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Thatch

Account Manager

RemoteUnited States only
Published
Role
Sales
Experience
Senior
Company size
Startup
$105k–$135k/yr
Check eligibility

Open to US only. Set where you work from to check your eligibility.

No BS summary

Account Manager with 5+ years in account management, customer success, benefits consulting, or another client-facing role. Needs experience with renewals, QBRs/strategic planning, and ideally health benefits, HR tech, or digital health. Remote US role; Spanish/English bilingual is preferred.

Optional languages

Spanish preferred / bilingual in Spanish and English preferred;English preferred / bilingual in Spanish and English preferred;

What you'll do

  • Own a portfolio of Mid-Market employer customers and their benefit brokers, serving as a trusted advisor on benefits strategy, renewals, employee engagement, and long-term success.
  • Build and maintain relationships with key stakeholders, including executive sponsors, HR leaders, benefits consultants, and day-to-day administrators, developing a deep understanding of each customer’s goals and success criteria.
  • Lead annual renewal conversations, providing consultative guidance on contribution strategy, plan design considerations, and annual fee adjustments while driving long-term retention and customer health.
  • Prepare and facilitate Quarterly Business Reviews (QBRs), delivering performance insights, product updates, strategic recommendations, and account plans that align with customer objectives.
  • Over time, there will also be opportunities for upsell/cross-sell.
  • Monitor customer health, identify risks and opportunities, and develop proactive action plans to drive retention and long-term success.
  • Partner with customers to fulfill ICHRA and benefits compliance requirements, including annual reporting obligations, employee eligibility considerations, and management of Medicare and COBRA populations.
  • Lead annual Open Enrollment planning and execution, driving employee engagement and successful enrollment outcomes (with NRR as the key metric); during peak season, manage customer onboarding activities as needed.
  • Partner cross-functionally with Implementation, Product, Operations, and Sales to manage escalations, advocate for customer needs, and deliver exceptional customer experiences.
  • Contribute to the development of scalable account management processes, playbooks, tooling, customer education programs, and best practices as Thatch continues to grow.

What they require

  • 5+ years of experience in Account Management, Customer Success, Benefits Consulting, or another client-facing role, ideally within health benefits, HR technology, or digital health.
  • Strong strategic thinking and problem-solving skills, with the ability to connect customer goals to business outcomes.
  • Experience leading customer business reviews, strategic planning conversations, renewals, or other consultative account management activities.
  • Excellent communication and presentation skills, with the ability to tailor messaging to a variety of audiences.
  • Strong organizational and project management skills, with the ability to manage multiple priorities simultaneously.
  • Comfortable operating in a fast-paced, high-growth environment and navigating ambiguity with confidence.
  • Deep customer empathy, ownership mentality, and commitment to delivering exceptional customer experiences.
  • Curiosity, humility, and a collaborative, team-first mindset.
  • Preferred: Bilingual in Spanish and English preferred.

We’re a fully distributed early stage company using technology to change the way America does healthcare.

HealthcareStartup

Details

Posting languageEnglish
Apply routeDom
$105k–$135k/yr