Account Manager

Expion Health

20h•Remote

About The Position

The Account Manager supports day‑to‑day client success, managing relationships, and coordinating delivery. This role assists with client onboarding, oversees project execution, and provides ongoing support with strong operational discipline. Accountable for client satisfaction and retention, the Account Manager proactively identifies opportunities to enhance performance and partners closely with internal teams to align resources, resolve issues, and deliver insights that advance client goals.

Requirements

Bachelor's degree in Business, Healthcare Management, or a related field
3–5 years of experience in PBM, account management, client services, or project management
Proven ability to build trust-based client relationships and serve as a reliable point of contact
Demonstrated strength in managing multiple priorities, driving projects to completion, and maintaining high-quality execution
Experience leading client onboarding or implementation processes
Proficiency with CRM platforms (e.g., Salesforce) and ability to leverage tools, processes, and data to manage work effectively
Strong communication and presentation skills with a client‑focused, proactive approach
Effective problem‑solving skills with the ability to anticipate issues and drive resolution
Ability to work both independently and collaboratively across cross‑functional teams
High level of discretion and ability to maintain confidentiality
Strong listening skills and commitment to continuous learning
Proactive mindset with initiative to move work forward with minimal oversight
Ability to navigate ambiguity, adapt to change, and contribute to a nimble, high‑performing team

Nice To Haves

Experience using analytics to generate insights that support client goals
Background in process improvement, operational efficiency, or risk mitigation
Familiarity with project management methodologies or tools
Ability to translate complex information into clear, actionable insights for diverse audiences
Demonstrated operational discipline, including consistent use of systems, documentation, and structured workflows
Strong relationship‑building instincts and the ability to foster credibility with clients and internal partners
Highly resourceful, self‑motivated, and effective in a remote work environment

Responsibilities

Serve as the primary point of contact for client inquiries, concerns, and day-to-day support.
Maintain strong, positive relationships by understanding client needs and ensuring satisfaction with services provided.
Communicate regularly with clients to provide project updates, address issues, and deliver insights through ongoing reporting and analytics-especially in support of quarterly or annual business reviews.
Participates in new client implementations, ensuring onboarding is aligned with client expectations and internal resources are effectively coordinated.
Manage client projects from initiation through completion, ensuring deadlines are met and deliverables meet quality standards.
Collaborate with internal teams to align resources, resolve client issues, and support project success.
Use CRM tools (e.g., Salesforce) to document client interactions, track project status, and maintain up-to-date client records.
Leverage analytics to identify actionable insights that support client goals and enhance the value of services delivered.
Proactively identify potential risks in client relationships and develop mitigation strategies.
Continuously evaluate and recommend enhancements to internal processes that improve client experience and operational efficiency.
Perform other duties as assigned to support departmental and organizational needs