Account Success Manager

About the role

The Account Success Manager is a field‑based extension of the Territory Management and Referral Coordination teams, supporting healthcare providers, referral sources, and patients throughout the patient access journey. The role drives referral optimization, provider education, patient access support, and account engagement to improve provider and patient outcomes.

Key responsibilities

• Oversee referrals from healthcare providers and referral sources to ensure timely patient onboarding, insurance verification, and order fulfillment.
• Partner with Referral Coordinators, Territory Managers, Customer Service, and Operations teams to resolve referral, documentation, reimbursement, and patient‑access barriers.
• Develop and execute strategic plans for assigned accounts to achieve territory sales objectives and increase product adoption.
• Conduct regular in‑person visits with healthcare providers and referral sources to strengthen relationships and improve referral conversion.
• Serve as a field‑based educational resource, delivering office in‑services, referral process reviews, and training on documentation standards and company programs.
• Maintain accurate records, activity documentation, and compliance with corporate policies while supporting patient transitions and territory coverage needs.

Required profile

• High school diploma or equivalent; associate’s or bachelor’s degree preferred.
• Minimum one year of experience in healthcare administration, referral management, intake, customer service, or related field.
• Strong interpersonal and relationship‑building skills with the ability to work independently.
• Willingness and ability to travel throughout an assigned geography and conduct frequent in‑person visits.
• Valid driver’s license and ability to meet credentialing requirements for healthcare facilities.

What we offer

• Comprehensive medical, dental, and vision insurance plus wellness and mental‑health resources.
• Competitive 401(k) plan with immediate company match and financial planning services.
• Generous paid time off, flexible work hours, and flexible work‑arrangement options.
• Opportunities for continuous learning, mentorship, and tuition reimbursement.
• Recognition programs that celebrate employee achievements and contributions.