Strategic Account Manager; Health Plans

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SalesAccount Manager

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Quick Summary

Key Responsibilities

monthly performance reviews, quarterly business reviews, and an annual value summary Track referral and enrollment volume, conversion, engagement,

Technical Tools

SalesAccount Manager

The Strategic Account Manager owns Carda's most important client relationships after the contract is signed. You will be the executive-facing lead for a portfolio of Health Plans and will be responsible for proving Carda's value, delivering against contract expectations, and growing each relationship.

You will turn Carda's data into a clear value story: running analysis on internal databases, sharing aggregate outcomes with client executives, and working across Clinical, Operations, Product, and Finance to make sure every partner sees measurable impact. You will partner with senior leadership to launch new initiatives, expand existing contracts, and maximize revenue across your book.

Responsibilities

~1 min read

→Serve as Carda's day-to-day executive lead for National Health Plan Partners across clinical, network, care management, and Stars stakeholders
→Run the operating rhythm: monthly performance reviews, quarterly business reviews, and an annual value summary
→Track referral and enrollment volume, conversion, engagement, and completion against contract expectations; flag and fix gaps before Humana does
→Identify and build the case for expansion: new markets, new member populations and new product lines
→Expand Carda’s offering within Health Plan clients through various ways including: Regional expansion, upsell of additional product lines (ICR) and more.
→Use existing relationships with Health Plans to identify new opportunities for Carda to support the client’s primary goals (e.g. cost reduction, care quality improvement, engagement, STARS measures impact)

Build multi-threaded relationships with executive sponsors (CMO, VP Population Health, Network, P&L Owner, etc)
Serve as the Primary point of contact for Health Plans across the company and communicate strategy and execution ideas back to Sr Leadership
Leverage client feedback to spearhead internal initiatives, stack rank priorities and be the voice of the Payer Vertical within Carda
Lead QBRs and executive check-ins that center on performance
Act as the single point of accountability for partner escalations, coordinating resolution across teams

Query internal databases and reporting tools to pull aggregate outcomes (enrollment, completion, functional capacity, readmissions, patient experience)
Build ROI and impact narratives tailored to each partner type: total cost of care and Star Ratings for plans; capacity, access, and readmissions for health systems
Partner with Clinical and Analytics to produce publishable case studies and reference stories

Drive expansion revenue across the book: new sites, service lines, populations, and initiatives
Work with the Head of Enterprise Sales and Enterprise team on handoff, account planning, and joint expansion pursuits
Lead renewal strategy and pricing conversations with Finance

Bring the voice of the partner to Clinical, Operations, Product, and Finance; translate partner needs into prioritized requests
Coordinate implementation of new initiatives (data feeds, SFTP/referral workflows, reporting changes) with Product and Ops

Maintain a performance scorecard for every partner against contracted terms and SLAs
Prepare renewals 6–9 months ahead with a documented value summary
Keep Salesforce account records, health scores, and renewal dates current

3+ years in customer success, account management, or client partnerships, with 2+ years managing enterprise level accounts
Ability to plan, deliver and report back to Sr. Leadership with very little to no assistance
Direct experience managing a health plan relationship (Medicare Advantage)
Comfort pulling and analyzing data yourself and turning it into executive-ready narratives
Familiarity with reporting tech stack (Salesforce, Google Docs, Canva, Sage)
Track record of owning renewals and driving measurable expansion revenue
Ability to move quickly and demonstrated experience of completing projects must faster than peers while ensuring quality of work remains best in class
Cross functional collaboration with Sales on identifying opportunities and creating expansion plans within each client
Executive presence: you have led a QBR with a plan CMO or health system CFO and hold the room with other executives
Working knowledge of Star Ratings, HEDIS, total cost of care, and MA care management
Analytical with a proven track record of obtaining information, diagnosing and identifying business opportunities in a quick and efficient manner