Client Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the primary point of contact for designated client accounts while providing support to the Client Executive and the wider account team.

• Establish and nurture working relationships with HR teams, benefits administrators, consultants, and various client stakeholders.

• Address client inquiries, direct requests to appropriate internal teams, and ensure resolution is achieved.

• Keep account records, client communications, and action items updated in Salesforce and other internal systems.

• Facilitate client meetings by preparing agendas, tracking action items, and coordinating follow-up activities.

• Manage eligibility updates, benefit modifications, plan configuration requests, and routine account upkeep.

• Collaborate with Operations, Eligibility, Billing, Clinical, and IT teams to fulfill client requests.

• Assist with implementations, renewals, and benefit alterations by monitoring timelines and deliverables.

• Verify information and escalate any discrepancies or issues as necessary.

• Track account performance metrics, pharmacy spending, and utilization trends; provide insights and identify optimization opportunities.

• Prepare and contribute to quarterly business plans, financial performance summaries, and client-facing reporting packages.

• Spot cost-saving opportunities and operational efficiencies; escalate potential upsell or growth opportunities.

• Address and resolve client issues while clearly communicating status updates to clients.

• Elevate complex or high-impact issues to the Director of Client Management or the Client Executive.

• Engage in regular account team meetings to ensure alignment on client priorities and action items.

• Adhere to company policies, procedures, and compliance regulations.

• Maintain precise documentation of client requests, decisions, and completed tasks.

• Identify opportunities to enhance processes, client experiences, and operational efficiency.

• Take part in training and professional development initiatives.

⛳️ Requirements

• A Bachelor’s degree in Business, Healthcare Administration, or a related field; relevant professional experience will be taken into account.

• 0-1 year of experience in account management, client success, or client-facing operations within a Pharmacy Benefit Manager (PBM), health plan, Third-Party Administrator (TPA), or managed-care setting.

• Prior healthcare experience is mandatory.

• Familiarity with pharmacy benefit operations, encompassing claims processing, formulary management, eligibility, network configurations, and benefit plan design.

• Excellent communication skills with the ability to simplify complex pharmacy benefit information into clear, actionable guidance for non-technical audiences.

• Capability to manage multiple accounts and competing priorities with a keen attention to detail and consistent follow-through.

• Proficiency with Customer Relationship Management (CRM) systems and standard business tools, including Microsoft Office and Teams.

• Experience in a transparent, pass-through, or PBM-optimizer organization.

• Knowledge of Salesforce or similar healthcare CRM platforms.

• Experience in supporting quarterly business reviews and client-facing financial reporting.

• Previous experience in a pod or team-based account model.

🏝️ Benefits

• Competitive compensation, which includes health, dental, vision, and additional benefits.

• A professional work environment tailored for remote employees.

• Opportunities for training and professional development activities.