Personify Health

Customer Success Manager

• Serve as the main point of contact to support incoming service inquiries and refer complex questions to sales
• Provide a positive experience by responding in a timely manner and offering creative solutions
• Initiate and monitor renewals in collaboration with the sales team to evaluate the market and analyze plan data
• Manage implementation of new contracts by overseeing underwriting and installation documentation
• Maintain thorough knowledge of benefit-related products and attend product trainings
• Stay informed of regulatory issues that affect benefit plans and update clients when necessary
• Gather product information and pricing to provide clients with comparisons to current offerings
• Compile competitor data and market insights and share pertinent information with sales management
• Document all interactions in the CRM and maintain orderly filing systems
• Meet with clients face-to-face to ensure business objectives are met
• Monitor commission payments and follow up with carriers on delinquencies
• Participate in a performance-driven environment with development opportunities

Client Success Manager, Group Health Plans

Manager

Assist the Senior Director Vendor Management & Regulatory Reports with oversight and monitoring of TPA operational vendor-partner relationships
Perform Quarterly Business Reviews (QBRs) and coordinate timely issue resolution or research
Build and maintain strong relationships with TPA operational vendors and serve as primary point of contact
Monitor vendor performance against SLAs and KPIs; conduct recurring QBRs and performance reviews
Address and resolve vendor issues; implement corrective actions
Assess and mitigate risks, develop contingency plans
Communicate vendor capabilities and performance to internal stakeholders; provide training and support
Ensure vendors comply with company policies, industry standards, and regulatory requirements

Vendor Manager

• Responsible for management of the Member Service department, including staff supervision, monitoring, reporting, analysis, and coordination of customer service functions for members, groups/clients.
• Direct call center operations by monitoring system performance; identify and resolve problems; audit and analyze staff performance; prepare and complete action plans; assist in managing system and process improvement and quality assurance programs.
• Supervise department personnel including interviewing, hiring, and training employees; plan, assign, and direct work; appraise performance; recommend rewards and discipline for employees; address complaints and resolve problems.
• Manage the delivery of customer service that promotes exceptional levels of member/group/client satisfaction.
• Review various reports, including trends and analysis of service and adjudication activities; present issues and ideas to executive management for enhancement of overall call center operations.
• Establish work procedures and processes that support Company and departmental standards, procedures, and strategic directives.
• Communicate and implement any organizational changes, policies, procedures or information updates to staff.
• Use appropriate judgment in upward communication regarding department or employee concerns; work with senior staff on customer service related issues.
• This role requires occasional travel, approximately 10% annually (1–2 trips per year). All other duties as assigned.

Member Services Manager

• Provide telephonic case management and patient education for members with severe or chronic conditions
• Coordinate care and services and develop patient treatment plans for catastrophic cases
• Telephonically manage cases long or short-term per company guidelines and industry criteria
• Contact patients and complete thorough assessments (physical, psychosocial, emotional, spiritual, environmental, financial)
• Develop treatment plans in collaboration with patients, caregivers, community resources and multidisciplinary providers
• Monitor interventions, evaluate effectiveness, and report measurable outcomes
• Initiate and maintain contact with patients/families, providers, employer groups, and multidisciplinary teams
• Advocate for patients to facilitate quality care and reduce costs; provide emotional support and guidance
• Meet daily productivity requirements
• Negotiate and implement cost management strategies and report cost avoidance
• Perform data entry and maintain complete documentation; maintain confidentiality according to HIPAA

Case Manager, RN

Sales

• Generate new direct sales of Personify Health SaaS solutions via inbound and outbound lead activity
• Follow up on inbound marketing leads, develop outbound leads, and create market awareness
• Qualify leads and pursue full-cycle sales; nurture relationships, build value, handle objections, and create urgency
• Own Midwest territory and achieve/exceed Annual Recurring Revenue objectives
• Forecast monthly, quarterly, and annual revenue targets and develop strategic territory plans
• Execute lead generation initiatives (direct mail, email marketing, events, trade-shows, luncheon seminars, cold calling)
• Leverage SalesForce.com for opportunity management and forecasting
• Demonstrate Personify Health products in-person or via Zoom and generate sales proposals
• Coordinate with Account Management and Implementation on pre/post-sales activities
• Maintain in-depth knowledge of Personify Health product portfolio

Enterprise Sales Director

• Provide strategic enablement support to Sales and Strategic Account teams
• Identify and manage training needs and coordinate delivery with internal departments
• Manage documentation, communication, and the Commercial knowledge base
• Oversee enablement projects, ensuring timely delivery, scope adherence, and budget compliance
• Design, deliver, and maintain training materials including presentations, modules, playbooks, and assessments
• Provide regular product and process updates to Commercial Teams
• Conduct needs assessments and evaluate training effectiveness via assessments, application, and surveys
• Support events, administration, onboarding, and cross-functional collaboration on product and market alignment

Commercial Enablement Manager

• The Commercial Enablement Manager (CEM) is a key member of the Commercial Enablement Team who provides strategic support to the Sales and Strategic Account teams.
• Responsibilities include identifying and managing training needs, coordinating with other departments to deliver timely information, managing documentation and communication, and overseeing projects that help commercial colleagues succeed.
• The CEM frequently updates the team, assesses priorities, maintains knowledge bases, acts as an enablement expert, and represents the team's interests across internal collaborations.
• Additional tasks may involve supporting events, handling administration, developing training materials, and assisting with onboarding.
• Acquire expertise across Personify Health products, services, partnerships, processes, and support materials relevant to the success of the Commercial organization
• Design, deliver, and maintain comprehensive training materials tailored for the Commercial Team, including presentations, knowledgebase resources, online learning modules, process documentation, role plays, playbooks, and competency assessments.
• Collaborate and facilitate communication among Marketing, Product Development, other internal departments, subject matter experts, and stakeholders to provide updates on product enhancements and innovations, ensuring materials remain current and effective.
• Coordinate with internal teams and external vendors to execute projects, ensuring timely delivery, adherence to scope, and budget compliance.
• Provide regular updates to Commercial Teams regarding existing and new products or processes through meetings and documentation.
• Collaborate with internal teams to integrate market perspectives into reviews of prospect and client needs, and adjust processes as needed to ensure consistency with client requirements and product features.
• Conduct regular needs assessments with internal and external parties to identify strengths and areas for development when planning and prioritizing projects.
• Evaluate training effectiveness using methods such as assessments, practical application, surveys, and other feedback mechanisms.
• Support the maintenance of Seismic ( including tagging) for the Commercial Team and collaborate with other departments to ensure accessibility and currency of materials.

Bilingual

• Telephonically coordinate wellness and disease management focused on diabetes, asthma, COPD, CAD, CHF, atrial fibrillation, hypertension, hyperlipidemia.
• Contact targeted members for health promotion and restoration using national care guidelines.
• Use claims processing tools to review and research paid claim data and develop individual care plans.
• Work with patients to ensure they have a primary care provider and assist with referrals and durable medical equipment.
• Evaluate and make referrals for case management, prenatal program or pharmacology review.
• Document interventions and patient contact and maintain privacy of member records.
• Track high-risk member groups and interventions to show health improvement.
• Meet productivity, quality and turnaround time requirements.

Bilingual Disease Management Nurse, RN

• Telephonic case management for members experiencing severe or chronic health conditions
• Coordinate care and services and develop patient treatment plans for catastrophic cases
• Telephonically manage cases long or short-term per company guidelines
• Complete thorough assessments including physical, psychosocial, emotional, spiritual, environmental, and financial needs
• Develop treatment plan in collaboration with patient, caregivers, community resources and multidisciplinary providers
• Monitor interventions and evaluate effectiveness; report measurable outcomes
• Maintain contact with patient/family, provider, employer group, and multidisciplinary team
• Advocate for patient, provide emotional support and guidance, and assist in reducing costs
• Negotiate and implement cost management strategies; maintain monthly case management reviews and cost avoidance reports
• Perform data entry and maintain documentation; ensure confidentiality according to HIPAA

Project Manager

• Personify Health: the first personalized health platform company combining health, wellbeing, and navigation solutions
• Manage complex client projects (new partner ad group implementations, expansion implementations, platform migrations, ad-hoc efforts)
• Ensure assigned projects are completed within required internal and external timelines
• Serve as peer mentor and guide to new or junior team members
• Lead large multi-faceted partnership and individual group implementations of varying complexity
• Maintain overall implementation project ownership and coordinate activities/deliverables across internal departments
• Serve as a client-facing expert on operational aspects of Personify Health’s programs and solutions
• Deliver high client satisfaction; respond to and resolve client or broker requests during implementation
• Solicit client feedback and work with internal partners to implement enhancements and fixes
• Employ Personify Health standard project methodology, processes, and procedures
• Participate in pre-sales activities as assigned (RFPs, prospect calls, finalist meetings)
• Manage operational/tactical activities for 3rd party integrations and provide supplemental support to Client Success/Delivery
• Participate in process improvement initiatives and perform special projects as requested

Senior Implementation Project Manager, Group Health Plans

• Serve as the main point of contact to support incoming service inquiries and refer complex questions to the sales team as appropriate
• Provide a positive experience by responding in a timely manner and offering creative solutions that meet their needs
• Initiate and monitor the renewal in collaboration with the sales team to evaluate the market, analyze plan data, and implement new strategies
• Manage the implementation of new contracts by overseeing the underwriting process and the installation documentation
• Maintain a thorough knowledge of benefit related products and attend product trainings as requested
• Stay informed of regulatory issues that affect benefit plans and update clients when necessary
• Gather product information and pricing to provide clients with comparison with current benefit offerings
• Compile competitor data and market insights throughout your interactions with clients and provide any pertinent information to sales management to support strategic decision making
• Document all interactions in the client relationship management system and maintain an orderly system for filing hardcopy and electronic information
• Meet with clients face-to-face to ensure business objectives are being met
• Monitor commission payments and make outbound calls to carriers who are delinquent on payments

• Manage Member Service department including staff supervision, monitoring, reporting, analysis, and coordination of customer service functions
• Direct call center operations: monitor system performance, identify and resolve problems, audit and analyze staff performance, prepare action plans, manage system/process improvements and quality assurance
• Supervise department personnel: interview, hire, train, plan, assign, appraise performance, recommend rewards/discipline, address complaints and resolve problems
• Manage delivery of customer service to promote member/group/client satisfaction
• Review reports including trends and analysis; present issues to executive management
• Establish work procedures and processes aligned with Company standards and strategic directives
• Communicate and implement organizational changes, policies, and updates to staff
• Use judgment in upward communication regarding department/employee concerns and work with senior staff on customer service issues
• Travel approximately 10% annually (1–2 trips per year)
• Perform all other duties as assigned

Recruitment

• Develop and execute recruitment strategies to attract top talent
• Partner with HR Business Partners and stakeholders to align talent acquisition with business needs
• Advise senior leadership on talent market trends, risk mitigation, and competitive intelligence
• Align on recruiting priorities, organizational design, and candidate/onboarding experience
• Lead and coach talent acquisition team to deliver exceptional candidate experience
• Build performance, accountability, and continuous improvement culture within talent acquisition
• Optimize talent technology (ATS, HRIS, Employee Portal) for productivity and reporting
• Partner with marketing to enhance employer brand and attract talent
• Champion inclusive hiring practices and ensure diverse candidate pipelines
• Use metrics and dashboards to evaluate hiring performance and inform decisions
• Ensure recruitment compliance with company policies and regulatory requirements

Director, Talent Acquisition

Data Analyst

• The Data Analyst TPA helps Operations leadership manage KPIs through reporting, dashboards, and analysis.
• Forecast key metrics such as revenue performance and productivity and perform regression analyses.
• Extract and merge data from sources using tools like Excel, Power BI, or Micro Strategies.
• Create reporting and dashboards to reflect KPIs for TPA Operations leadership.
• Assess reports and dashboards to identify opportunities and make recommendations.
• Proactively explore trends in business performance metrics to determine cause/effect.
• Develop miscellaneous ad hoc reports as directed by Operations leadership.

Healthcare Data Analyst II

Ready to create a healthier world? Personify Health simplifies and personalizes health experiences.
Generate new direct sales of SaaS solutions by following up inbound leads, developing outbound leads, creating market awareness, qualifying leads, and pursuing full cycle sales.
Manage territory (TX) supporting the entire US.
Achieve and exceed Annual Recurring Revenue objectives in assigned territory.
Forecast revenue targets monthly, quarterly, annually.
Develop strategic territory plans to maximize revenue.
Create lead generation initiatives (direct mail, email marketing, events, trade-shows, seminars, cold calling).
Use Salesforce to manage opportunities, forecasting, and reporting.
Demonstrate products via in-person or Zoom and generate sales proposals.
Coordinate with Account Management and Implementation for pre/post-sales.
Maintain in-depth knowledge of product portfolio.
Position eligible for 75% variable compensation.

• Oversee and perform reconciliations monthly of complex financial bank accounts to ensure accuracy and completeness.
• Identify, investigate and resolve discrepancies in financial data across various financial systems, TPA systems and third-party reports.
• Prepare and review monthly bank reconciliations.
• Responsible for uploading data and completing various journal entries in the ERP system.
• Reconcile and audit large sets of data across various financial systems, TPA systems and third-party reports.
• Supervise, train, mentor and develop a team of Staff Accountants.
• Understand and document processes relating to controls, systems, workflows, etc.
• Identify opportunities to enhance reconciliation processes, reduce errors, and improve operational efficiency.
• Assist the controllership team with the annual audit by providing backup documentation, ensuring compliance, and addressing any discrepancies.
• Coordinate internal teams, external vendors and clients to maintain records, resolve variances and improve the reconciliation process.

TPA Reconciliation Manager

• Lead large multi-faceted partnership and individual group implementations of varying complexity
• Maintain overall implementation project ownership and drive coordination of activities and deliverables among internal Personify Health departments
• Serve as a client-facing expert on operational aspects of Personify Health’s health plan administration programs and solutions
• Deliver the highest level of client satisfaction to ensure successful implementations
• Respond to and resolve client or broker requests and questions during the implementation process
• Solicit client feedback and work with internal partners to implement enhancements and fixes
• Employ Personify Health standard project methodology, processes, and procedures
• Participate in pre-sales activities as assigned (RFPs, prospect calls, finalist meetings)
• Manage operational and tactical activities supporting 3rd party integrations
• Provide supplemental operational and tactical support to Client Success and Client Delivery teams as needed
• Participate in process improvement initiatives to improve scalability of implementation services
• Serve as a peer mentor and guide to newly on-boarding or junior team members
• Perform special projects as requested