Lead Account Manager

Jobtailor; Charlotte (NC); On-site; USD 95,000 - 125,000; Full time

Job summary

Jobtailor is seeking an experienced Account Manager to lead enterprise healthcare client relationships in the Charlotte area. You will own the full lifecycle from onboarding to renewals, translate data and insights into clear, actionable recommendations, and drive measurable outcomes for clients.

Collaborating with Sales, Product, Data, and Ops, you will champion client needs, identify risks, mentor teammates, and report to the Chief Commercial Officer. Travel (<25%) is required.

Qualifications

• Bachelor’s degree and 5-7 years relevant work experience in account management, customer success, or client services role, in healthcare; Masters may substitute for up to 2 years
• Strong knowledge of health plan fundamentals and the self-funded employer healthcare landscape, including plan design, healthcare management practices, and the roles of carriers, payers, and/or TPAs, brokers/advisors
• Demonstrated experience managing a portfolio of clients, proactively diagnosing risk signals using qualitative and quantitative data, and recommending clear mitigation plans
• Proven ability to coordinate cross-functional efforts (Product, Data, Ops) to address client needs and ensure consistent delivery of account outcomes
• Experience working with the full lifecycle of customer success post sales (implementation, account management, renewals)
• Demonstrated experience developing and growing relationships with clients, including VP and C-level executives
• Demonstrated experience solving complex problems independently and presenting clear, data-supported recommendations
• Proven ability to plan and execute work across multiple priorities with strong accuracy and follow-through
• Track record of identifying and implementing meaningful improvements to processes, tools, or workflows
• Ability to work autonomously, navigate ambiguity, effectively manage up and across, and welcome feedback
• Experience in healthcare consulting, healthcare analytics, or benefits advisory is nice to have
• Experience with project management tools such as Jira and Confluence is nice to have
• Must be authorized to work in the US without sponsorship

Responsibilities

• Own and manage enterprise and strategic client relationships and delivery of the Wellnecity value proposition through regular client touchpoints, reporting readouts, working sessions, and strategic discussions
• Translate data and insights into clear recommendations to help clients understand implications, make informed decisions, and drive tangible outcomes
• Serve as a trusted advisor, develop understanding of client objectives, establish success plans, and identify ways Wellnecity can achieve client goals
• Champion customer needs internally, identify risks and opportunities, and coordinate resources to resolve complex issues and deliver on priorities
• Partner with Implementation to support onboarding and transition of new clients into account management
• Serve as the primary escalation point for assigned clients, ensuring delivery, coordination, and follow-through
• Own renewal and expansion revenue targets for assigned clients
• Develop relationships with influential client stakeholders, including VP and C-level executives
• Partner with Sales, Product, Data, Technology, and Operations to address client needs and improve customer experience
• Improve processes, tools, and workflows to strengthen client delivery and team effectiveness
• Mentor team members, share best practices, and develop knowledge of Wellnecity solutions and the healthcare landscape
• Report to the Chief Commercial Officer
• Travel periodically for client and firm meetings (<25%)

Skills

Account Management

Client Relationship Development

Healthcare Management Practices

Cross-Functional Coordination

Data-Driven Recommendations

Problem Solving

Autonomy

Communication

Mentoring

Collaboration

Education

Bachelor’s degree

Master’s degree

Tools

Jira

Confluence

Job description

• Own and manage enterprise and strategic client relationships and delivery of the Wellnecity value proposition through regular client touchpoints, reporting readouts, working sessions, and strategic discussions
• Translate data and insights into clear recommendations to help clients understand implications, make informed decisions, and drive tangible outcomes
• Serve as a trusted advisor, develop understanding of client objectives, establish success plans, and identify ways Wellnecity can achieve client goals
• Champion customer needs internally, identify risks and opportunities, and coordinate resources to resolve complex issues and deliver on priorities
• Partner with Implementation to support onboarding and transition of new clients into account management
• Serve as the primary escalation point for assigned clients, ensuring delivery, coordination, and follow-through
• Own renewal and expansion revenue targets for assigned clients
• Develop relationships with influential client stakeholders, including VP and C-level executives
• Partner with Sales, Product, Data, Technology, and Operations to address client needs and improve customer experience
• Improve processes, tools, and workflows to strengthen client delivery and team effectiveness
• Mentor team members, share best practices, and develop knowledge of Wellnecity solutions and the healthcare landscape
• Report to the Chief Commercial Officer
• Travel periodically for client and firm meetings (<25%)

Requirements

• Bachelor’s degree and 5-7 years relevant work experience in account management, customer success, or client services role, in healthcare; Masters may substitute for up to 2 years
• Strong knowledge of health plan fundamentals and the self-funded employer healthcare landscape, including plan design, healthcare management practices, and the roles of carriers, payers, and/or TPAs, brokers/advisors
• Demonstrated experience managing a portfolio of clients, proactively diagnosing risk signals using qualitative and quantitative data, and recommending clear mitigation plans
• Proven ability to coordinate cross-functional efforts (Product, Data, Ops) to address client needs and ensure consistent delivery of account outcomes
• Experience working with the full lifecycle of customer success post sales (implementation, account management, renewals)
• Demonstrated experience developing and growing relationships with clients, including VP and C-level executives
• Demonstrated experience solving complex problems independently and presenting clear, data-supported recommendations
• Proven ability to plan and execute work across multiple priorities with strong accuracy and follow-through
• Track record of identifying and implementing meaningful improvements to processes, tools, or workflows
• Ability to work autonomously, navigate ambiguity, effectively manage up and across, and welcome feedback
• Experience in healthcare consulting, healthcare analytics, or benefits advisory is nice to have
• Experience with project management tools such as Jira and Confluence is nice to have
• Must be authorized to work in the US without sponsorship

Core Competencies

Demonstrates expertise in account management and customer success within the healthcare sector, focusing on client relationship development, strategic planning, and effective problem-solving. Proven ability to coordinate cross-functional teams and drive process improvements to enhance client delivery and satisfaction.

Highest-signal resume keywords

• Account Management
• Client Relationship Development
• Healthcare Management Practices
• Cross-Functional Coordination
• Data-Driven Recommendations

Hard Skills

• Client Services
• Portfolio Management
• Risk Diagnosis
• Process Improvement
• Healthcare Analytics

Soft Skills

• Problem Solving
• Autonomy
• Communication
• Mentoring
• Collaboration

Industry Keywords

• Healthcare Landscape
• Self-Funded Employer Healthcare
• Plan Design
• Carriers
• Payers
• TPAs
• Brokers
• Customer Success Lifecycle

Tools & Technologies

• Jira
• Confluence