Teams at Included Health

Manage a portfolio of enterprise clients, driving retention, upsell, renewals, NPS, utilization, and ROI. Develop client strategies, conduct business reviews, manage escalations and onboarding, and serve as a trusted executive advisor. Collaborate cross-functionally on engagement, marketing, implementation, and contractual commitments. Mentor customer success colleagues and maintain accurate CRM documentation.

Supports Workday Financials and related finance applications through configuration, reporting, integrations, testing, production support, troubleshooting, documentation, and continuous improvement. Partners with Finance, Accounting, Procurement, FP&A, and technology teams to translate business needs into system solutions, improve workflows, validate data, and deliver finance systems projects.

Sells Included Health’s healthcare benefits, wellness, and care-navigation solutions to large self-funded enterprise employers. Identifies and closes complex, long-cycle opportunities, builds relationships with senior benefits executives and consultants, expands customer footprints, manages territory strategy, maintains CRM accuracy, forecasts sales, and consistently achieves large enterprise quotas. The role requires extensive healthcare benefits knowledge, consultative selling expertise, strong executive relationships, and travel as needed.