Account Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the retention and growth of current clients while ensuring the seamless onboarding of new clients.

• Ensure compliance with client contractual obligations and communicate any associated risks.

• Foster client relationships to gain insight into their expectations and objectives.

• Build connections that support the implementation, growth, and expansion of Personify Health programs.

• Manage relationships with consultants, brokers, and influencers that align with client needs.

• Communicate the roadmap and engagement strategies effectively.

• Prepare and present client reviews.

• Analyze client performance and formulate strategic recommendations and action plans.

• Act as a customer advocate within Personify Health.

• Collaborate with internal teams to devise and execute strategies.

• Troubleshoot and resolve issues in partnership with Client Delivery Teams.

• Maintain internal tools for client management.

• Develop outreach plans for client stakeholders.

• Design strategies to enhance member engagement.

• Coordinate eligibility specifications, file transfers, data integration, and the execution of program information.

• Provide communication plans, in-year program activities, training, and best-practice resources.

• Train clients to effectively use the Personify Health Analytics tool.

• Monitor engagement levels and adjust plans as necessary.

• Supply data and reports regarding incentive delivery and program completion status.

• Collaborate with the Project Management Team for successful implementation of new clients.

• Establish and oversee year-round plans for client programs.

• Coordinate daily account activities with the Client Delivery, Client Solutions, Concierge Screening Coordinator, and Business Analyst teams.

• Guarantee timely, successful delivery and high quality of all program elements.

⛳️ Requirements

• A Bachelor’s degree or equivalent in a related field.

• For Account Manager position: Minimum of 3 years of direct account management experience with a focus on SMB and regional revenue clients.

• For Senior Account Manager position: At least 6 years of direct account management experience with a focus on large enterprise and strategic revenue clients.

• Experience in consulting, wellness, health insurance, healthcare, navigation, or a related field.

• Proficient in Microsoft Office Suite.

• Familiarity with Salesforce and Gainsight; Gainsight is preferred.

• Strong interpersonal, presentation, and writing abilities.

• Excellent organizational skills and attention to detail.

• Proven ability to work collaboratively.

• Adaptable to change.

• Self-motivated and capable of working independently.

• Knowledge of the wellness, health, and navigation sectors, as well as competitive landscape.

• Proficient in client management tools, including Gainsight, Salesforce, Confluence, and Jira.

• Ability to analyze client outcomes and provide strategic recommendations and action plans.

🏝️ Benefits

• Competitive base salary.

• Benefits effective from day one.

• Comprehensive medical and dental coverage through Personify Health’s health solutions.

• Unlimited paid time off (PTO).

• Support for mental health.

• Retirement planning options.

• Financial protection plans.

• Opportunities for professional development.

• Clear pathways for career advancement.

• Learning budgets available.

• Mission-driven organizational culture.

• Wellness programs offered.

• Additional employee perks.