Sr. Director, Relationship Management - Optum Financial - Remote
About The Position
Optum Financial is seeking a Sr. Director, Relationship Management – Employer, who will report to the Employer COO, SVP of Strategy, Performance, and Customer Success within the Optum Financial Employer business. Optum Financial is a health FinTech company delivering end-to-end integrated payments and banking experiences for consumers, providers, and payers, embedded within the health care ecosystem. Optum Financial is part of UnitedHealth Group, a Fortune 5 company serving 145 million individuals globally. The Sr. Director, Relationship Management is responsible for owning a portfolio of strategically employed client relationships to drive retention, growth of existing business, and overall client satisfaction. This leader serves as the primary executive relationship owner for assigned clients, building trusted partnerships, aligning client needs to Optum Financial capabilities, and coordinating across a matrixed organization to deliver results. The successful candidate will bring solid executive presence, a growth mindset, and deep relationship management expertise to strengthen long-term partnerships, proactively address risks, and identify opportunities to expand value within existing accounts. This role partners closely with Growth, Product, Operations, Technology, and Marketing, but is specifically accountable for relationship management outcomes rather than overall organizational performance. 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 relationship management, account management, client success, or a related client-facing leadership role
- 5+ years of experience with the CDH and/or HBA Business
- 5+ years of experience managing strategic relationships with large or complex clients with accountability for retention, satisfaction and growth within an existing business
- Ability to travel to Eden Prairie, MN or to client sites 25% of the time
Nice To Haves
- Experience in Financial Services, FinTech, health care, or benefits administration experience
- Experience leading and developing account or relationship management talent
- Experience with understanding of policy, regulatory, and market considerations relevant to employer or benefits-related client relationships
Responsibilities
- Own a portfolio of strategic employer client relationships with accountability for retention, growth within existing business, and overall client satisfaction
- Serve as the senior relationship leader for assigned clients, developing executive-level partnerships and acting as a trusted advisor
- Lead account strategy for existing clients, including renewal support, expansion opportunities, and proactive client planning in partnership with Growth and internal stakeholders
- Monitor client health, satisfaction, and risk indicators, and coordinate cross-functional action plans to address issues and improve outcomes
- Partner with Product, Operations, Technology, Marketing, and other internal teams to align priorities and ensure delivery against client commitments
- Act as an escalation point for complex or high-impact client issues, ensuring timely resolution and clear executive communication
- Support business reviews, client planning, and executive presentations that reinforce value realization and strengthen long-term partnerships
- Lead and develop relationship management talent, establishing best practices for account planning, client engagement, and retention strategies
Benefits
- comprehensive benefits package
- incentive and recognition programs
- equity stock purchase
- 401k contribution
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
