Account Manager (Member Results Partner)

The Account Manager (Member Results Partner) is a strategic account manager who is responsible for owning the full client lifecycle, from onboarding through long‑term growth and retention. This role goes beyond traditional client service by acting as a proactive growth partner, ensuring clients achieve measurable business results while identifying expansion opportunities.
This role will combine consultative relationship management, performance coaching, and revenue growth ownership to drive client success, retention, and ascension to higher value services.
Key Objectives

Deliver measurable client results within the first 90 days
Contribute to $2M+ annual upsell growth through trainings, events, and program advancement
Ensure 100% onboarding completion and engagement
Position clients for long‑term success and advancement (e.g., Coaching programs)
Core Responsibilities

1. Client Ownership & Relationship Management

Own a portfolio of clients from onboarding through their full lifecycle
Serve as the point of contact
Build strong relationships with doctors and key decision‑makers
Maintain a proactive communication cadence, always scheduling the next interaction
Provide access while maintaining structured check‑ins
2. Strategic Onboarding & First 90 Days

Lead a comprehensive onboarding process to set clients up for success
Establish baseline metrics, goals, and success milestones
Ensure early engagement in training, certification, and events
Track and monitor client progress, engagement, and results during the first 90 days
Identify and close onboarding gaps to accelerate time‑to‑value
Lead every interaction with a clear outcome and growth objective
Analyze client data to identify performance trends and opportunities
Guide clients toward the next best step in their journey
Focus on results over activity, ensuring measurable ROI
4. Growth & Revenue Expansion

Identify and drive opportunities for additional trainings
Coaching ascension
Position solutions based on client goals and performance data
Educate clients on the value and ROI of continued investment
Contribute directly to upsell and expansion targets
5. Client Engagement & Retention

Proactively manage at‑risk clients (low engagement, missed metrics, etc.)
Reinforce value by demonstrating measurable results and impact
Handle cancellations with a results‑based retention approach
6. Cross‑Functional Collaboration

Partner closely with Sales (client goals, expectations, and onboarding insights)
Partner closely with Trainers (pre‑ and post‑training alignment)
Partner closely with Marketing (campaign awareness and engagement)
Partner closely with Coaching teams (client progression and readiness)
Ensure seamless communication and alignment across the client journey
7. Data, Insights & Systems

Track and manage client performance metrics, including:
New patient numbers
Revenue/collections
Certification progress
Utilize systems to monitor results and identify trends
Advocate for scalable systems that improve visibility into client success
Key Performance Indicators (KPIs)

Client Results Achievement (90‑day benchmarks)
Revenue Growth: Upsells, upgrades, and event participation
Coaching Ascension Rates
Qualifications

2+ years in account management, client success, or consultative sales
Strong client‑facing experience with a results‑oriented mindset
Experience managing multiple accounts and priorities
Proficiency with CRM systems (e.g., NetSuite) and Microsoft Office
Ability to analyze data and translate insights into action

#J-18808-Ljbffr