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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