Strategic Account Executive — Client Growth & Benefits

OneDigital; United States; Remote; USD 85,000 - 90,000; Full time

Job summary

OneDigital is seeking a Strategic Account Executive to manage client relationships and drive account maintenance across our book of business. This role emphasizes building trusted advisor relationships with client and broker contacts, assessing needs, and delivering proactive solutions.

You will collaborate with internal teams and PBMs, coordinate meetings, and guide implementations while monitoring performance and identifying savings opportunities. Travel is minimal.

Qualifications

• Experience managing client relationships and account maintenance.
• Ability to assess customer needs and provide solutions.
• Experience coordinating with vendors and internal teams.
• Strong communication and presentation skills.
• Ability to work with PBMs and understand benefits design.

Responsibilities

• Manage client book of business and foster relationships with client or broker contacts.
• Proactively assess and validate customer needs.
• Coordinate with coworkers and vendor contacts to resolve client questions.
• Attend onsite or webinar meetings with client, broker or PBM.
• Escalate issues with PBMs as needed.
• Analyze plan performance quarterly and suggest benefit design edits.
• Manage PBM implementation timelines and member communications.
• Oversee client communications for new implementations or changes.
• Validate PBM benefit configuration testing results.
• Review claims post-go-live for new implementations or changes.
• Maintain client folders, CRM, and meeting minutes.
• Ad-hoc support for internal projects.
• Manage RFP prescreening and finalist meetings.
• Review quarterly newsletters to clients.
• Attend prospect calls and present service overview.
• Minimal travel.

Skills

Client management

Relationship building

Needs assessment

Cross-functional collaboration

Presentation skills

Project coordination

Sales mindset

Time management

Job description

OneDigital is seeking a Strategic Account Executive to manage client relationships and drive account maintenance across our book of business. This role emphasizes building trusted advisor relationships with client and broker contacts, assessing needs, and delivering proactive solutions.

You will collaborate with internal teams and PBMs, coordinate meetings, and guide implementations while monitoring performance and identifying savings opportunities. Travel is minimal.