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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.
Job Responsibility:
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
Requirements:
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
Proficiency with Microsoft Office Suite
Experience with client management platforms (Gainsight, Salesforce, Confluence, Jira)
Strong relationship-building, presentation, and negotiation capabilities
What we offer:
Competitive base salary and benefits effective day one
Comprehensive medical and dental through our own health solutions
Unlimited PTO
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