Account Executive, Client Management

Posted 2 Days Ago
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Eden Prairie, MN, USA
In-Office
92K-164K Annually
Senior level
Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
The Role
Manage a portfolio of PBM clients to drive retention, satisfaction, renewals, and upsells. Act as liaison between sales, operations and clients, lead implementations, monitor SLAs and performance, negotiate renewals, and provide strategic account planning and reporting.
Summary Generated by Built In
Requisition Number: 2366017
Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together.
The Account Executive (AE), Client Management is a position that requires focus on an assigned portfolio of clients within a specific geographic area. The AE is responsible for the overall growth, retention and strategic planning of that portfolio. This includes acting as the lead for "inside sales" (upsells) and overall management of customer retention, satisfaction and up sell activity of their assigned accounts, operational submission of changes and plan maintenance and member specific assistance. In addition, the AE will be the liaison between sales, operations and the customer. The ideal candidate will have exceptional written and verbal communication skills, the ability to build solid relationships with key decision makers of each client, and solid organizational skills.
Self - starter high - performing individual; has comprehensive understanding of the PBM environment and broader health care system ability to work across departments to achieve success; has positive and respected relationships and uses knowledge and organizational skills to achieve desired objectives; exhibits ability to manage client expectations based on Optum's capabilities - and looks for up sell / growth opportunities with the client; manages customer satisfaction of assigned accounts; takes accountability for individual and team objectives.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges.
Primary Responsibilities:
  • Maintain overall accountability for client satisfaction, retention and growth
  • Use industry knowledge to add value to the clients' operation and look for up sell opportunities
  • Maintain an ongoing knowledge of clients' business; as well as their contract with Optum
  • Provide leadership for new client projects / implementations
  • Provide regular communication to management on client concerns and feedback
  • Communicate with clients via face - to - face meetings, conference calls and written correspondence
  • Interfaces with internal Optum departments
  • Assist in the marketing of sales strategies; product / service information
  • Maintain client business plan
  • Understands the Eligibility and Pharmacy Claims adjudication process
  • Monitor performance guarantees / Service Level Agreements
  • Negotiate contract renewals
  • Conduct periodic reviews with client and recommend new products / services as appropriate
  • Participate in best and final sales support as appropriate
  • Travel to client sites may be required
  • Other duties as assigned

You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:
  • 5+ years of experience in PBM Client Management and/or Pharmacy Benefits Implementation guidelines for low to mid-tier companies (5000+ employees)
  • 3+ years of experience with owning / managing a book of business, responding to questions from clients, management and technical associates
  • Experience using RxClaim or similar claim adjudication system, to validate service delivery of Pharmacy Benefits
  • Experience with renewal strategy & upsells
  • Intermediate experience or higher using MS Excel to create basic spreadsheets; sort, filter, import/export data, create charts and graphs, and use basic formulas
  • Intermediate experience using MS PowerPoint to create and modify presentations
  • Willing or ability to travel up to 10% as needed

Preferred Qualifications:
  • Experience utilizing software programs specific to Optum's applications
  • Experience analyzing / understanding reports, metrics and client trends
  • PBM industry knowledge within the market and regulatory environment

*All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $91,700 to $163,700 annually based on full-time employment. We comply with all minimum wage laws as applicable.
Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.
UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.

Skills Required

  • 5+ years of experience in PBM Client Management and/or Pharmacy Benefits Implementation guidelines for low to mid-tier companies (5000+ employees)
  • 3+ years of experience owning/managing a book of business and responding to clients, management and technical associates
  • Experience using RxClaim or similar claim adjudication system to validate Pharmacy Benefits service delivery
  • Experience with renewal strategy and upsells
  • Intermediate or higher experience using MS Excel (spreadsheets, sort/filter, import/export, charts, basic formulas)
  • Intermediate experience using MS PowerPoint to create and modify presentations
  • Willingness/ability to travel up to 10% as needed
  • Experience utilizing Optum-specific software programs
  • Experience analyzing and understanding reports, metrics and client trends
  • PBM industry knowledge within the market and regulatory environment

What the Team is Saying

Optum Compensation & Benefits Highlights

  • Healthcare Strength Health coverage offers copay and HSA medical options with dental, vision, company‑paid life and disability, and free or low‑cost virtual visits. Feedback suggests the offering is comprehensive and competitive on paper.
  • Parental & Family Support Time off and family supports include PTO, eight paid holidays plus a floating day, six weeks paid parental leave, up to two weeks paid caregiver leave, Bright Horizons back‑up care, and adoption assistance up to $10,000. Feedback suggests these resources are meaningful for caregivers and family needs.
  • Retirement Support Savings programs include a 401(k) with employer match (after one year, vesting after two) and a 10%‑discount Employee Stock Purchase Plan. These programs bolster long‑term financial security when combined with other savings resources.

Optum Insights

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The Company
HQ: Eden Prairie, MN
160,000 Employees
Year Founded: 2011

What We Do

Optum, part of the UnitedHealth Group family of businesses, is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. At Optum, we support your well-being with an understanding team, extensive benefits and rewarding opportunities. By joining us, you’ll have the resources to drive system transformation while we help you take care of your future. We recognize the power of connection to drive change, improve efficiency and make a difference in health care. Join a team where your skills and ideas can make an impact and where collaboration is key to creating technology that produces healthier outcomes.

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Optum Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Optum has three workplace models that balance the needs of the business and the responsibilities of each role. These models, core on‑site (5 days/week), hybrid (4 days/week) and telecommute or fully remote, vary by country, role and location.

Typical time on-site: Not Specified
HQEden Prairie, MN
Metro Manila, Philippines
Cebu, Philippines
Davao, Philippines
Ann Arbor, MI
Atlanta, GA
Baltimore, MD
Bengaluru, India
Chennai, India
Dallas, TX
Detroit, MI
Dublin, Ireland
Hartford, CT
Houston, TX
Hyderabad, India
Jacksonville, FL
Las Vegas, NV
Letterkenny, Ireland
Louisville, KY
Madison, WI
Minneapolis, MN
Nashville, TN
New Delhi, India
Philadelphia, PA
Phoenix, AZ
Pune, India
Raleigh, NC
San Diego, CA
Washington, DC
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