Personify Health

Product Manager

• Set product direction: Define the vision, strategy, and roadmap for TPA-related capabilities, aligning priorities to business and client needs.
• Lead discovery and validation: Run user research, analyze market trends, and use data to validate what should be built—and what shouldn’t.
• Translate strategy into build-ready work: Turn product direction into clear user stories, requirements, and deliverables for engineering, operations, and compliance.
• Drive cross-functional execution: Partner with engineering, operations, compliance, and client teams to deliver solutions that work in real-world healthcare environments.
• Own product launches: Coordinate go-to-market efforts and ensure new capabilities are delivered on time and adopted effectively.
• Measure and improve performance: Track product and operational outcomes, identify gaps, and iterate using data and user feedback.
• Make informed trade-offs: Balance business priorities, technical constraints, and user needs to move products forward.
• Guide and elevate the team: Support and mentor product managers and analysts while contributing to overall product discipline.

Lead Product Manager – TPA

Sales

• The Strategic Sales Associate (SSA) plays a key role in spotting sales opportunities, sparking interest, promoting brand and solution awareness, and supporting sellers to build a strong pipeline.
• Their main duties include generating new business by following up on inbound marketing leads, actively sourcing outbound leads, qualifying prospects who show interest, arranging meetings with aligned sellers based on qualification criteria, and collaborating to help close deals.
• To be successful in this role, the SSA will nurture relationships, build value, handle objections, create urgency, open and assist in the management of the sales cycle, and collaborate strategically with sales and marketing to create a sales pipeline that exceeds quota expectations.

Strategic Sales Associate

Solutions Engineer

• Conduct comprehensive gap analyses: Assess differences between current-state and future-state service and digital experiences at the group level to identify solution requirements and migration challenges.
• Design migration solutions: Create solutions that address claims administration, eligibility, benefits configuration, data ingestion, reporting and analytics, and digital experience needs for transitioning clients.
• Lead solution demonstrations: Present client-facing demonstrations focused on digital portals, tools, and workflows, highlighting impact on client and member service delivery.
• Translate design into requirements: Partner with Business Analysts to convert solution designs into clear client requirements documentation for implementation teams.
• Ensure accurate execution: Collaborate with Business Analysts and Project Managers to verify solution designs are implemented accurately and meet client expectations.
• Identify and mitigate risks: Proactively flag risks, dependencies, and constraints within proposed solutions while recommending mitigation strategies to keep projects on track.
• Serve as subject matter expert: Provide expertise on claims ecosystem and digital platform capabilities while aligning solutions with product roadmap direction.

Solution Architect, Claims Platform Migration

Director

• Develop and execute customer service strategy aligned with overall business objectives, focusing on enhancing satisfaction, streamlining processes, and driving operational efficiency
• Champion customer-focused mindset throughout the organization while fostering positive, collaborative team culture focused on achieving performance goals and delivering outstanding service
• Mentor and coach associates to build capabilities, improve performance, and create pathways for professional growth within the department
• Partner with marketing, implementation, and product development to ensure cohesive, consistent customer experience across all touchpoints
• Monitor key performance indicators (KPIs), identify improvement areas, and use data-driven insights to inform strategic decisions and operational changes
• Identify and execute process enhancements that increase efficiency and effectiveness of customer service operations
• Assess and implement technology solutions that enhance customer service capabilities and improve member experience
• Maintain adherence to relevant regulations and standards while regularly reviewing and updating customer service procedures and policies
• Monitor industry trends and best practices in customer service to keep operations competitive and innovative

Director, Member Services

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

Proposal Manager

• Oversee end-to-end proposal operations for TPA and Wellbeing lines of business, ensuring high-quality, compliant, and competitive submissions
• Lead bid qualification strategy in partnership with Sales and executive leadership to prioritize opportunities and optimize win rates
• Establish and govern proposal pricing strategy in collaboration with Finance and Sales to ensure competitiveness and profitability
• Drive executive-level proposal messaging alignment with overall company value proposition and go-to-market strategy
• Manage and evolve the RFP content strategy to ensure accuracy, consistency, differentiation, and scalability
• Lead project management discipline across all proposal efforts, including workflow assignment, workload balancing, and deadline governance
• Provide strategic oversight and ongoing development for the newly established global proposal team in Bosnia
• Identify and implement technology solutions that improve efficiency, scalability, and overall proposal effectiveness

Director, Global Proposal Management

Project Manager

• Manage client-facing migration projects for health system clients with complex domestic tiering and custom provider networks, ensuring accurate execution with minimal disruption.
• Work closely with Account Managers as a strategic client-facing counterpart throughout the implementation lifecycle.
• Create, maintain, and manage group-level project plans specific to health system requirements including detailed timelines, key milestones, and dependencies.
• Lead collaboration across Solution Design, Business Analysis, Technology, Operations, and external partners to ensure all workstreams align.
• Drive timely resolution of scope changes, risks, issues, and dependencies while maintaining project momentum and client confidence.
• Facilitate status meetings and communicate progress, risks, and decisions clearly to internal teams and client stakeholders.
• Manage changes, enhancements, or expansions that arise during the project lifecycle while maintaining timelines and quality standards.
• Deliver projects on time, within scope, and aligned with client expectations while meeting organizational quality standards.

Migration Project Manager, Health Systems

Human Resources

• Align HR strategies with business goals through workforce planning, skill assessments, and organizational design—particularly within Engineering and other supported functions.
• Partner closely with Talent Acquisition to translate workforce plans into effective hiring strategies, ensuring the right talent is hired at the right time.
• Leverage people data, engagement insights, and organizational health metrics to diagnose trends, influence leadership decisions, and measure the impact of HR strategies on business outcomes.
• Develop and monitor key people metrics (e.g., attrition, performance, engagement, capacity planning) to support operational and financial objectives.
• Elevate leadership effectiveness through executive coaching, leadership development programs, and data-driven talent insights.
• Advise leaders on performance management, team effectiveness, and organizational health.
• Improve programs, processes, and systems that impact productivity, performance, engagement, and employee perceptions across the organization.
• Partner cross-functionally to ensure a consistent, inclusive, and scalable employee experience.
• Advance talent management practices including performance management, succession planning, talent reviews, and engagement strategies using continuous improvement methodologies.
• Lead and support complex employee relations matters, including performance issues, investigations, conflict resolution, and policy interpretation, ensuring fair, consistent, and compliant outcomes.
• Champion corporate values and foster a culture of accountability, inclusion, and high performance.
• Serve as the primary People partner for assigned client groups, owning the full employee lifecycle from organizational design and hiring through development, performance, and succession planning.

Senior HR Business Partner

Financial Planning and Analysis

• Analyze and forecast headcount: Maintain comprehensive headcount forecasts including bonus, benefits, taxes, and capitalization to ensure accurate personnel expense planning.
• Manage vendor spend forecasting: Analyze and maintain vendor spend forecasts to track non-personnel expenses and identify optimization opportunities.
• Partner with business leaders: Support leaders on expense budgets, responding to ad hoc requests and providing financial guidance for decision-making.
• Lead monthly expense analysis: Conduct monthly expense reviews, collaborate with Controllership on month-end activities, and ensure proper accruals are booked accurately.
• Prepare OpEx reporting: Develop OpEx reports for the business, set up and lead monthly OpEx review meetings to drive expense accountability and visibility.
• Drive annual planning processes: Prepare quarterly forecasts and Annual Operating Plan, support target setting, and work with organization to implement plans within established targets.
• Develop cost-benefit analyses: Create CBAs for TPA initiatives and projects to inform investment decisions and prioritization.
• Manage project accounting: Oversee project accounting for TPA initiatives to track costs and ensure financial alignment.
• Support leadership requests: Respond to questions from NMC and Senior Leadership, providing timely answers to ad hoc financial inquiries.
• Maintain and improve systems: Manage Anaplan financial planning system, drive adoption across organization, and implement system improvements for better functionality.

Senior Finance Manager – TPA

• Own complex client service delivery: Manage day-to-day service for high-priority and complex existing accounts, ensuring superior service delivery and proactive issue resolution.
• Monitor and strategize proactively: Track performance metrics, identify potential service issues or trends early, and develop engagement strategies in collaboration with Strategic Account Executives.
• Lead client relationships: Maintain comprehensive knowledge of client expectations and goals to effectively present information, respond to questions, and follow up on inquiries with authority.
• Drive client meetings: Lead client meetings and present performance data, reports, and strategic recommendations that demonstrate value and identify opportunities.
• Partner on implementation: Collaborate with Implementation team to ensure successful onboarding for new clients transitioning into your portfolio.
• Serve as client advocate: Act as customer advocate within Personify Health, partnering with internal departments to develop, implement, and drive strategies that meet requirements and enhance offerings.
• Collaborate strategically: Work closely with Strategic Account Executive on strategic planning, growth opportunities, and year-round client program plans.
• Mentor team members: Guide and support junior Account Managers, serving as knowledge resource and helping build their capabilities.
• Manage escalations: Handle complex escalations and serve as liaison between clients, internal departments, and leadership for issue resolution.
• Maintain client management systems: Keep internal tools current (Gainsight, Salesforce, Confluence, Jira) and serve as subject matter expert responsible for training clients on tool utilization.
• Coordinate cross-functionally: Partner with project management, configuration teams, business analysts, and other personnel to ensure timely and successful delivery of all program components.
• Drive continuous improvement: Contribute to ongoing enhancement of account management processes while documenting and acting on client feedback.

Senior Account Manager

Account Executive

• Broker distribution and development
• Interpreting and qualifying Requests for Proposals (RFP’s)
• Experienced user of Salesforce.com
• Ability to cold call prospects and brokers
• Ability to present wellness solutions with a virtual format and the use of power point
• Help to manage, implement, deliver, evaluate and improve all workplace wellness programs and resources
• Ability to be consultative in all things well-being
• Become expert in all ancillary wellness services that are offered and have the ability to provide strategic direction for prospects and current clients
• Able to generate new leads via broker and direct to end user sales channels
• Build and sustain positive relationships with the entire Wellness IQ staff
• Ability to present and sell to consultants or employer groups of 50-1500 employees
• Interact with staff, management and vendors to ensure operational efficiency and effectiveness
• Frequent travel required

Sales Executive

Sales Associate

Network Operations

• Evaluate network capabilities: Assess Personify Health network capabilities and define clear feasibility guidelines to support client commitments, sales opportunities, and solution design.
• Lead network integration design: Design the end-to-end plan, member, and client experience as it relates to carrier and network integration, including Domestic Tier & Hospital Design structure and configuration logic.
• Serve as RFP network expert: Act as primary point of contact for all network-related RFP inputs, feasibility assessments, and design questions during sales processes.
• Coordinate cross-functional operations: Liaison between Account Management, Implementations, Data Operations, and external carrier/network partners to troubleshoot and resolve operational issues.
• Build tracking and accountability systems: Design and maintain tracking systems (consolidated Jira dashboards or automated summaries) to monitor all outstanding requests with networks, carriers, and payors across the enterprise.
• Conduct performance reviews: Lead weekly/monthly reconciliations and performance check-ins with each network/carrier/payor, managing backlogs and monitoring SLA adherence.
• Remove operational barriers: Intervene with networks to resolve aged issues, realign expectations when workflows fall behind, and connect disparate contacts within single networks to streamline communication.
• Manage escalations and SLAs: Support Account Managers and Implementation Managers in preparing escalations to brokers, clients, or carrier leadership while defining and maintaining SLA frameworks for implementations, renewals, and issue resolution.
• Drive continuous improvement: Refine processes, relationships, and workflows to continually improve network partnership efficiency and outcomes.

Network Operations Liaison

Vice President

• Define and own the enterprise engagement strategy and operating model across the Wellbeing platform
• Establish a scalable, repeatable approach to member activation, sustained participation, re-engagement, and long-term behavior change
• Align engagement strategy with clinical, product, and business priorities
• Own enrollment, engagement, utilization, and outcome performance with direct accountability to defined KPIs
• Define, track, and continuously optimize enterprise engagement metrics, including daily, monthly, and cohort–based KPIs
• Translate engagement performance into clear, actionable insights for executive leadership and cross–functional stakeholders
• Design and optimize personalized, measurable engagement pathways across clinical conditions, risk profiles, and general preventive use cases
• Operationalize both rules–based and model–driven personalization at scale to support sustained engagement and outcomes
• Lead day–to–day engagement performance management, including DAU/MAU trends, funnel conversion and drop–off analysis, re–activation effectiveness, and long–term participation
• Rapidly identify performance gaps and implement corrective actions in partnership with product, clinical, and analytics teams
• Own the end–to–end engagement framework, including campaign strategy and orchestration, activity design, engagement workflows, and targeting logic
• Oversee content strategy as a core engagement lever, ensuring all content is purpose–built to drive defined engagement and outcome goals
• Ensure campaigns, workflows, and content are tightly integrated into product and clinical experiences
• Identify, test, and operationalize data–driven engagement protocols to continuously optimize performance
• Establish a strong feedback loop between engagement insights and platform evolution
• Build, scale, and lead a high–performing Engagement function encompassing Engagement Strategy and Content
• Establish clear roles, operating rhythms, and performance expectations across the function
• Develop leadership bench strength and drive functional maturity over time
• Deliver measurable improvements in enrollment conversion, time–to–first–value, sustained engagement, clinical and economic outcomes, and ROI through a scalable, repeatable engagement system.

Senior Vice President, Engagement

• Define and own the enterprise engagement strategy and operating model across the Wellbeing platform
• Establish a scalable, repeatable approach to member activation, sustained participation, re‑engagement, and long‑term behavior change
• Align engagement strategy with clinical, product, and business priorities
• Own enrollment, engagement, utilization, and outcome performance with direct accountability to defined KPIs
• Define, track, and continuously optimize enterprise engagement metrics, including daily, monthly, and cohort‑based KPIs
• Translate engagement performance into clear, actionable insights for executive leadership and cross‑functional stakeholders
• Design and optimize personalized, measurable engagement pathways across clinical conditions, risk profiles, and general preventive use cases
• Operationalize both rules‑based and model‑driven personalization at scale to support sustained engagement and outcomes
• Lead day‑to‑day engagement performance management, including DAU/MAU trends, funnel conversion and drop‑off analysis, re‑activation effectiveness, and long‑term participation
• Rapidly identify performance gaps and implement corrective actions in partnership with product, clinical, and analytics teams
• Own the end‑to‑end engagement framework, including campaign strategy and orchestration, activity design, engagement workflows, and targeting logic
• Oversee content strategy as a core engagement lever, ensuring all content is purpose‑built to drive defined engagement and outcome goals
• Ensure campaigns, workflows, and content are tightly integrated into product and clinical experiences
• Identify, test, and operationalize data‑driven engagement protocols to continuously optimize performance
• Establish a strong feedback loop between engagement insights and platform evolution
• Build, scale, and lead a high‑performing Engagement function encompassing Engagement Strategy and Content
• Establish clear roles, operating rhythms, and performance expectations across the function
• Develop leadership bench strength and drive functional maturity over time
• Deliver measurable improvements in enrollment conversion, time‑to‑first‑value, sustained engagement, clinical and economic outcomes, and ROI through a scalable, repeatable engagement system