Excel Specialist in Washington

Position Overview The Small Business Account Manager is responsible for managing a portfolio of Small Business customer accounts, with a primary focus on customer retention, net dollar retention (NDR), renewals, cross-sell, and upsell. This role owns the end-to-end renewal process for approximately 70–90 customer accounts within the Small Business segment, defined as customers with $0–$100M in annual revenue. As the primary commercial point of contact for their assigned portfolio, the Small Business Account Manager partners closely with implementation, customer support, and specialist teams to drive customer adoption, maximize value, reduce churn, and identify opportunities for expansion. The ideal candidate is customer-focused, commercially driven, highly organized, and skilled at balancing relationship management with revenue growth. Key Responsibilities Manage a portfolio of approximately 70–90 Small Business customer accounts. Own the end-to-end renewal process, including renewal planning, forecasting, customer engagement, negotiation, and contract execution. Drive Net Dollar Retention (NDR) by identifying and executing cross-sell and upsell opportunities within the existing customer base. Build trusted relationships with key customer stakeholders to understand business objectives, product usage, risks, and growth opportunities. Partner with implementation, customer support, and subject matter experts to deliver a seamless customer experience throughout the customer lifecycle. Monitor account health, proactively identify churn risks, and develop action plans to improve customer outcomes and retention. Conduct regular business reviews focused on customer value, adoption, renewal readiness, and expansion opportunities. Maintain accurate account, pipeline, renewal, and forecast data within CRM systems. Collaborate cross-functionally to remove customer blockers and ensure timely resolution of issues. Meet or exceed renewal, retention, cross-sell, upsell, and revenue

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary Retail Store Associates play a meaningful role within the CVS Health family. At CVS Health, we’re shaping the future of health care for people, businesses, and communities. With your talents and expertise, you can help us play a more active and supportive role in each person’s unique healthcare needs. Join our team of thousands as we positively impact millions…one customer at a time. The Retail Store Associate position provides an opportunity, in a leading retail setting, to excel in a growing, high impact, customer focused role, working both independently and as a member of a team, to positively impact the lives of others. Essential Functions: Providing differentiated customer service by anticipating customer needs, demonstrating compassion and care in all interactions, and actively identifying and resolving potential service issues Focusing on the customer by giving a warm and friendly greeting, maintaining eye contact and offering help locating additional items, when needed Accurately perform cashier duties - handling cash, checks and credit card transactions with precision while following company policies and procedures Maintaining the sales floor by restocking shelves, checking in vendors, updating pricing information and completing inventory management tasks as directed by store manager Supporting opening

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary Retail Store Associates play a meaningful role within the CVS Health family. At CVS Health, we’re shaping the future of health care for people, businesses, and communities. With your talents and expertise, you can help us play a more active and supportive role in each person’s unique healthcare needs. Join our team of thousands as we positively impact millions…one customer at a time. The Retail Store Associate position provides an opportunity, in a leading retail setting, to excel in a growing, high impact, customer focused role, working both independently and as a member of a team, to positively impact the lives of others. Essential Functions: Providing differentiated customer service by anticipating customer needs, demonstrating compassion and care in all interactions, and actively identifying and resolving potential service issues Focusing on the customer by giving a warm and friendly greeting, maintaining eye contact and offering help locating additional items, when needed Accurately perform cashier duties - handling cash, checks and credit card transactions with precision while following company policies and procedures Maintaining the sales floor by restocking shelves, checking in vendors, updating pricing information and completing inventory management tasks as directed by store manager Supporting opening

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary Retail Store Associates play a meaningful role within the CVS Health family. At CVS Health, we’re shaping the future of health care for people, businesses, and communities. With your talents and expertise, you can help us play a more active and supportive role in each person’s unique healthcare needs. Join our team of thousands as we positively impact millions…one customer at a time. The Retail Store Associate position provides an opportunity, in a leading retail setting, to excel in a growing, high impact, customer focused role, working both independently and as a member of a team, to positively impact the lives of others. Essential Functions: Providing differentiated customer service by anticipating customer needs, demonstrating compassion and care in all interactions, and actively identifying and resolving potential service issues Focusing on the customer by giving a warm and friendly greeting, maintaining eye contact and offering help locating additional items, when needed Accurately perform cashier duties - handling cash, checks and credit card transactions with precision while following company policies and procedures Maintaining the sales floor by restocking shelves, checking in vendors, updating pricing information and completing inventory management tasks as directed by store manager Supporting opening

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary Retail Store Associates play a meaningful role within the CVS Health family. At CVS Health, we’re shaping the future of health care for people, businesses, and communities. With your talents and expertise, you can help us play a more active and supportive role in each person’s unique healthcare needs. Join our team of thousands as we positively impact millions…one customer at a time. The Retail Store Associate position provides an opportunity, in a leading retail setting, to excel in a growing, high impact, customer focused role, working both independently and as a member of a team, to positively impact the lives of others. Essential Functions: Providing differentiated customer service by anticipating customer needs, demonstrating compassion and care in all interactions, and actively identifying and resolving potential service issues Focusing on the customer by giving a warm and friendly greeting, maintaining eye contact and offering help locating additional items, when needed Accurately perform cashier duties - handling cash, checks and credit card transactions with precision while following company policies and procedures Maintaining the sales floor by restocking shelves, checking in vendors, updating pricing information and completing inventory management tasks as directed by store manager Supporting opening

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary Retail Store Associates play a meaningful role within the CVS Health family. At CVS Health, we’re shaping the future of health care for people, businesses, and communities. With your talents and expertise, you can help us play a more active and supportive role in each person’s unique healthcare needs. Join our team of thousands as we positively impact millions…one customer at a time. The Retail Store Associate position provides an opportunity, in a leading retail setting, to excel in a growing, high impact, customer focused role, working both independently and as a member of a team, to positively impact the lives of others. Essential Functions: Providing differentiated customer service by anticipating customer needs, demonstrating compassion and care in all interactions, and actively identifying and resolving potential service issues Focusing on the customer by giving a warm and friendly greeting, maintaining eye contact and offering help locating additional items, when needed Accurately perform cashier duties - handling cash, checks and credit card transactions with precision while following company policies and procedures Maintaining the sales floor by restocking shelves, checking in vendors, updating pricing information and completing inventory management tasks as directed by store manager Supporting opening

You’ve invested a lot of time and energy in your education. Now you want the chance to make your mark. We offer challenging opportunities for you to learn and grow professionally. In our programs, you’ll be immersed in a culture of continuous improvement, with the goal of changing health care for the better. Position Summary: Health is everything. At CVS Health, colleagues are committed to increasing access, lowering costs, and improving quality of care. Millions of times a day, we help people on their path to better health –from advising on prescriptions to helping manage chronic and specialty conditions. As a 3rd year pharmacy intern, you have a significant role in our company working as a part of the pharmacy team– delivering our purpose, modeling our values, and demonstrating genuine, authentic care for our patients. While working as a 3rd year pharmacy intern, under the direct supervision of a licensed pharmacist, you play a critical role in ensuring a safe and effective Retail Pharmacy work environment that delivers exceptional care to each patient. This includes but is not limited to: Patient Safety Pharmacy Professional Practice Regulatory Requirements Quality Assurance Customer Service Inventory Management Workflow Management excluding final prescription verification Primary Roles and Responsibility: A key component of the pharmacy intern role is keeping your customers and patients healthy through adoption and management of patient care programs. Additionally, you will: Lead with Heart – display empathy and compassion for your patients, customers, caregivers, and colleagues on your team Seek new ways to grow, collaborate with others, and deliver better outcomes Align others around our purpose to bring your heart to

You’ve invested a lot of time and energy in your education. Now you want the chance to make your mark. We offer challenging opportunities for you to learn and grow professionally. In our programs, you’ll be immersed in a culture of continuous improvement, with the goal of changing health care for the better. Position Summary: Health is everything. At CVS Health, colleagues are committed to increasing access, lowering costs, and improving quality of care. Millions of times a day, we help people on their path to better health –from advising on prescriptions to helping manage chronic and specialty conditions. As a 3rd year pharmacy intern, you have a significant role in our company working as a part of the pharmacy team– delivering our purpose, modeling our values, and demonstrating genuine, authentic care for our patients. While working as a 3rd year pharmacy intern, under the direct supervision of a licensed pharmacist, you play a critical role in ensuring a safe and effective Retail Pharmacy work environment that delivers exceptional care to each patient. This includes but is not limited to: Patient Safety Pharmacy Professional Practice Regulatory Requirements Quality Assurance Customer Service Inventory Management Workflow Management excluding final prescription verification Primary Roles and Responsibility: A key component of the pharmacy intern role is keeping your customers and patients healthy through adoption and management of patient care programs. Additionally, you will: Lead with Heart – display empathy and compassion for your patients, customers, caregivers, and colleagues on your team Seek new ways to grow, collaborate with others, and deliver better outcomes Align others around our purpose to bring your heart to

You’ve invested a lot of time and energy in your education. Now you want the chance to make your mark. We offer challenging opportunities for you to learn and grow professionally. In our programs, you’ll be immersed in a culture of continuous improvement, with the goal of changing health care for the better. Position Summary: Health is everything. At CVS Health, colleagues are committed to increasing access, lowering costs, and improving quality of care. Millions of times a day, we help people on their path to better health –from advising on prescriptions to helping manage chronic and specialty conditions. As a 3rd year pharmacy intern, you have a significant role in our company working as a part of the pharmacy team– delivering our purpose, modeling our values, and demonstrating genuine, authentic care for our patients. While working as a 3rd year pharmacy intern, under the direct supervision of a licensed pharmacist, you play a critical role in ensuring a safe and effective Retail Pharmacy work environment that delivers exceptional care to each patient. This includes but is not limited to: Patient Safety Pharmacy Professional Practice Regulatory Requirements Quality Assurance Customer Service Inventory Management Workflow Management excluding final prescription verification Primary Roles and Responsibility: A key component of the pharmacy intern role is keeping your customers and patients healthy through adoption and management of patient care programs. Additionally, you will: Lead with Heart – display empathy and compassion for your patients, customers, caregivers, and colleagues on your team Seek new ways to grow, collaborate with others, and deliver better outcomes Align others around our purpose to bring your heart to

You’ve invested a lot of time and energy in your education. Now you want the chance to make your mark. We offer challenging opportunities for you to learn and grow professionally. In our programs, you’ll be immersed in a culture of continuous improvement, with the goal of changing health care for the better. Position Summary: Health is everything. At CVS Health, colleagues are committed to increasing access, lowering costs, and improving quality of care. Millions of times a day, we help people on their path to better health –from advising on prescriptions to helping manage chronic and specialty conditions. As a 3rd year pharmacy intern, you have a significant role in our company working as a part of the pharmacy team– delivering our purpose, modeling our values, and demonstrating genuine, authentic care for our patients. While working as a 3rd year pharmacy intern, under the direct supervision of a licensed pharmacist, you play a critical role in ensuring a safe and effective Retail Pharmacy work environment that delivers exceptional care to each patient. This includes but is not limited to: Patient Safety Pharmacy Professional Practice Regulatory Requirements Quality Assurance Customer Service Inventory Management Workflow Management excluding final prescription verification Primary Roles and Responsibility: A key component of the pharmacy intern role is keeping your customers and patients healthy through adoption and management of patient care programs. Additionally, you will: Lead with Heart – display empathy and compassion for your patients, customers, caregivers, and colleagues on your team Seek new ways to grow, collaborate with others, and deliver better outcomes Align others around our purpose to bring your heart to

You’ve invested a lot of time and energy in your education. Now you want the chance to make your mark. We offer challenging opportunities for you to learn and grow professionally. In our programs, you’ll be immersed in a culture of continuous improvement, with the goal of changing health care for the better. Position Summary: Health is everything. At CVS Health, colleagues are committed to increasing access, lowering costs, and improving quality of care. Millions of times a day, we help people on their path to better health –from advising on prescriptions to helping manage chronic and specialty conditions. As a 3rd year pharmacy intern, you have a significant role in our company working as a part of the pharmacy team– delivering our purpose, modeling our values, and demonstrating genuine, authentic care for our patients. While working as a 3rd year pharmacy intern, under the direct supervision of a licensed pharmacist, you play a critical role in ensuring a safe and effective Retail Pharmacy work environment that delivers exceptional care to each patient. This includes but is not limited to: Patient Safety Pharmacy Professional Practice Regulatory Requirements Quality Assurance Customer Service Inventory Management Workflow Management excluding final prescription verification Primary Roles and Responsibility: A key component of the pharmacy intern role is keeping your customers and patients healthy through adoption and management of patient care programs. Additionally, you will: Lead with Heart – display empathy and compassion for your patients, customers, caregivers, and colleagues on your team Seek new ways to grow, collaborate with others, and deliver better outcomes Align others around our purpose to bring your heart to

You’ve invested a lot of time and energy in your education. Now you want the chance to make your mark. We offer challenging opportunities for you to learn and grow professionally. In our programs, you’ll be immersed in a culture of continuous improvement, with the goal of changing health care for the better. Position Summary: Health is everything. At CVS Health, colleagues are committed to increasing access, lowering costs, and improving quality of care. Millions of times a day, we help people on their path to better health –from advising on prescriptions to helping manage chronic and specialty conditions. As a 3rd year pharmacy intern, you have a significant role in our company working as a part of the pharmacy team– delivering our purpose, modeling our values, and demonstrating genuine, authentic care for our patients. While working as a 3rd year pharmacy intern, under the direct supervision of a licensed pharmacist, you play a critical role in ensuring a safe and effective Retail Pharmacy work environment that delivers exceptional care to each patient. This includes but is not limited to: Patient Safety Pharmacy Professional Practice Regulatory Requirements Quality Assurance Customer Service Inventory Management Workflow Management excluding final prescription verification Primary Roles and Responsibility: A key component of the pharmacy intern role is keeping your customers and patients healthy through adoption and management of patient care programs. Additionally, you will: Lead with Heart – display empathy and compassion for your patients, customers, caregivers, and colleagues on your team Seek new ways to grow, collaborate with others, and deliver better outcomes Align others around our purpose to bring your heart to

You’ve invested a lot of time and energy in your education. Now you want the chance to make your mark. We offer challenging opportunities for you to learn and grow professionally. In our programs, you’ll be immersed in a culture of continuous improvement, with the goal of changing health care for the better. Position Summary: Health is everything. At CVS Health, colleagues are committed to increasing access, lowering costs, and improving quality of care. Millions of times a day, we help people on their path to better health –from advising on prescriptions to helping manage chronic and specialty conditions. As a 3rd year pharmacy intern, you have a significant role in our company working as a part of the pharmacy team– delivering our purpose, modeling our values, and demonstrating genuine, authentic care for our patients. While working as a 3rd year pharmacy intern, under the direct supervision of a licensed pharmacist, you play a critical role in ensuring a safe and effective Retail Pharmacy work environment that delivers exceptional care to each patient. This includes but is not limited to: Patient Safety Pharmacy Professional Practice Regulatory Requirements Quality Assurance Customer Service Inventory Management Workflow Management excluding final prescription verification Primary Roles and Responsibility: A key component of the pharmacy intern role is keeping your customers and patients healthy through adoption and management of patient care programs. Additionally, you will: Lead with Heart – display empathy and compassion for your patients, customers, caregivers, and colleagues on your team Seek new ways to grow, collaborate with others, and deliver better outcomes Align others around our purpose to bring your heart to

You’ve invested a lot of time and energy in your education. Now you want the chance to make your mark. We offer challenging opportunities for you to learn and grow professionally. In our programs, you’ll be immersed in a culture of continuous improvement, with the goal of changing health care for the better. Position Summary: Health is everything. At CVS Health, colleagues are committed to increasing access, lowering costs, and improving quality of care. Millions of times a day, we help people on their path to better health –from advising on prescriptions to helping manage chronic and specialty conditions. As a 3rd year pharmacy intern, you have a significant role in our company working as a part of the pharmacy team– delivering our purpose, modeling our values, and demonstrating genuine, authentic care for our patients. While working as a 3rd year pharmacy intern, under the direct supervision of a licensed pharmacist, you play a critical role in ensuring a safe and effective Retail Pharmacy work environment that delivers exceptional care to each patient. This includes but is not limited to: Patient Safety Pharmacy Professional Practice Regulatory Requirements Quality Assurance Customer Service Inventory Management Workflow Management excluding final prescription verification Primary Roles and Responsibility: A key component of the pharmacy intern role is keeping your customers and patients healthy through adoption and management of patient care programs. Additionally, you will: Lead with Heart – display empathy and compassion for your patients, customers, caregivers, and colleagues on your team Seek new ways to grow, collaborate with others, and deliver better outcomes Align others around our purpose to bring your heart to

You’ve invested a lot of time and energy in your education. Now you want the chance to make your mark. We offer challenging opportunities for you to learn and grow professionally. In our programs, you’ll be immersed in a culture of continuous improvement, with the goal of changing health care for the better. Position Summary: Health is everything. At CVS Health, colleagues are committed to increasing access, lowering costs, and improving quality of care. Millions of times a day, we help people on their path to better health –from advising on prescriptions to helping manage chronic and specialty conditions. As a 3rd year pharmacy intern, you have a significant role in our company working as a part of the pharmacy team– delivering our purpose, modeling our values, and demonstrating genuine, authentic care for our patients. While working as a 3rd year pharmacy intern, under the direct supervision of a licensed pharmacist, you play a critical role in ensuring a safe and effective Retail Pharmacy work environment that delivers exceptional care to each patient. This includes but is not limited to: Patient Safety Pharmacy Professional Practice Regulatory Requirements Quality Assurance Customer Service Inventory Management Workflow Management excluding final prescription verification Primary Roles and Responsibility: A key component of the pharmacy intern role is keeping your customers and patients healthy through adoption and management of patient care programs. Additionally, you will: Lead with Heart – display empathy and compassion for your patients, customers, caregivers, and colleagues on your team Seek new ways to grow, collaborate with others, and deliver better outcomes Align others around our purpose to bring your heart to