Account Management Support Specialist

The Account Management Support Specialist will provide essential back-end support to the Account Management department, ensuring smooth and efficient execution of client programs and services. The Account Management Support Specialist will assist with data tracking, reporting, temporary client coverage, program management, and other operational tasks, contributing to the overall success of the Account Management team. This position focuses on internal processes and client deliverables.

The Account Management Support Specialist will report to the Customer Success Manager. The salary range for this position is $50,000-$55,000, determined through the interview process and based on qualifications and experience.

Job Responsibilities

• Create, update, and review program guides, communications, forms, and client portal data
• Conduct audits, prepare reports, and ensure data accuracy for client programs and invoicing
• Schedule and review client-targeted emails and promotional materials to align with program timelines
• Assist with planning, scheduling, and tracking of client wellness programs and challenges
• Provide administrative support for client intake, billing, and internal inquiries related to Account Management department needs
• Collaborate with the Account Management team to ensure smooth transitions for clients, particularly during team handoffs or program changes
• Track the progress and completion of program elements, ensuring adherence to deadlines
• Assist in the development and review of promotional materials such as challenge flyers and email content
• Schedule and review client-targeted emails, ensuring they are aligned with program timelines and objectives
• Track and update client participation, including but not limited to health coaching participation, challenge activities, and third-party data
• Coordinate with internal teams to ensure smooth execution of client-facing initiatives
• Support client facing responsibilities such as emails, calls, and meetings as needed

• 2+ years of experience in administrative support, account management, or a related field
• Prior industry knowledge experience required
• Proficient in the Wellworks Portal and its functionality
• Demonstrated leadership skills
• Exceptional problem-solving skills
• Strong attention to detail
• Ability to collaborate with team members, both in office and remotely
• Excellent time management skills
• Excellent oral and written communication skills
• Excellent organizational skills
• Flexible, open to new ideas, and willing to take on new responsibilities
• Ability to perform a variety of tasks simultaneously, sometimes under tight deadlines
• Ability to prioritize tasks and remain flexible
• Proficiency in Microsoft Office, especially Word, Excel, PowerPoint, and Outlook

Work Environment

• This job routinely uses standard office equipment such as computers, phones, etc.
• This position is a fully remote position, reporting into our home office in Malvern, Pa. Local candidates can have the option of hybrid work in office and remote if desired.
• Because you will be handling confidential client information, you must work from your designated home office. You cannot work in a public location.
• Computer equipment and VPN access are provided. Employee must provide their own internet access.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Type: Full-time, Salary