Strategic Account Manager

## Company Description Health Evolution is a selective membership of chief executives and influential leaders from the most impactful organizations across the health care industry. Our members embrace bold ideas, drive meaningful innovation, lead with courage, and collaborate to advance a health care system that is more accessible and affordable, more effective and equitable, and more proactive and personalized. Health Evolution’s range of in-person and virtual convenings include: - Health Evolution Summits: The largest, most influential gathering of health care CEOs and senior leaders in America - Exchanges: Intimate group gatherings focused on a specific topic in a signature location - Hubs: Dedicated member space for meetings, networking, and receptions at industry events. - Networks: Trusted peer circles connecting like-minded executives - Forum: Peer-to-peer discussions exploring major themes reshaping health care ## Job Description The Manager, Strategic Accounts owns a portfolio of strategic memberships, serving as the primary point of contact for assigned accounts across the full membership lifecycle. This role drives member satisfaction, retention, and revenue growth by deepening executive relationships, managing renewals and contracting, and partnering cross-functionally to deliver a high-touch member experience. RESPONSIBILITIES Revenue & Growth - Identify cross-sell and upsell opportunities by analyzing current account usage and business objectives. - Manage contract renewals and negotiate terms to maximize account lifetime value. - Track sales performance metrics and document strategic account plans within Salesforce. Member Relationship & Strategy - Build and maintain strong, long-term relationships with key members and decision-makers. - Conduct regular business reviews and strategy check-ins to ensure member goals are being met. Member Onboarding, Contracts & Communication - **Deal Execution & Contracting:** Manage the end-to-end membership contract process—drafting tailored proposals and agreements—and coordinate closely with the finance team to oversee invoicing, billing accuracy, and accounts receivable tracking. - **Relationship Management & Liaison:** Serve as a professional, high touch point of contact for executive prospects and returning members, guiding them through negotiation, contract finalization, and the initial onboarding experience. - **Strategic Communications:** Draft and dispatch sophisticated, brand-aligned membership communications for both prospects and active accounts across all lines of business. Cross-Functional Collaboration & Problem Solving - Coordinate with internal teams (Product, Member Success and Operations) to resolve member issues and deliver customized solutions. - Act as the voice of the members internally, sharing feedback to drive product or service improvements. - Track adoption and engagement data to proactively identify and mitigate retention risks. Pipeline Management, Documentation & Forecasting - **Salesforce & Knowledge Management:** Maintain and optimize the business development pipelines in Salesforce and Box to ensure real-time accuracy, effective tracking against organizational growth goals, and reliable revenue forecasting. - **Prospect Database Architecture:** Build and curate highly targeted enterprise prospect lists within Salesforce across Health Evolution’s year-round experiences. - **Meeting Intelligence & Follow-Up:** Track and synthesize critical discussion outcomes from renewal meetings, managing immediate post-meeting execution items and ensuring key deliverables are tracked. - **Weekly Communication Preparedness:** Lead the weekly operational review of upcoming external touches, ensuring the renewals team is fully equipped with required documentation, historical member context, and finalized collateral ahead of external communications. KEY PERFORMANCE INDICATORS (KPIs) - **Membership Renewal:** Achieve a strong annual membership renewal rate across…