Account Insight Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate with the Consulting Account Manager to facilitate client renewal strategies through timely, precise, and data-driven insights.

• Convert client objectives and renewal factors into reporting priorities, success metrics, and deliverables.

• Provide data entry services to assist the Consulting Account Manager.

• Oversee comprehensive analytics, encompassing financial and utilization analysis, report creation, network analysis, and RFP assistance.

• Extract, validate, and reconcile data from various sources.

• Ensure data integrity and resolve discrepancies through root-cause analysis and cross-functional follow-ups.

• Define and document metrics, calculation methodologies, and reporting techniques.

• Coordinate internal cross-functional workstreams, including responses, approvals, dependencies, risks, assumptions, and outstanding items.

• Analyze trends, variances, utilization, and performance drivers to inform renewal decisions, retention risks, and upselling opportunities.

• Develop, maintain, and enhance dashboards and regular reporting packages.

• Automate and standardize reporting processes to enhance efficiency and reliability.

• Translate complex findings into straightforward narratives, executive-ready presentations, and client-facing materials.

• Support client relationship management, renewal touchpoints, business reviews, and relevant segments of client meetings.

• Engage directly with clients as necessary and ensure timely updates in Salesforce CRM.

• Communicate updates, timelines, and insights to clients; address inquiries, resolve issues, and escalate risks as needed.

⛳️ Requirements

• A minimum of 2 years of experience with a Bachelor’s degree.

• Advanced skills in business mathematics and analytics.

• Ability to align financial outcomes that contribute to revenue goals within an assigned portfolio.

• Excellent time management abilities and experience handling multiple projects simultaneously under tight deadlines.

• Capacity to adapt to change, navigate ambiguity, and tackle challenges with a growth-oriented mindset.

• Capability to meet specific deliverables under time constraints and significant pressure.

• Ability to work independently with minimal supervision.

• Effective communication skills with individuals at all organizational levels, with the ability to influence internal stakeholders.

• Strong problem-solving abilities and experience working cross-functionally.

• Exceptional attention to detail and strong organizational skills.

• Willingness to travel up to 25%, including overnight trips.

• Must use a personal vehicle and cover business expenses until reimbursement.

• High level of technology proficiency and adaptability to emerging technologies.

• Expert-level skills in Microsoft Excel, including advanced formulas, PivotTables, Power Query/Power Pivot, data modeling, and automation/macros.

• Proficiency in Microsoft Office applications, including Word, PowerPoint, and Teams.

• Proficient in Salesforce CRM.

• Advanced understanding of AI/machine learning and automation.

• Must provide proof of eligibility to work in the United States.

• Delta Dental will not sponsor applicants for work visas.

🏝️ Benefits

• Competitive base salary along with incentive pay.

• 401(k) plan featuring robust matching and non-matching contributions.

• Comprehensive medical and pharmacy benefits.

• 100% employer-covered dental and vision benefits.

• Holistic wellbeing program offering substantial financial incentives.

• Generous paid time off policy, including 12 paid holidays and your birthday off.

• Opportunities for career development.

• Tuition reimbursement program.

• Employee recognition program.

• Adoption assistance available.

• Fertility treatment support.

• Assistance for child, elder, and pet care.

• Opportunities for social responsibility and volunteering.

• Employee discount program.