Personify Health logo
Personify Health

Because health is personal

Strategic Account Executive – TPA

Account ExecutiveSalesFull TimeRemoteLeadTeam 1,001-5,000Since 2023Company SiteLinkedIn

Location

United States

Posted

44 days ago

Salary

$105K - $115K / year

Seniority

Lead

Bachelor Degree8 yrs expEnglish

Job Description

• Drive revenue growth: Own reliable revenue and expansion targets, supporting all aspects of complex renewals and expansion sales efforts including Salesforce pipeline management, RFP proposals, negotiations, and contract oversight. • Build executive relationships: Establish rapport and credibility with account stakeholders at all organizational levels through consistent executive presence, depth of domain knowledge, and diligent preparation. • Provide strategic consultation: Proactively identify and understand client objectives, challenges, and leadership priorities while uncovering barriers and developing actionable, client-specific strategic plans. • Deliver thought leadership: Develop and deliver presentations including business reviews, executive reporting, strategic planning, product capability overviews, and research presentations that derive insights from data. • Ensure client satisfaction: Support positive client satisfaction scores and provide oversight for proactive action plans required to maintain positive relationships and secure reference-ability. • Monitor contract compliance: Confirm all client contractual obligations are met while communicating any contractual risks to appropriate Personify Health management. • Lead internal communications: Maintain ongoing and consistent leadership and stakeholder communications regarding client feedback, status, and strategic action plans for your book of business. • Partner with Account Management: Collaborate with assigned Account Managers to ensure seamless client service, aligned strategy execution, and shared accountability for client success.

Job Requirements

  • Bachelor's degree or equivalent in related discipline
  • 8+ years experience in sales and/or client success roles in health insurance, employee benefits, healthcare industry, or related field
  • TPA experience required
  • Direct experience with client management, benefits strategy management, data analytics, health promotion research, or related sales experience
  • Solid understanding of employee benefits and managed care products, self-funded business, and labor community
  • Knowledge of pharmacy and stop loss underwriting and pricing disciplines
  • Proven ability to develop and maintain high level of expertise in account service/consultative selling techniques, product knowledge, procedures, and administration
  • Proven ability to handle complex situations, deliver renewals, and increase lines of business on existing clients
  • Excellent knowledge and skill using Microsoft Office Suite and Salesforce
  • Experience with complex RFP proposals, negotiations, and contract oversight
  • Strong presentation and business review capabilities

Benefits

  • Comprehensive medical and dental coverage through our own health solutions (yes, we use what we build!)
  • Mental health support and wellness programs designed by experts who get it
  • Flexible work arrangements that fit your life, not the other way around
  • Retirement planning support to help you build real wealth for the future
  • Basic Life and AD&D Insurance plus Short-Term and Long-Term Disability protection
  • Employee savings programs and voluntary benefits like Critical Illness and Hospital Indemnity coverage
  • Professional development opportunities and clear career progression paths
  • Mentorship from industry leaders who want to see you succeed
  • Learning budget to invest in skills that matter to your future
  • Unlimited PTO policy because rest and recharge time is non-negotiable
  • Benefits effective day one—because you shouldn’t have to wait to be taken care of

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