Field Account Success Manager – Healthcare Access

Comfort Medical, LLC; Raleigh (NC); On-site; USD 85,000 - 95,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Flexible hours

Tuition reimbursement

Job summary

Comfort Medical, LLC is seeking an Account Success Manager who will extend Territory Management and Referral Coordination by supporting healthcare providers, referral sources, and patients throughout the patient access journey.

The role focuses on referral optimization, provider education, and account engagement to improve outcomes. Candidates residing in Durham, Greensboro & Winston-Salem will be considered for this field-based position.

Qualifications

• High school diploma or equivalent required.
• Minimum of one year of experience in healthcare administration, referral management, intake, customer service, patient services, physician office operations, or a related healthcare field.
• Ability to travel throughout an assigned geography and conduct frequent in-person customer visits.
• Strong interpersonal and relationship-building skills.
• Employees in this role are expected to meet healthcare customers in person at their facilities or healthcare systems; therefore, this will require completion of credentialing requirements that meet the access requirements of each healthcare facility or system.
• Valid driver’s license.
• Experience with healthcare providers, referral coordinators, discharge planners, case managers, physician office staff, or other referral sources preferred.
• Experience within the DME/HME or related healthcare industry, including referral management, intake, insurance verification, patient onboarding, reimbursement, or customer service functions preferred.
• Ability to navigate multiple computer systems and CRM platforms.

Responsibilities

• Oversee referrals to facilitate onboarding, insurance verification, and order fulfillment.
• Collaborate with Referral Coordinators, Territory Managers, Customer Service, and Operations to resolve referral, documentation, reimbursement, and patient access barriers.
• Develop and execute a clear and strategic plan to achieve territory sales objectives.
• Engage healthcare providers and office staff as a field-based educational resource on referral requirements and patient onboarding processes.
• Conduct regular in-person visits with healthcare providers and referral sources to strengthen relationships and improve referral conversion.
• Maintain accurate records and activity documentation within company systems.
• Identify opportunities within existing accounts and collaborate with Territory Managers to support implementation and account growth initiatives.
• Meet established quality and productivity standards while supporting departmental goals and continuous improvement initiatives.

Skills

Healthcare administration

Account management

Relationship building

Travel readiness

Independent work

CRM systems

Interpersonal skills

Education

High school diploma or equivalent

Associate's or Bachelor's degree preferred

Tools

CRM platforms

Job description

Comfort Medical, LLC is seeking an Account Success Manager who will extend Territory Management and Referral Coordination by supporting healthcare providers, referral sources, and patients throughout the patient access journey.

The role focuses on referral optimization, provider education, and account engagement to improve outcomes. Candidates residing in Durham, Greensboro & Winston-Salem will be considered for this field-based position.