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Role Description

The Partnerships Account Manager supports Charlie Health’s Partnerships team by ensuring top-notch patient experience and referral source experience for our go-to-market channels. You’ll play a critical role in supporting patients’ journey into care with Charlie Health, while maintaining the accuracy and efficiency of our internal systems.

• Educate key stakeholders about our offerings.
• Address access barriers.
• Design programs tailored to the unique mental health needs of employee populations.
• Drive significant access for patients and referral sources.
• Communicate the value of our services within the corporate ecosystem.
• Support complex admissions and discharge workflows.
• Maintain data quality and provide top-tier customer service.
• Design, operationalize, and execute cross-functional workflows.

Responsibilities

• SLA and KPI Development: Work cross-functionally to design performance standards and metrics to ensure scalable and consistent performance; manage team to performance and quality standards.
• Process Design and Improvement: Continuously evaluate and optimize pre-admission, in-care, and post-care operational processes to enhance efficiency, accuracy, and scalability.
• Manual Data Entry: Execute data entry tasks, ensuring data is entered accurately and efficiently into relevant systems or databases.
• Review and process referral information daily to ensure accuracy and completeness.
• Maintain up-to-date and organized referral and provider data in internal systems.
• Create and update account and contact records to reflect new or changing provider relationships.
• Quality Assurance: Support development and scalability of quality assurance measures and perform regular audits to validate the accuracy and completeness of data.
• Cross-Functional Collaboration: Collaborate with stakeholders from various departments to understand patient, referral source, and data requirements and priorities.

Qualifications

• Bachelor's degree in Business, Operations, Healthcare.
• 1–2 years of experience in an operations, administrative, or data-entry-focused role (healthcare experience a plus).
• Exceptional attention to detail and accuracy in managing data.
• Excellent organizational and time-management skills.
• Proficiency with CRM platforms (Salesforce experience preferred).
• Strong written and verbal communication skills.
• Ability to work independently and prioritize multiple tasks.
• Passion for Charlie Health’s mission to expand access to high-quality mental health care.
• Exceptional communication and de-escalation skills.
• Resourceful with a natural ability to structure and solve ambiguous business problems.
• Proactive self-starter and natural multitasker.
• Ability to work flexible hours to meet the needs of the team and patients.
• Work authorized in the United States and native or bilingual English proficiency.

Benefits

• Comprehensive benefits for all full-time, exempt employees.
• Total target base compensation between $60,000 and $80,000 per year.
• Performance bonus included in total cash compensation range of $69,000 to $91,000 per year.
• Compensation determined on an individualized basis, impacted by location, experience, and other relevant considerations.