Account Manager, Wellbeing

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 Strategic Client Relationships That Drive Retention and Growth?

 

Why This Role Matters

Account management at scale requires more than relationship maintenance—it demands strategic thinking, operational excellence, and the ability to translate client goals into measurable outcomes. As our Account Manager, you'll serve as relationship owner for a defined book of business, delivering exceptional client satisfaction while driving annual renewals and identifying revenue growth opportunities. You'll provide strategic oversight during implementation, design engagement strategies that drive participation, and represent the client voice internally to enhance service delivery. Your ability to manage contractual obligations proactively, present analytical insights, and expand client engagement beyond traditional wellness directly determines whether clients renew with confidence or explore alternatives.

 

This role requires up to 25% travel depending on portfolio needs and client lifecycle moments.

 

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 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.

Qualifications

What You Bring to Our Team

 

Education & Experience:

• 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 expan