Chase · 17 hours ago
Client Service Account Manager - Healthcare Payments - Vice President
3 Park Plz, Irvine, CA, 92614, US
Full-time
Onsite
Mid, Senior Level
$96K/yr - $153K/yr
5+ years expChase is one of the oldest financial institutions, offering innovative financial solutions to millions of consumers and businesses. They are seeking a Client Service Account Manager Vice President in Healthcare Payments to manage and grow relationships with prestigious healthcare customers, directly impacting revenue retention and growth.
BankingFinancial Services
Responsibilities
Manage large, high profile health systems, ensuring the health and satisfaction of customer relationships
Maintain accurate customer account information, opportunity pipeline data, and documentation of activities. Serve as the Customer’s primary healthcare payments business contact to help facilitate regular business activities that are both strategic and operational, deigned to promote value to ensure client satisfaction
Identify and build strategic relationships with operational and executive staff within your assigned accounts to ensure the highest levels of efficient interaction
Partner with JP Morgan Bankers and Treasury Management Officers to stay connected on customer relationship across our lines of business. Develop strong relationships with client leads and executives/C-suite
Support Business Development activities which contribute to the achievement of the annual revenue plan including execution of regular Strategic Business Reviews, Strategic Account Plans, Customer Governance Calls and Solution Demonstrations
Identify upsell and new solution expansion opportunities within payments, banking and treasury to ensure revenue growth, and provide referrals as appropriate across the firm
Promotes adoption of InstaMed’s solutions across your territory by identifying or promoting opportunities where InstaMed can offer value
Identify possible risk areas that could impact customer retention or damage the customer relationship and appropriately communicate and escalate internally in a timely and effective manner
Serve as a customer escalation point and help coordinate internal activities across various departments that result in a successful resolution for the customer
Prepare, deliver and execute customer Orders, Contracts, and Renewals to support retention and growth
Demonstrate a thorough understanding of InstaMed solutions, products and processes. Demonstrate a thorough understanding of customers EHR systems, and how InstaMed supports and integrates with systems
Qualification
Required
5 + years of proven success in a revenue-generating role
5 + years of experience within healthcare, health-tech, and merchant services
Excellent people skills and ability to build relationships with customers
Sound judgment in setting customer expectations and managing sensitive customer situations
Excellent organizational skills in daily task management and follow-ups
Influence without direct authority
Displays strong analytical and problem-solving skills
Proficient with building and delivering customer presentations, decks, and executive level summary notes and action items
Travel 25%
Preferred
Healthcare Revenue Cycle, Financial Services, Banking & Treasury Experience
Bachelor's degree or higher
Prior work experience in healthcare payment processing
Demonstrates knowledge of healthcare patient accounting systems / practice management systems
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
2026-01-24
Small Business Trends
2026-01-18
Company data provided by crunchbase