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Role Description

As a Success Manager, you will be responsible for building strong relationships with physicians and Practice Management, driving business outcomes, and ensuring their success with our solutions. You will leverage your medical knowledge and sales expertise to develop tailored strategies that enhance productivity, increase membership, and improve overall Practice performance. Your success will be measured based on membership and revenue growth, member retention, and practice performance.

Key Responsibilities

• Practice Success & Growth Strategy
  • Develop & Execute Business Plans: Partner with physicians to assess practice performance, identify areas for improvement, and implement strategic initiatives that drive revenue, increase patient membership, and enhance operational efficiency.
  • Drive Measurable Results: Implement targeted programs to reduce cancellations, increase new memberships, optimize pricing strategies, and streamline operations for long-term success.
  • Onboarding & Continuous Training: Lead the onboarding of new practices and staff, providing ongoing training and performance coaching to ensure team members deliver an exceptional patient experience. Develop First-Year Growth Plans for all new affiliates and guide established practices through continuous improvement initiatives.
  • Trusted Advisor & Consultative Engagement: Serve as a strategic business consultant, helping physicians optimize patient engagement, streamline workflows, and leverage best practices to enhance practice outcomes.
  • Proactive Physician & Staff Engagement: Maintain consistent communication through in-person visits, calls, texts, and emails to ensure alignment with corporate initiatives, resolve concerns efficiently, and encourage participation in growth initiatives.
  • Operational Best Practices & Adoption: Regularly observe practice operations, identify gaps, and provide hands-on guidance to enhance productivity, service quality, and membership retention.
• Territory & Account Management
  • Strategic Territory Growth & Risk Mitigation: Proactively identify at-risk practices, expansion opportunities, and new growth initiatives within the assigned territory. Analyze practice performance and recommend continuous improvement plans based on data-driven insights.
  • Structured Visit & Engagement Cadence: Conduct regular on-site and virtual office visits, adjusting frequency based on performance assessments. Implement plans for underperforming accounts, ensuring practices meet performance goals and maximize revenue potential.
  • Collaboration & Resource Optimization: Work cross-functionally with internal teams—including Sales, Marketing, and Corporate Support—to drive territory success. Identify appropriate tools and resources to support affiliates effectively and follow up to ensure problem resolution.
  • Influence & Leadership in Practice Success: Lead physician engagement efforts, influencing participation in key corporate initiatives such as networking events, practice relocations, and technology implementations (EHR integrations, process optimization, etc.)
• Accountability & Performance Excellence
  • Goal-Oriented Execution: Maintain a results-driven approach by tracking key performance metrics, logging progress in CRM (Salesforce), and reporting on milestones and growth opportunities.
  • Commitment to Professional Growth: Actively participate in weekly team meetings, training sessions, and industry webinars to stay ahead of trends, best practices, and new offerings.
  • Operational Excellence & Responsiveness: Demonstrate strong organizational skills, critical thinking, and accountability by effectively managing multiple accounts, promptly resolving issues, and continuously refining strategies to drive success.
  • Ownership & Continuous Improvement: Take responsibility for outcomes, collaborate with internal teams to address challenges proactively, and ensure a continuous feedback loop to improve processes.

Qualifications

• Bachelor’s degree in relevant discipline
• Three (3) years related work experience in account management
• One (1) year related work experience in sales
• Proficient in Microsoft Office, with advanced skills in Outlook and intermediate proficiency in Excel and Word. Basic knowledge of PowerPoint.

Preferred Qualifications

• Experience working in healthcare, medical sales, or clinic operations.
• Experienced with travel and expense reporting tools, mapping software, and CRM systems.

Benefits

• Be part of a mission-driven organization leading innovation in personalized healthcare.
• Drive transformation and growth in a dynamic, fast-paced environment.
• Competitive compensation: attractive base salary complemented by performance-based incentives for eligible roles.
• Comprehensive benefits: health, dental, vision insurance, and retirement plans.
• Professional development: access to ongoing training and leadership development programs.
• Positive work environment: consistently recognized as a Great Place to Work®, fostering a culture of collaboration and excellence.