Client Service Account - Healthcare Payments - Associate

JPMorganChase; Philadelphia (Philadelphia County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial institution in Philadelphia is seeking a Client Service Account Manager Associate with a focus on healthcare technology. The role involves managing customer relationships, driving solution adoption, and collaborating with internal teams. Candidates should have 3+ years of relevant experience and strong Salesforce proficiency. Competitive salary and comprehensive benefits are offered.

Qualifications

• 3+ years of professional work experience in a customer facing role.
• Excellent people skills and ability to build relationships.
• Experience in Healthcare technology required.
• Experience in Healthcare technology.
• Proficiency in Salesforce Lightning.

Responsibilities

• Serve as the Customer’s primary business contact.
• Identify and build strategic relationships.
• Drive adoption of InstaMed’s solutions across your territory.
• Prepare, deliver and process of customer Orders and Contracts to support expansion of InstaMed solutions, services, and hardware.
• Serve as a customer escalation point and help coordinate internal activities across various departments that result in a successful resolution for the customer.
• Drive adoption of InstaMed’s solutions across your territory by identifying or promoting opportunities where InstaMed can offer value.
• Interface and partner with JP Morgan Bankers and Treasury Management Officers to stay connected on customer relationship across our lines of business.
• Identify joint-sale opportunities with your JP Morgan partners for banking and treasury service products.
• Identify possible risk areas that could impact customer retention or damage the customer relationship.
• Maintain and practice good Salesforce hygiene as it relates to customer account information and sales opportunities and pipeline. Demonstrate a thorough understanding of InstaMed solutions, products and processes.
• Maintain accurate and timely documentation of all activities relevant to the position.

Skills

Customer facing role experience

People skills

Analytical skills

Problem-solving skills

Salesforce proficiency

Education

Bachelor’s Degree or higher

Tools

Salesforce Lightning

Job description

Overview

Client Service Account - Healthcare Payments - Associate. If you are passionate about healthcare technology, supporting the needs of your customers, and have a strong desire to be a client facing strategic account leader, we would love to speak with you about joining our team.

As a Client Service Account Manager Associate in the Relationship Management team, you will be responsible for owning and managing your own book of business, as well as assisting Regional Vice-Presidents with account management and strategic initiatives for some of our largest and most prestigious customers.

Job Responsibilities

• Serve as the Customer’s primary business contact to help facilitate regular business activities that are both strategic and operational.
• Identify and build strategic relationships with operational and executive staff within your assigned accounts to ensure the highest levels of efficient interaction.
• Support Business Development activities which contribute to the achievement of the annual revenue plan including execution of regular Strategic Business Reviews, Strategic Account Plans, Customer Governance Calls and Solution Demonstrations.
• Prepare, deliver and process of customer Orders and Contracts to support expansion of InstaMed solutions, services, and hardware.
• Serve as a customer escalation point and help coordinate internal activities across various departments that result in a successful resolution for the customer.
• Drive adoption of InstaMed’s solutions across your territory by identifying or promoting opportunities where InstaMed can offer value.
• Interface and partner with JP Morgan Bankers and Treasury Management Officers to stay connected on customer relationship across our lines of business.
• Identify joint-sale opportunities with your JP Morgan partners for banking and treasury service products.
• Identify possible risk areas that could impact customer retention or damage the customer relationship.
• Maintain and practice good Salesforce hygiene as it relates to customer account information and sales opportunities and pipeline. Demonstrate a thorough understanding of InstaMed solutions, products and processes.
• Maintain accurate and timely documentation of all activities relevant to the position.

Required Qualifications, Capabilities, And Skills

• 3+ years of professional work experience in a customer facing role.
• Display excellent people skills and ability to build relationships with customers and cross functional departments.
• Demonstrates sound judgment in setting customer expectations and managing sensitive customer situations.
• Influence without direct authority.
• Ensures a learned understanding of InstaMed’s solution suite and articulate our value proposition.
• Displays strong analytical and problem-solving skills.
• Exhibits ability to be detail oriented and comfortable with researching and following written instructions to ensure necessary operational tasks associated with this role are completed timely and accurately.
• Experience in Healthcare technology required.
• Proficiency in Salesforce Lightning.

Preferred Qualifications, Capabilities, And Skills

• Bachelor’s Degree or higher.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.

About The Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.