Enterprise Account Manager - West

Summit BHC

2d•Onsite

About The Position

The Enterprise Account Manager serves as a primary liaison for our referral partners, delivering a highly responsive, “white glove” experience throughout the admissions journey. This role ensures that every interaction, whether inbound or ongoing, is handled with urgency, empathy, and clinical awareness, guiding individuals seamlessly from first contact through admission and care coordination. As a trusted point of contact, the Enterprise Account Manager builds strong relationships with referral sources and families alike, providing clear communication, removing barriers, and ensuring a patient-centered approach at every stage.

Requirements

High School degree or GED required.
Minimum of one year of experience in transactional/relationship sales required.
Two or more years of experience in behavioral health admissions required.

Nice To Haves

Bachelor’s degree in social work, psychology, or similar healthcare field preferred.

Responsibilities

Serve as the primary point of contact for inbound inquiries, guiding referral sources through the admissions process with clarity, compassion, and efficiency.
Deliver a concierge-level experience by anticipating needs, answering questions thoroughly, and ensuring a smooth, supportive journey from first call to admission.
Maintain consistent communication with all stakeholders, providing updates, reassurance, and coordination throughout the process.
Be available and responsive during critical moments, including off-hours, to support urgent client and referral needs.
Manage an active caseload, ensuring timely follow-up, detailed documentation, and proactive outreach to move each case forward.
Conduct comprehensive clinical and medical intake assessments and evaluate admissions criteria in collaboration with clinical teams.
Coordinate closely with Admissions, clinical staff, and facility teams to ensure appropriate placement and seamless transitions into care.
Partner with Continuing Care Coordinators to support discharge planning and continuity of care pathways.
Build and maintain strong, trust-based relationships with referral partners, serving as their dedicated contact for patient-related communication and coordination.
Facilitate thoughtful, solution-oriented conversations with healthcare professionals to address needs, resolve challenges, and support ongoing collaboration.
Strengthen referral relationships through responsiveness, reliability, and a consistently high level of service.
Guide clients and families through financial discussions, including insurance coverage, out-of-pocket costs, and payment expectations.
Determine financial responsibility at admission and assist in establishing appropriate payment arrangements when applicable.
Advocate for clients by ensuring transparency and sensitivity in all financial communications.
Maintain the highest standards of documentation, call quality, and compliance with clinical and organizational guidelines.
Track and manage inbound call activity and caseload performance in alignment with established goals and service standards.
Ensure seamless coverage and continuity of communication by coordinating follow-up responsibilities when unavailable.
Document all interactions, assessments, and outcomes accurately within the CRM and medical record systems.
Assess client and family needs beyond admission, including intervention services, sober transport, or family support resources.
Coordinate appropriate external professionals and services to ensure a comprehensive support experience.