Account Executive, Wellness Services

TITLE: Account Executive

DIVISION: Wellness Services


REPORTS TO: Chief Operating Officer (Wellness Services)



The Account Executive is responsible for the success of the overall client business relationship of Complex Accounts, Strategic Key Accounts and entire assigned book of business as well as provides proactive and strategic support for achieving financial goals resulting from successful oversight of client business development, deliverables, renewals and upsell activity. The role manages all aspects of business relationships with minimal management involvement and exhibits a track record of performance that exceeds expectations. The Account Executive ensures customer satisfaction, and effectively leads the account client team focusing on service, revenue, and operational efficiency as identified in strategic plans for the client and CMA’s Wellness Program.


  • Develop and manage client specific, strategic, financial and business relationship plans that encompass client’s goals, performance expectations and growth in membership and profitability in pursuit of meeting department and organizational business metrics

  • Work directly with internal stakeholders and across CMA departments to Consistently ensure that customer deliverables are on time, within budget, and meet the quality levels expected by both internal and external customers

  • Develop and maintain solid business relationships with clients at the executive level and with critical decision-makers

  • Organize and lead client business planning meetings, financial performance reviews, and internal strategy planning discussions

  • Proactively monitor client service continuum to identify and address service delivery issues and escalate concerns appropriately.

  • Act as the main point of contact for customer escalation issues and work diligently to resolve them, keeping management appropriately informed.

  • Ensure client retention and oversee client contract renewals including managing the RFP and negotiation process

  • Maintain thorough understanding of clients’ business and financial goals and the relationship between products and services to goals in sustaining a profitable partnership

  • Provide oversight of projects and client initiatives, and assist in the interpretation and context of client requests

  • Support and assist in sales tools development and prospect presentations, including participation in and travel to Best and Final meetings

  • Timely completion of all assignments, Salesforce cases and training, familiarization and utilization of resources like Definitive Healthcare databases, social media and other channels to be leverage for business development activities.

  • Implement and lead a continuous quality improvement process throughout the program and service areas, focusing on CMS-compliant systems/process improvement

  • Develop and maintain and end-to-end consumer touch point map and establish key indicators that will be routinely monitored to ensure delivery of our planned consumer experience and compliance with all service standards

  • Develop and Lead a high performing team to the next level by developing and implementing recruitment, training, and retention strategies

  • Ensure that all program activities operate consistently and ethically within the mission and values of CMA

  • Prepare and submit an annual operational budget to executive leadership for review and approval; manage effectively within this budget, and report accurately on budget to actual progress and revenue and expense variances anticipated or experienced

  • Ensure the continued financial viability of the suite of products through sound fiscal management, tracking and reporting.

  • Provide programmatic leadership and input for all strategic planning processes with the leadership team. 

  • Assist the leadership team in the annual development of product, service and rate strategies which ensure continued growth of CMA and the Wellness Program


Interacts regularly with CMA staff, CMA members, county medical societies, health care stakeholders and subsidiary organizations (e.g. Physicians for a Healthy California).


  • Bachelor’s Degree from four (4) year college or university and three (3) to seven (7) years job related experience; or equivalent combination of education and job experience

  • Competency in Microsoft applications including PowerPoint, Word, Excel, and Outlook

  • Driven with a strong work ethic and ability to adapt rapidly to evolving priorities and deadlines

  • Ability to synthesize ideas and direction from multiple project stakeholders

  • Exceptional teammate, collaborator and communicator


Works under guidance of the COO, Wellness Services


Position requires operation of normal office equipment, computer, printers, photocopier, fax machines, multi-line phone, and mobile communications tools.


Work extended hours and, on the weekends, as events and deadlines dictate. Some travel required.

(This job description reflects the general level and nature of the job.  It is not intended to be all-inclusive.)

Apply for this position

To apply, please download the application form and email your cover letter, resume, salary requirements and completed application form to Human Resources.