Now is the time to join us! 

Who are you?

The Director of Client Success will lead a dynamic, geographically diverse team dedicated to serving clients in both self-funded and fully insured markets. This role is pivotal in ensuring client satisfaction and retention by providing leadership to a team of Client Success Managers and proactive portfolio oversight. The ideal candidate is passionate about team leadership and possesses a continuous drive to stay informed about the industry, competitive landscape, and regulatory changes impacting our business and clients. Experience in a consultative role within the insurance, TPA, or benefits industries is highly preferred.

In this role you will wear many hats, but your knowledge will be essential in the following:  

• Lead and develop a team of talented Client Success Managers with varying levels of experience and tenure supporting a portfolio / book of business; may include Fortune 500, employer, health system and health plan clients.
• Deliver the highest level of client satisfaction for a complex and demanding client base while ensuring contract renewal and revenue objectives.
• Lead staffing planning and forecasting
• Develop and maintain relationships with senior level client contacts and decision makers.
• Maintain a strong working knowledge of all aspects of Personify Health programs.
• Drive training and approaches for Client Success Managers to develop strategic recommendations and action plans aligned with client’s goals and objectives.
• Represent Client Success team during mid and late stages of sales efforts.
• Develop and nurture org-wide cross-functional relationships to break down/avoid silos and ensure continuous improvement, drive efficiencies and process optimization.
• Study our space in health insurance and related services and serve as a key influencer of strategy and execution in context of the rapidly evolving market.
• Excellent communication skills with natural diplomacy skills, excellent public speaking, and articulate with attention to detail.
• Excellent knowledge and skill using Microsoft Office suite.
• Experience with Salesforce & Gainsight preferred.
• Ability to travel.

You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

What you bring to the Personify Health team:

In order to represent the best of what we have to offer you come to us with a multitude of positive attributes including:

• Bachelor's degree, or equivalent, in related discipline
• Minimum of 8 years’ leadership role leading customer success/account management preferably in insurance or benefit services.
• Domain experience in employee benefits, healthcare industry, employee benefits, health plans, TPA services, or benefits administration.
• A strong, capable leader with solid emotional intelligence, vision, and drive to grow the CSM program, mentor its staff, influence clients’ engagement, and build or continue to build a Client Success Management model that is second to none.
• Passionate for client/customer success and support, health, and wellbeing, and capable of continuous active engagement in a fast-paced, innovative environment.
• Ability to build robust, dynamic teams that result in profitability. Must be capable of providing guidance and leadership to ensure client success managers properly analyze customer health metrics and quickly identify and
• mitigate customer retention risks.
• Exhibit executive presence, an innovative spirit, and a quantitative data-driven mindset.
• Excellent communication skills with natural diplomacy skills, excellent public speaking, and articulate with attention to detail.

No candidate will meet every single desired qualification. If your experience looks a little different from what we’ve identified and you think you can bring value to the role, we’d love to learn more about you!

Personify Health is an equal opportunity organization and is committed to diversity, inclusion, equity, and social justice.

In compliance with all states and cities that require transparency of pay, the base compensation for this position ranges from $115,000 to $145,000. Note that salary may vary based on location, skills, and experience. This position is eligible for 15% target bonus/variable compensation as well as health, dental, vision, mental health and other benefits.

We strive to cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive. Personify Health is committed to driving Diversity, Equity, Inclusion and Belonging (DEIB) for all stakeholders: employees (at each organization level), members, clients and the communities in which we operate. Diversity is core to who we are and critical to our work in health and wellbeing.

#WeAreHiring #PersonifyHealth

Beware of Hiring Scams: Personify Health will never ask for payment or sensitive personal information such as social security numbers during the hiring process. All official communication will come from a verified company email address. If you receive suspicious requests or communications, please report them to talent@virginpulse.com. All of our legitimate openings can be found on the Personify Health Career Site.