Account Consultant Job Description

Account Consultant Job Description

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Account consultant provides application and financial/money movement support needed to support COBRA, Direct Billing, FSA, and Commuter Benefits.

Account Consultant Duties & Responsibilities

To write an effective account consultant job description, begin by listing detailed duties, responsibilities and expectations. We have included account consultant job description templates that you can modify and use.

Sample responsibilities for this position include:

Follow up ‘warm leads’ in a timely manner
Accountable for targeting which customers to pursue and when
He has a knowledge base on IT, such as server/database/SAN Network/Storage
Working with SADs and your Brokers to develop, analyse and agree Remuneration and/or Fees for Service agreements which will support Profitable Growth
Forming strong relationships with your Brokers to manage and monitor delivery of Fees for Services and/or Remuneration agreements to ensure RSA achieve best value
Working with your Brokers to identify value add opportunities available within Fee for Service or Remuneration Agreements and work with SAD’s facilitate their implementation
Producing and delivering a wide range of quality MI and provide analytics to support internal, broker or customer needs
Develop a deep understanding of the data driving the growth results of your brokers to allow you to communicate the levers effecting the result to internal and external stakeholders
Working with SAD’s and your brokers to develop and manage a yearly account plan for each broker and share plans across internal and external stakeholders
Managing and monitoring key new business opportunity pipeline with each broker account to ensure stakeholders within RSA are engaged as needed

Account Consultant Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Account Consultant

List any licenses or certifications required by the position: GED, ITIL, V3, GLTC, NANCM, CCM, CPA, ISM, CEBS

Education for Account Consultant

Typically a job would require a certain level of education.

Employers hiring for the account consultant job most commonly would prefer for their future employee to have a relevant degree such as Collage and Bachelor's Degree in Business, Marketing, Education, Business/Administration, History, Sport Management, Management, Engineering, Technical, General Education

Skills for Account Consultant

Desired skills for account consultant include:

Commuter
FSA
GL and accounting
HSA
Payroll
Tax-advantaged benefits
Account and assessment of future spend potential
FDA GMPs
Industry and competitive products
Benefits

Desired experience for account consultant includes:

Requires the ability to travel to customer sites on a frequent basis
Experience with VoIP and minimum data networking
Proven experience functioning as part of a team working in a high visibility client environment
Min 2 years related account management experience, preferred
Must have 3+ years' experience from a pharmaceutical or healthcare organization of direct selling to hospitals, clinics
Managing the successful completion of ad hoc projects

Account Consultant Examples

1

Account Consultant Job Description

Job Description Example
Our company is hiring for an account consultant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for account consultant
  • Build and maintain relationships with key decision makers or potential influencers
  • Streamline the New Product Integration (NPI) of all NGS oncology panels and products
  • Liaison to regional contact in the development of NGS clinical oncology panels & products (software & data analysis)
  • Provide initial training to customers at their own laboratories and at Thermo Fisher customer training locations (software & data analysis)
  • Assist customers in designing and conducting experiments to integrate the use of NGS oncology products into the data analysis workflow
  • Quarterly visit and update for oncology accounts
  • Continuously updates scientific knowledge for support of customers
  • Promote clinical solutions at customer sites and in conferences/user meetings
  • Estimated up to 50% travel, both domestic and international
  • Team with Account Executive, Facility Solutions to maintain existing customer relationships through numerous touch points with customers
Qualifications for account consultant
  • Self-directed, persuasive, empathetic, high energy and passionate about training customers
  • Product savvy
  • Manage time effectively and can easily prioritize tasks with the desire to provide the best customer experience
  • Understanding of how veterinary practices function preferred (including practice workflow, practice roles, and client communication)
  • Able to handle difficult customer situations and achieve resolution
  • Strong customer facing inter-personal and rapport building skills
2

Account Consultant Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of account consultant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for account consultant
  • Able to address complex issues independently
  • Apply/Post Premium
  • Team and collaborate with product category experts to understand strategic solution opportunities and programs and the potential for value added impact at all customer sites to assist on program roll-outs and implementations
  • Reproduce technical issues, diagnose causes, identify temporary and long-term solutions and communicate status updates to clients
  • Make Outbound calls and receive inbound calls to / from prospects, with the target of converting each lead into a sale
  • Conduct proactive retention initiatives on target segments to ensure our existing customer base are making the most of our product
  • Processing contracts when a sale is agreed
  • Set pricing structure with flexibility to negotiate if needed
  • Look for a creative solution to the prospect's objections, by tailoring the package to their needs
  • Streamline the New Product Introduction (NPI) of all NGS oncology panels and products
Qualifications for account consultant
  • Computer skills, including Microsoft Office and Salesforce.com
  • Basic knowledge of product and project management software tools prefer
  • MBA graduate or receiving degree by July 1, 2017
  • Ability to negotiate complex pharmaceutical renewal contracts
  • Strong process management and account management skills
  • Lead and manage both internal team members and external customers in a complex matrix environment
3

Account Consultant Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of account consultant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for account consultant
  • Completes assigned reports and other responsibilities timely and accurately
  • May mentor and oversee work of less experienced staff
  • Use strategic selling skills to identify customer needs and develop a value added proposition, proposal & pricing
  • Build and develop relationships with Permanent Partnership Schools in order to effectively source suitable candidates and gain maximum recruitment opportunities
  • Adherence to agreed recruitment delivery strategies, including vacancy management, qualification of all roles, advertising, sourcing, candidate interviews, CV submission, interview arranging, offer and new starter process
  • To achieve and exceed placement targets
  • Visit schools to build relationships, understand requirements and provide SME expertise throughout the recruitment process
  • Achieve minimum weekly activity expectations
  • Manage and organize task lists and open items
  • Provide case oversight for Clients health plan Case Management nurses
Qualifications for account consultant
  • Strong support skills in customer base management and customer relationship building at various levels, and has proficiency in performing customer needs analysis
  • Ability to interact effectively with clients, face-to-face and remotely
  • Ability to negotiate timelines and resources, internally and externally
  • Proficiency with MS Office (Excel, Word)
  • Experience and knowledge of systems, databases, applications such as BOSS, SOPAD, ORION, CASPER, EFLOW, FRSR, IABS, WFA, TIRKS, Premise, QControl, Qcentral or other types of systems
  • BS/BA in Business, Liberal Arts or 5 years equivalent experience
4

Account Consultant Job Description

Job Description Example
Our innovative and growing company is looking for an account consultant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for account consultant
  • Monitors reports as assigned and documents compliance with key jurisdictional requirements
  • Identify cross-sell opportunities within assigned accounts
  • Foster teamwork and culture that accepts and responds rapidly to change and is action and results oriented
  • Maintains an understanding and relationship with organizations and associations that support the product and service needs of credit union customers
  • Build strong relationships at a strategic and tactical level with credit union CEOs and other credit union executives
  • Account Consultant must collaborate with Broker Liaisons to resolve complex service issues
  • Account Consultant along with Account Executives will be responsible to provide customer service functions for Brokers, General Agents and Small Employers
  • Account Consultant must develop and maintain knowledge of all commercial products and compliance regulations
  • Account Consultant must possess/willing to develop strong presentation skills, and will be responsible for creating and presenting PowerPoint presentations for both internal and external audiences
  • Account Consultant must possess excellent interpersonal skills
Qualifications for account consultant
  • Target driven, taking pride in on just achieving but exceeding said targets
  • Confident and outgoing
  • A strong understanding of sport
  • Proficient with MS Word, Outlook, Excel and PowerPoint
  • Reliable transportation and ability to visit multiple customers in person each week
  • Successful track record in recruitment either within internal recruitment or agency (Education or education recruitment desirable)
5

Account Consultant Job Description

Job Description Example
Our growing company is hiring for an account consultant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for account consultant
  • Identify and manage workstream risk, issues and dependencies
  • Where escalation is required, highlight to the workstream accountable owner
  • Deliver day-to-day activities to meet the workstream milestones
  • Highlight any potential risks and issues identified to the workstream lead
  • Report progress on assigned activity to the workstream lead
  • Deliver with a sense of urgency and agility
  • Work collaboratively in ensuring timely delivery
  • Support workstream in the review and sign off of IT developments
  • Serve as the subject matter expert on the implementation team for the product/service being implemented
  • Provide expertise on standard product implementations including new products, program changes, mergers and data processor conversions
Qualifications for account consultant
  • Working knowledge of or experience in quality/management/performance improvement a plus, as would be familiarity with accreditation standards and CMS regulations
  • Must be able to commute to multiple local clients on a daily basis
  • Must be will to travel nationally as needed
  • Formulary Analyzer expansion (therapeutic class analyses)
  • May write contract summaries, and maintain contract information in GPO tools
  • Minimum of five years successful sales and retention experience, preferably within the financial services industry

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