Account Manager, Wellbeing

Personify Health

Account Manager managing strategic client relationships at Personify Health. Delivering client satisfaction and driving growth through effective account management strategies.

Posted 6/3/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $95,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Bachelor's degree or equivalent experience in related field
5+ years experience in account management, client operations, customer success, or related roles
Previous experience in software company and/or health and benefits space preferred
Experience in health, benefits, wellbeing, navigation, or adjacent ecosystems preferred
Demonstrated ability to lead executive business reviews, renewal conversations, and expansion motions with strong commercial judgment
Proficiency with Microsoft Office (Word, PowerPoint, Excel)
Experience working in CRM/customer systems (Salesforce and related tools preferred)
Strong analytical and storytelling capability to convert data into client-facing recommendations and measurable action plans
Excellent presentation and writing abilities for executive-level communications
Ability to work cross-functionally with internal teams while maintaining client relationships.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

account managementclient operationscustomer successanalytical reviewsdata storytellingpresentation skillswriting skillscontract managementimplementation oversightengagement strategies

Soft Skills

client satisfactionstrategic guidancerelationship buildingcollaborationcommercial judgmentcommunicationproblem-solvingcross-functional teamworktrust buildingproactive risk management

Certifications

Bachelor's degreerelated field experience