Personify Health

Registered Dietitian

• Registered Dieticians telephonically coordinate wellness and disease management, with the focus on diabetes, asthma, COPD, CAD, CHF, Atrial Fib, HTN and hyperlipidemia, but not limited to this list
• The Registered Dietitian (RDN) is responsible for providing comprehensive nutrition care and case management services to individuals with complex medical and social needs
• The RDN conducts comprehensive nutrition assessments to evaluate members’ health status, dietary habits, and clinical risks, and develops individualized care plans aligned with medical conditions, provider recommendations, and evidence-based guidelines
• The RDN delivers telephonic nutrition counseling and education to promote behavior change, improve self-management, and support long-term health outcomes
• Work with patients to ensure they have a primary care provider; assist in referrals to specialists if needed
• Collaborate with interdisciplinary care teams, including physicians, nurses, and case managers, to ensure holistic and coordinated care delivery

Recruitment

• Own full-cycle recruiting for a portfolio of Wellbeing Go-to-Market positions, including Sales, Client Success, Customer Success, Marketing, Revenue Operations, Implementation, and other customer-facing roles.
• Partner closely with hiring managers to develop recruiting strategies, understand business priorities, and align hiring plans with organizational goals.
• Build proactive talent pipelines through sourcing, networking, referrals, and market research to ensure a strong slate of qualified candidates.
• Leverage LinkedIn Recruiter and other sourcing tools to identify and engage passive talent.
• Manage multiple searches simultaneously while delivering an exceptional candidate and hiring manager experience.
• Serve as a trusted advisor throughout the hiring process, providing market insights, interview guidance, and recommendations that support quality hiring decisions.
• Drive structured interview processes that promote consistency, efficiency, and an inclusive candidate experience.
• Maintain accurate recruiting activity, candidate data, and pipeline reporting within Workable (or similar ATS).
• Communicate proactively with hiring managers and business leaders on pipeline health, hiring progress, and recruiting risks.
• Partner with cross-functional teams, including HR Business Partners, Compensation, and Hiring Leaders, to facilitate successful offers and onboarding.
• Contribute to ongoing improvements in recruiting processes, tools, interview practices, and talent acquisition programs as we continue to scale.

Talent Acquisition Specialist

Communications

• Own the full communications through-line: Serve as the single point of accountability for all member-facing communications across every channel—email, in-app, push, banners, announcement cards, print, and internal client channels—ensuring consistency, quality, and strategic alignment at every touchpoint
• Lead communications strategy and planning: Engage early in campaign planning to align on goals, audiences, and messaging direction before content development begins, and translate program objectives into a coherent, channel-spanning communications calendar
• Drive client partnership: Partner with the client lead as a proactive, senior-level communications advisor—surfacing upcoming priorities, flagging known changes, sharing performance insights, and maintaining alignment with Dell's approved communication strategy and brand governance standards
• Enforce internal alignment and process integrity: Champion internal practices that reduce client review burden and minimize late-stage revisions, maintaining consistent presence in planning forums and building operational infrastructure that gives clear visibility into ownership, timing, and status across all communications work
• Deliver rigorous quality assurance: Own the final QA review of all member communications—proofreading, audience validation, brand alignment, link destinations, and campaign tier classification—before any asset reaches the client for review
• Provide editorial and creative direction: Guide writers, designers, digital, campaign, and wellness coordinator teams through execution with clear messaging frameworks and audience-focused direction, ensuring every deliverable is strategically aligned and consistently executed
• Apply data to drive performance: Use engagement analytics, performance metrics, and behavioral change insights to continuously refine communications strategy, improve content effectiveness, and inform planning recommendations for the client
• Manage platforms and operational assets: Maintain and update Zendesk, SharePoint, Viva Engage, campaign planning decks, and messaging frameworks—keeping approvals, documentation, and communications infrastructure current and reliable
• Leverage AI and emerging tools: Apply generative AI and emerging communication technologies to support messaging development, content optimization, campaign planning, and analytics—with strong editorial judgment guiding every output

Senior Communications Manager

Project Manager

• Lead end-to-end Activate campaign implementations: Own project plans, milestone tracking, and cross-functional coordination for health plan clients from kickoff through go-live — managing scope, timelines, budgets, and stakeholder alignment throughout.
• Configure and document solution designs: Perform application configuration per implementation plan, document core logic and data specifications, and design workflows that translate client goals into campaign execution across Activate's multi-channel outreach capabilities.
• Own scope and budget integrity: Maintain each project's statement of work, manage change requests, estimate timeline and cost impacts, and track Professional Services hours to keep engagements on target.
• Keep clients and stakeholders aligned: Lead client-facing meetings, present project updates, and serve as the day-to-day point of contact for health plan clients and brokers — navigating questions, concerns, and escalations with clarity and confidence.
• Protect quality and enable clean handoffs: Deliver defect-free outputs at every stage, document SOPs for ongoing operations, and transition completed implementations to Production Support without gaps.

Project Manager, Wellbeing

• Own partner integrations end-to-end: Serve as the primary technical contact for partners during integration projects, custom client builds, and ongoing support — from first call to final delivery.
• Get hands-on with APIs: Run calls, test integrations, troubleshoot issues, and help partners navigate our SSO, APIs, and platform standards using tools like Postman.
• Translate requirements into action: Gather needs directly from developers and convert them into clear user stories and use cases that Product and Engineering can execute on.
• Keep the Developer Portal sharp: Own the content and administrative aspects of the portal — ensuring documentation, API guides, and integration standards are accurate, current, and useful.
• Drive cross-functional delivery: Build and maintain project plans, manage timelines, resolve blockers, and keep Product, Engineering, GTM, and Operations aligned and moving.
• Communicate platform changes proactively: Stay current on API capabilities and get ahead of deprecations, upgrades, and new features — communicating impact clearly to partners and internal stakeholders.

Senior Project Manager

Manager

• Provide telephonic case management between providers, patients and caregivers to help ensure cost-effective, high-quality healthcare for health insurance plan participants
• Contact patient and complete a thorough assessment, including physical, psychosocial, emotional, spiritual, environmental, and financial needs
• Use claims processing tools to review and research paid claim data to develop a clinical picture of a member’s health and identify for participation in appropriate programs
• Develop treatment plan for standard and catastrophic cases in collaboration with the patient, caregivers or family, community resources and multi-disciplinary healthcare providers that include obtainable short- and long-term goals
• Monitor interventions and evaluate the effectiveness of the treatment plan in a timely manner; report measurable outcomes that record effectiveness of interventions
• Initiate and maintain contact with the patient/family, provider, employer, and multidisciplinary team as needed throughout the continuum of care
• Advocate for the patient by facilitating the delivery of quality patient care, and by assisting in reducing overall costs; provide patient/family with emotional support and guidance
• Be able to meet productivity, quality and turnaround time requirements on a daily, weekly and monthly basis
• Negotiate and implement cost management strategies to affect quality outcomes and reflect this data in monthly case management reviews and cost avoidance reports
• Establish and maintain working relationships with healthcare providers, client/group, and patients to provide emotional support, guidance and information
• Evaluate and make referrals for wellness programs
• Maintain complete and detailed documentation of case managed patients in Eldorado and UM Web; maintain site specific files ensuring confidentiality; prepare reports and updates at 30-day intervals for high-risk cases and 90 days interval for low-risk cases ensuring confidentiality according to Company policy and HIPAA
• Perform Utilization Review for assigned members.
• Serve as mentors to LVNs and provide guidance on complicated cases as it relates to clinical issues

Case Manager Nurse – RN, Part-Time

Account Manager

• Serve as primary client contact: Act as the main point of contact for assigned clients, responding promptly to inquiries and providing creative solutions that meet client needs.
• Monitor service delivery: Track and manage service levels to ensure timely issue resolution, compliance, and adherence to contractual commitments.
• Prepare client reporting: Develop and deliver standard and custom client reports covering claims, utilization, and other key metrics for client review.
• Coordinate internal resources: Partner with cross-functional teams across claims, eligibility, and compliance to meet client needs and deliver seamless service.
• Support strategic initiatives: Assist with renewals, plan changes, and strategic initiatives while supporting delivery of QBRs and renewal processes.
• Maintain documentation: Keep accurate client records, communication logs, and CRM system entries to ensure continuity and accountability.
• Escalate appropriately: Identify and escalate complex issues to Strategic Account Executive or Director when client needs exceed standard resolution pathways.
• Support client onboarding: Assist with new client onboarding and internal system setup to ensure smooth transitions.
• Stay regulatory-informed: Maintain knowledge of regulatory issues affecting benefit plans and proactively update clients when requirements change.
• Develop product expertise: Build thorough knowledge of Personify Health benefit-related products through ongoing training and product updates.

Account Manager, TPA

• Provide telephonic case management between providers, patients and caregivers to help ensure cost-effective, high-quality healthcare for health insurance plan participants
• Contact patient and complete a thorough assessment, including physical, psychosocial, emotional, spiritual, environmental, and financial needs
• Use claims processing tools to review and research paid claim data to develop a clinical picture of a member’s health and identify for participation in appropriate programs
• Develop treatment plan for standard and catastrophic cases in collaboration with the patient, caregivers or family, community resources and multi-disciplinary healthcare providers that include obtainable short- and long-term goals
• Monitor interventions and evaluate the effectiveness of the treatment plan in a timely manner; report measurable outcomes that record effectiveness of interventions
• Initiate and maintain contact with the patient/family, provider, employer, and multidisciplinary team as needed throughout the continuum of care
• Advocate for the patient by facilitating the delivery of quality patient care, and by assisting in reducing overall costs; provide patient/family with emotional support and guidance
• Be able to meet productivity, quality and turnaround time requirements on a daily, weekly and monthly basis
• Negotiate and implement cost management strategies to affect quality outcomes and reflect this data in monthly case management reviews and cost avoidance reports
• Establish and maintain working relationships with healthcare providers, client/group, and patients to provide emotional support, guidance and information
• Evaluate and make referrals for wellness programs
• Maintain complete and detailed documentation of case managed patients in Eldorado and UM Web; maintain site specific files ensuring confidentiality; prepare reports and updates at 30-day intervals for high-risk cases and 90 days interval for low-risk cases ensuring confidentiality according to Company policy and HIPAA
• Perform Utilization Review for assigned members
• Serve as mentors to LVNs and provide guidance on complicated cases as it relates to clinical issues

Case Manager – Nurse, RN

Director

• Ready to lead health plan configuration and solution design, driving the full lifecycle of plan build and cross-functional execution across a complex TPA environment?
• Lead and develop the teams overseeing Plan Configuration and Solution Architecture functions
• Provide strategic oversight of plan build operations ensuring accuracy, efficiency, and on-time delivery
• Drive continuous improvement across both functions, identifying process gaps and building solutions
• Partner closely with Plan Configuration to ensure solution designs are buildable, scalable, and delivered on time
• Support pre- and post-sale solutioning efforts, translating complex client requirements into viable plan designs
• Own and manage the operational project portfolio for the TPA side of the business

Senior Director, Plan Configuration & Documentation

• Drive client success: Deliver exceptional client satisfaction while supporting annual contract renewals and identifying opportunities for revenue growth across your book of business.
• Manage contractual obligations: Ensure all contractual commitments are fulfilled and proactively escalate risks to appropriate Personify Health leadership before they impact relationships.
• Own strategic relationships: Act as primary relationship owner throughout client lifecycle, providing strategic guidance and partnership that builds trust and credibility.
• Communicate product vision: Articulate product roadmap and engagement strategies with enthusiasm across channels including in-person meetings, calls, and webinars.
• Enable growth opportunities: Expand client engagement beyond traditional wellness by identifying and promoting broader platform capabilities aligned with client objectives.
• Deliver insight-driven strategy: Present analytical reviews of client performance and translate findings into actionable recommendations that support client goals.
• Advocate internally for clients: Represent client voice internally, collaborating cross-functionally to enhance service delivery and product offerings.
• Provide implementation oversight: Deliver strategic oversight during onboarding and implementation phases for assigned accounts to ensure clean launches and stable adoption.
• Collaborate on operations: Partner with Delivery Specialists (designated or pool depending on service model) and operational teams to manage day-to-day account activities.
• Design engagement strategies: Create and execute engagement plans that drive program participation and measurable outcomes for client populations.
• Maintain system accuracy: Keep accurate and up-to-date records in internal systems (Salesforce, Gainsight) to support forecasting, planning, and team continuity.
• Build product expertise: Maintain comprehensive understanding of all Personify Health solutions and services to position capabilities effectively.
• Resolve client inquiries: Ensure timely and effective resolution of routine client questions and concerns while maintaining positive relationships.
• Support special projects: Contribute to cross-functional initiatives and special projects as assigned to strengthen overall operations.

Account Manager, Wellbeing

• Lead and develop your team: Mentor, coach, and manage a team of Implementation Project Managers at varying experience levels, providing day-to-day guidance that builds capability and drives consistent, high-quality delivery across the portfolio.
• Own complex client implementations: Serve as the client-facing expert on all operational aspects of Personify Health's health plan administration solutions — managing timelines, dependencies, risks, and stakeholder alignment from kickoff through go-live.
• Drive proactive risk management: Identify implementation risks, dependencies, and barriers early, escalating issues and coordinating cross-functional resolution before they become client problems.
• Manage escalations and ensure seamless handoffs: Resolve client and broker concerns with urgency and professionalism, and partner with account management and operations teams to ensure clients transition out of implementation without missing a beat.
• Support business growth: Participate in pre-sales activities including RFP responses, prospect meetings, finalist presentations, and operational solutioning — bringing implementation credibility to the sales process.

Manager, Implementation Project Management – TPA

Operations

• Own a portfolio of cross-functional projects: Draft project charters, build and maintain detailed project plans, manage milestones and dependencies, and drive teams through to completion — across one-time initiatives and annually recurring programs alike.
• Redesign how work gets done: Analyze existing processes for bottlenecks and inefficiencies, then design and implement solutions that reduce cycle times and sharpen operational performance across the organization.
• Keep documentation and governance sharp: Develop and maintain SOPs, process flowcharts, and diagrams — partnering with functional SMEs to ensure documentation stays accurate, current, and usable in practice.
• Lead change with intention: Build change management strategies, communication plans, and training rollouts that help cross-functional teams adopt new processes and frameworks without losing momentum.
• Coordinate incident response: Manage communications across internal and external stakeholders during incidents and outages, maintaining escalation protocols and ensuring the right people have the right information at the right time.