Client Delivery Specialist

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.

Ready to Be the Bridge Between Client Needs and Exceptional Delivery?

Why This Role Matters

Post-implementation is where client satisfaction is won or lost—when the excitement of launch transitions into daily operations and clients discover whether we deliver on our promises. As our Client Delivery Specialist, you'll own this critical phase, coordinating client requirements, resolving technical support issues, and ensuring cross-functional teams execute deliverables seamlessly. You'll partner with Finance, Implementation, Client Operations, Member Services, Product, and Live Services teams to translate client needs into operationally efficient solutions. Your ability to monitor issue resolution proactively, manage client communications consistently, and maintain strong internal relationships directly determines whether clients experience smooth ongoing service or frustrating operational gaps.

What You'll Actually Do

Coordinate client requirements: Document, submit, track, communicate, and monitor client program requirements post-implementation while helping clients match needs with operationally efficient delivery options.

Build cross-functional partnerships: Partner with internal teams across Finance, Implementation, Client Operations, Member Services, Product, DSR, and Live Services to execute client deliverables and provide agreed reporting from internal tools.

Support member services: Resolve client-specific information needs, update training for agents, and complete documentation to enhance service delivery quality.

Monitor issue resolution: Proactively track satisfactory resolution of client technical support issues by appropriate internal teams while maintaining working knowledge of significant tools and systems.

Manage client communications: Coordinate with internal teams to provide timely updates on client needs and ensure consistent communication throughout the client lifecycle.

What You Bring to Our Team

Education & Experience:

• Bachelor's degree or equivalent preferred (healthcare, health science, wellness, customer service, business management, operations, logistics)
• 1-3+ years professional experience in operations/logistics, customer service, customer management, software implementation, or project management
• Previous SaaS, health/wellness, or healthcare industry experience preferred

Technical Skills:

• Proficiency with Microsoft Suite (Word, Excel, PowerPoint, Outlook, Teams, OneDrive)
• Working knowledge of Salesforce, GenAdmin, Gainsight, MicroStrategy, JIRA, Confluence
• Previous Salesforce experience preferred
• Strong analytical and problem-solving capabilities with ability to identify and resolve operational issues

Benefits

The Highlights:

• Competitive base salary and benefits effective day one
• Comprehensive medical and dental through our own health solutions (yes, we use what we build)
• Paid Time Off—rest and recharge time is non-negotiable
• Mental health support, retirement planning, and financial protection
• Professional development with clear career progression and learning budgets
• Mission-driven culture where diverse perspectives drive real impact on people's health

Want the full picture? Visit personifyhealthbenefits.com to explore our complete benefits package, wellness programs, and other employee perks.

Compensation: This position offers a base salary range of $60,000-$65,000, depending on location, skills, and experience. You're eligible for our full benefits package starting day one.

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.