Strategic Account Executive - Remote

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

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot.Your best life awaits.

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Our Newest Opportunity:

The Strategic Account Executive is responsible for managing client interactions and account maintenance inclusive of the following responsibilities:

• Manage client book of business with emphasis placed on building and fostering relationships with client or broker contacts through quality service delivery

• Proactively assesses, clarifies and validates customer needs on an ongoing basis

• Collaborate with co-workers and vendor contacts to assist with resolving client concerns or questions on a timely basis

• Attend and coordinate onsite or webinar meetings with client, broker or PBM for prescreening, finalist meetings, market results, quarterly reviews, implementation meetings or ad-hoc

• Escalate any client or broker issues with PBMs

• Analyze plan performance on a quarterly basis and provide recommendations on benefit design edits or savings opportunities

• Manage the implementation timeline with PBM to ensure all tasks are completed on schedule including member communications, eligibility, accumulator and other transition files

• Oversee member communication process for new implementations or benefit changes including drafting, editing and mailing coordination with the PBM

• Validate testing results of PBM benefit configuration to ensure accuracy

• Review claims post go live for new implementations or benefit changes

• Maintain internal documentation and systems for clients, meeting minutes, action logs, CRM and continuous organization of information contained within client folders

• Ad-hoc assistance for various internal projects and process improvements

• Manage RFP prescreening process to onboard new clients, coordinate RFP results meeting(s) and finalist meetings

• Review quarterly newsletters/communications to client contacts

• Attend prospect calls and present service overview

• Minimal Travel

The typical base pay range for this role nationwide is $85,000 to $90,000 per year.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

City and County of San Francisco

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

This posting will remain live while OneDigital is actively accepting applications. Once candidates have been selected, the posting will be removed.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

Thank you for your interest in joining the OneDigital team!