ADHD Online

Account Executive

• Build and nurture deep, trust-based relationships with key accounts to drive expansion, renewals, and long-term account health.
• Identify upsell and cross-sell opportunities within existing partnerships, transitioning promo-code or affiliate relationships into structured, revenue-committed engagements (bulk purchase or billed-monthly contracts).
• Serve as the primary point of contact for strategic accounts, ensuring partner satisfaction, resolving escalations, and proactively surfacing new opportunities.
• Conduct quarterly business reviews with key partners to track performance against partnership goals and identify growth levers.
• Collaborate to refine messaging, case studies, and sales collateral based on real-world deal feedback.
• Contribute to the ongoing evolution of Mentavi’s B2B go-to-market strategy, including deal structures, pricing models, segment prioritization, and competitive positioning.
• Provide structured, constructive feedback to leadership on market trends, competitive dynamics, buyer objections, and segment-level performance to inform strategic planning.
• Maintain impeccable CRM hygiene in HubSpot, ensuring pipeline data is accurate, deal stages are current, and forecasts are reliable.
• Track and report on deal velocity, close rates, revenue per partner, and pipeline health with clear connection to business outcomes.
• Collaborate with the outsourced BDR team and AI-driven prospecting tools to ensure qualified meeting handoffs are smooth and feedback loops are tight.
• Partner with Marketing on campaign alignment, content needs, and event strategy to support pipeline generation and deal acceleration.
• Represent Mentavi Health at industry conferences, supporting the full event cycle: outreach, relationship building, and follow-up to convert leads into qualified pipeline.

Customer Support

• Handling incoming calls, chats, and emails to address patient inquiries.
• Scheduling patient appointments for medical treatment, mental wellness coaching, and teletherapy treatment programs.
• Complete medical records requests.
• Work within Zendesk and Dr. Chrono to complete administrative tasks.
• Providing information about services to prospective patients.
• Communicate directly with psychologists and medical treatment providers to complete tasks assigned.
• Processing payments, including refunds and creating itemized statements.
• Applying critical-thinking and problem-solving skills to resolve patient needs and concerns.
• Processing requests for the release of medical records.
• Effectively multitasking and prioritizing various responsibilities.
• Collaborating with other departments.
• Maintaining full compliance with HIPAA policies and procedures.
• Contribute to a positive, professional, and patient-centered work environment that reflects the mission and values of Mentavi Health.
• Other duties as assigned.

Account Executive

Patient Support Specialist