Senior Account Manager, Client Services - Remote
About The Position
The Senior Account Manager (Relationship Executive) plays a critical role in driving client success by building strong, 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. At Optum, we are committed to improving the health system for everyone. You’ll work alongside high-performing teams tackling meaningful challenges with real impact—delivering better experiences, better insights, and better outcomes across the healthcare ecosystem. You’ll enjoy the flexibility to work remotely from anywhere within the U.S. as you take on some tough challenges.
Requirements
- 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
- All employees working remotely will be required to adhere to UnitedHealth Group’s Telecommuter Policy
Nice To Haves
- 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
Responsibilities
- Serve as the primary strategic advisor and point of contact for assigned clients, consultants, and vendors
- Build and maintain strong, long-term relationships based on trust, responsiveness, and results
- Drive client retention and identify opportunities for growth within existing accounts
- Deliver insights, recommendations, and proactive strategies aligned to client goals
- Oversee delivery of contracted services, ensuring performance meets or exceeds expectations
- Partner cross-functionally with internal teams and external vendors to execute client initiatives
- Provide education, guidance, and problem resolution across all applicable products
- Lead issue resolution with urgency and accountability, ensuring positive client outcomes
- 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
Benefits
- comprehensive benefits package
- incentive and recognition programs
- equity stock purchase
- 401k contribution
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
