[Remote] Account Coordinator

Note: The job is a remote job and is open to candidates in USA. Private Health Management is hiring an Account Coordinator to support its Account Management team as the business grows. The role handles account administration, client support, Salesforce data and reporting, and recurring account needs while developing account management experience and taking on increasing ownership.

Responsibilities

• Improve Salesforce data quality and help expand how the Account Management team uses Salesforce
• Create useful reporting that gives Account Executives better information to manage their work and accounts
• Develop the knowledge and capability to effectively support smaller revenue-generating PHM clients
• Increase team capacity while helping maintain strong turnaround times and accuracy as the business grows
• Take ownership of administrative and transactional work that supports Account Executives and helps keep account activity moving efficiently. Support recurring account needs, including monthly and quarterly meeting preparation and renewals
• Support smaller revenue-generating PHM clients, helping ensure their account needs are addressed accurately and on time. Build account management skills and client knowledge while taking on increasing ownership as experience grows
• Maintain and improve information in Salesforce, contribute to expanded Salesforce capabilities, and create reporting that supports Account Executives. Work regularly across Salesforce, Sigma, ServiceNow, Microsoft Office 365, and Zoom
• Learn PHM’s account management processes and business quickly, taking on increasing responsibility as your knowledge grows. Navigate inconsistent or undocumented processes and evolving role boundaries with curiosity, initiative, and proactive communication

Skills

• Strong organization and the ability to keep multiple details and priorities moving
• Proactive communication skills, demonstrated through clear and timely follow-through
• Comfort with ambiguity and a willingness to learn quickly
• Strong attention to detail and a commitment to accurate work
• This is a remote role requiring that you live in and physically perform all work in the United States
• Experience or exposure to benefits, insurance, or digital health

Benefits

• Health/dental/vision benefits
• Annual cash incentive program
• 401k with match
• Flexible PTO
• PHM for PHM (our services for you and your dependents)

Company Overview