Account Coordinator
About this role
Overview
Who We Are
Because health is personal. That's why Personify Health created the first and only personalized health platform—bringing health plan administration, holistic wellbeing solutions, and comprehensive care navigation together in one place. We serve employers, health plans, and health systems with data-driven solutions that reduce costs while actually improving health outcomes. Together, our team is on a mission to empower people to lead healthier lives.
Learn even more about the work that drives us at personifyhealth.com.
Responsibilities
Ready To Keep Client Programs Running Smoothly While Building the Relationships That Make Them Stick?
Why This Role Matters
Account Directors set the strategy. You make sure it actually executes. As Account Coordinator, you're the operational engine behind client delivery — managing reporting, monitoring the platform, resolving support issues, and keeping cross-functional teams aligned so clients get what they were promised, on time and accurately.
What You'll Actually Do
Own client reporting: Build and maintain automated reports in the platform, and create custom reporting in Excel, Word, and PowerPoint to meet agreed client deliverables.
Manage data accuracy for invoicing: Handle the data entry that feeds client invoicing — getting it right the first time, every time.
Monitor the platform and route issues: Submit tickets for client support needs, reject remediation, phone number updates, and access reviews — then track resolution through to completion.
Coordinate post-launch program requirements: Document, submit, track, and communicate client program requirements after implementation, keeping everything moving and nothing falling through the cracks.
Support member service delivery: Resolve client-specific information needs, update training agents, and maintain documentation that keeps member-facing teams accurate and current.
Build cross-functional relationships: Work across Finance, Implementation, Client Operations, Member Services, and Product to execute on client deliverables and keep internal handoffs clean.
Qualifications
What You Bring to Our Team
Education & Experience
- Bachelor's degree or comparable experience in health, health plan, healthcare, customer service, business management, operations, or logistics
- 1–3+ years of professional experience in operations, logistics, customer service, software implementation, or project management
- Previous experience in SaaS, health/wellness, or healthcare is preferred
- Language proficiency in Spanish, German, or French is a plus
Technical Skills
- Proficiency in Microsoft Suite: Word, Excel, PowerPoint, Outlook, Teams, and OneDrive
- Familiarity with Salesforce, Gainsight, and JIRA is helpful but not required
- Experience with virtual meeting platforms and navigating SaaS environments
Our Commitment: Personify Health is an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive—because diversity is core to who we are and critical to our work in health and wellbeing.
Stay Safe: Personify Health will never ask for payment or sensitive personal information like social security numbers during hiring. All official communication comes from verified company email addresses and or our secure applicant tracking system. Suspicious requests? Report them to [email protected]. View all legitimate openings at personifyhealth.com/careers.
Company at a glance
We are the first and only personalized health platform to provide health plan administration, holistic wellbeing solutions, and comprehensive health navigation – all in one place. Personalized, human-centric, and powerfully simple, Personify Health helps businesses optimize investments in their members while empowering people to engage more deeply with their health.
Personify Health aims to address the issues of increasing healthcare costs and complexity by breaking down traditional silos found in healthcare and rejecting a one-size-fits-all mentality. Backed by decades of experience and global operations, the company brings together industry-leading health, wellbeing, navigation, and benefits solutions to offer a first-of-its-kind personalized health platform. The end-to-end platform makes it easier to proactively respond to people’s unique needs across their lives through a combination of data-driven personalization capabilities, a science-backed methodology, and concierge-level clinical services.
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