Job DescriptionThe 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 process-drafting tailored proposals and agreements-and 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 Evolution's 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.
QualificationsREQUIRED QUALIFICATIONS & COMPETENCIES
- Experience & Education: 3-5+ years in strategic account management, customer success, or membership/partnership management, preferably within health care or a professional membership organization; bachelor's 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 InformationBenefits- Ability to work remotely
- Competitive compensation
- Competitive, comprehensive health care coverage
- Flexible paid time off
- 401k w/company match
