Account Specialist

Position: Account Specialist I
Category Sales and Marketing Location Lenexa, Kansas Job function Sales & Marketing Job family Sales Support

Shift Day Employee type Regular Full-Time Work mode Hybrid

Job Description

Account Specialist I - Lenexa, KS, Monday to Friday, 8:00 AM to 5:00 PM

Hybrid work set up - will report to Lenexa office 3 days a week. Tuesday and Wednesday are mandatory days, third day is your choice.

Pay range: $58,656+ per year

Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. Successful candidates may be eligible to receive annual performance bonus compensation.

Benefits Information:

We are proud to offer best-in-class benefits and programs to support employees and their families in living healthy, happy lives. Our pay and benefit plans have been designed to promote employee health in all respects - physical, financial, and developmental. Depending on whether it is a part-time or full-time position, some of the benefits offered may include:

* Day 1 Medical, supplemental health, dental & vision for FT employees who work 30+ hours

* Best-in-class well-being programs

* Annual, no-cost health assessment program Blueprint for Wellness

* healthy

MINDS mental health program

* Vacation and Health/Flex Time

* 6 Holidays plus 1 "MyDay" off

* Fin Fit financial coaching and services

* 401(k) pre-tax and/or Roth IRA with company match up to 5% after 12 months of service

* Employee stock purchase plan

* Life and disability insurance, plus buy-up option

* Flexible Spending Accounts

* Annual incentive plans

* Matching gifts program

* Education assistance through MyQuest for Education

* Career advancement opportunities

* and so much more!

We are looking for a talented, experienced relationship-builder who thrives at the intersection of Sales and Operations. As our next Account Specialist, you'll partner with cross-functional experts to deliver a seamless client experience in the Health and Life Sciences (HLS) space. Your mission: delighting customers, driving sales growth, identifying process wins, and ensuring every account flourishes.

You will serve as the primary relationship manager for assigned client accounts, ensuring long-term business growth and exceptional client satisfaction. You will act as a "customer-obsessed" advocate, partnering closely with Sales, Operations, Mobile Phlebotomy network, and cross-functional teams to deliver a seamless experience and identify strategic process improvements. This role is focused on supporting growth, customer retention, delighting the customer, and HLS process improvement.

Based in Lenexa, KS, this hybrid role offers a blend of remote flexibility and in-person collaboration.

Responsibilities:

* The Account Specialist is the main contact for insurance accounts.

* This individual works closely with our Executive Sales team to learn, solution and improve our business relationships.

* They apply their large breadth of knowledge to anticipate customer needs, improve workflows, identify risks or opportunities, and solve any issues that might occur.

* Main contact for customers' business needs expected to resolve or identify a source for resolution.

* Serve as liaison between all teams and departments:

* Strategic Account Executives, Customer Service Group, Case Management, Quality Assurance, Imaging, Project Managers, Technical Account Managers, IT, Data Reference, Field Operations, Field Sales, Professional Services, Project Managers, Billing, Call Center, Attending Physician Statements etc.

* Responsible for keeping all account information accurate:

* Update our Customer Relationship Management tool, Salesforce.

* Audit account codes for order placement and billing.

* Review billing invoices.

* Verify workflow processes.

* Validate any project needs are correctly aligned.

* Attend and contribute to client meetings, facilitate and lead client meetings and/or conference calls, join regional and national industry events and travel as necessary.

* Provide daily, weekly, monthly and/or quarterly reporting metrics from various systems and data sources.

* Exam One Portal, Business Intelligence site, Case One, C4, SAS, ESS

* Join, participate and/or lead daily, weekly, monthly and/or quarterly calls both internally and externally

* Proactively identify areas of risk or opportunity and work closely with Strategic Account Executives to protect or gain business

* Retain business through exception customer care, timely responses, proprietary insight, and relationship building

Qualifications:

Required

Work Experience:

* Must have 5 years of experience in a sales support type environment

Physical and Mental Requirements:

* Auditory and visible ability along with comfort with video meetings

Knowledge:

* Basic computer skills, proficient in Outlook, Microsoft Suite

Skills:

* Must be able to quickly and efficiently resolve urgent client issues.

* Good oral and written communication

* Observe strict…