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Account Manager, Medicare
EXCEL Group. Manage a portfolio of enterprise Medicare accounts with significant monthly budgets .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing enterprise Medicare accounts, leveraging analytical skills to drive performance improvements and optimize client relationships. Proficient in utilizing CRM tools like Salesforce and performance marketing platforms to contribute to revenue growth and strategic account management.
Highest-signal resume keywords
B2B Account ManagementPerformance MarketingSalesforce ExperienceAnalytical SkillsClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
KPI AnalysisAccount Strategy DevelopmentPerformance Data AnalysisTroubleshootingRevenue Growth Contribution
Soft Skills
Excellent CommunicationSelf-DirectedOrganizational SkillsProblem-SolvingStakeholder Relationship Building
Tools & Technologies
SalesforceAsanaGoogle AdsTaboolaTableau
Industry Keywords
MedicareLead GenerationRegulated MarketingEnterprise AccountsBusiness Reviews
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Manage a portfolio of enterprise Medicare accounts with significant monthly budgets
- Own day-to-day account performance and partner relationships
- Build relationships with senior stakeholders across carriers, brokerages, and agencies
- Lead regular business reviews
- Develop account strategies with internal teams using performance data and market trends
- Identify and drive growth through optimization, expansion, and upsell
- Contribute to pricing proposals
- Maintain accurate account records and pipeline in Salesforce and Asana
- Analyze account performance to identify trends, risks, and opportunities
- Turn insights into action plans that improve results and partner outcomes
- Troubleshoot performance issues and coordinate with technical teams
- Document wins and best practices and share learnings with the broader team
- Serve as primary point of contact for assigned accounts
- Present performance data as actionable recommendations and narratives
- Handle escalations and involve leadership when needed
- Build stakeholder trust and participate in executive-level conversations and business reviews
Requirements
What you’ll need- 3+ years in B2B account management, performance marketing, insurance, or SaaS
- Strong analytical and problem-solving skills, with a solid grasp of KPIs and how to move them
- Excellent written and verbal communication
- Self-directed, accountable, and organized, with a focus on measurable outcomes
- Experience managing client relationships and contributing to revenue growth within existing accounts
- Experience with complex or enterprise-level client relationships
- Hands-on experience with Google Ads, Taboola, Tableau, or similar platforms
- CRM experience (Salesforce preferred)
- Familiarity with Medicare, lead generation, or regulated marketing environments
- Candidates must be located in Ohio or South Florida
- Some travel to onsite events and for in person collaboration is required
Benefits
Comp & perks- Transactional Bonus $1,000
- Learning Allowance/year
- Separate budget for conferences/events
- Company-sponsored benefits
- Health insurance
- Dental insurance
- Vision insurance
- Life insurance
- Short term disability insurance
- Long term disability insurance
- 401(k) plan
- Flexible schedule
- Paid time off
- Parental leave
- Holidays, vacation, and personal paid time-off
- Work-life flexible while committed to growth
- The entire company is remote/work from home
- Company provided computer hardware/software
- Unlimited growth and development opportunities