The Account Insight Manager (AIM) partners with a Consultative Account Manager
(CAM) to support an assigned book of business within the National Accounts
segment. In addition to providing support, this position delivers technical,
data-driven insights that shape client solutions and renewal strategies. This
role owns the delivery of end-to-end analytics and reporting support across an
assigned book of business, including requirements intake, data extraction and
validation, metric definition, and analysis (e.g., trend/variance analysis,
utilization and performance drivers) to inform renewal strategies, client
solutions/insights, and retention/upsell opportunities. The AIM utilizes
dashboards and develops recurring deliverables, ensuring data quality,
documentation, and consistent methodologies across sources and reporting
periods. The role coordinates internal cross-functional workstreams, managing
timelines, stakeholders, dependencies, and approvals to deliver client-ready
materials on time. The position translates complex findings into clear
narratives and executive-ready presentations while proactively managing risks,
assumptions, and follow-ups. This position is responsible for consistent
monitoring of performance metrics and Performance Guarantee dashboards to inform
the CAM, management, clients, and internal stakeholders of emerging trends. The
successful candidate will also perform administrative duties in support of the
CAM and the book of business. This position has client-facing responsibilities
with limited travel requirements.
RESPONSIBILITIES
Partners with the Consulting Account Manager to support client renewal
strategy by delivering timely, accurate, data-driven insights across an
assigned book of business. Works closely with the Consulting Account Manager
to understand client goals and renewal drivers, translating business needs
into reporting priorities, success measures, and deliverables.
Performs data entry services in support of the CAM while the CAM is in the
field.
Leads end-to-end analytics, including financial and utilization analysis,
report development, network analysis, and RFP support. Extracts, validates,
and reconciles data from multiple sources; monitors data quality and resolves
discrepancies through root-cause analysis and cross-functional follow-up.
Defines and documents metrics, calculation logic, and reporting methodologies
to ensure consistency across reporting periods and audiences.
Coordinates with internal cross-functional partners to secure responses and
approvals and manage dependencies; proactively manages risks, assumptions,
and open items to meet deadlines and execute initiatives.
Performs analysis (e.g., trend and variance analysis, utilization and
performance drivers) to identify insights that inform renewal decisions,
retention risk, and upsell opportunities.
Builds, maintains, and enhances dashboards and recurring reporting packages;
automates and standardizes where feasible to improve efficiency and
reliability.
Translates complex analytical findings into clear narratives, executive-ready
presentations, and client-ready materials, tailoring messaging to stakeholder
needs.
Supports the Consulting Account Manager in managing the client relationship
cadence (e.g., renewal touchpoints, business reviews), helping to prepare for
and lead relevant portions of client meetings and ensure client expectations
are clearly set and met. May interact directly with clients and is
responsible for keeping the CAM informed and entering information into
Salesforce CRM in a timely manner.
Proactively communicates updates, timelines, and key insights to clients in
partnership with the Consulting Account Manager; triages questions, resolves
issues, and escalates risks as needed to protect deliverables and renewal
outcomes.
QUALIFICATIONS
2+ years of experience with a Bachelor’s degree.
Advanced business math and analytical skills with the ability to position
financial outcomes that contribute to revenue goals across an assigned
portfolio.
Strong time management skills and experience managing multiple projects
simultaneously under tight deadlines.
Ability to embrace change, operate in ambiguity, and approach challenges with
a growth mindset.
Ability to meet specific deliverables within an environment of tight
deadlines and considerable pressure.
Skilled at working independently and resourcefully with minimal oversight.
Ability to effectively communicate with individuals at all levels in the
organization and influence internal stakeholders in a collaborative
environment.
Advanced problem-solving skills with the ability to work cross-functionally
to resolve issues and generate results.
Outstanding attention to detail and strong organizational skills.
Ability to travel up to 25%, including overnight travel, use a personal
vehicle, and cover business expenses until reimbursed.
Strong technology proficiency and a willingness to adapt to emerging
technologies. Expert-level Microsoft Excel skills (advanced formulas,
PivotTables, Power Query/Power Pivot, data modeling, and automation/macros);
proficiency in Microsoft Office (Word, PowerPoint, Teams) and Salesforce CRM;
and advanced knowledge of AI/machine learning and automation to streamline
reporting and drive insights.
Base Pay Information
The national base pay range at the end is a good-faith estimate of what Delta
Dental may pay for new hires. Actual pay may vary based on Delta Dental’s
assessment of the candidate’s knowledge, skills, abilities (KSAs), related
experience, education, certifications and ability to meet required minimum job
qualifications. Other factors impacting pay include prevailing wages in the work
location and internal equity.
Pay Grade 19. $64,357 - $134,845
Behind the smile! We are dedicated to safeguarding the health and financial
stability of our employees and their loved ones. This commitment extends beyond
the workplace to foster personal growth and holistic wellbeing. Our
life-changing rewards package includes:
Competitive base and incentive pay
401(k) with robust matching and non-matching contributions
Rich medical & pharmacy benefits
100% employer-paid dental and vision benefits
Holistic wellbeing program with deep financial incentives
Generous paid time off plus 12 paid holidays and your birthday off
Culture of growth and learning: career development; tuition reimbursement;
recognition program
Family support: adoption assistance, fertility treatment, child, elder & pet
care assistance
Social responsibility and volunteer opportunities
Employee discount program
Fair Chance Ordinances and Criminal Background Considerations
This position requires that the applicant undergo a background check. Qualified
applicants with arrest or conviction records will be considered for employment
in accordance with any applicable federal, state or local laws, including, but
not limited to, the California Fair Chance Act, the Los Angeles County Fair
Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring
Ordinance, the San Francisco Fair Chance Ordinance, and/or New York Corrections
Law Article 23-A.
Important Work Authorization Information
Please note, Delta Dental will not sponsor applicants for work visas for this
position.
#LI-Remote
At Delta Dental, we’re behind millions of smiles and counting. For over 68
years, we’ve served our communities by increasing access to affordable, quality
care – but that commitment to care extends beyond the people we serve, to the
dedicated employees who make those smiles genuine. We've come this far by
building fair programs that offer opportunities for advancement, create
meaningful connections and improve the lives of our employees and their
families. Because we know that when we take exceptional care of each other, we
can make a positive impact for all.
We champion an inspirational workplace through our commitment to trust, service,
excellence and innovation. Joining us means working for a company that offers
stability and balance, opportunities for leadership at all levels, and a work
environment focused on teamwork and camaraderie.
Discover the smiling faces behind Delta Dental and experience our values and
culture in action by connecting with us on social media. Follow Delta Dental
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appetite for innovation and want to be a part of a team that’s transforming the
future of health care, join us!
Since 1955, we have offered comprehensive, high-quality oral health care
benefits to millions of enrollees and built the strongest network of dental
providers in the country. The Delta Dental of California network includes
affiliates Delta Dental Insurance Company; Delta Dental of Pennsylvania; Delta
Dental of New York, Inc.; Delta Dental of the District of Columbia; Delta Dental
of Delaware, Inc.; and Delta Dental of West Virginia, providing dental benefits
to more than 31 million people across 15 states, the District of Columbia,
Puerto Rico and the Virgin Islands.
The company and its affiliates are part of Delta Dental Plans Association
(DDPA), a not-for-profit national association based in Oak Brook, Illinois.
Through our national network of Delta Dental companies, we offer dental coverage
in all 50 states, Puerto Rico and other U.S. territories. We offer vision
coverage through DeltaVision in 15 states and the District of Columbia.
Collectively, we deliver benefits to more Americans than any other dental
insurance company.
Delta Dental Ins. is an equal opportunity employer and is committed to providing
a professional work environment free from discrimination and harassment.
Individuals seeking employment at Delta Dental are considered without regard to
race, ethnicity, color, age, sex, religion, national origin, ancestry,
pregnancy, sexual orientation, gender identity, gender expression, genetic
information, actual or perceived physical or mental disability, registered
domestic partner status, caregiver status, marital status, veteran or military
status, citizenship status, or any other legally protected category. Delta
Dental is committed to providing equal employment opportunities to all employees
and applicants for employment. Accordingly, we have adopted and maintain an
Equal Employment Opportunity Policy, Harassment-Free Work Environment Policy,
and Respectful Workplace policies and will not tolerate violations of these
policies.
Unfortunately, our Delta Dental Enterprise is unable to hire individuals
residing in Alaska, North Dakota, Nebraska, Hawaii, Oklahoma, Vermont, Maine,
West Virginia, New Hampshire, Wyoming, Puerto Rico, District of Columbia
(Washington D.C.) or other US Territories at this time.
Proof of eligibility to work in the United States must be provided if selected
for hire.
Delta Dental includes: Delta Dental of California, Delta Dental Insurance
Company, Delta Dental of Pennsylvania, and Delta Dental of New York
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