Senior Account Manager
Personify Health
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $90,000 - $100,000 per year
Job Level
About the role
- 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.
Requirements
- Bachelor's degree or equivalent in related discipline
- 6+ years experience in TPA, health plan administration, or benefits account management
- Strong understanding of ERISA, COBRA, ACA, and plan funding mechanisms
- Experience supporting self-funded clients and managing complex plan designs
- Proven leadership or mentoring experience strongly preferred
- Proficiency with Microsoft Office Suite
- Experience with client management platforms (Gainsight, Salesforce, Confluence, Jira)
Benefits
- Competitive base salary and benefits effective day one
- Comprehensive medical and dental through our own health solutions (yes, we use what we build)
- Unlimited PTO—rest and recharge time is non-negotiable
- Mental health support, retirement planning, and financial protection
- Professional development with clear career progression and learning budgets
- Mission-driven culture where diverse perspectives drive real impact on people's health
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
client service deliveryperformance metrics trackingissue resolutionstrategic planningonboardingaccount management processesmentoringcomplex plan designsleadership
Soft Skills
communicationcollaborationproblem-solvingclient advocacyteam supportstrategic thinkingrelationship managementpresentation skills
Certifications
Bachelor's degree