Head of Client Success – Wellbeing

Personify Health

. Lead and develop a global organization of managers and their teams serving approximately 1,000 large direct employer, channel, and health plan clients .

Posted 10/30/2026full-timeRemote • United StatesLead💰 $265,000 - $295,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading customer success initiatives, driving transformative change, and managing P&L accountability while fostering strong relationships with senior client decision makers. Proven ability to optimize team structures and enhance client satisfaction through strategic advising and product adoption.

Highest-signal resume keywords

Customer Success LeadershipP&L AccountabilityTransformative Change ManagementStrategic Client AdvisingCross-Functional Team Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Health ScoringRetention ForecastingData AnalysisConsultative Account ManagementWorkforce Planning

Soft Skills

Executive PresenceEmotional IntelligenceExcellent Communication SkillsInnovative SpiritRelationship Building

Tools & Technologies

AutomationAI Integration

Certifications & Qualifications

Bachelor's DegreeMBA Preferred

Industry Keywords

Digital HealthWellbeingTotal RewardsHealth PlansBenefits Administration

About the role

Key responsibilities & impact

Lead and develop a global organization of managers and their teams serving approximately 1,000 large direct employer, channel, and health plan clients
Lead transformative change by setting the Customer Success vision and realigning team structures and ways of working
Own client satisfaction, annual renewals, retention, and net growth targets
Own client health scoring and retention forecasting
Drive “Land and Expand” through cross-selling, upselling, and adoption of product expansions
Report client outcomes and ROI and turn successful clients into references
Act as strategic advisor and executive sponsor to senior client decision makers
Participate in select quarterly and annual client reviews
Set standards for strategic recommendations and action plans tied to client goals
Own the Customer Success P&L, including workforce planning, forecasting, and cost-to-serve
Use automation and AI where helpful
Share the product roadmap with clients and represent the client voice at the executive table
Partner with internal leaders to meet client needs and improve the offering
Represent Customer Success in mid- and late-stage strategic sales pursuits
Partner with fellow executives to break down silos and drive continuous improvement
Monitor the health technology market and influence strategy and execution
Report to the Chief Growth Officer, Wellbeing
Serve as a member of the Personify Wellbeing Commercial Leadership Team and help shape strategy and cross-functional plans

Requirements

What you’ll need

Bachelor’s degree required; MBA preferred
10+ years in progressively senior leadership roles in customer success, account management, or professional services
Experience leading managers and large teams
Domain experience in digital health, wellbeing, total rewards, health plans, or benefits administration preferred
Proven success in a consultative account executive environment
Experience building relationships with senior client decision makers
Experience leading a global organization in a complex, matrixed, cross-functional environment
P&L accountability
Experience driving transformative change
Experience leading a Customer Success function with a commercial mindset
Strong focus on strategic client advising and driving adoption of product expansions
Track record of building leadership teams that deliver profitable results
Experience analyzing client health metrics and identifying retention risks early
Experience realigning team structures to optimize success
Executive presence, emotional intelligence, innovative spirit, and data-driven mindset
Excellent communication skills, including briefing executives and boards and public speaking
Passion for client success, health, and wellbeing
Must be willing to travel 25–50% of the time
Ability to constantly operate a computer and other productivity equipment
Ability to communicate information and ideas clearly and exchange accurate information
Ability to observe details at close range

Benefits

Comp & perks

Competitive base salary and benefits effective day one
Comprehensive medical and dental through our own health solutions
Unlimited PTO
Mental health support
Retirement planning
Financial protection
Professional development with clear career progression and learning budgets
Mission-driven culture where diverse perspectives drive real impact
Wellness programs
Other employee perks