Jay Livelsberger
Glen Rock,PA
Summary
Results-driven Strategic Account Executive with extensive experience in client relationship management and operational excellence. Demonstrated ability to drive business growth through strategic leadership and cross-functional collaboration, underscored by a proven track record in exceeding organizational goals. Expertise in managing complex projects, improving processes, and making data-driven decisions. Aiming to leverage strong negotiation skills and problem-solving abilities to achieve further success in a leadership role.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Client Service Manager
Optum Financial
11.2020 - Current
- Managed project timelines, strategies, and deliverables for a portfolio of 15-20 clients, achieving a 95% on-time delivery rate
- Delivered operational metrics and service-level reports, enabling data-driven decisions and improved client satisfaction
- Successfully handled escalated issues, enhancements, and renewals, maintaining a client retention rate of 98%
- Led the seamless onboarding of new clients, coordinating with cross-functional teams to ensure contract requirements were met
Account Manager II
Interactive Health Inc.
09.2016 - 06.2020
- Built and managed a portfolio of 50+ clients, generating $4.5M in annual revenue
- Conducted strategic client meetings, identifying opportunities for $455K in profitable upgrades in 2018, ranking first in the division
- Directed the implementation of wellness programs, including health screenings and educational initiatives, achieving a 150% increase in program participation
- Collaborated with business partners to deliver tailored solutions, meeting and exceeding client wellness objectives
Exercise Physiologist
Fox Rehabilitation
12.2014 - 08.2016
- Developed and led wellness programs, achieving a 150% increase in employee participation and improved health outcomes
- Analyzed weekly reports to identify engagement opportunities and proposed actionable solutions for program improvements
- Marketed wellness services to potential clients, successfully increasing referrals and driving program adoption
Education
Bachelor of Science - Exercise Science & Nutrition
West Chester University
Skills
- Client Relationship Management
- Project Management & Coordination
- Process Improvement & Change Management
- Business Development
- Data Analysis & Reporting
- Team Leadership & Mentorship
- Strategic Planning
- CRM Platforms (Salesforce)
- Cross-Functional Collaboration
- Proficient in Salesforce
- Proficient in Microsoft Office Suite (Excel, PowerPoint, Word)
Websites
Certification
- Lean Six Sigma Yellow Belt, anticipated, 2025
- Advanced Excel Training, completed, 2024
Accomplishments
- Spearheaded a client divestiture project, splitting a client into two groups and ensuring a seamless transition within strict timelines.
- Supported two major clients in launching new products (Healthcare FSA and commuter benefits), resulting in increased adoption and client satisfaction.
- Successfully completed three client RFPs in 2024, securing contract renewals and strengthening client partnerships.
Additional Information
Proficient in Salesforce, Adobe and Microsoft Office Suite (Excel, PowerPoint, Word).
Timeline
Client Service Manager
Optum Financial
11.2020 - Current
Account Manager II
Interactive Health Inc.
09.2016 - 06.2020
Exercise Physiologist
Fox Rehabilitation
12.2014 - 08.2016
- Lean Six Sigma Yellow Belt, anticipated, 2025
- Advanced Excel Training, completed, 2024
Bachelor of Science - Exercise Science & Nutrition
West Chester University
Similar Profiles
CATHLEEN A. SCHMIDTCATHLEEN A. SCHMIDT
Business Ops. Coordinator at Optum FinancialBusiness Ops. Coordinator at Optum Financial
Leah GroosLeah Groos
Asst Director General Mgmt at Optum FinancialAsst Director General Mgmt at Optum Financial
Don MusselmanDon Musselman
Senior Client Service Manager at Optum FinancialSenior Client Service Manager at Optum Financial