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    National Account Manager - Houston, United States - Lexitas

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    Description

    SUMMARY:

    The National Accounts Manager position is responsible for onboarding, maintenance and growth of closed won national accounts across all lines of business at Lexitas. Key duties include creating structure post-sale to ensure proper operational and sales execution on the deal and adequate communication with outside and staff counsel. This position works in collaboration with the Operations Executives, Marketing Team and Account Executives. The National Account Manager must deliver quarterly/monthly metrics and excellent customer satisfaction for the organization.

    Essential Functions:

    • Serve as the single point of contact for onboarding all closed/won national accounts.
    • Work with Operations Executives who operate systems required by the agreements.
    • Set-up billing profiles, billing standards, main point of contact for divisional operations, and any other preference required by the agreement.
    • Work alongside the Account Executives to obtain award letters.
    • Obtain information from the national account to prepare a list of firms operating under the agreement.
    • Prepare communication and implementation plan to notify firms of our award.
    • Manage team members and communicate with Operations and Sales Executives of the status of onboarding firms.
    • Maintain ongoing relationship with national accounts.
    • Meet quota expectations for growth of assigned accounts.
    • Deliver monthly billing through portals, adjusters, etc.
    • Set up quarterly, bi-annual, or annual visitation schedule for each contract.
    • Schedule regular recurring meetings to go over assigned accounts.
    • Performs other related duties as assigned.
    • Safeguards confidentiality of the medical records and complies with all local, state, and federal laws pertaining to medical records. Assures with all HIPAA regulations concerning use, retrieval, storage and sharing of medical records.

    COMPETENCIES, SKILLS AND ABILITIES:

    • Must be a positive team player and be able to communicate with team members.
    • Ability to maintain confidential and ethical integrity.
    • Strong attention to details, efficient and highly organized.
    • Possesses excellent written and communication skills.
    • Solid knowledge of Salesforce, PowerPoint, and Excel required.
    • General computer skills (Outlook, Word, Acrobat, Internet Explorer, Windows)
    • Flexible schedule and available to work occasional overtime as required.
    • Excellent organizational skills, self-motivated and detailed oriented.
    • Ability to work under pressure and have business acumen.
    • Ability to multitask, problem solving, and analyze.
    • Works well independently and with other department members.
    • Ability to positively influence and manage through others.
    • Ability to think strategically and focus on the customer in order to meet goals, and expectations.

    EDUCATION / EXPERIENCE

    • Bachelor's degree in business administration, sales and marketing, or similar field required.
    • 8-10 plus years of advanced experience in sales or account management roles.
    • Experience working in a multi-function, multi-geography environment preferred.
    • Proven track record of quota achievement and YOY growth of accounts.

    SUPERVISORY RESPONSIBILITIES:

    The National Accounts Manager may in the future oversee National Account Specialists and Coordinators. May also assign duties and delegate tasks to the Specialists as required based on workload and incoming e-mails.

    LANGUAGE SKILLS

    Ability to effectively present information and respond to questions from internal and external customers whose first language is English.

    CERTIFICATES, LICENSES, REGISTRATIONS

    None

    PHYSICAL DEMANDS

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

    While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle or feel objects, type and use mouse; reach with hands and arms; and talk and/or hear. The employee is required to sit for extended periods of time.

    WORK ENVIRONMENT

    The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

    While performing the duties of this job, the employee regularly works in an office environment in a clerical environment. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets.

    TRAVEL REQUIREMENTS

    This position requires frequent travel.

    OTHER DUTIES

    Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to the job at any time with or without notice.

    AAP/EEO STATEMENT

    Lexitas prohibits discrimination based on race, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation or any other legally protected status.

    EOE Employer/Vet/Disabled


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