Senior Account Manager

Overview

Now is the time to join us!

We’re Personify Health. We’re the first and only personalized health platform company to bring health, wellbeing, and navigation solutions together. Helping businesses optimize investments in their members while empowering people to meaningfully engage with their health. At Personify Health, we believe in offering total rewards, flexible opportunities, and a diverse inclusive community, where every voice matters. Together, we’re shaping a healthier, more engaged future.

Responsibilities

Ready to Build Lasting Relationships That Drive TPA Client Success?

Why This Role Matters

Senior Account Managers don't just manage accounts—they own the success of our most complex, high-value TPA client relationships while setting the operational standard for the entire account management team. As our Senior Account Manager, you'll oversee a portfolio of sophisticated self-funded clients, proactively identifying service issues before they escalate and partnering strategically with Strategic Account Executives to drive retention and growth. You'll mentor junior Account Managers, lead client meetings with confidence, and serve as the internal client advocate who ensures Personify Health delivers on every commitment. Your expertise in complex plan designs, regulatory requirements, and TPA operations directly influences client satisfaction and shapes how the next generation of account managers approach their work.

What You'll Actually Do

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.

Qualifications

What You Bring to Our Team

Education & Experience:

• 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

Technical Skills:

• Proficiency with Microsoft Office Suite
• Experience with client management platforms (Gainsight, Salesforce, Confluence, Jira)
• Strong relationship-building, presentation, and negotiation capabilities

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—