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Account Manager - Membership Operations
Atria Physician Practice New York PC | New York | Full-time | apply.workable.com |
Composed of the Atria Academy of Science and Medicine, the not-for-profit Atria Health Collaborative and The Atria Institute in New York City, we unite the world’s leading medical minds, cutting-edge technology, and breakthrough science to deliver proactive, preventative care to our patients, and to democratize access to modern medicine globally.
Atria provides concierge primary healthcare with a distinct focus on maximizing both healthspan and lifespan. Customers (referred to as members) pay an all-inclusive annual fee that includes all care, diagnostics, and imaging provided at the Atria Institute, in-home, and via telemedicine.
Delivering such robust, personalized, and preventative healthcare is complex, but we believe it's worth it and that everyone should have access to this level of care. Our mission is to make healthspan and lifespan equal for all by translating science into medicine in real-time.
ESSENTIAL FUNCTIONS:
• Manage membership account records:
• Prepare enrollment documentation and instructions
• Collect, scan, catalog, and upload membership documents to maintain archive
• Prepare individual invoices and receipts and archive financial records
• Provide troubleshooting assistance for documents, payments, and other issues
• Enter information into the customer relationship management (CRM) system and reconcile daily contact info and sales activity
• Support ongoing development of CRM and evaluation of business requirements
• Collaborate on design of CRM user guides and support materials
• Develop mastery of Monday CRM thru continuous learning
• Produce and maintain membership reports to monitor pipeline, sales performance and forecast
• Liaison with Finance for keeping track of invoicing and late payments
• All registration
• Collaborate with Technology team for optimizing CRM
• Track membership leads and inquiries and triage to sales team
• Collaborate on design of marketing and sales support materials
• Handle ad hoc administrative duties to support Membership activities and goals as well as events
• Support new members to ensure adequate completion of onboarding documentation and requirements
• Partner with care team to provide a seamless, high-quality onboarding experience for new members
• Manage membership accounts and renewals
• Expert relationship builder, who enjoys working with people and exceeding expectations
• Uses skills in empathy and listening to anticipate needs of prospective members
• Can articulate Atria’s vision clearly, succinctly and with genuine passion
Base Salary: $75,000 - $85,000
Requirements
• Degree in business, marketing, or related field preferred
• Minimum of 3 + years of experience in sales, customer service, marketing, or account management
• Strong interpersonal skills and the ability to build and maintain relationships
• Superior verbal and written communication skills
• Accountable with exceptional attention to detail
• Proactive problem-solving skills
• Versatile, flexible and self-motivated
• Commitment to privacy, information security, and discretion
• Proficiency with CRM
• 100% on site in NYC
• Preferred but not required: Experience using monday.com, Tableau, snowflake, and ZenDesk
Benefits
At Atria, we are proud to offer every member of the Atria team:
• Excellent health and wellness benefits, 100% paid by Atria
• Time to give back and make an impact in underserved communities
Atria provides concierge primary healthcare with a distinct focus on maximizing both healthspan and lifespan. Customers (referred to as members) pay an all-inclusive annual fee that includes all care, diagnostics, and imaging provided at the Atria Institute, in-home, and via telemedicine.
Delivering such robust, personalized, and preventative healthcare is complex, but we believe it's worth it and that everyone should have access to this level of care. Our mission is to make healthspan and lifespan equal for all by translating science into medicine in real-time.
ESSENTIAL FUNCTIONS:
• Manage membership account records:
• Prepare enrollment documentation and instructions
• Collect, scan, catalog, and upload membership documents to maintain archive
• Prepare individual invoices and receipts and archive financial records
• Provide troubleshooting assistance for documents, payments, and other issues
• Enter information into the customer relationship management (CRM) system and reconcile daily contact info and sales activity
• Support ongoing development of CRM and evaluation of business requirements
• Collaborate on design of CRM user guides and support materials
• Develop mastery of Monday CRM thru continuous learning
• Produce and maintain membership reports to monitor pipeline, sales performance and forecast
• Liaison with Finance for keeping track of invoicing and late payments
• All registration
• Collaborate with Technology team for optimizing CRM
• Track membership leads and inquiries and triage to sales team
• Collaborate on design of marketing and sales support materials
• Handle ad hoc administrative duties to support Membership activities and goals as well as events
• Support new members to ensure adequate completion of onboarding documentation and requirements
• Partner with care team to provide a seamless, high-quality onboarding experience for new members
• Manage membership accounts and renewals
• Expert relationship builder, who enjoys working with people and exceeding expectations
• Uses skills in empathy and listening to anticipate needs of prospective members
• Can articulate Atria’s vision clearly, succinctly and with genuine passion
Base Salary: $75,000 - $85,000
Requirements
• Degree in business, marketing, or related field preferred
• Minimum of 3 + years of experience in sales, customer service, marketing, or account management
• Strong interpersonal skills and the ability to build and maintain relationships
• Superior verbal and written communication skills
• Accountable with exceptional attention to detail
• Proactive problem-solving skills
• Versatile, flexible and self-motivated
• Commitment to privacy, information security, and discretion
• Proficiency with CRM
• 100% on site in NYC
• Preferred but not required: Experience using monday.com, Tableau, snowflake, and ZenDesk
Benefits
At Atria, we are proud to offer every member of the Atria team:
• Excellent health and wellness benefits, 100% paid by Atria
• Time to give back and make an impact in underserved communities
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