Job Description

The Strategic Account Manager is responsible for nurturing and expanding relationships with key enterprise clients. This role focuses on driving long-term value through strategic planning, cross-functional collaboration, and proactive account management. The ideal candidate is a trusted advisor who understands client business goals and aligns internal resources to deliver impactful solutions. This role is highly cross-functional in nature and does not have direct reports.

Travel Note: Some travel is expected (<25%) to meet with customers and attend industry conferences and events.

KEY RESPONSIBILITIES:

Client Relationship Management

• Serve as the primary point of contact for strategic accounts.
• Build and maintain strong, long-term relationships with client stakeholders.
• Understand client business models, challenges, and goals to deliver tailored solutions.

Strategic Planning & Execution

• Develop and execute account plans that align with client objectives and company growth targets.
• Identify opportunities for upselling, cross-selling, and expanding service offerings.
• Lead quarterly business reviews and strategic planning sessions with clients.

Cross-Functional Leadership

• Collaborate with Sales, Marketing, Product, and Customer Success teams to ensure seamless service delivery.
• Advocate for client needs internally and influence product roadmap decisions.

Performance & Reporting

• Monitor account health, satisfaction, and performance metrics.
• Provide regular reporting and insights to internal stakeholders and clients.
• Forecast revenue growth and contribute to strategic planning initiatives.

Contract & Renewal Management

• Assist sales lead with contract negotiations, renewals, and pricing discussions.
• Ensure timely execution of agreements and compliance with terms.

The above duties are meant to be representative of the position and not all-inclusive.

MINIMUM JOB REQUIREMENTS:

EDUCATION

• 4 years of account management experience (client-facing) in healthcare IT
• 4-year degree in business or related field

EXPERIENCE

• 4 years of account management experience (client-facing) in healthcare IT
• Ability to collaborate cross-functionally with Marketing, Product Development, Analytics, Customer Service, and Operations teams.
• Proficiency in data analysis and the ability to interpret and present trends effectively.
• Proficiency in Microsoft 365.
• Experience with SalesForce and/or HubSpot is a plus.
• Strong interpersonal, communication, and relationship-building skills.
• Excellent organizational and time management skills.
• Ability to work independently and proactively, as well as collaboratively in a team environment.
• Demonstrated critical thinking skills and resolve problems independently, particularly when the path forward may not be apparent
• Ability to accept and provide constructive feedback.

KNOWLEDGE, SKILLS & ABILITIES:

• Strong financial literacy, trade-math proficiency, and the ability to conduct return-on-investment (ROI) analyses.
• Exceptional negotiation, problem-solving, and persuasive communication skills.
• Excellent written and verbal communication skills.
• Comfortable operating in ambiguous and evolving environments.
• Ability to balance customer needs with platform scalability.
• Self-starter capable of building structure where it does not yet exist.
• High attention to detail with strong documentation discipline

PHYSICAL DEMANDS:

• Ability to work at a desk in the office for long periods of time.
• The noise level in the work environment is moderate.
• Specific vision abilities required by this job include close vision and color vision.
• Ability to maintain focus under high levels of pressure/multiple priorities.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The expected base pay range for this position is $75,000–$100,000 per year. The actual compensation for the position may vary based on market differences and on factors such as skills, experience, qualifications and can vary based on location and/or work schedule. In addition to base pay, CareTria offers a comprehensive benefits package. Full-Time benefits include access to health, dental, and vision insurance; retirement plan options; paid time off; paid parental leave; employee assistance programs; and other perks. Eligible employees may also have access to performance bonuses.

CareTria is an Equal Opportunity Employer