Together with our clients, we’re rebuilding trust in healthcare in the U.S. and deploying the infrastructure we need for the care we deserve. To learn more, visit www.judi.health.

Location: Hybrid (Local to NYC, CLT or Denver)

Position Overview:

The Associate Director, Client Services - Account Executive is responsible for managing the planning, execution, issue resolution and day to day account executive functions of an assigned high profile but limited client portfolio and team to ensure ongoing client satisfaction in the Pharmacy Benefit Management (PBM) market segment including Employer Groups, Public Entities, and Labor/Union.

Additionally, this position will lead and collaborate with internal Judi Health teams/departments on the development of standard operating procedures and best practices in support of Account Executives and PBM Services Account Management needs to operate efficiently and at scale in accordance with the policies and practices of Judi Health.

This position manages Account Executives and may include other designated members of the PBM Account Management Team (i.e. Subject Matter Specialist, PBM Services). This position reports to Director or Senior Director-level supervisors in the PBM vertical.

Position Responsibilities:

• Supervise and support a team of account executives to ensure client satisfaction, retention, and performance.
• Support clients in a leadership capacity, focusing on escalation management and relationship development.
• Manage high profile but limited client book.
• Conduct regular team meetings to align goals, share updates, and address challenges.
• Mentor and develop team members to enhance their skills and knowledge in PBM services, including but not limited to overall pharmacy strategy, financial performance, contract management, etc.
• Handle escalations and provide strategic guidance to resolve client issues efficiently.
• Serve as the point of contact for key clients, fostering strong, long-term relationships.
• Lead team in the form of account executives to ensure proactive and effective communication with clients.
• Support implementation teams with client onboarding, ensuring a smooth transition and clear understanding of PBM services.
• Proactively address client concerns, ensuring quick and effective resolution of issues.
• Act as a liaison between clients and internal teams to manage escalations and resolve conflicts.Stay updated on industry trends and regulations, sharing knowledge with the team.
• Implement process enhancements to optimize service delivery and efficiency.
• Help build and develop job aids, policies and procedures, and standard operating procedures for the client account management team.
• Support creation and provide guidance on client-ready content for quarterly business reviews, strategic reviews, renewals, finalist presentations, and other client needs.
• Support broader account management and sales leadership support strategic client planning, reviews, renewals, finalist presentations, and key client discussions.
• Responsible for adherence to the Judi Rx Code of Conduct, including reporting of noncompliance.

Required Qualifications:

• Undergraduate bachelor’s degree, with record of strong academic performance
• 5+ years of proven experience in PBM / health plan, benefits consulting, healthcare industry
• Track record of building trusting internal and external relationships
• Track record of leading cross-functional initiatives, driving high performance, meeting deadlines, and executing on deliverables
• Experience working with structured and unstructured data
• Proficient in Microsoft Office, particularly Excel
• Experience working with data analytical platforms such as Tableau, PowerBI, Qlik-Sense a plus
• Ability to balance multiple complex projects simultaneously
• Exceptional written and verbal communication skills
• Extremely flexible, highly organized, and able to shift priorities easily
• Attention to detail & commitment to delivering high quality work product
• Ability to travel, not to exceed 25%

Preferred Qualifications:

• 3+ years of people management experience

New York, NY Salary Range: $163,600 — $190,000 USD

Denver, CO Salary Range: $150,000 — $187,500 USD

Charlotte, NC Salary Range: $136,400 — $179,500 USD

All employees are responsible for adherence to the Judi Health Code of Conduct including the reporting of non-compliance. This position description is designed to be flexible, allowing management the opportunity to assign or reassign duties and responsibilities as needed to best meet organizational goals.

We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

By submitting an application, you agree to the retention of your personal data for consideration for a future position at Judi Health. More details about Judi Health's privacy practices can be found at https://www.judi.health/legal/privacy-policy.