Account Manager

Client Success
Remote, United States

Learn more

Now is the time to join us! 

 

We’re Personify Health. We’re the first and only personalized health platform company to bring health, wellbeing, and navigation solutions together. Helping businesses optimize investments in their members while empowering people to meaningfully engage with their health. At Personify Health, we believe in offering total rewards, flexible opportunities, and a diverse inclusive community, where every voice matters. Together, we’re shaping a healthier, more engaged future.

Who are you?

 

You are a skilled client management/success professional who is dedicated to your craft and capable of working under limited supervision. In this role, you will have primary responsibility working with clients to create a plan for their program while promoting best practice program design and ensuring flawless execution. You will oversee day-to-day account management activities for the assigned clients by working closely with other functional departments within the company. It will be necessary to support the Expansion, Strategic Accounts and/or Sales teams with growth efforts. As an Account Manager, you demonstrate internally and externally solid understanding of the success drivers and best practices to maximize client retention, revenue growth, relationship and reference-ability.

 

In this role you will wear many hats, but your knowledge will be essential in the following:  

 

Client Consultation and Management

  • Responsible for the retention and growth of a group of existing clients and successful onboarding of new clients

  • Ensure that all client contractual obligations are being met while communicating any contractual risks appropriately

  • Overall knowledge of client, client expectations and goals to effectively present information, respond and follow up on questions and inquiries from clients

  • Establishes relationships with clients to enable successful implementation, growth and expansion of programs when appropriate to meet client goals

  • Managing consultant/broker/influencer relationships aligned with clients

  • Effectively communicate roadmap and engagement solutions with passion and excitement.

  • Prepare and deliver reviews for each client. Perform analytical reviews of client results and develop strategic recommendations and action plans aligned with client’s goals and objectives.

  • Serve as a customer advocate and interface with internal departments to develop, implement and drive strategies to meet requirements and enhance the offerings.

  • Maintain a strong knowledge of the wellness, health and navigation space, plus competition

  • Trouble-shoots and resolves issues; work with the Client Delivery Team as appropriate and seeks assistance of manager with questions that are more complex

Program Management and Service Delivery

  • Maintain internal client management tools for assigned accounts including Gainsight, Salesforce, Confluence, Jira, etc.

  • Create an outreach plan to reach all stakeholders within a client’s organization

  • Work with the client to understand organizational design, type of work environment, etc. and design a specific plan to maximize member engagement.

  • Work with Client Delivery Team for appropriate collaboration and hand off; items include but not limited to:

  • Eligibility specifications and file transfers

  • Data integration

  • Accuracy and execution of all client program information

  • In-year utilization-based services

  • Provide communication plan, in year program activities, challenges and training on how to use best practice materials; work in partnership with Client Delivery Teams for implementation

  • Serves as Subject Matter Expert for Analytics tool and is responsible for training clients for utilizing the tool

  • Monitor engagement and modify arrangements as appropriate

  • Provide data and reports as it relates to incentive delivery and program completion

  • Perform special projects as requested

Project Management

  • Works closely with Project Management Team for the successful implementation of new clients

  • Establishes and manages year-round client program plan(s)

  • Oversees day-to-day account management activities for assigned accounts. Coordinates with appropriate personnel, such as Client Delivery, Client Solutions, Concierge Screening Coordinator,

  • Business Analyst, etc.

  • Ensure the success and quality by working with the client and acting on feedback as appropriate

  • Ensures timely and successful delivery of all program components

     

You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

What you bring to the Personify Health team:

 

In order to represent the best of what we have to offer you come to us with a multitude of positive attributes including:

  • Bachelor's degree, or equivalent, in related discipline

  • 3+ years of direct account management work, which includes primary accountability of the overall account relationship with SMB and regional revenue clients

  • Background in consulting, wellness, health insurance, healthcare, navigation and/or related field

  • Excellent knowledge and skill using Microsoft Office suite

  • Experience with Salesforce and Gainsight (Gainsight is preferred)

  • Strong interpersonal, presentation and writing skills

  • Strong organizational skills and detail orientation

  • Demonstrated ability to collaborate

  • Collaborative, fast-moving and comfortable with change

  • Self-directed and proven ability to work independently

No candidate will meet every single desired qualification. If your experience looks a little different from what we’ve identified and you think you can bring value to the role, we’d love to learn more about you!

 

Personify Health is an equal opportunity organization and is committed to diversity, inclusion, equity, and social justice.

 

In compliance with all states and cities that require transparency of pay, the base compensation for this position ranges from $65,000 to $82,000. Note that salary may vary based on location, skills, and experience. This position is eligible for 10% target bonus/variable compensation as well as health, dental, vision, mental health and other benefits.

 

We strive to cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive. Personify Health is committed to driving Diversity, Equity, Inclusion and Belonging (DEIB) for all stakeholders: employees (at each organization level), members, clients and the communities in which we operate. Diversity is core to who we are and critical to our work in health and wellbeing.

 

#WeAreHiring #PersonifyHealth

 

Beware of Hiring Scams: Personify Health will never ask for payment or sensitive personal information such as social security numbers during the hiring process. All official communication will come from a verified company email address. If you receive suspicious requests or communications, please report them to [email protected]. All of our legitimate openings can be found on the Personify Health Career Site.

 

Application Deadline: Open until position is filled.