Note: The job is a remote job and is open to candidates in USA. Health Evolution is a selective membership of chief executives and influential leaders from the health care industry. The Strategic Account Manager will own a portfolio of strategic memberships, serving as the primary point of contact for assigned accounts to drive member satisfaction, retention, and revenue growth.
Responsibilities
- Identify cross-sell and upsell opportunities by analyzing current account usage and business objectives
- Manage contract renewals and negotiate terms to maximize account lifetime value
- Track sales performance metrics and document strategic account plans within Salesforce
- Build and maintain strong, long-term relationships with key members and decision-makers
- Conduct regular business reviews and strategy check-ins to ensure member goals are being met
- Manage the end-to-end membership contract process—drafting tailored proposals and agreements—and coordinate closely with the finance team to oversee invoicing, billing accuracy, and accounts receivable tracking
- Serve as a professional, high touch point of contact for executive prospects and returning members, guiding them through negotiation, contract finalization, and the initial onboarding experience
- Draft and dispatch sophisticated, brand-aligned membership communications for both prospects and active accounts across all lines of business
- Coordinate with internal teams (Product, Member Success and Operations) to resolve member issues and deliver customized solutions
- Act as the voice of the members internally, sharing feedback to drive product or service improvements
- Track adoption and engagement data to proactively identify and mitigate retention risks
- Maintain and optimize the business development pipelines in Salesforce and Box to ensure real-time accuracy, effective tracking against organizational growth goals, and reliable revenue forecasting
- Build and curate highly targeted enterprise prospect lists within Salesforce across Health Evolution’s year-round experiences
- Track and synthesize critical discussion outcomes from renewal meetings, managing immediate post-meeting execution items and ensuring key deliverables are tracked
- Lead the weekly operational review of upcoming external touches, ensuring the renewals team is fully equipped with required documentation, historical member context, and finalized collateral ahead of external communications
- Achieve a strong annual membership renewal rate across the assigned account territory, meeting or exceeding established targets
- Maintain zero-error tracking of all member leads, interaction notes, and pipeline stages within Salesforce and Box to ensure reliable leadership forecasting
- Drive the end-to-end contracting and invoicing process to minimize delays between verbal agreement and signed, fully processed memberships
- Deliver a high-touch, error-free onboarding communication experience for returning and new members, measured by prompt asset collection and seamless handoffs
Skills
- 3–5+ years in strategic account management, customer success, or membership/partnership management, preferably within health care or a professional membership organization
- Bachelor's degree or equivalent experience
- Proven experience managing data architecture within Salesforce and document workflow in Box
- Exceptional written and verbal communication skills, with the ability to draft sophisticated, brand-aligned correspondence suitable for health care executives and enterprise members
- Strong organizational habits with a track record of managing multiple contracting, scheduling, and documentation workflows simultaneously under tight timelines
- Ability to travel and provide high-energy, high-touch onsite operational support at premier, in-person executive leadership events
- Familiarity with marketing automation platforms (e.g., Pardot/Account Engagement)
Benefits
- Ability to work remotely
- Competitive compensation
- Competitive, comprehensive health care coverage
- Flexible paid time off
- 401k w/company match
Company Overview