Demo

Client Service Account Manager - Payments - Vice President

JPMorgan Chase
Philadelphia, PA Full Time
POSTED ON 1/2/2025
AVAILABLE BEFORE 3/1/2025

If you are passionate about healthcare technology, supporting the needs of your customers, and have a strong desire to be a client-facing strategic account leader, we would love to speak with you about joining our team.

As a Client Service Account Manager Vice President in Healthcare Payments, you will be part of the Relationship Management team responsible for owning and managing your own book of business consisting of some of our largest and most prestigious healthcare customers.

 

Job responsibilities

  • Serve as the Customer’s primary healthcare payments business contact to help facilitate regular business activities that are both strategic and operational, deigned to promote value to ensure client satisfaction.
  • Identify and build strategic relationships with operational and executive staff within your assigned accounts to ensure the highest levels of efficient interaction.
  • Partner with JP Morgan Bankers and Treasury Management Officers to stay connected on customer relationship across our lines of business.
  • Support Business Development activities which contribute to the achievement of the annual revenue plan including execution of regular Strategic Business Reviews, Strategic Account Plans, Customer Governance Calls and Solution Demonstrations.
  • Identify upsell and new solution expansion opportunities within payments, banking and treasury to ensure revenue growth, and provide referrals as appropriate across the firm.
  • Promotes adoption of InstaMed’s solutions across your territory by identifying or promoting opportunities where InstaMed can offer value.
  • Identify possible risk areas that could impact customer retention or damage the customer relationship and appropriately communicate and escalate internally in a timely and effective manner.
  • Serve as a customer escalation point and help coordinate internal activities across various departments that result in a successful resolution for the customer.
  • Prepare, deliver and execute customer Orders, Contracts, and Renewals to support retention and growth.
  • Maintain and practice good Salesforce hygiene as it relates to customer account information and sales opportunities and pipeline. Maintain accurate and timely documentation of all activities relevant to the position.
  • Demonstrate a thorough understanding of InstaMed solutions, products and processes.

 

Required qualifications, capabilities, and skills 

  • 5  years of professional work experience in a customer facing role. 
  • 3 years of professional work experience in healthcare technology 
  • Display excellent people skills and ability to build relationships with customers and cross functional departments.
  • Demonstrates sound judgment in setting customer expectations and managing sensitive customer situations.
  • Influence without direct authority.
  • Ensures a learned understanding of InstaMed’s solution suite and articulate our value proposition.
  • Displays strong analytical and problem-solving skills.
  • Proficient with building and delivering customer presentations, decks, and executive level summary notes and action items 
  • Exhibits ability to be detail oriented and comfortable with researching and following written instructions to ensure necessary operational tasks associated with this role are completed timely and accurately. 
  • Proficiency in Excel, PowerPoint, and Salesforce Lightening.

 

Preferred qualifications, capabilities, and skills

  • Working knowledge of InstaMed solutions and processes. 
  • Prior work experience in healthcare payment processing.
  • Bachelor’s Degree or higher.
  • Demonstrated knowledge of healthcare patient accounting systems / practice management systems i.e. Epic, NextGen, Meditech, Greenway, Cerner, etc. 
  • Proficient knowledge of healthcare revenue cycle. 
  • Experience with analytics tools and reporting using such tools as Salesforce reporting and Einstein Analytics.

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