Account Manager - Membership Operations

Composed of the Atria Academy of Science and Medicine, the not-for-profit Atria Health Collaborative and The Atria Institute in New York City, we unite the world’s leading medical minds, cutting-edge technology, and breakthrough science to deliver proactive, preventative care to our patients, and to democratize access to modern medicine globally.
Atria provides concierge primary healthcare with a distinct focus on maximizing both healthspan and lifespan. Customers (referred to as members) pay an all-inclusive annual fee that includes all care, diagnostics, and imaging provided at the Atria Institute, in-home, and via telemedicine. Delivering such robust, personalized, and preventative healthcare is complex, but we believe it's worth it and that everyone should have access to this level of care. Our mission is to make healthspan and lifespan equal for all by translating science into medicine in real-time.
ESSENTIAL FUNCTIONS:
Manage membership account records:
Prepare enrollment documentation and instructions
Collect, scan, catalog, and upload membership documents to maintain archive
Prepare individual invoices and receipts and archive financial records
Provide troubleshooting assistance for documents, payments, and other issues
Enter information into the customer relationship management (CRM) system and reconcile daily contact info and sales activity
Support ongoing development of CRM and evaluation of business requirements
Collaborate on design of CRM user guides and support materials
Develop mastery of Monday CRM thru continuous learning
Produce and maintain membership reports to monitor pipeline, sales performance and forecast
Liaison with Finance for keeping track of invoicing and late payments
All registration
Collaborate with Technology team for optimizing CRM
Track membership leads and inquiries and triage to sales team
Collaborate on design of marketing and sales support materials
Handle ad hoc administrative duties to support Membership activities and goals as well as events
Support new members to ensure adequate completion of onboarding documentation and requirements
Partner with care team to provide a seamless, high-quality onboarding experience for new members
Manage membership accounts and renewals
Expert relationship builder, who enjoys working with people and exceeding expectations
Uses skills in empathy and listening to anticipate needs of prospective members
Can articulate Atria’s vision clearly, succinctly and with genuine passion
Base Salary: $75,000 - $85,000
Requirements
Degree in business, marketing, or related field preferred
Minimum of 3 + years of experience in sales, customer service, marketing, or account management
Strong interpersonal skills and the ability to build and maintain relationships
Superior verbal and written communication skills
Accountable with exceptional attention to detail
Proactive problem-solving skills
Versatile, flexible and self-motivated
Commitment to privacy, information security, and discretion
Proficiency with CRM
100% on site in NYC
Preferred but not required: Experience using (url removed), Tableau, snowflake, and ZenDesk
Benefits
At Atria, we are proud to offer every member of the Atria team:
Excellent health and wellness benefits, 100% paid by Atria
Time to give back and make an impact in underserved communities