Sr. Account Manager, Client Services - Remote
About The Position
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.
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
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 solid, 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
