Client Account Manager

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

📋 Description

• Act as the main relationship manager for a portfolio of Curated clients in legal, AI and technology, medtech, CRO, locum tenens, health systems, and various non-pharma sectors.

• Collaborate with Impiricus client services teams to define, initiate, and execute pharmaceutical programs on Curated.

• Assist clients throughout physician engagement programs, from initial intake and scoping to physician sourcing, scheduling, delivery, and follow-up.

• Comprehend client goals and guarantee that projects are completed with outstanding service and meticulous attention to detail.

• Provide updates on projects, including timelines, risks, and next steps.

• Spot opportunities to enhance relationships and broaden partnerships.

• Oversee physician recruitment, scheduling, compensation, and project execution in coordination with Curated operations teams.

• Handle multiple simultaneous client engagements and ensure timelines and deliverables remain on schedule.

• Facilitate communication among Operations, Product, Finance, Legal and Compliance, and other relevant stakeholders.

• Track project health and proactively address any issues.

• Keep precise documentation in CRM and project management systems.

• Establish processes for intake, onboarding, communication, escalation, and reporting for the foundational client services function.

• Create repeatable playbooks, templates, and tools.

• Advocate for client needs internally to influence Product and Operations.

• Assist in onboarding new clients and enhancing the customer experience.

• Contribute to the development and leadership of the future client services team.

⛳️ Requirements

• A Bachelor's degree is required, or an equivalent combination of education and relevant professional experience.

• Over 5 years of experience in Account Management, Client Success, Customer Success, Strategic Accounts, or a similar client-facing position.

• Background in healthcare technology, medtech, digital health, SaaS, marketplaces, or another intricate B2B environment.

• Demonstrated capability to manage multiple client relationships across various industries while providing outstanding customer experiences.

• Strong project management and organizational skills.

• Exceptional written and verbal communication abilities, accompanied by a strong executive presence.

• Proven track record of independently building or enhancing a process, program, or team function.

• Ability to thrive in a fast-paced, dynamic environment with minimal structure.

• Experience using CRM systems such as HubSpot, Salesforce, or other similar customer management platforms.

• Preferred: Experience supporting organizations in healthcare, medtech, biotech, AI, legal, staffing, or life sciences.

• Preferred: Familiarity with expert networks, market research, advisory boards, or physician engagement models.

• Preferred: Experience with Integrated Delivery Networks or health systems.

• Preferred: Experience collaborating across Sales, Operations, Product, and Finance, or serving internal teams as clients.

• Preferred: Background in building or scaling client-facing processes or client services teams.

🏝️ Benefits

• Comprehensive medical, dental, and vision coverage for you and your dependents.

• Access to an on-demand healthcare concierge.

• Pre-tax HSA, FSA, and DCFSA savings options available.

• Monthly employer HSA contributions for those enrolled in a high-deductible plan.

• Fully covered short- and long-term disability insurance.

• Life and AD&D insurance provided.

• Flexible vacation policy in place.

• Paid parental leave is available after 6 months of employment.

• Option for remote work; in-person collaboration is encouraged for employees located near an office.

• 401(k) plan with company matching contributions.