Account Manager

Position Summary:

The Account Manager is responsible for managing and growing Agile’s largest and most strategic accounts to achieve retention, revenue growth, and customer satisfaction goals. This role focuses on deepening client relationships, identifying opportunities for additional services, and ensuring that account needs are met through collaboration with internal teams. The Account Manager serves as the primary point of contact for key stakeholders, bridging client expectations with Agile’s service delivery capabilities.

Responsibilities:

• Manage a portfolio of the largest, most complex accounts by developing strong, trusted relationships with key stakeholders across all levels of the organization.
• Identify new sales opportunities within existing accounts and proactively present additional services to expand the relationship and increase share of wallet.
• Track and report on account growth, retention rates, churn, and service utilization; develop action plans for accounts with declining performance.
• Design and implement account-specific strategies to strengthen partnerships and address unique customer needs, including underutilized services.
• Work closely with Operations, Clinic, and Ancillary teams to ensure high-quality service delivery and rapid resolution of client concerns.
• Utilize CRM tools (HubSpot, Zoho) to capture all account activities, track performance against goals, and maintain accurate records of client communications.
• Develop and deliver customized presentations, quarterly business reviews, and stewardship meetings that demonstrate Agile’s value and results.
• Complete RFPs and manage submissions in collaboration with Sales Operations and other internal stakeholders, ensuring timely and accurate responses.
• Prepare annual and bi-annual business plans for each major account, identifying key growth initiatives, service expansion opportunities, and risk mitigation strategies.
• Represent Agile at industry events, trade shows, and community engagements to strengthen brand visibility and client relationships.
• Stay informed on occupational medicine trends, competitor offerings, and client industry developments to anticipate needs and adapt account strategies.
• Performs other job-related duties as assigned.

Requirements:

• Bachelor’s degree in Business, Marketing, or related field, or equivalent work experience.
• 3 years of account management experience, preferably in healthcare, occupational medicine, or a related service industry.
• Proven track record of achieving account retention and growth targets in a competitive market.
• Proficiency with CRM systems (HubSpot preferred) and Microsoft Office Suite; familiarity with Apollo/Zoho a plus.
• Ability to travel within assigned market up to 30% of the time.
• Strong communication, presentation, and negotiation skills.
• Excellent organizational skills and the ability to manage multiple accounts and priorities simultaneously.

Key Attributes:

• Customer-focused relationship builder who earns trust and loyalty through consistent service and results.
• Proactive growth driver who identifies opportunities to deepen partnerships and expand services.
• Strategic thinker with the ability to align client goals to Agile’s capabilities.
• Collaborative partner who works effectively with cross-functional teams to meet client needs.
• Detail-oriented and organized professional with strong follow-through and accountability.

Salary:

Base salary $75,000.00 - $85,000.00 annually bonus. Exact compensation may vary based on skills, experience, and location.

Why You Should Join Our Team:

Agile Occupational Medicine is a leading occupational medicine group with a network of 24 clinics and one surgery center dedicated to providing comprehensive healthcare services to businesses and their employees across California and Yuma, Arizona. We specialize in ensuring the health and well-being of workers through a range of medical services, including injury care (workers’ compensation), physical examinations (employer services), and commercial (urgent care).

We are a rapidly growing company with a fun and collaborative work environment. We are passionate about disrupting the world of occupational medicine, and we are committed to providing our customers and patients with the best possible experience. We offer our employees competitive salaries, commission, and benefits, and we give them the opportunity to make a real impact on the business.

Agile Occupational Medicine is an Equal Opportunity Employer. Agile does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided upon qualifications, merit, and business need.