Account Insight Manager

Overview

The Account Insight Manager (AIM) partners with a Consultative Account Manager (CAM) to support an assigned book of business within the National Accounts segment. This role delivers technical, data-driven insights that shape client solutions and renewal strategies.

The AIM owns end-to-end analytics and reporting support, including requirements intake, data extraction and validation, metric definition, and analysis (such as trend/variance analysis and utilization/performance drivers) to inform renewal decisions, client insights, and retention/upsell opportunities. The role builds and maintains dashboards and recurring reporting packages, ensuring data quality, documentation, and consistent methodologies across sources and reporting periods.

In addition, the AIM coordinates internal cross-functional workstreams by managing timelines, stakeholders, dependencies, and approvals to deliver client-ready materials on time. Responsibilities include translating complex findings into clear narratives and executive-ready presentations, while proactively managing risks, assumptions, and follow-ups. The role also performs administrative support duties for the CAM and assigned book of business and includes limited travel.

Responsibilities

• Partner with the Consultative Account Manager to support client renewal strategy by delivering timely, accurate, data-driven insights across an assigned book of business.
• Provide data entry services in support of the CAM while the CAM is in the field.
• Lead end-to-end analytics, including financial and utilization analysis, report development, network analysis, and RFP support.
• Extract, validate, and reconcile data from multiple sources; monitor data quality; resolve discrepancies through root-cause analysis and cross-functional follow-up.
• Define and document metrics, calculation logic, and reporting methodologies to ensure consistency across reporting periods and audiences.
• Coordinate with internal cross-functional partners to secure responses and approvals, manage dependencies, and proactively manage risks, assumptions, and open items to meet deadlines.
• Conduct analyses such as trend and variance analysis and utilization/performance drivers to identify insights that inform renewal decisions, retention risk, and upsell opportunities.
• Build, maintain, and enhance dashboards and recurring reporting packages; automate and standardize reporting where feasible to improve efficiency and reliability.
• Translate complex analytical findings into clear narratives, executive-ready presentations, and client-ready materials, tailoring messaging to stakeholder needs.
• Support the CAM in managing client relationship cadence (e.g., renewal touchpoints and business reviews), including preparing for and leading relevant portions of client meetings.
• Communicate updates, timelines, and key insights to clients in partnership with the CAM; triage questions, resolve issues, and escalate risks as needed to protect deliverables and renewal outcomes.
• Maintain consistent monitoring of performance metrics and Performance Guarantee dashboards to inform the CAM, management, clients, and internal stakeholders of emerging trends.
• Perform administrative duties in support of the CAM and the book of business.

Qualifications

• 2+ years of experience with a Bachelor’s degree.
• Advanced business math and analytical skills, including the ability to position financial outcomes that contribute to revenue goals across an assigned portfolio.
• Strong time management skills with 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 in a fast-paced environment with considerable pressure.
• Ability to work independently and resourcefully with minimal oversight.
• Ability to effectively communicate with individuals at all levels 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 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.
• Advanced knowledge of AI/machine learning and automation to streamline reporting and drive insights.

Preferred Qualifications

No preferred qualifications were specified.

Compensation & Benefits

• 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
• Career development and tuition reimbursement
• Recognition program
• Adoption assistance, fertility treatment, and child/elder/pet care assistance
• Social responsibility and volunteer opportunities
• Employee discount program

Location

• Client-facing responsibilities with limited travel requirements.
• This position 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 U.S. Territories at this time.

Additional Information

• Background check required.
• Work authorization: the employer will not sponsor applicants for work visas for this position.
• Proof of eligibility to work in the United States must be provided if selected for hire.