Account Executive

Job Summary:

The Medefy Account Executive is responsible for making sure client needs are being met and understood by each department in the company. Their duties include handling any client complaints, working to find solutions to any client issues and managing other departments to ensure clients are experiencing a positive client-company relationship. 

About our awesome company, Medefy Health...

Medefy Health (www.Medefy.com) is a leading SaaS benefits navigation company, dedicated to simplifying the way employees’ access and utilize their benefits. Our mission is to drive better health and financial outcomes for our users while supporting HR teams and broker partners with seamless, data-driven solutions. 

Our company is headquartered in Tulsa, OK. We’re proud to be Oklahoma’s #1 fastest-growing company and rated by Inc. Magazine as the 37th fastest-growing tech company and the 288th fastest-growing company overall in the USA, and our story is still being written!

Healthcare is only getting more complicated, and more expensive, for employers and their employees. This is where Medefy Health comes in. We’re on a mission to eliminate the stress on hard-working families caused by an impossible to navigate healthcare system. All while saving them, and their employers, a significant amount of time and money. We demolish barriers between healthcare and the people who need it, and we need your help to further our mission!

Job Duties & Responsibilities:

• Be the strategic contact for clients and broker partners to deliver exceptional service and execute client growth initiatives.
• Act as a link between the company and clients to ensure all needs are being met and that they’re satisfied with the service and product.
• Work with Customer Success team and other internal departments to brainstorm new ways to maintain a strong, positive relationship with clients.  
• Conduct QBRs with clients and broker partners.
• Communicate with clients to ensure that all their needs are understood and addressed. 
• Build strong client relationships to maintain existing business, upsell additional products, and acquire new clients. 
• Collaborate with various internal departments to ensure that Medefy fulfills all client requests. 
• Work to resolve client escalations and keep track of all processes that pertain to the client’s needs. 
• Act as the client’s representative in the company to ensure that their needs are met with a focus on improving the client experience. 
• Collect and analyze data concerning consumer behavior to understand changing needs. 
• Update internal systems with appropriate information throughout client lifecycle. 
• Negotiate client contracts, research current client behaviors and identify new business opportunities with existing clients. 
• Performs other duties as assigned. 

You must have at least the following: 

• Bachelor’s degree in Business, Business Administration, or related field, OR comparable record of account management experience required. 
• At least 5 years of account management experience required. 

• Satisfactory problem-solving skills to help resolve customer complaints or needs. 
• Excellent verbal and written communication skills to communicate product ideas to clients. 
• Experience with systems like HubSpot, Monday.com, and ticketing platforms.
• Up-to-date understanding of the industry’s consumer behavior. 
• Strong customer service and interpersonal skills for dealing with different types of clients. 
• Communication skills to regularly meet with clients to learn their goals and needs and professionally relay this information to other employees. 
• Exceptional analytical skills for analyzing client data. 
• Time management and multitasking skills to handle multiple tasks and clients at once. 
• Advanced motivational and negotiation skills. 
• Strong organizational skills and attention to detail. 
• Ability to travel, as needed. 

It would be great if you have:

• Strategic Account Executive Certification, a plus 
• 2+ years’ experience in any of the following areas: health insurance, employee benefits, insurance brokerage, HR, telemedicine, general healthcare. 
• Leadership skills to delegate tasks and provide guidance to help employees deliver exceptional work to clients. 
• Problem-solving and critical thinking abilities to find creative solutions to complex issues clients may be facing.  
• Industry knowledge to implement and oversee compelling campaigns relevant to the industry and its audience 

Supervisory Duties: No supervisory duties

Travel Requirements Percentage: Up to 50% may be required

Physical and Mental Requirements:

Remote Work Environment: This position is performed remotely in a home-office setting. The employee must ensure a quiet, private workspace free from distractions and suitable for video conferencing and focused work. A reliable high-speed internet connection is required.

Physical Demands:

• Prolonged periods of sitting at a desk and working on a computer (up to 8+ hours per day).
• Frequent use of a computer keyboard, mouse, and screen; ability to type at least 55 WPM.
• Occasional movement within the home office environment (e.g., retrieving office supplies or documents).
• Vision abilities required include close vision for computer use and reading documentation, with or without corrective lenses.
• Occasional light lifting of materials (up to 15 lbs), such as a laptop or office equipment, may be required.

Communication Requirements:

• Must be able to communicate effectively in English using written and verbal channels (email, chat, video conferencing, phone).
• Must be able to read and interpret complex written information such as healthcare documentation, performance reports, and company procedures.
• Must be responsive and present during scheduled working hours and team communications, including virtual meetings and collaboration platforms.

Cognitive and Emotional Demands:

• Ability to manage multiple complex tasks and competing priorities in a high-paced environment.
• Strong critical thinking and decision-making skills with attention to detail.
• Ability to exercise independent judgment and problem-solving under time constraints.
• Must be able to adapt quickly to changing workflows, operational needs, and team dynamics.
• Must maintain a high level of confidentiality and discretion in handling sensitive information.
• Requires emotional resilience, especially when assisting users in distress or resolving escalated member concerns.
• Must be able to maintain composure and a professional demeanor under pressure.

Work Schedule & Attendance:

• Must be punctual, dependable, with potential for on-call duties as needed.
• Must maintain regular attendance and meet performance expectations without direct on-site supervision.

**Job description is not a comprehensive listing of all the activities, duties or responsibilities that are required of the employee.  Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.