Account Executive - Benecard PBF

We are seeking a skilled and relationship‑driven Strategic Account Executive to manage a portfolio of clients, serve as their trusted advisor, and ensure the successful delivery of our products and services. In this role, you will build lasting partnerships, collaborate with internal teams, and represent our organization at client meetings, conferences, and industry events.

The Account Executive acts as the main point of contact for clients, connecting with key decision makers, maintaining strong relationships, and ensuring an exceptional client experience throughout the partnership.

West Coast candidates are preferred.

Account Executive responsibilities include developing long-term relationships with a portfolio of clients, connecting with key business executives and stakeholders. AEs liaise between customers and cross-functional internal teams to ensure the timely and successful delivery of our solutions according to customer needs. Manage and develop client accounts to initiate and maintain favorable relationships with clients. AEs present solutions, attend conferences and develop great relationships with consultants and TPAs within their client relationships.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Be the primary strategic relationship and build long-term relationships with customers.
• Help customers through email, phone, online presentations, screen-share and in-person meetings.
• Develop a trusted advisor relationship with key accounts, customer stakeholders and executive sponsors.
• Ensure the timely and successful delivery of our solutions according to customer needs and objectives.
• Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders.
• Forecast and track key account metrics; understand all aspects of client’s account.
• Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
• Enhance department and organization's reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
• Responsible for keeping current clients satisfied and delivering exceptional client service on a day-to-day basis.
• Travel is required.
• Maintain accurate and timely administrative records, including documenting client meetings, preparing meeting summaries, and tracking follow-up action items.
• Keep internal systems and applications updated with current client information, strategic initiatives, account activity, and key business developments.
• Ensure client records, account plans, and organizational data are consistently maintained and up to date across company platforms.
• Manage ongoing administrative responsibilities to support effective account management, communication, and execution of client strategies.
• Other duties as assigned.

QUALIFICATIONS:

• Must have a minimum of 5 years’ experience in PBM customer service or account management. Taft Hartley experience preferred. 
• Must demonstrate deep understanding of building relationships with clients.
• • Must have excellent communication skills – written and verbal.
• Must be able to perform mathematic calculations including working with fractions and decimals.
• Must have knowledge of Microsoft suite including Word, Excel, Outlook, Teams and PowerPoint.
• Must have a professional appearance and communication style.
• Must be able to present products in diverse settings including meetings, conferences, health fairs and summits.

We are an equal opportunity employer.