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The Account Insight Manager delivers end-to-end analytics, reporting, dashboards, and data-driven insights supporting client renewals, retention, and upsell opportunities. Responsibilities include data extraction and validation, metric definition, trend and utilization analysis, report automation, executive presentations, CRM updates, cross-functional coordination, and client support. The role partners with a Consulting Account Manager, manages deadlines and risks, monitors performance guarantees, and performs administrative and data-entry duties. Travel may be required up to 25%.
The Account Insight Manager (AIM) partners with a Consultative Account Manager (CAM) to support an assigned book of business within the National Accounts segment. In addition to providing support, this position delivers technical, data-driven insights that shape client solutions and renewal strategies. This role owns the delivery of end-to-end analytics and reporting support across an assigned book of business, including requirements intake, data extraction and validation, metric definition, and analysis (e.g., trend/variance analysis, utilization and performance drivers) to inform renewal strategies, client solutions/insights, and retention/upsell opportunities. The AIM utilizes dashboards and develops recurring deliverables, ensuring data quality, documentation, and consistent methodologies across sources and reporting periods. The role coordinates internal cross-functional workstreams, managing timelines, stakeholders, dependencies, and approvals to deliver client-ready materials on time. The position translates complex findings into clear narratives and executive-ready presentations while proactively managing risks, assumptions, and follow-ups. This position is responsible for consistent monitoring of performance metrics and Performance Guarantee dashboards to inform the CAM, management, clients, and internal stakeholders of emerging trends. The successful candidate will also perform administrative duties in support of the CAM and the book of business. This position has client-facing responsibilities with limited travel requirements.
Responsibilities- Partners with the Consulting Account Manager to support client renewal strategy by delivering timely, accurate, data-driven insights across an assigned book of business. Works closely with the Consulting Account Manager to understand client goals and renewal drivers, translating business needs into reporting priorities, success measures, and deliverables.
- Performs data entry services in support of the CAM while the CAM is in the field.
- Leads end-to-end analytics, including financial and utilization analysis, report development, network analysis, and RFP support. Extracts, validates, and reconciles data from multiple sources; monitors data quality and resolves discrepancies through root-cause analysis and cross-functional follow-up.
- Defines and documents metrics, calculation logic, and reporting methodologies to ensure consistency across reporting periods and audiences.
- Coordinates with internal cross-functional partners to secure responses and approvals and manage dependencies; proactively manages risks, assumptions, and open items to meet deadlines and execute initiatives.
- Performs analysis (e.g., trend and variance analysis, utilization and performance drivers) to identify insights that inform renewal decisions, retention risk, and upsell opportunities.
- Builds, maintains, and enhances dashboards and recurring reporting packages; automates and standardizes where feasible to improve efficiency and reliability.
- Translates complex analytical findings into clear narratives, executive-ready presentations, and client-ready materials, tailoring messaging to stakeholder needs.
- Supports the Consulting Account Manager in managing the client relationship cadence (e.g., renewal touchpoints, business reviews), helping to prepare for and lead relevant portions of client meetings and ensure client expectations are clearly set and met. May interact directly with clients and is responsible for keeping the CAM informed and entering information into Salesforce CRM in a timely manner.
- Proactively communicates updates, timelines, and key insights to clients in partnership with the Consulting Account Manager; triages questions, resolves issues, and escalates risks as needed to protect deliverables and renewal outcomes.
- 2+ years of experience with a Bachelor’s degree.
- Advanced business math and analytical skills with the ability to position financial outcomes that contribute to revenue goals across an assigned portfolio.
- Strong time management skills and experience managing multiple projects simultaneously under tight deadlines.
- Ability to embrace change, operate in ambiguity, and approach challenges with a growth mindset.
- Ability to meet specific deliverables within an environment of tight deadlines and considerable pressure.
- Skilled at working independently and resourcefully with minimal oversight.
- Ability to effectively communicate with individuals at all levels in the organization and influence internal stakeholders in a collaborative environment.
- Advanced problem-solving skills with the ability to work cross-functionally to resolve issues and generate results.
- Outstanding attention to detail and strong organizational skills.
- Ability to travel up to 25%, including overnight travel, use a personal vehicle, and cover business expenses until reimbursed.
- Strong technology proficiency and a willingness to adapt to emerging technologies. Expert-level Microsoft Excel skills (advanced formulas, PivotTables, Power Query/Power Pivot, data modeling, and automation/macros); proficiency in Microsoft Office (Word, PowerPoint, Teams) and Salesforce CRM; and advanced knowledge of AI/machine learning and automation to streamline reporting and drive insights.
Base Pay Information
The national base pay range at the end is a good-faith estimate of what Delta Dental may pay for new hires. Actual pay may vary based on Delta Dental’s assessment of the candidate’s knowledge, skills, abilities (KSAs), related experience, education, certifications and ability to meet required minimum job qualifications. Other factors impacting pay include prevailing wages in the work location and internal equity.
Pay Grade 19. $64,357 - $134,845
- Competitive base and incentive pay
- 401(k) with robust matching and non-matching contributions
- Rich medical & pharmacy benefits
- 100% employer-paid dental and vision benefits
- Holistic wellbeing program with deep financial incentives
- Generous paid time off plus 12 paid holidays and your birthday off
- Culture of growth and learning: career development; tuition reimbursement; recognition program
- Family support: adoption assistance, fertility treatment, child, elder & pet care assistance
- Social responsibility and volunteer opportunities
- Employee discount program
Fair Chance Ordinances and Criminal Background Considerations
This position requires that the applicant undergo a background check. Qualified applicants with arrest or conviction records will be considered for employment in accordance with any applicable federal, state or local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and/or New York Corrections Law Article 23-A.
Important Work Authorization Information
Please note, Delta Dental will not sponsor applicants for work visas for this position.
#LI-Remote
At Delta Dental, we’re behind millions of smiles and counting. For over 68 years, we’ve served our communities by increasing access to affordable, quality care – but that commitment to care extends beyond the people we serve, to the dedicated employees who make those smiles genuine. We've come this far by building fair programs that offer opportunities for advancement, create meaningful connections and improve the lives of our employees and their families. Because we know that when we take exceptional care of each other, we can make a positive impact for all.
We champion an inspirational workplace through our commitment to trust, service, excellence and innovation. Joining us means working for a company that offers stability and balance, opportunities for leadership at all levels, and a work environment focused on teamwork and camaraderie.
Discover the smiling faces behind Delta Dental and experience our values and culture in action by connecting with us on social media. Follow Delta Dental Ins. on Facebook and Instagram, #LifeatDDins on Facebook and Instagram, Delta Dental Ins. on Twitter and Delta Dental Ins. on LinkedIn. If you've got an appetite for innovation and want to be a part of a team that’s transforming the future of health care, join us!
Since 1955, we have offered comprehensive, high-quality oral health care benefits to millions of enrollees and built the strongest network of dental providers in the country. The Delta Dental of California network includes affiliates Delta Dental Insurance Company; Delta Dental of Pennsylvania; Delta Dental of New York, Inc.; Delta Dental of the District of Columbia; Delta Dental of Delaware, Inc.; and Delta Dental of West Virginia, providing dental benefits to more than 31 million people across 15 states, the District of Columbia, Puerto Rico and the Virgin Islands.
The company and its affiliates are part of Delta Dental Plans Association (DDPA), a not-for-profit national association based in Oak Brook, Illinois. Through our national network of Delta Dental companies, we offer dental coverage in all 50 states, Puerto Rico and other U.S. territories. We offer vision coverage through DeltaVision in 15 states and the District of Columbia. Collectively, we deliver benefits to more Americans than any other dental insurance company.
Delta Dental Ins. is an equal opportunity employer and is committed to providing a professional work environment free from discrimination and harassment. Individuals seeking employment at Delta Dental are considered without regard to race, ethnicity, color, age, sex, religion, national origin, ancestry, pregnancy, sexual orientation, gender identity, gender expression, genetic information, actual or perceived physical or mental disability, registered domestic partner status, caregiver status, marital status, veteran or military status, citizenship status, or any other legally protected category. Delta Dental is committed to providing equal employment opportunities to all employees and applicants for employment. Accordingly, we have adopted and maintain an Equal Employment Opportunity Policy, Harassment-Free Work Environment Policy, and Respectful Workplace policies and will not tolerate violations of these policies.
Unfortunately, our Delta Dental Enterprise is unable to hire individuals residing in Alaska, North Dakota, Nebraska, Hawaii, Oklahoma, Vermont, Maine, West Virginia, New Hampshire, Wyoming, Puerto Rico, District of Columbia (Washington D.C.) or other US Territories at this time.
Proof of eligibility to work in the United States must be provided if selected for hire.
*Delta Dental includes: Delta Dental of California, Delta Dental Insurance Company, Delta Dental of Pennsylvania, and Delta Dental of New York
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