Field Account Manager

New
T
ThatchHealthcare Technology
Remote (US)Full-TimeMiddle
Salary not disclosed
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Job Details

Experience
4+ years of experience in benefits consulting, customer success, support or a related customer-facing role.
Required Skills
Data AnalysisProject CoordinationAccount ManagementCustomer Success

Requirements

  • 4+ years of experience in benefits consulting, customer success, support or a related customer-facing role.
  • Active broker license and fluency in plan advising (a strong plus).
  • Exceptional communication and presentation skills.
  • Ability to build trust and engage audiences ranging from frontline employees to HR leaders and executives.
  • Strong organizational skills and attention to detail.
  • Experience managing multiple priorities and customer engagements simultaneously.
  • Demonstrated ability to navigate ambiguity and solve problems independently.
  • Willingness to travel 50%+ during annual open enrollment season (Q4).
  • Ability to analyze customer data, prepare reporting, and translate insights into actionable recommendations.

Responsibilities

  • Deliver onsite support, employee education, and enrollment assistance for customers across a designated region.
  • Lead employer-facing programs including open enrollment sessions, Thatch platform training, product webinars, and office hours.
  • Partner with Account Managers to deepen customer relationships, identify opportunities and risks, and support business reviews.
  • Coordinate and execute customer onsite events end-to-end, including travel logistics, stakeholder alignment, and presentation delivery.
  • Act as a customer advocate by surfacing feedback and partnering cross-functionally with Product, Operations, and Support teams.
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