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Strategic Account Executive, TPA

Key Facts

Remote From: 
Full time
Senior (5-10 years)
English

Other Skills

  • Strategic Planning
  • Microsoft Office
  • Teamwork
  • Complex Problem Solving
  • Executive Presence

Roles & Responsibilities

  • Bachelor's degree or equivalent in related discipline
  • 8+ years experience in sales and/or client success roles in health insurance, employee benefits, healthcare industry, or related field; TPA experience required
  • Direct experience with client management, benefits strategy management, data analytics, health promotion research, or related sales experience
  • Proven track record handling complex renewals and increasing lines of business on existing clients

Requirements:

  • Drive revenue growth: Own reliable revenue and expansion targets, supporting all aspects of complex renewals and expansion sales efforts including Salesforce pipeline management, RFP proposals, negotiations, and contract oversight
  • Build executive relationships: Establish rapport and credibility with account stakeholders at all organizational levels through consistent executive presence, depth of domain knowledge, and diligent preparation
  • Provide strategic consultation: Proactively identify and understand client objectives, challenges, and leadership priorities while uncovering barriers and developing actionable, client-specific strategic plans
  • Deliver thought leadership: Develop and deliver presentations including business reviews, executive reporting, strategic planning, product capability overviews, and research presentations that derive insights from data

Job description

Overview:

Who We Are

Because health is personal. That's why Personify Health created the first and only personalized health platform—bringing health plan administration, holistic wellbeing solutions, and comprehensive care navigation together in one place. We serve employers, health plans, and health systems with data-driven solutions that reduce costs while actually improving health outcomes. Together, our team is on a mission to empower people to lead healthier lives.

Learn even more about the work that drives us at personifyhealth.com.

Responsibilities:

 

Ready to Drive Revenue Growth Through Strategic TPA Client Partnerships?

Why This Role Matters

Revenue growth in TPA account management isn't about pushing products—it's about building trusted partnerships where clients see expansion as strategic opportunity, not sales pitch. As our Strategic Account Executive, you'll own reliable revenue and expansion targets through complex renewals and strategic sales efforts with existing Third Party Administration clients. You'll establish executive-level credibility, identify client objectives proactively, and develop actionable plans that translate relationship depth into material ARR growth across additional populations, lines of business, and services. Your consultative approach and TPA domain expertise directly determine whether clients renew as satisfied customers or loyal partners who expand their investment year after year.

 

What You'll Actually Do

Drive revenue growth: Own reliable revenue and expansion targets, supporting all aspects of complex renewals and expansion sales efforts including Salesforce pipeline management, RFP proposals, negotiations, and contract oversight.

Build executive relationships: Establish rapport and credibility with account stakeholders at all organizational levels through consistent executive presence, depth of domain knowledge, and diligent preparation.

Provide strategic consultation: Proactively identify and understand client objectives, challenges, and leadership priorities while uncovering barriers and developing actionable, client-specific strategic plans.

Deliver thought leadership: Develop and deliver presentations including business reviews, executive reporting, strategic planning, product capability overviews, and research presentations that derive insights from data.

Ensure client satisfaction: Support positive client satisfaction scores and provide oversight for proactive action plans required to maintain positive relationships and secure reference-ability.

Monitor contract compliance: Confirm all client contractual obligations are met while communicating any contractual risks to appropriate Personify Health management.

Lead internal communications: Maintain ongoing and consistent leadership and stakeholder communications regarding client feedback, status, and strategic action plans for your book of business.

Partner with Account Management: Collaborate with assigned Account Managers to ensure seamless client service, aligned strategy execution, and shared accountability for client success.

Qualifications:

What You Bring to Our Team

Education & Experience:

  • Bachelor's degree or equivalent in related discipline
  • 8+ years experience in sales and/or client success roles in health insurance, employee benefits, healthcare industry, or related field
  • TPA experience required
  • Direct experience with client management, benefits strategy management, data analytics, health promotion research, or related sales experience
  • Proven track record handling complex situations, delivering renewals, and increasing lines of business on existing clients

Technical Skills:

  • Solid understanding of employee benefits and managed care products, self-funded business, and labor community
  • Knowledge of pharmacy and stop loss underwriting and pricing disciplines
  • Proficiency with Microsoft Office Suite and Salesforce
  • Experience with complex RFP proposals, negotiations, and contract oversight
  • Strong presentation and business review capabilities
  • Understanding of US healthcare ecosystem and employer-sponsored coverages

Benefits

 

The Highlights:

  • 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

Want the full picture? Visit personifyhealthbenefits.com to explore our complete benefits package, wellness programs, and other employee perks.


Compensation: This position offers a base salary range of $105,000 - $115,000, depending on location, skills, and experience. You're eligible for our full benefits package starting day one.

 

Our Commitment: Personify Health is an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive—because diversity is core to who we are and critical to our work in health and wellbeing.

 

Stay Safe: Personify Health will never ask for payment or sensitive personal information like social security numbers during hiring. All official communication comes from verified company email addresses and or our secure applicant tracking system. Suspicious requests? Report them to talent@personifyhealth.com. View all legitimate openings at personifyhealth.com/careers.

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