Strategic Account Manager

Are you ready to join Connecticut Innovation’s vibrant community of innovators? Connecticut Innovations (“CI”) is Connecticut’s strategic venture capital arm, and we are passionate about serving our portfolio of 220+ companies across various industries, with strengths in life sciences, technology, and climate tech.

Come join one of our quickly growing portfolio companies, Getting People to the Doctor - Refer Well!

Refer Well is a health tech company transforming access to care and elevating patient engagement. The company’s cutting-edge Perfect Match℠ scheduling platform and unique care navigation services eliminate administrative complexities for health plans and providers, seamlessly connecting patients with the care they need to ensure they get on and stay on their healthcare journey. Based in Stamford, Connecticut, Refer Well partners with national and regional health plans and providers responsible for over 10 million covered lives.

Refer Well is seeking a skilled Strategic Account Manager to manage the success and expansion of our clients. This role involves overseeing the entire client lifecycle—from onboarding and system adoption to long-term relationship nurturing. You will serve as a trusted advisor, prioritizing customer retention and identifying upselling and cross-selling opportunities within your assigned territory. By autonomously resolving issues and providing data-driven support, you will maximize customer lifetime value and ensure our partners achieve their healthcare goals.

• Relationship Management:
  Develop and maintain strong relationships with key client stakeholders, serving as a trusted advisor to ensure their strategic needs are met.
• Onboarding & Adoption:
  Oversee client onboarding to ensure projects stay on schedule, while providing the training and resources necessary to drive full system adoption.
• Growth & Strategy:
  Identify opportunities for upselling and cross-selling Refer Well products; assist in developing KPIs and program goals to maximize client ROI.
• Data & Reporting:
  Create reports and dashboards to track product usage, and develop client-facing materials such as training guides and case studies.
• Internal
  
  Collaboration:
  
  Work with cross-functional sales and product teams to share client insights, improve internal processes, and track interactions.

• Bachelor’s degree in Business, Marketing, Health Administration, or a related field.
• 2+ years of relevant experience in account management, customer success, or client operations (Healthcare or SaaS industry experience preferred).
• Proven track record of managing clients and multiple accounts effectively.
• Strong interpersonal, communication, and organizational skills.

• Experience in sales or support roles specifically within health plans or provider groups.
• Analytical mindset with proficiency in CRM software, Microsoft Office Suite, and data dashboarding.
• Self-motivated and results-driven, with a passion for customer success and process improvement

Individuals seeking employment at Refer Well are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation.