Strategic Account & Client Success Lead

The Alliance; Madison (WI); On-site; USD 70,000 - 110,000; Full time

Job summary

The Alliance seeks a dedicated Account Manager to lead strategic account plans, nurture trusted advisor relationships with employer groups, and serve as the primary contact for assigned accounts. You will coordinate issue resolution with internal teams and document insights in the CRM to drive client success.

You will collaborate across departments to deliver exceptional client service, support retention goals, and contribute to data-driven guidance for healthcare benefit programs.

Qualifications

• Develop, execute, and refine strategic account plans for an assigned book of business.
• Build trusted advisor relationships with employer groups by understanding their healthcare needs.
• Lead and coordinate Quarterly Business Reviews (QBRs) with clients.

Responsibilities

• Develop, execute, and refine strategic account plans for an assigned book of business to meet or exceed client retention goals.
• Build trusted advisor relationships with employer groups by understanding their evolving business and healthcare benefit needs.
• Serve as the primary point of contact for assigned accounts, ensuring high-quality client experience and coordinating timely resolution of operational issues with internal teams.
• Document account activities, opportunities, and client insights in the CRM.

Skills

Strategic account planning

Relationship building

CRM usage

Client communication

Tools

CRM system

Job description

The Alliance seeks a dedicated Account Manager to lead strategic account plans, nurture trusted advisor relationships with employer groups, and serve as the primary contact for assigned accounts. You will coordinate issue resolution with internal teams and document insights in the CRM to drive client success.

You will collaborate across departments to deliver exceptional client service, support retention goals, and contribute to data-driven guidance for healthcare benefit programs.