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Personify Health

via Bandana.com

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Client Success Manager, Wellbeing

Providence, RI
full-time
Posted 10/3/2025
Verified Source
Key Skills:
Account Management
Client Success
Salesforce
Microsoft Office
Data Analysis
Strategic Planning
Client Relationship Building
Presentation Skills
Writing Skills

Compensation

Salary Range

$65K - 80K a year

Responsibilities

Lead client retention and growth, build strategic relationships, manage program delivery, analyze performance data, support implementation, and coordinate internal teams.

Requirements

Bachelor's degree, 3+ years account management experience, background in wellness/health-related fields, proficiency with Microsoft Office and Salesforce, strong interpersonal and organizational skills.

Full Description

**Who We Are** Ready to create a healthier world? We are ready for you! Personify Health is on a mission to simplify and personalize the health experience to improve health and reduce costs for companies and their people. At Personify Health, we believe in offering total rewards, flexible opportunities, and a diverse inclusive community, where every voice matters. Together, we’re shaping a healthier, more engaged future. • *Ready to Guide Clients Through Transformative Wellbeing Program Success?** We're seeking a passionate client success professional who can take ownership of guiding clients through wellbeing program planning and execution. As our Wellbeing Client Success Manager, you'll ensure best-practice design and flawless implementation while managing day-to-day account activities and identifying growth opportunities. • *What makes this role different** ✓ **Program expertise:** Guide clients through wellbeing program planning with deep knowledge of best practices and implementation strategies ✓ **Growth facilitation:** Support Expansion, Strategic Accounts, and Sales teams in identifying and pursuing growth opportunities ✓ **Trusted partnership:** Serve as key resource and advocate, ensuring clients see you as essential to their success ✓ **Data-driven approach:** Conduct client reviews, analyze performance data, and develop strategic action plans aligned with client objectives • *What You'll Actually Do** • *Lead client retention and growth:** Take ownership of retention, growth, and onboarding efforts for client portfolio while monitoring and fulfilling contractual obligations. • *Build strategic relationships:** Develop and nurture strong relationships with clients, consultants, brokers, and influencers while communicating product roadmaps with enthusiasm. • *Manage program delivery:** Design and execute tailored engagement plans based on client organizational needs while collaborating with Client Delivery Team on operational processes. • *Analyze and optimize:** Conduct client reviews, analyze performance data, and develop strategic action plans while monitoring program engagement for optimization opportunities. • *Support implementation:** Partner with Project Management Team for successful new client implementations while developing year-round client program plans. • *Coordinate internal teams:** Manage day-to-day account activities while coordinating with Client Delivery, Client Solutions, and Business Analysts for seamless execution. • *What You Bring to Our Mission** • *The client success foundation:** - Bachelor's degree or equivalent in related discipline - 3+ years direct account management work with primary accountability for overall account relationships - Background in consulting, wellness, health insurance, healthcare, navigation, and/or related field • *The technical expertise:** - Excellent knowledge and skill using Microsoft Office suite - Experience with Salesforce and Gainsight (Gainsight preferred) - Strong interpersonal, presentation, and writing skills • *The professional competencies:** - Strong organizational skills and detail orientation with demonstrated ability to collaborate - Collaborative, fast-moving approach with comfort with change - Self-directed with proven ability to work independently while serving as trusted advisor to clients • *Why You'll Love It Here** We believe in total rewards that actually matter—not just competitive packages, but benefits that support how you want to live and work. • * ** • *Your wellbeing comes first:** - 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 • * ** • *Financial security that makes sense:** - 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 • * ** • *Growth without limits:** - 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 • * ** • *A culture that energizes:** - **People Matter:** Inclusive community where every voice matters and diverse perspectives drive innovation - **One Team One Dream:** Collaborative environment where we celebrate wins together and support each other through challenges - **We Deliver:** Mission-driven work that creates real impact on people's health and wellbeing, with clear accountability for results - **Grow Forward:** Continuous learning mindset with team events, recognition programs, and celebrations that make work genuinely enjoyable • * ** • *The practical stuff:** - Competitive base salary plus that rewards your success - 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 • * ** • *Ready to create a healthier world?** We're ready for you. _No candidate will meet every single qualification listed. If your experience looks different but you think you can bring value to this 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 $65,000 to $80,000. Note that compensation may vary based on location, skills, and experience. This position is eligible for 10% 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@personifyhealth.com. All of our legitimate openings can be found on the Personify Health Career Site.

This job posting was last updated on 10/9/2025

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