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Healthtech • Information Technology • Payments • Financial Services
Manages a portfolio of client accounts as the primary contact for questions, concerns, and issue resolution. Builds relationships with plan administrators, brokers, and stakeholders to support retention and growth. Educates clients on products, systems, and policies; maintains accurate account documentation; protects confidential information under HIPAA and other regulations; and collaborates internally to execute business strategies.
Healthtech • Information Technology • Payments • Financial Services
Drive revenue growth across the Southeast by developing territory strategies, achieving sales targets, expanding broker and client relationships, delivering presentations and seminars, forecasting performance, documenting activities in Salesforce, and collaborating with internal teams. The role requires local travel up to 50% and occasional overnight travel for conferences and events.



