ParetoHealth
Employee Health Benefits
AccountManagerUtah/Colorado
“Account Manager - Utah/Colorado at ParetoHealth. Skills: Account ownership, Retention, Relationship management, Executive communication, Renewal execution, Value expansion. Manage a portfolio of consultant & employer accounts. Drive results”
What You'll Achieve.
Ensure seamless collaboration; Maintain Pareto Health’s 96% member retention rate; Protect recurring revenue; Grow cost savings solution adoption; Prevent churn; Drive durable partnerships; Deliver a seamless, high-quality customer experience; Ensure accountability to territory results; Support forecasting, reporting, and organizational visibility
Industry & Context.
Proactive solutions-focused professional; Analytical; Translate complex data into clear, actionable insights; Exercise independent judgment in prioritization, escalation, and problem-solving within a dynamic portfolio; Navigate ambiguity with confidence
Candidates must be authorized to work in the United States without sponsorship both now or in the future.
What They're Looking For.
Must Have
5+ years’ experience in a client facing account management, customer success, consulting or related roles, Experience in health insurance and/or self-insurance or related fields, Ability to manage consultative executive relationships through client lifecycle management, with exposure to renewal negotiations, Comfort working with data, reports and financial metrics, Experience collaborating cross-functionally to deliver exceptional results, Proficiency in written and verbal communication presentation skills and comfort presenting to large audiences, Must be able to work on multiple projects at once, have a high attention to detail, and ability to accomplish large volumes of work with minimal supervision
What You'll Do.
Manage a portfolio of consultant & employer accounts
Nurture key relationships
Track all necessary documentation and deadlines
Collaborate cross-functionally
Own a portfolio of consultant and employer accounts
serving as the primary strategic partner responsible for retention
and long term value creation
Support proactive account planning
and renewal strategy to protect recurring revenue and grow cost savings solution adoption
Anticipate client needs using performance
and renewal data to prevent churn and drive durable partnerships
Build and maintain trusted advisor relationships with consultants
agency service teams and senior level employer stakeholders
Confidently lead executive level conversations
including business reviews
and complex issue resolution
Represent the voice of the customer internally
advocating for client needs and influencing internal priorities
Build trust through technical expertise and ability to clearly articulate how Pareto process works
how underwriting was conducted
impact of plan changes on employer financials and connecting claims reporting to an employers level of risk
Drive end-to-end renewal execution
including data validation
coordination with Underwriting and consultant communication
Apply financial and analytical judgment to guide discussions on cost containment
and economic trade‑offs
Partner cross functionally to ensure accurate billing
and compliance with contractual requirements
Identify opportunities to expand adoption of Savings Engine solutions and services that increase client value
reduce overall costs and strengthen retention
Lead strategic planning sessions
educational events and ongoing check-ins that align client goals with organizational initiatives including adoption of cost savings solutions
Drive engagement in webinars
and educational initiatives that reinforce value realization
Coordinate across territory partners such as sales
and leadership to deliver a seamless
high-quality customer experience
Take ownership of timelines
processes and deliverables—ensuring accountability to territory results
Leverage performance dashboards
utilization reporting
and risk indicators to guide strategy and client recommendations
Translate complex data into clear
actionable insights for consultants and employer stakeholders
Maintain accurate documentation and Salesforce records to support forecasting
and organizational visibility
Exercise independent judgment in prioritization
and problem-solving within a dynamic portfolio
How You'll Work.
Team & Collaboration
Collaborate cross-functionally to ensure Pareto Health’s 96% member retention rate holds steady; Coordinate across territory partners such as sales, customer service, customer operations, finance, underwriting, and leadership to deliver a seamless, high-quality customer experience; Partner cross functionally to ensure accurate billing, documentation, and compliance with contractual requirements
Communication Scope
Proficiency in written and verbal communication; Presentation skills; Comfort presenting to large audiences; Confidently lead executive level conversations
Process & Methodology
Take ownership of timelines, processes and deliverables—ensuring accountability to territory results, Exercise independent judgment in prioritization, escalation, and problem-solving within a dynamic portfolio
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