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Company

Personify Health · 6 hours ago

Account Manager

United States

Full-time

Remote

Mid Level

$65K/yr - $82K/yr

3+ years exp

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ConsultingElectronic Health Record (EHR)

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Responsibilities

Responsible for the retention and growth of a group of existing clients and successful onboarding of new clients

Ensure that all client contractual obligations are being met while communicating any contractual risks appropriately

Overall knowledge of client, client expectations and goals to effectively present information, respond and follow up on questions and inquiries from clients

Establishes relationships with clients to enable successful implementation, growth and expansion of programs when appropriate to meet client goals

Managing consultant/broker/influencer relationships aligned with clients

Effectively communicate roadmap and engagement solutions with passion and excitement.

Prepare and deliver reviews for each client. Perform analytical reviews of client results and develop strategic recommendations and action plans aligned with client’s goals and objectives.

Serve as a customer advocate and interface with internal departments to develop, implement and drive strategies to meet requirements and enhance the offerings.

Maintain a strong knowledge of the wellness, health and navigation space, plus competition

Trouble-shoots and resolves issues; work with the Client Delivery Team as appropriate and seeks assistance of manager with questions that are more complex

Maintain internal client management tools for assigned accounts including Gainsight, Salesforce, Confluence, Jira, etc.

Create an outreach plan to reach all stakeholders within a client’s organization

Work with the client to understand organizational design, type of work environment, etc. and design a specific plan to maximize member engagement.

Work with Client Delivery Team for appropriate collaboration and hand off; items include but not limited to:

Eligibility specifications and file transfers

Data integration

Accuracy and execution of all client program information

In-year utilization-based services

Provide communication plan, in year program activities, challenges and training on how to use best practice materials; work in partnership with Client Delivery Teams for implementation

Serves as Subject Matter Expert for Virgin Pulse Analytics tool and is responsible for training clients for utilizing the tool

Monitor engagement and modify arrangements as appropriate

Provide data and reports as it relates to incentive delivery and program completion

Perform special projects as requested

Works closely with Project Management Team for the successful implementation of new clients

Establishes and manages year-round client program plan(s)

Oversees day-to-day account management activities for assigned accounts. Coordinates with appropriate personnel, such as Client Delivery, Client Solutions, Concierge Screening Coordinator,

Business Analyst, etc.

Ensure the success and quality by working with the client and acting on feedback as appropriate

Ensures timely and successful delivery of all program components

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Account ManagementClient ConsultationProgram ManagementSalesforceGainsightMicrosoft OfficeConsultingHealth InsuranceHealthcare

Required

Bachelor's degree, or equivalent, in related discipline

3+ years of direct account management work, which includes primary accountability of the overall account relationship with SMB and regional revenue clients

Background in consulting, wellness, health insurance, healthcare, navigation and/or related field

Excellent knowledge and skill using Microsoft Office suite

Strong interpersonal, presentation and writing skills

Strong organizational skills and detail orientation

Demonstrated ability to collaborate

Collaborative, fast-moving and comfortable with change

Self-directed and proven ability to work independently