Account Manager @ Personify Health | Jobright.ai
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Personify Health · 1 day ago

Account Manager

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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 Virgin Pulse 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 within Virgin Pulse 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 ManagementConsultingHealth InsuranceHealthcareSpanish LanguageMicrosoft OfficeSalesforceGainsightProcess ManagementCustomer Focus

Required

Bachelor's degree, or equivalent, in related discipline
1-3 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
Experience with Salesforce and Gainsight (Gainsight is preferred)
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

Preferred

Proficiency in the Spanish language (Written and Verbal) a huge plus

Benefits

10% target bonus/variable compensation
Health, dental, vision, mental health and other benefits

Company

Personify Health

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Personify Health is a software that provides health plan administration, comprehensive health navigation, and holistic well-being solutions.
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