Field Account Manager

Thatch; San Francisco (CA); Hybrid; USD 80,000 - 100,000; Full time

Job summary

Thatch is looking for a Field Account Manager to support customers through onsite meetings and educational sessions. This role involves partnering with account managers and providing proactive customer service and education to enhance the customer experience.

Key responsibilities include leading employer programs, coordinating customer events, and advocating for customer feedback. The ideal candidate has 4+ years in customer-facing roles, strong communication skills, and a willingness to travel approximately 50% of the time during open enrollment season.

Qualifications

• 4+ years of experience in customer-facing roles.
• Exceptional communication and presentation skills.
• Strong organizational skills and attention to detail.
• Ability to navigate ambiguity and solve problems.

Responsibilities

• Deliver onsite support, employee education, and enrollment assistance for customers.
• Lead employer-facing programs including open enrollment sessions.
• Partner with Account Managers to deepen customer relationships.
• Coordinate and execute customer onsite events.
• Act as a customer advocate for feedback and improvements.

Skills

Customer success experience

Communication skills

Organizational skills

Problem-solving ability

Bilingual in Spanish and English

Job description

About the role

As our customer base grows, so does the complexity of supporting employers, brokers, and members through the moments that matter most in their Thatch journey. The Field Account Manager (FAM) is a critical part of how we deliver on that promise — bringing high-quality, in-person support to customers and enabling proactive, ongoing education and enablement.

Rather than owning a named book of business, Field Account Managers operate within an account team model, partnering closely with Account Managers and Implementation Managers to enable customers and add value more widely. In practice, that might mean leading an onsite open enrollment meeting for a mid-market employer one week, hosting a webinar series the next, and helping prepare renewal materials and customer insights in between.

The role blends relationship building, customer education, operational execution, and cross‑functional advocacy – and it's well‑suited for someone who thrives in front of customers, moves comfortably between priorities, and wants to help shape how a high‑growth company scales its customer experience.

What you'll do

• Serve as an extension of the Account Management and Implementation teams by delivering onsite support, employee education, and enrollment assistance for customers across a designated region.
• Lead employer‑facing programs including open enrollment sessions, Thatch platform training, product webinars, office hours, and other engagement initiatives focused on renewals, product roadmap, and other relevant topics such as compliance and Thatch Marketplace.
• Partner with Account Managers to deepen customer relationships by gathering insights, identifying opportunities and risks, supporting business reviews, and helping execute strategic account plans.
• Coordinate and execute customer onsite events end‑to‑end, including travel logistics, stakeholder alignment, presentation delivery, and post‑event follow‑up.
• Act as a customer advocate by surfacing feedback, identifying recurring themes, and partnering cross‑functionally with Product, Operations, and Support to drive improvements to the customer experience.

Background we're looking for

• 4+ years of experience in benefits consulting, customer success, support or a related customer‑facing role; an active broker license and fluency in plan advising is a strong plus.
• Exceptional communication and presentation skills, with the ability to build trust and engage audiences ranging from frontline employees to HR leaders and executives.
• Strong organizational skills and attention to detail, with experience managing multiple priorities and customer engagements simultaneously.
• Demonstrated ability to navigate ambiguity, solve problems independently, and operate effectively in a fast‑paced environment.
• Willingness to travel regularly within a designated region to support customer meetings, open enrollment events, and company initiatives.
• Comfort analyzing customer data, preparing reporting, and translating insights into actionable recommendations that improve customer outcomes.

Experience we'd be particularly excited about

• Bilingual in Spanish and English strongly preferred

Travel Expectations

• 50%+ travel during annual open enrollment season (Q4)

What to expect

We interview rigorously based on integrity, talent, and drive; the trust we display in our teammates from day 1 is a reflection of the confidence we have in this process. We aim to evaluate the things you’ll be doing every day as best we can, and we move quickly. Here's what to expect:

• 30 minute video meeting to talk through your background and interest in Thatch
• 30 minute video meeting with the hiring manager to dive deeper into your experience and the role
• 30 minute video meeting to meet 2-3 members of the team
• 30 minute video meeting with the department leadership and one of our founders to discuss your approach to culture and our operating principles

About Thatch

We’re a fully distributed early stage company using technology to change the way America does healthcare. We’re a happy, friendly, high‑velocity team. You can read more on Thatch here.