Strategic Account Executive – TPA
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Job Description
Strategic Account Executive with Personify Health driving revenue growth through TPA client partnerships. Focus on building relationships and delivering value while ensuring client satisfaction.
Responsibilities:
- 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.
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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