Manage a portfolio of employer clients as primary strategic advisor to drive retention, growth, and satisfaction. Oversee delivery of benefit administration services (HSA, HRA, FSA, COBRA, Direct Bill), resolve escalations, partner cross-functionally, provide strategic guidance and performance insights, and act as a subject matter expert to optimize client outcomes.
Requisition Number: 2364067
Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together.
At Optum Financial, we combine leading-edge technology with a mission-driven culture to transform how health care works. Our focus is not just innovation, it's about making health care data accessible, secure, and actionable to improve outcomes for millions.
The Senior Account Manager (Relationship Executive) plays a critical role in driving client success by building solid, trusted partnerships and delivering strategic value across a portfolio of employer clients.
The Senior Account Manager is responsible for client growth, retention, and satisfaction through proactive relationship management, strategic guidance, and operational excellence. This role serves as the primary point of contact for employer clients, consultants, and internal partners, ensuring seamless delivery of Optum Financial solutions across products such as HSA, HRA, FSA, COBRA, and Direct Bill.
You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges.
Primary Responsibilities:
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:
Preferred Qualifications:
*All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $91,700 to $163,700 annually based on full-time employment. We comply with all minimum wage laws as applicable.
Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.
UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together.
At Optum Financial, we combine leading-edge technology with a mission-driven culture to transform how health care works. Our focus is not just innovation, it's about making health care data accessible, secure, and actionable to improve outcomes for millions.
The Senior Account Manager (Relationship Executive) plays a critical role in driving client success by building solid, trusted partnerships and delivering strategic value across a portfolio of employer clients.
The Senior Account Manager is responsible for client growth, retention, and satisfaction through proactive relationship management, strategic guidance, and operational excellence. This role serves as the primary point of contact for employer clients, consultants, and internal partners, ensuring seamless delivery of Optum Financial solutions across products such as HSA, HRA, FSA, COBRA, and Direct Bill.
You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges.
Primary Responsibilities:
- Client Relationship Management:
- Serve as the primary strategic advisor and point of contact for assigned clients, consultants, and vendors
- Build and maintain solid, long-term relationships based on trust, responsiveness, and results
- Account Growth & Retention:
- Drive client retention and identify opportunities for growth within existing accounts
- Deliver insights, recommendations, and proactive strategies aligned to client goals
- Service Delivery & Execution:
- Oversee delivery of contracted services, ensuring performance meets or exceeds expectations
- Partner cross-functionally with internal teams and external vendors to execute client initiatives
- Operational & Strategic Support:
- Provide education, guidance, and problem resolution across all applicable products
- Lead issue resolution with urgency and accountability, ensuring positive client outcomes
- Communication & Thought Leadership:
- Tailor communications to client needs, including industry updates, product enhancements, and performance insights
- Act as a subject matter expert and trusted advisor on Optum Financial solutions
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:
- 5+ years of experience in client services, account management, relationship management, or customer success
- 3+ years of experience managing client relationships with accountability for service delivery, issue resolution, and client satisfaction
- Experience serving as a primary contact for clients and partnering across internal teams to support client needs and deliver solutions
- Experience managing multiple priorities, navigating escalations, and driving resolution in a fast-paced environment
- Proven ability to communicate effectively with clients, consultants, and internal stakeholders
Preferred Qualifications:
- Experience supporting healthcare, financial services, or employer benefit-related products
- Experience working with benefit administration offerings such as HSA, HRA, FSA, COBRA, Direct Bill, or similar products
- Experience using Salesforce or comparable CRM tools
- Experience supporting client retention, growth, and strategic account planning
*All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $91,700 to $163,700 annually based on full-time employment. We comply with all minimum wage laws as applicable.
Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.
UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
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