Account Coordinator

Private Health Management

1d•$75,000 - $95,000•Remote

About The Position

The Account Coordinator supports Private Health Management’s Account Management team as the company prepares for newly sold business and continued growth. The role takes on administrative and transactional responsibilities that currently sit with Account Executives, helping create capacity for strategic planning and relationship management while maintaining timely, accurate execution. The Account Coordinator also supports smaller revenue-generating PHM clients, developing hands-on account management experience and taking on increasing ownership over time. This is an opportunity for someone early in an account management career, including a recent college graduate, to learn PHM’s business and grow in the role. The position suits someone who can thrive in a fast-moving environment where processes and role boundaries may not be fully defined. The role is remote and requires the employee to live and physically perform all work in the United States.

Requirements

Strong organization and the ability to keep multiple details and priorities moving.
Proactive communication skills, demonstrated through clear and timely follow-through.
Comfort with ambiguity and a willingness to learn quickly.
Strong attention to detail and a commitment to accurate work.

Nice To Haves

Experience or exposure to benefits, insurance, or digital health.

Responsibilities

Take ownership of administrative and transactional work that supports Account Executives and keeps account activity moving efficiently.
Support recurring account needs, including preparation for monthly and quarterly meetings and renewals.
Support smaller revenue-generating PHM clients, ensuring their account needs are addressed accurately and on time.
Build account management skills and client knowledge while taking on increasing ownership as experience grows.
Maintain and improve information in Salesforce and contribute to expanded Salesforce capabilities.
Create reporting that gives Account Executives useful information to manage their work and accounts.
Learn PHM’s account management processes and business quickly, taking on increasing responsibility as knowledge grows.
Navigate inconsistent or undocumented processes and evolving role boundaries with curiosity, initiative, and proactive communication.
Help increase team capacity while maintaining strong turnaround times and accuracy as the business grows.