Director Healthcare Sales

Healthcare Sales Account Leader

Location:
Cleveland, Ohio/Hybrid 1 day in office (open to Cleveland, Columbus, Pittsburgh, Chicago or Detroit areas)

Reports To:
CEO

Role Overview - Director, Healthcare Sales Account Leader

AXI is seeking a relationship-focused Account Management / Customer Success professional to nurture our current customer base and grow our new customer pipeline for the healthcare industry vertical, through consistent execution and innovative process improvement. This hybrid role will focus on maintaining our current project portfolio—from early-stage pipeline to active projects and long-term support—while building lasting client relationships and identifying growth opportunities.

The ideal candidate is detail-oriented, collaborative, comfortable with process and task management, understands technology and the industry, able to deliver exceptional customer service and problem solve.

Key Responsibilities

1. Account Management & Customer Engagement

• Act as the main point of contact for assigned accounts, ensuring smooth communication, delivery coordination, and ongoing satisfaction.
• Maintain regular client check-ins, project touchpoints, and support handoffs.
• Track and manage active client needs, questions, and issues through completion or escalation.
• Ensure a consistent customer experience through the full project lifecycle—from kickoff to post-implementation support.
• Obtain 2-4 introductory meetings a week and create discovery calls with the CEO once the leads are qualified
• Track and audit client invoicing to ensure accuracy, timeliness, and alignment with contract terms and project milestones.
• Coordinate with internal finance and delivery teams to resolve discrepancies and communicate billing status with clients as needed.

2. Portfolio Management (Pipeline, Active, and Support)

• Maintain visibility over the full book of business:
• Pipeline:
  Track and follow up on prospects in the discovery, proposal, or review stage.
• Active Projects:
  Monitor current deliverables, timelines, and communication checkpoints.
• Support Phase:
  Ensure follow-through on client requests, contract renewals, and satisfaction metrics post-implementation.
• Keep Salesforce CRM and internal trackers up to date so that leadership and internal teams have a clear view of all accounts and statuses.
• Flag at-risk projects or customers and coordinate with internal stakeholders to resolve issues proactively.

3. Sales Opportunity Execution

• Support lead generation and outbound outreach efforts as part of a coordinated sales process.
• Assist in proposal creation and quote development, tailoring based on documented client requirements.
• Participate in product demos, initial scoping conversations, and contract discussions as needed.
• Follow up consistently to move deals from proposal to close with appropriate urgency and care. Manage the pipeline consistently and timely.
• Actively attend and participate in conferences 1-2 times a month for prospecting new clients and brand awareness

4. Sales Operations & Reporting

• Ensure Salesforce CRM reflects accurate and current information across all accounts and deals.
• Provide weekly reporting on pipeline, project activity, account status, and billing progress.
• Collaborate with delivery, engineering, finance, and support teams to ensure smooth internal handoffs.
• Maintain clear visibility into active project milestones, billing triggers, and client communication plans.
• Drive process improvements across the account and project lifecycle to enhance the quality and timeliness of deliverables and customer outcomes.

5. Internal Collaboration

• Work closely with the engineering, delivery, and support teams to keep client expectations and deliverables aligned.
• Attend weekly portfolio, project, and pipeline reviews with internal teams.
• Share client insights and service opportunities that may benefit other departments (e.g., customer success, product).

6. Flexibility & Cultural Contribution

• Step in to support related customer or operational tasks as needed.
• Bring a positive, enthusiastic, process-driven approach to collaboration.
• Contribute to AXI’s culture of responsiveness, attention to detail, and continuous improvement.

Qualifications

• 5-10 years of experience in account management, client services, or sales operations, ideally in SaaS or tech services
• Proven knowledge and experience in implementing software, understanding automation and AI, and consultative sales
• Experience managing customer relationships, tracking milestones, and coordinating proposals, invoicing, contracts
• Contacts and experience in skilled nursing and/or related industry a huge plus
• Proficiency with CRM and working knowledge of sales process workflows
• Strong verbal and written communication skills
• Organized and reliable in managing deadlines, documentation, and task follow-through
• Bachelor’s degree required, Master’s preferred

Key Competencies

• Portfolio-Focused:
  Comfortable tracking and managing multiple accounts across different lifecycle stages and ability to qualify leads
• Task-Oriented:
  Follows up with discipline and attention to detail
• Relationship-Driven:
  Builds trust through consistency and responsiveness
• Process-Minded:
  Appreciates structure, tools, and continuous improvement
• Customer-Centric:
  Puts the client experience first—every step of the way

Compensation

Base plus commission and incentives – (up to $100k on base), OTE $150k-$175k

• Payable in bi-weekly installments in accordance with the company's standard payroll schedule
• Eligible for an annual discretionary target bonus based on both company and individual performance goals

Benefits:

Health, dental and vision coverage, PTO and Professional Development Allowance