Strategic Account Executive

About the Role

Form Health’s Strategic Account Executive is a senior-level position responsible for driving retention, growth, and satisfaction within a portfolio of high-value client accounts by fostering trust, understanding their needs, and ensuring their positive perception of Form Health’s value. This is a key strategic role, as Form Health has added large, high-profile clients who require white glove support. This position reports to the Vice President, Client Success with a dotted line to the Chief Commercial Officer and collaborates closely with the Sales, Client Success, Marketing, Product, Clinical and Operations teams.

What You Will Do

• Relationship Management: Build and maintain strong, long-term relationships with C-suite executives and senior leaders to serve as a trusted advisor while ensuring the needs of the day-to-day contacts are being met
• Strategic Planning and Execution: Develop and execute multi-year account plans, business plans, and growth initiatives tailored to meet specific client objectives and organizational goals, which may include unique co-creation
• Business Development & Growth: Identify and pursue new business opportunities within existing accounts (upsell and cross-sell), manage the entire sales lifecycle from opportunity identification through negotiation and deal closure
• Account "CEO": Act as the internal "quarterback" for the account, coordinating with cross-functional teams (e.g., Marketing, Clinical, Operations, Product, Legal) to ensure seamless service delivery and problem resolution
• Financial & Performance Management: Monitor account performance, including P&L, revenue, growth, and retention targets, conducting regular business reviews to ensure value delivery and address performance guarantees
• Industry Expertise & Insights: Stay informed on market dynamics and emerging trends (e.g., PBM industry, GLP-1 evolution, cardiometabolic developments) to provide proactive, relevant insights and innovative solutions to clients
• Forecasting & Reporting: Accurately forecast pipeline and revenue using CRM tools like Salesforce, and complete administrative responsibilities on time
• Travel: Travel as needed (often 30% or more) to client sites, corporate offices, and industry events

About You

• Experience: Typically