Strategic Account Executive

Are you a dynamic professional with a flair for strategic relationships and a passion for the healthcare industry? If you thrive in an environment that’s fast-paced and client-focused, this is your chance to shine! Workpartners is on the hunt for a Strategic Account Executive to join our team!

This role may work remotely, however, for those local to the Pittsburgh, PA area, in-office presence may be needed at times. This position involves travel and will be expected to meet with clients and attend business development events. This role is commission-eligible.

What we are looking for!

• Experience in the disability or healthcare sector.
• A proven track record of delivering top-notch consultative services to clients.
• Skilled with reporting platforms, including hands-on experience with training, troubleshooting and providing insights to clients.
  
  

The Strategic Account Executive (SAE) will serve as the primary business contact for strategic clients with multiple Workpartners products and services, is responsible for overall client satisfaction and coordination and follow-through of assigned account activity. They are expected to consistently provide excellent customer service to accounts, as well as represent client needs to ensure quality. In addition, this position will build relationships with clients to encourage new and repeat business opportunities. This position will serve a liaison between all representatives of the Workpartners LOB departments and the client to ensure all deliverables are met on time.

Responsibilities:

• Develops, manages, and mentors account management team and direct reports in the teams' daily workflows and activities. Works with program leaders, data analytics and senior management to identify areas of opportunity in programs and processes. Monitors the implementation of new customers to hit target dates. Develops and further creates relationships with clients. Participates directly in customer service calls with Workpartners staff.
• Develops associated work plans and SMART goals to evolve the client relationship and purse opportunities to up-sell and cross-sell additional Workpartners products.Maintains high-level contact with clients to identify strategic pathways and address customer pain points throughout their lifecycle with Workpartners.
• Coordinates, develops and participates in presentations with potential or existing clients. Maintains excellent working relationships with internal staff. Collaborates with internal and external parties to meet project plan deadlines. Serves as the escalated communication link for all parties involved including client company representatives, brokers, and other Workpartners professionals. Ensures that client issues are dealt with in an efficient manner, informing internal parties of any problems that may arise. Provides product leaders and business development department with customer feedback and comments.
• Coordinates the involvement of company personnel, including support, service, and management resources, in order to meet account performance objectives and customer expectations.Coordinates the preparation and presentation of strategic reporting for clients with multiple LOB's to ensure inclusion of integrated content. Where Workpartners has a single line of business, the SAE demonstrates the value of integrated analytics/opportunities within the stewardship report.
• Maintains up-to-date information on book of business. Follows through on all client requests in a timely fashion. Prepares meeting planners, agendas and tracks follow-up issues. Conducts strategic account reviews on a regular basis to review service needs and usage trends, both internal and external. Assists with the preparation of communications, training, and resource materials. Remains current with UPMC Insurance Services Division product knowledge as well as legislation that impacts our business.
• Coordinates activities related to the Health & Productivity Roadmap to reduce health liability and optimize human capital. Proactively leads a joint client and strategic account planning process that develops mutual performance objectives, financial targets, and critical milestones which drive the short-term and long-term strategic account strategies.
• Identifies opportunities to expand sales across Workpartners product lines, facilitates connections and follows through on potential leads. Achieves business objectives by identifying products and services that are competitive in the market and meets the customers' needs. Gathers market information to create offers that will allow the organization to maintain profitability and be competitive.
• Be a positive influence on the Workpartners brand both internally and externally. Clearly articulate the value of integration and how products complement each other to provide positive business results for the client.
• Works to establish broader relationships within our client's organizations to open opportunities for expanding integration with external vendors to improve performance of our current LOBs as well as create opportunities for cross-selling. Maintains comprehensive knowledge of all Workpartners products and continue education across all Workpartners lines of business.
• Maintains market awareness that supports the pursuit of new business and account growth opportunities. Gains proficiency in coordinating the account management process within the SafesForce and Risk Control technology platform. Ability to travel within and outside of the state of Pennsylvania for onsite client meetings, seminars, conferences, and/or special assignments 50% of the time. May be responsible for mentoring and/or supervising staff. May complete annual performance appraisals and make appropriate merit increase recommendations. Maintains necessary staffing resources including recommendations to hire and termination.
• Monitors budget and generate growth for in-force accounts to meet revenue targets and strategic objectives. Interprets client data and understand industry and business trends to identify new opportunities and recommendations.
• Represents the entire range of company products and services to their portfolio while ensuring that client needs and expectations are being met. Included in this activity is the coordination of each LOB to ensure that integration of services is optimized. Completes required training and development objectives within the assigned time frame.
• Develops, manages, and mentors account management team and direct reports in the teams' daily workflows and activities. Works with program leaders, data analytics and senior management to identify areas of opportunity in programs and processes. Monitors the implementation of new customers to hit target dates. Develops and further creates relationships with clients. Participates directly in customer service calls with Workpartners staff.
• Bachelor's degree from an accredited university or equivalent combination of education/experience preferred.
• 5+ plus years of experience in a client-facing role required.
• Experience in the disability or healthcare sector preferred.
• Skilled with reporting platforms, including hands-on experience with training, troubleshooting and providing insights to clients.
• A proven track record of delivering top-notch consultative services to client preferred.
• High level of business acumen and excellent critical thinking skills.
• Ability to deliver formal presentations and engage in impromptu discussions with confidence, credibility, and professional presence.
• Strong knowledge of employee benefit products, human capital philosophy, and Workpartners-specific products.
• Strong negotiating experience preferred. Experience managing multiple teams on client projects and deliverables.
• Ability to mentor and coordinate the entire account management team to provide a seamless experience for the client.
• Possess intellectual curiosity and desire to help Workpartners grow its tools, resources, and capabilities.
• Extensive experience in interpreting client needs and objectives to guide client decisions and actions.
• Proficient in Microsoft Office including Word, Excel, and PowerPoint.
• Good time management skills and excellent attention to detail.
  
  

Licensure, Certifications, and Clearances:

• Act 34
  
  

UPMC is an Equal Opportunity Employer/Disability/Veteran

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