Account Coordinator - Private Health Management

About Private Health Management

Private Health Management (PHM) guides patients and families through the chaos and complexity of serious medical care, for cancer and beyond. As an independent advocate and trusted partner during healthcare’s most challenging moments, our team of experts works alongside physicians to orchestrate the best treatment, advocacy, and support to deliver measurably better outcomes.

Everyone deserves great care. We make sure they get it.

About the Role

The Account Coordinator will support PHM’s Account Management team as we prepare for newly sold business and continued growth. This role takes on administrative and transactional responsibilities currently managed by Account Executives, creating more capacity for strategic planning and relationship management while helping the team maintain timely, accurate execution.

In addition to supporting Account Executives, the Account Coordinator will manage smaller revenue-generating PHM clients, building hands-on account management experience and increasing ownership as they grow. This is an ideal opportunity for someone early in their account management career, including a recent college graduate, to learn PHM’s business and develop within the role.

What You’ll Accomplish

• Improve Salesforce data quality and expand how the Account Management team utilizes Salesforce.
• Create useful reporting that gives Account Executives actionable information to manage accounts.
• Develop the knowledge and capability to effectively support smaller revenue-generating PHM clients.
• Increase team capacity while maintaining strong turnaround times and accuracy as the business grows.

Key Responsibilities

• Account Management Support: Take ownership of administrative and transactional work supporting Account Executives. Assist with recurring account needs, including monthly and quarterly meeting preparation and renewals.
• Client Support: Address account needs for smaller revenue-generating clients accurately and on time, building account management skills and client knowledge over time.
• Systems and Reporting: Maintain and improve information in Salesforce, contribute to expanded platform capabilities, and generate reports. Work regularly across Salesforce, Sigma, ServiceNow, Microsoft Office 365, and Zoom.
• Team Growth: Learn PHM’s account management processes quickly and take on increasing responsibility while navigating evolving role boundaries with curiosity, initiative, and proactive communication.

Qualifications

Required

• Strong organization skills and the ability to manage multiple priorities and details simultaneously.
• Proactive communication skills demonstrated through clear and timely follow-through.
• Comfort with ambiguity and a strong eagerness to learn quickly.
• High attention to detail and a commitment to accurate work.

Nice to Have

• Experience or exposure to employee benefits, health insurance, or digital health.

Location & Logistics

• Work Location: 100% Remote (United States). Candidates must live and work physically within the US.