Expense Advisor

Socket.dev; Montvale (NJ); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) with company match

Flexible PTO

Job summary

Prime Source Expense Experts, a Buyers Edge Platform brand, seeks an experienced Expense Advisor to manage a portfolio of healthcare client accounts and drive revenue growth through proactive engagement and strategic account planning.

You will work with cross-functional teams to implement cost-saving initiatives, onboard new clients, and maintain strong client relationships across post-acute care facilities. A consultative selling approach and CRM proficiency are essential.

Qualifications

• 3-5 years of experience in account management, customer success, business development, healthcare services, group purchasing, expense management, consulting, or a related field
• Proven ability to manage and grow existing customer relationships
• Strong consultative selling and relationship management skills
• Experience managing multiple accounts and priorities simultaneously
• Excellent verbal, written, and presentation communication skills
• Self-motivated with strong organizational and follow-up abilities
• Proficiency with CRM platforms and Microsoft Office Suite
• Bachelor’s degree preferred but not required with relevant experience

Responsibilities

• Manage and grow a portfolio of existing client accounts
• Develop strong relationships with key decision-makers and stakeholders within customer organizations
• Conduct regular account reviews to identify opportunities for additional savings, operational efficiencies, and new service offerings
• Successfully onboard and transition new clients generated by the lead generation team
• Coordinate with internal teams and vendor partners to implement solutions and resolve customer concerns
• Identify cross-sell and upsell opportunities across Prime Source’s service offerings and partner network
• Track account activity, opportunities, and client interactions within CRM systems
• Support contract renewals and assist with customer retention initiatives
• Monitor client spend trends and provide strategic recommendations to improve financial performance
• Represent Prime Source professionally during customer meetings, presentations, and industry events

Skills

Account management

Customer success

Business development

Healthcare services

Group purchasing

Expense management

Consulting

CRM platforms

Relationship management

Education

Bachelor’s degree preferred

Tools

Microsoft Office

CRM platforms

Job description

Prime Source is seeking an experienced Expense Advisor to support the growth and retention of our client base. This role is responsible for managing existing customer relationships, identifying opportunities to increase client engagement and savings, and successfully onboarding and developing new business opportunities generated by our lead generation team. The ideal candidate is a consultative relationship builder who can effectively manage a portfolio of accounts while driving revenue growth through proactive client engagement, strategic account planning, and execution of expense management initiatives.

We are unable to offer work sponsorship for this role.

Who we are:

Prime Source Expense Experts, a Buyers Edge Platform brand, is a national GPO consulting firm helping post-acute care facilities — skilled nursing, assisted living, and rehabilitation centers, reduce costs and optimize vendor relationships across every operational category. We are growing rapidly and building out a dedicated Purchasing Department to match the scale of our member network. Buyers Edge Platform is a leading digital procurement network and solutions provider for the foodservice industry, delivering savings, insights, and technology that help operators, distributors, and manufacturers succeed. Through its portfolio of solutions—including Digital Procurement Network, Fresh Services, Software Solutions, and Supply Chain Management—Buyers Edge is reshaping how the foodservice industry connects and thrives. At the heart of our work is a culture built on a passion for collaboration, technology, and helping foodservice business succeed.

Your Impact:

• Manage and grow a portfolio of existing client accounts
• Develop strong relationships with key decision-makers and stakeholders within customer organizations
• Conduct regular account reviews to identify opportunities for additional savings, operational efficiencies, and new service offerings
• Successfully onboard and transition new clients generated by the lead generation team. Maintain consistent communication with clients to ensure satisfaction, retention, and long-term partnership growth
• Coordinate with internal teams and vendor partners to implement solutions and resolve customer concerns
• Identify cross-sell and upsell opportunities across Prime Source’s service offerings and partner network
• Track account activity, opportunities, and client interactions within CRM systems.
• Support contract renewals and assist with customer retention initiatives
• Monitor client spend trends and provide strategic recommendations to improve financial performance
• Represent Prime Source professionally during customer meetings, presentations, and industry events

About you:

Required

• 3-5 years of experience in account management, customer success, business development, healthcare services, group purchasing, expense management, consulting, or a related fieldProven ability to manage and grow existing customer relationships
• Strong consultative selling and relationship management skills
• Experience managing multiple accounts and priorities simultaneously
• Excellent verbal, written, and presentation communication skills
• Self-motivated with strong organizational and follow-up abilities
• Proficiency with CRM platforms and Microsoft Office Suite
• Bachelor’s degree preferred but not required with relevant experience

Preferred

• 3-5 years of experience in account management, customer success, business development, healthcare services, group purchasing, expense management, consulting, or a related fieldProven ability to manage and grow existing customer relationships
• Strong consultative selling and relationship management skills
• Experience managing multiple accounts and priorities simultaneously
• Excellent verbal, written, and presentation communication skills
• Self-motivated with strong organizational and follow-up abilities
• Proficiency with CRM platforms and Microsoft Office Suite
• Bachelor’s degree preferred but not required with relevant experience

Not sure you meet every qualification? Studies show that diverse applicants often hesitate to apply unless they check every box. At Buyers Edge Platform, we value authenticity and inclusion—if you're excited about the role, we encourage you to apply. You might be exactly who we’re looking for!

What's in this for you:

• Great benefits from day one. We offer medical, dental, vision, FSA, company-paid life insurance, and more—plus a 401(k) with company match.
• Grow with us. Enjoy strong training, development, and competitive pay.
• Work-life balance. Our flexible PTO policy lets you take time when you need it—no accrual required.

We welcome all.

We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.