Regional Account Manager

Job Summary: The Regional Account Manager will be responsible to actively manage and drive growth, profitability, and satisfaction within a designated region. The Regional Account Manager will need to take a proactive approach to clients to better understand their business goals and objectives. This role will require an individual to have a provider focus, an ability to be consultative and a bias toward driving results and growing business.

Positional Duties and Responsibilities:

• Develop value-based, long-term working relationships as the clients’ trusted advisor to effectively understand and address opportunities for growth within designated region
• Proactively manage key regional relationships to strengthen rapport and create greater value
• Engage regional partners in ongoing business reviews to ensure proper utilization and continuity while addressing concerns
• Create strong relationships with key stakeholders at both senior and mid-management levels
• Able to coordinate available resources across multiple departments to secure business opportunities and ensure success
• Able to put together presentation decks that properly highlights provider performance and help drive utilization
• Effectively communicate with key enterprise partners and maintains a good working relationship
• Continuous tracking of account activity with the ability to influence provider behavior conducive to an increase in funded volumes
• Provide monthly reporting and metrics to clients to ensure we are taking a proactive approach to improving their practice while providing “white-glove” service
• Develop a strong understanding and knowledge of the client's business model
• Assist in activation or re-activation of existing clients within designated region
• Engage with providers, owners, and office staff to ensure clear understanding of the Proceed Finance program and successfully implement action plans for increased usage of our product, ensure retention and grow their business
• Manage daily activity and processes within current CRM system
• Maintain knowledge and understanding of all Proceed product offerings, current rates, and compliance requirements to support usage of the product
• Perform other duties as assigned

Education and Experience

• Bachelor’s degree in business administration, marketing, communications or similar field, and/or related experience; strong finance business/industry acumen
• Five plus years Sales and/or relationship management experience; preferably within financing or payments space
• Ability to consult, question and diagnose a client's needs, provide recommendations, and follow through to resolution
• Proven to track record of success and ability to measure success
• Strong disposition to deliver a professional, positive image over the phone, virtually, and in-person

Qualifications & Skills

• Experience in Healthcare or Finance preferred
• Ability to communicate and clearly express complex ideas, both in writing and verbally at all levels of the organization
• Experience constructing and making presentations to C-level executives
• Proven interpersonal and negotiation skills
• Customer focused mind set with ability to respond quickly to client needs
• Strong organizational skills and attention to detail
• Robust analytical and problem-solving skills
• Excellent time management skills with a proven ability to meet deadlines
• Ability to work in a fast-paced environment
• Proficiency using Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
• Experience with CRM, Zoho/Salesforce preferred
• Entrepreneurial mindset

Work Environment

• Work is performed in a standard office setting and/or remote home office
• The noise level in the work environment is usually quiet

Physical Demands

• Sedentary work that primarily involves sitting/standing
• Light work that includes moving objects up to 20 pounds occasionally

Hours of Work

• A minimum of 40 hours per week
• Ability and willingness to travel up to 30% of time; with overnight stays and weekends required

Job Type: Full-time

Pay: From $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Referral program
• Vision insurance

Experience level:

• 8 years

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Travel requirement:

• Travel

Experience:

• Financial sales: 3 years (Preferred)
• Account management: 3 years (Required)
• Customer relationship management: 3 years (Required)

Work Location: Remote