Account Manager I

Department: Operations

Manager: Team Lead

Exempt

We are Navigate!

A well-tech company helping organizations create more health and happiness in the employees, clients, and communities we serve. Our purpose is to Do Good Things. For us, these words are more than a catchy mantra. They’re the reason this company was formed and the guiding light for every decision. We’re all at Navigate because we truly want to spark positive change in other people’s lives. Here’s to doing good things – together!

How You Contribute To Our Success

The Account Manager serves as the primary business contact for the client and is responsible for client satisfaction. The Account Manager is expected to consistently provide excellent customer service to accounts, as well as represent client needs and goals within the organization to ensure quality. In addition, the Account Manager will build relationships with clients to encourage new and repeat business opportunities.

Your Responsibilities To The Team, Our Clients And Community

Manage client relationship after sales process, working together in teams or independently to implement programs for clients
Provides team members and company stakeholders with consistent information for overall awareness and understanding of expectations regarding all projects
Serve as primary client / project lead for internal and external meetings
Build relationships with multiple client account stakeholders at various organizational levels. Participate in face-to-face meetings and /or relationship building events with various client contacts
Identify trends in the client experience and the participant experience that could be enhanced through operational changes or enhancements.
Support overall program measurement needs in partnership with other team members as appropriate to examine program outcomes and analysis of performance.
Program development or upkeep of wellness programs such as communication, reports, incentives; including PowerPoints, meeting notes and marketing
Reports to the Director, providing regular input on all account activity, including status, progress, issue resolution, escalations and successes on a weekly basis
Customer service support – answering customer service calls/emails and requests
Sales team support – assisting the sales team with web demos, sales materials, and sales requests.

The Ideal Candidate

Professional maturity and business acumen
Passion for client service
Proven history of collaboration with a wide range of external stakeholders to achieve mutual success
Exceptional written, verbal and presentation skills
Ability to work under pressure, organize and prioritize responsibilities
Light travel

The Navigate Way - Core Expectations:

At Navigate, we expect all our employees to live the family values that have helped shape our culture:

Deliver the Boom
Everybody Love Everybody
We are Family
Inspire & Innovate
Embrace Change
Growth is Great
Efficient & Effective
Give Back

Experience

Experience & Education needed for success in this role

2 year’s experience in business-to-business environment interfacing with internal and external stakeholders

Education

Bachelor's degree in Business Administration, Marketing or related field

Physical & Working Environment

Normal mental and visual attention is required. Normal office working conditions requiring continuous use of both hands. Sitting most of the time, may involve walking or standing for brief periods of time
Position requires occasional bending, squatting, twisting and climbing stairs. There are minimal exposures to workplace hazards
To perform the job successfully, an individual must be able to perform each essential function satisfactorily. Reasonable accommodations may be made to enable a qualified individual with a disability to perform the essential functions
Position is available for remote workers

Navigate Wellbeing Solutions is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, Navigate Wellbeing Solutions will provide reasonable accommodations to qualified individuals with disabilities and encourages prospective employees and incumbents to discuss potential accommodations with Navigate. Post offer, Pre-employment background screenings are required.

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