Account Manager, DrChrono

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

📋 Description

• Manage a portfolio of designated accounts, focusing on renewal, retention, and revenue growth in line with monthly objectives.

• Discover, assess, and finalize upsell and cross-sell opportunities within the product range.

• Conduct thorough account assessments to identify customer needs and effectively communicate product value, features, and pricing.

• Provide live product demonstrations, showcasing scheduling, billing processes, DrChrono Payments, AI Scribe, and Health Gorilla integration.

• Oversee renewals, identify potential churn risks, and create strategies for customer retention.

• Develop and maintain a Salesforce pipeline, ensuring opportunity stages, close dates, and notes are properly updated.

• Accurately forecast sales using Salesforce reports and dashboards.

• Review account histories, opportunities, and cases to shape account strategy.

• Prepare and send precise agreements through DocuSign.

• Clearly communicate Terms of Service, contract structures, renewal processes, and cost-change policies.

• Act as the primary commercial point of contact for assigned accounts.

• Address customer inquiries and emails within a 24-hour service level agreement.

• Collaborate with Customer Success, Support, and Product teams; effectively route and escalate issues as necessary.

• Assist customers in understanding configuration areas at both practice and provider levels, directing them to appropriate support resources.

• Maintain a comprehensive understanding of the DrChrono platform, including product catalog, pricing, and value propositions.

• Review Gong call recordings, internal knowledge bases, and product documentation to enhance sales and product knowledge.

• Work autonomously and resolve inquiries using available tools and resources before seeking escalation.

⛳️ Requirements

• Proven ability to convey product value, identify needs, and secure opportunities.

• Goal-oriented and data-focused, comfortable working towards monthly revenue goals.

• Excellent verbal, written, and presentation skills, with experience leading virtual product demonstrations.

• Strong organizational, time-management, and follow-through capabilities.

• Ability to work independently, take accountability for results, and quickly learn new software.

• Minimum of 1 year of experience in account management, sales, or a customer-facing role (Preferred).

• Familiarity with Salesforce (pipeline management and forecasting), Gong, Slack, Zoom, Google Workspace, and DocuSign (Preferred).

• Experience in EHR, practice management, medical billing, or healthcare SaaS (Preferred).

• Bachelor's degree or equivalent experience (Preferred).

• Must be authorized to work in the United States without sponsorship.

🏝️ Benefits

• Flexibility to work in a manner that suits you best, whether in-office, remotely, or through a hybrid model, within your country of employment.

• Ongoing investment in your professional growth and development.

• Immediate access to a comprehensive health and wellness benefits package, including an annual wellness stipend.

• 401(k) plan with up to a 4% match and immediate vesting.

• Generous and flexible time off policy (FTO).

• Employee Stock Purchase Program.