Collective Health

Account Executive

• Drive a cohesive relationship stewardship strategy for your assigned book of business
• Become an expert in the Collective Health product offering
• Support the team’s broader book of business with broker relationships
• Demonstrate a solution-oriented relationship management approach
• Minimize process exceptions & escalations
• Own and coordinate all client communications, meetings, and events
• Ensure smooth client journey from sale to renewal
• Fully own the client relationship
• Develop ability to self-serve data and reporting
• Maintain view of the full client journey
• Develop deep customer & consultant relationships
• Execute successful end-to-end contract negotiations
• Build client relationships that will lead to long term partnerships
• Proactively review performance metrics

• Be the primary client-facing strategic partner; leading relationship development
• Own and drive the account’s Strategic Account Plan; aligning with the Collective Health value story with client goals and long-term roadmap
• Lead renewal strategy and upsell opportunities; own pricing discussions, retention and forecasting.
• Lead internal coordination (e.g. clinical insights, product, legal, Practice Areas) to escalate and resolves cross functional blockers from the client
• Be accountable for overall Client Health; and leading initiatives to maintain client health which include health reviews and account planning with Client Success leaders
• Own the end to end process and actively facilitate the communication of CH ROI and value as part of the annual Year in Review strategy meeting with client executives.
• Lead broker / consultant alignment and strategy meetings with client, broker/consultant and Collective Health.
• Promote Collective Health innovation and guide clients through road map discussions.
• Develop a deep understanding of client goals and objectives and advocate for them with key internal stakeholders
• Articulate Collective Health's differentiated value proposition with minimal reliance upon subject matter experts
• Demonstrate data-driven solutions and link results to clients’ key priorities and objectives
• Oversee Account Manager activities, including coordination of learning opportunities and insights across team
• Exemplify internal and external leadership and own client accountability including decisions, actions, and processes
• Embrace a culture of learning and continuous improvement

Strategic Account Executive

Financial Planning and Analysis

• Work directly with the director of FP&A and other finance leadership and support the annual budgeting and forecasting processes
• Establish oneself as a trusted partner to peers and senior leaders with an intimate understanding of stakeholder requirements to run the business
• Manage scenario planning process through ongoing headcount management and expense planning
• Manage and drive key cross-functional initiatives from start to finish
• Provide ad-hoc analyses and special project support for the Finance leadership
• Develop and prepare corporate reporting of month end results with variance analysis
• Enhance existing reports and develop additional recurring reports including dashboards, monthly metrics, and Board materials
• Support development of three-year-long range financial plan for both internal use and investor purposes
• Identifying new systems, tools, and processes to scale your support

Account Executive

Strategic Account Executive

Financial Planning & Analysis Manager