Director of Account Development jobs in United States
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ChoiceLegal ยท 2 days ago

Director of Account Development

positionTampa, FL
timeFull-time
remoteHybrid
seniorityMid, Senior Level
date5+ years exp

ChoiceLegal is a successful, growing medical records retrieval company in the Tampa Bay area. They are seeking an experienced sales professional to ensure client satisfaction, retention, and growth across existing carrier and law firm accounts while establishing best-in-class support processes.

Health CareInsuranceLegalMedical
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Growth Opportunities

Responsibilities

Serve as the primary point of contact for assigned carrier and law firm accounts, ensuring satisfaction and long-term retention
Build a deep understanding of client needs, service expectations, and areas for improvement
Identify opportunities for account expansion in partnership with the SVP of Business Development
Develop consultative relationships with clients, positioning the company as a trusted partner
Lead the rollout of Salesforce CRM access and usability for the division
Build dashboards and reporting tools that provide visibility into client health, implementation success, and retention KPIs
Establish standardized documentation for KPIs, BPIs, and implementation tracking
Create training materials and account management processes that ensure consistency and scalability
Act as an initial individual contributor with accountability for results
Once processes and expansion opportunities have been proven, develop the business case for hiring and onboarding an Account Manager
Mentor future account management staff by providing clear expectations, structured training, and ongoing development
Contribute to a positive, collaborative culture focused on client outcomes, operational excellence, and continuous improvement

Qualification

Account managementClient retentionSalesforce CRMKPI developmentReporting toolsRelationship buildingProblem-solvingCommunication skillsEmotional intelligenceAdaptability

Required

Bachelor's degree preferred
5-7 years of experience in account management, customer success, or client-facing roles within insurance, legal, or related service industries
Proven experience managing complex, multi-location or enterprise accounts; carrier or law firm account exposure strongly preferred
Demonstrated ability to drive client retention and identify growth opportunities
Strong track record of implementing reporting tools, CRM systems, or KPI frameworks
Strong relationship-building and client management skills with executive presence
Highly organized, detail-oriented, and data-driven
Ability to work cross-functionally and influence outcomes without direct authority
Skilled in problem-solving and root-cause analysis, with the ability to translate findings into action
Strong written and verbal communication skills, including the ability to present to senior leadership and client stakeholders
High emotional intelligence with the ability to manage sensitive escalations effectively
Demonstrated adaptability and resilience in high-pressure, evolving environments
Role requires regular travel to client sites and company offices

Benefits

Medical
Vision
Dental
Paid time off
401k

Company

ChoiceLegal

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ChoiceLegal is a leading Nationwide medical record retrieval service provider for Insurance Companies and law firms.
dateFounded in 1997
location
Tampa, Florida, USA
people-size201-500 employees
web-link
https://choicelegal.com/

Funding

Current Stage
Growth Stage
Total Funding
unknown
2016-09-12Series Unknown

Leadership Team

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Andy Drescher, CPA
CFO
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Company data provided by crunchbase