Partnerships Account Manager

Charlie Health

7h • $69,000 - $91,000 • Remote

About The Position

The Partnerships Account Manager supports Charlie Health’s Partnerships team by delivering a strong patient and referral source experience across go-to-market channels. The role supports patients’ journeys into care while maintaining accurate, efficient internal systems so clients can be connected to the appropriate treatment pathway without delay.

The position educates stakeholders about Charlie Health’s offerings, addresses access barriers, and designs programs tailored to the mental health needs of employee populations. It is both internal- and patient-facing, supporting complex admissions and discharge workflows, data quality, and customer service for patients and referral sources.

The role designs, operationalizes, and executes cross-functional workflows for an effective referral experience, including accurate patient data capture, authorization, timely admission, compliance, and support throughout the Charlie Health experience. It also helps develop performance standards, improve operational processes, and ensure data accuracy and quality.

Requirements

• Bachelor's degree in Business, Operations, or Healthcare.
• 1–2 years of experience in an operations, administrative, or data-entry-focused role; healthcare experience is a plus.
• Exceptional attention to detail and accuracy in managing data.
• Excellent organizational and time-management skills, with the ability to manage high-volume workflows.
• Proficiency with CRM platforms; Salesforce experience preferred, and comfort working with digital tools and databases.
• Strong written and verbal communication skills and a collaborative working style.
• Ability to work independently, prioritize multiple tasks, and meet deadlines.
• Passion for Charlie Health’s mission to expand access to high-quality mental health care.
• Exceptional communication and de-escalation skills, with motivation to solve difficult client problems and provide exceptional service.
• Exceptional interpersonal, listening, and relationship-building skills.
• Resourcefulness and a natural ability to structure and solve ambiguous business problems.
• Proactive self-starter and natural multitasker, willing to be scrappy in driving continuous improvement.
• Ability to work flexible hours to meet the needs of the team and patients.
• Authorized to work in the United States.
• Native or bilingual English proficiency.

Nice To Haves

• Healthcare experience.
• Salesforce experience.

Responsibilities

• Work cross-functionally to design performance standards and metrics that support scalable, consistent performance, and manage the team to performance and quality standards.
• Continuously evaluate and optimize pre-admission, in-care, and post-care operational processes to improve efficiency, accuracy, and scalability.
• Identify automation opportunities and implement solutions to streamline workflows and reduce manual effort.
• Enter data accurately and efficiently into relevant systems or databases, and establish quality controls to minimize errors and maintain data integrity.
• Review and process referral information daily to ensure accuracy and completeness.
• Maintain organized, up-to-date referral and provider data in internal systems.
• Create and update account and contact records to reflect new or changing provider relationships.
• Support the development and scaling of quality assurance measures and conduct regular audits to validate data accuracy and completeness.
• Document data processes, standards, and best practices.
• Collaborate with admissions, clinical, growth strategy, partnerships, care experience, and compliance stakeholders to understand patient, referral source, and data requirements and priorities.
• Communicate with internal teams to address data-related issues and support business objectives.
• Educate key stakeholders about Charlie Health’s offerings, address access barriers, and design programs tailored to employee populations.

Benefits

• Comprehensive benefits for full-time, exempt employees.
• Performance bonus.
• Stock options and other Charlie Health-sponsored benefits may be included, depending on the position.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level