Account Manager

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🕒 May 11

⛰️ Colorado, Utah – Remote

⛰️ Colorado – Remote ⛷️ Utah – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Pareto Capital

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

Pareto Capital is a financial services company with experienced professionals specializing in investment banking, investor relations advisory, and asset management. Inspired by the Pareto Principle, the company focuses on identifying the key factors that will drive significant growth for clients. Pareto Capital prides itself on its substantial experience, stakeholder networks, and focus on long-term value optimization to help businesses raise funds and create wealth. They provide comprehensive solutions tailored to complex business needs, ensuring client satisfaction and successful project execution.

📋 Description

• Own a portfolio of consultant and employer accounts, serving as the primary strategic partner responsible for retention, satisfaction, and long term value creation. • Support proactive account planning, risk identification, and renewal strategy to protect recurring revenue and grow cost savings solution adoption. • Anticipate client needs using performance, utilization, and renewal data to prevent churn and drive durable partnerships. • Build and maintain trusted advisor relationships with consultants, agency service teams and senior level employer stakeholders. • Confidently lead executive level conversations, including business reviews, strategy sessions, and complex issue resolution. • Represent the voice of the customer internally, advocating for client needs and influencing internal priorities. • Build trust through technical expertise and ability to clearly articulate how Pareto process works, how underwriting was conducted, impact of plan changes on employer financials and connecting claims reporting to an employers level of risk. • Drive end-to-end renewal execution, including data validation, coordination with Underwriting and consultant communication. • Apply strong financial and analytical judgment to guide discussions on cost containment, plan performance, and economic trade-offs. • Partner cross functionally to ensure accurate billing, documentation, and compliance with contractual requirements. • Identify opportunities to expand adoption of Savings Engine solutions and services that increase client value, reduce overall costs and strengthen retention. • Lead strategic planning sessions, business reviews, educational events and ongoing check-ins that align client goals with organizational initiatives including adoption of cost savings solutions. • Drive engagement in webinars, member meetings, and educational initiatives that reinforce value realization. • Coordinate across territory partners such as sales, customer service, customer operations, finance, underwriting, and leadership to deliver a seamless, high-quality customer experience. • Take ownership of timelines, processes and deliverables—ensuring accountability to territory results. • Leverage performance dashboards, utilization reporting, and risk indicators to guide strategy and client recommendations. • Translate complex data into clear, actionable insights for consultants and employer stakeholders. • Maintain accurate documentation and Salesforce records to support forecasting, reporting, and organizational visibility. • Exercise independent judgment in prioritization, escalation, and problem-solving within a dynamic portfolio. • Navigate ambiguity with confidence, balancing speed, accuracy, and stakeholder impact. • Continuously deepen expertise across various types of self-funding, claims reporting, TPA practices, Pareto solutions and market trends.

🎯 Requirements

• Bachelor’s degree or equivalent professional experience required • 5+ years’ experience in a client facing account management, customer success, consulting or related roles • Experience in health insurance and/or self-insurance or related fields • Ability to manage consultative executive relationships through client lifecycle management, with exposure to renewal negotiations • Comfort working with data, reports and financial metrics • Experience collaborating cross-functionally to deliver exceptional results • Proficiency in written and verbal communication • Strong presentation skills and comfort presenting to large audiences • Must be able to work on multiple projects at once, have a high attention to detail, and ability to accomplish large volumes of work with minimal supervision is required

🏖️ Benefits

• Fully paid medical, dental, and vision benefits. • Flexible PTO • 401k company contribution • Tuition reimbursement • Professional development allowance • Transportation allowance and daily parking reimbursement • Engaging hybrid work environment