Account Manager

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

📋 Description

• Act as the main point of contact and a trusted advisor for a designated portfolio of Purview clients.

• Comprehend client requirements, workflows, and success metrics to foster long-term advocacy.

• Address client concerns promptly and collaborate with cross-functional teams to ensure client satisfaction.

• Transition legacy clients to updated account plan structures.

• Establish new and expanded customer contracts within the company billing system.

• Share product updates, educational materials, and best practices.

• Work alongside onboarding teams to guarantee a seamless transition to Expert View and Purview Image.

• Spearhead retention initiatives for at-risk accounts and manage respectful offboarding for lost accounts.

• Record and monitor meetings, discussions, issues, and account activities within the CRM.

• Maintain a thorough understanding of Expert View, Purview Image, and imaging/EMR workflows.

• Recognize upsell, cross-sell, expansion, and referral opportunities within current accounts.

• Build and oversee an expansion pipeline, monitoring activity, forecasts, and results in the CRM.

• Spot usage trends that support upgrades to higher-volume plans.

• Manage the expansion sales cycle from needs assessment to proposal, negotiation, and closure.

• Collaborate with Sales and Product teams to effectively position new offerings.

• Assist in contract renewals by showcasing value and addressing risks prior to renewal deadlines.

• Achieve or surpass retention, expansion, and revenue growth objectives.

⛳️ Requirements

• A college degree or a minimum of 2-3 years of experience in client account management or client success roles.

• Comfort and confidence in engaging in revenue-focused discussions, including identifying needs and proposing paid solutions.

• Proficient verbal and written communication skills that reflect professionalism and a client-first approach.

• Strong organizational abilities with the capability to manage a multi-client portfolio and ensure timely follow-ups.

• Ability to work autonomously while progressing towards individual and team objectives.

• Positive, measured, methodical, and eager to learn.

• Familiarity with Microsoft applications, including Excel; experience with a CRM like HubSpot or similar is preferred.

• Willingness to travel up to 10% for in-person client meetings and company or team-mandated events.

• Previous experience in a blended client success/account management role with renewal or expansion revenue responsibilities is preferred.

• Experience in selling or supporting healthcare, medical imaging, legal, veterinary, or research-oriented clients is a plus.

• Understanding of medical imaging or EMR workflows (DICOM, PACS, VNA, RIS) or a demonstrated ability to quickly learn technical products is preferred.

• Must be aware of confidentiality requirements, comply with HIPAA regulations and organizational privacy and security policies, and report any suspected unauthorized access, use, or disclosure of PHI.

🏝️ Benefits

• A meaningful portfolio of clients with a direct impact on client satisfaction and revenue growth.

• A career trajectory that merges client success with revenue-generating account management skills.

• Engaging in mission-driven work that enhances access to medical information and fosters better patient outcomes.

• Collaboration with a dedicated team that values ownership, initiative, and a client-first mentality.