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Account Manager, Wellbeing

Key Facts

Remote From: 
Full time
Mid-level (2-5 years)
English

Other Skills

  • Microsoft Excel
  • Microsoft PowerPoint
  • Microsoft Word
  • Communication
  • Time Management
  • Teamwork
  • Writing
  • Organizational Skills
  • Detail Oriented
  • Strategic Thinking
  • Relationship Building
  • Presentations
  • Problem Solving

Roles & Responsibilities

  • Bachelor's degree or equivalent in a related discipline
  • 3-5 years of experience in account management or client success
  • Experience in software company and/or health and benefits space preferred
  • Proficiency in Microsoft Office; knowledge of Salesforce and/or Atlassian tools; strong analytical and problem-solving abilities

Requirements:

  • Drive client success by delivering exceptional client satisfaction while supporting annual contract renewals and identifying opportunities for revenue growth across the assigned book of business
  • Manage contractual obligations by ensuring all commitments are fulfilled and proactively escalating risks to leadership before they impact relationships
  • Own strategic relationships as the primary relationship owner throughout the client lifecycle, providing strategic guidance and partnership that builds trust
  • Enable growth opportunities by expanding client engagement beyond traditional wellness and promoting broader platform capabilities aligned with client objectives

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 Own Client Success Through Strategic Partnership and Operational Excellence?

 

Why This Role Matters

Account Managers are the operational backbone of client relationships—ensuring contractual obligations are met, service delivery runs smoothly, and clients see measurable value from their investment. As our Account Manager, you'll serve as the primary relationship owner for a defined book of business throughout the entire client lifecycle, from onboarding through renewals and expansion. You'll deliver exceptional client satisfaction while supporting annual contract renewals, identifying growth opportunities, and translating analytical insights into actionable recommendations. Your ability to collaborate cross-functionally, maintain operational rigor, and design engagement strategies directly determines whether clients renew with confidence or explore alternatives.

 

What You'll Actually Do

Drive client success: Deliver exceptional client satisfaction while supporting annual contract renewals and identifying opportunities for revenue growth across your assigned book of business.

Manage contractual obligations: Ensure all contractual commitments are fulfilled and proactively escalate any 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.

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 while removing barriers.

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 Specialist Pool and operational teams to manage day-to-day account activities and ensure seamless service delivery.

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.

Qualifications:

What You Bring to Our Team

Education & Experience:

  • Bachelor's degree or equivalent in related discipline
  • 3-5 years experience in account management, client success, or related roles
  • Previous experience in software company and/or health and benefits space preferred
  • Demonstrated ability to manage multiple priorities and perform effectively under pressure

Technical Skills:

  • Proficiency in Microsoft Office programs (Word, PowerPoint, Excel)
  • Knowledge of Salesforce and/or Atlassian tools preferred
  • Strong analytical and problem-solving capabilities
  • Excellent presentation and writing abilities for client-facing communications
  • Project management orientation to ensure deliverables are met for clients

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 $70,000 - $80,000, 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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