B2B Account Manager

We are seeking a proactive, detail-oriented B2B Account Manager to manage corporate and institutional clients. This hybrid role combines relationship management with backend operational support responsibilities, including data entry, reporting, and coordination.

You will serve as the key link between client stakeholders and internal teams, ensuring smooth onboarding, accurate data handling, and measurable client success.

Key Responsibilities:

• Own day-to-day account management for assigned B2B clients (corporates, government entities, insurance partners)
• Coordinate onboarding, user activation, engagement initiatives, and support processes for client employees or beneficiaries
• Input, update, and verify account data, participant details, and client configuration settings within admin systems
• Monitor platform usage and performance metrics; generate weekly/monthly reports for clients and leadership
• Serve as the operational point-of-contact for troubleshooting, support tickets, and data updates
• Support proposal development, client presentations, and upsell opportunities where relevant
• Collaborate with internal teams (product, growth, data, customer care) to ensure seamless service delivery

Required Qualifications & Skills:

• 2–4 years of experience in account management, client servicing, or B2B operations
• Excellent communication and stakeholder relationship management skills
• Strong attention to detail with experience in data entry, CRMs, or administrative platforms
• Proficiency in Microsoft Office (especially Excel) and familiarity with data dashboard tools
• Ability to multitask across multiple accounts, deadlines, and reporting requirements
• Bachelor’s degree in Business, Marketing, Health Sciences, or a related field

Preferred Skills:

• Experience in health tech, wellness platforms, or employee benefits SaaS
• Familiarity with admin platforms, low-code/no-code systems, or customer support tools
• Understanding of healthcare data privacy principles (e.g., HIPAA, GDPR)