Strategic Account Manager

The Manager Strategic Accounts owns a portfolio of strategic memberships serving as the primary point of contact for assigned accounts across the full membership lifecycle. This role drives member satisfaction retention and revenue growth by deepening executive relationships managing renewals and contracting and partnering cross-functionally to deliver a high-touch member experience.

RESPONSIBILITIES

Revenue & Growth

• Identify cross-sell and upsell opportunities by analyzing current account usage and business objectives.
• Manage contract renewals and negotiate terms to maximize account lifetime value.
• Track sales performance metrics and document strategic account plans within Salesforce.

Member Relationship & Strategy

• Build and maintain strong long-term relationships with key members and decision-makers.
• Conduct regular business reviews and strategy check-ins to ensure member goals are being met.

Member Onboarding Contracts & Communication

• Deal Execution & Contracting: Manage the end-to-end membership contract processdrafting tailored proposals and agreementsand coordinate closely with the finance team to oversee invoicing billing accuracy and accounts receivable tracking.
• Relationship Management & Liaison: Serve as a professional high touch point of contact for executive prospects and returning members guiding them through negotiation contract finalization and the initial onboarding experience.
• Strategic Communications: Draft and dispatch sophisticated brand-aligned membership communications for both prospects and active accounts across all lines of business.

Cross-Functional Collaboration & Problem Solving

• Coordinate with internal teams (Product Member Success and Operations) to resolve member issues and deliver customized solutions.
• Act as the voice of the members internally sharing feedback to drive product or service improvements.
• Track adoption and engagement data to proactively identify and mitigate retention risks.

Pipeline Management Documentation & Forecasting

• Salesforce & Knowledge Management: Maintain and optimize the business development pipelines in Salesforce and Box to ensure real-time accuracy effective tracking against organizational growth goals and reliable revenue forecasting.
• Prospect Database Architecture: Build and curate highly targeted enterprise prospect lists within Salesforce across Health Evolutions year-round experiences.
• Meeting Intelligence & Follow-Up: Track and synthesize critical discussion outcomes from renewal meetings managing immediate post-meeting execution items and ensuring key deliverables are tracked.
• Weekly Communication Preparedness: Lead the weekly operational review of upcoming external touches ensuring the renewals team is fully equipped with required documentation historical member context and finalized collateral ahead of external communications.

KEY PERFORMANCE INDICATORS (KPIs)

• Membership Renewal: Achieve a strong annual membership renewal rate across the assigned account territory meeting or exceeding established targets.
• Pipeline Accuracy & Hygiene: Maintain zero-error tracking of all member leads interaction notes and pipeline stages within Salesforce and Box to ensure reliable leadership forecasting.
• Contract Cycle Efficiency: Drive the end-to-end contracting and invoicing process to minimize delays between verbal agreement and signed fully processed memberships.
• Member Satisfaction & Onboarding: Deliver a high-touch error-free onboarding communication experience for returning and new members measured by prompt asset collection and seamless handoffs.

Qualifications :

REQUIRED QUALIFICATIONS & COMPETENCIES

• Experience & Education: 35 years in strategic account management customer success or membership/partnership management preferably within health care or a professional membership organization; bachelors degree or equivalent experience.
• CRM & Tools Proficiency: Proven experience managing data architecture within Salesforce and document workflow in Box; familiarity with marketing automation platforms (e.g. Pardot/Account Engagement) is highly preferred.
• Executive Communication Style: Exceptional written and verbal communication skills with the ability to draft sophisticated brand-aligned correspondence suitable for health care executives and enterprise members.
• Operational Agility & Detail Orientation: Strong organizational habits with a track record of managing multiple contracting scheduling and documentation workflows simultaneously under tight timelines.
• Event & Logistics Support: Ability to travel and provide high-energy high-touch onsite operational support at premier in-person executive leadership events.

Additional Information :

Benefits

• Ability to work remotely
• Competitive compensation
• Competitive comprehensive health care coverage
• Flexible paid time off
• 401k w/company match

Health Evolution is an equal opportunity employer. All applicants will be considered for employment without attention to race color religion sex sexual orientation gender identity national origin veteran or disability status.

Remote Work :

Yes

Employment Type :

Full-time