Account Manager

Job Summary:

The Medefy Account Manager 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:

• Works with the Customer Success team to 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 facilitate day-to-day tasks to maintain a strong, positive relationship with clients.   
• Collaborate with various internal departments to ensure that Medefy fulfills all client needs.  
• Work to resolve client escalations and keep track of all processes that pertain to the client’s needs.  
• Assist with the collection and analysis of data concerning consumer behavior to understand changing needs.  
• Manages meetings, action items from meetings, plan renewal workflow/documentation, and app updates.  
• Update internal systems with appropriate information throughout client lifecycle.
• Attend onsite client meetings/events as needed, up to 20% of the time.
• Performs other duties as assigned.  

You must have at least the following: 

• Associate degree OR comparable record of account management experience  
• At least 2 years of account management experience 
• Experience with systems like HubSpot, Monday.com, and ticketing platforms
• Satisfactory problem-solving skills to help resolve client complaints or needs 
• Excellent verbal and written communication skills to communicate with clients  
• Strong client service and interpersonal skills for dealing with different types of clients 
• Time management and multitasking skills to handle multiple tasks and clients at once 
• Strong organizational skills and attention to detail 

It would be great if you have:  

• 2+ years’ experience in any of the following areas: health insurance, employee benefits, insurance brokerage, HR, telemedicine, general healthcare.  
• Ability to travel, as needed.  
• Problem-solving and critical thinking abilities to find creative solutions to complex issues clients may be facing.

Supervisory Duties: No supervisory duties

Travel Requirements Percentage:  Up to 20% 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.