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, assisting the Client Executive and the wider account team.

• Develop strong working relationships with HR departments, benefits administrators, and consultants.

• Address client inquiries and direct requests to the appropriate internal teams until resolution.

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

• Create agendas, monitor action items, and facilitate follow-up after client meetings.

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

• Collaborate with Operations, Eligibility, Billing, Clinical, and IT departments.

• Support implementations, renewals, and benefit modifications by tracking timelines and deliverables.

• Validate data and escalate discrepancies or issues as necessary.

• Track account performance metrics, pharmacy expenditures, and utilization patterns.

• Prepare quarterly business plans, financial performance summaries, and client-facing report packages.

• Identify opportunities for cost savings, operational efficiencies, and potential upsell or growth initiatives.

• Triage and resolve client issues while providing clear status updates.

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

• Participate in routine account team meetings.

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

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

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

• Engage in training and professional development activities.

⛳️ Requirements

• Bachelor's degree in Business, Healthcare Administration, or a related field; equivalent professional experience will be accepted.

• 0-1 year of experience in account management, client success, or client-facing operations within a PBM, health plan, TPA, or managed-care setting.

• Experience in healthcare is required.

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

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

• Proven ability to manage multiple accounts and competing priorities with meticulous attention to detail and consistent follow-through.

• Proficiency in CRM systems and standard business applications (Microsoft Office, 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.

• Prior experience working in a pod or team-based account structure.

🏝️ Benefits

• Competitive compensation.

• Health benefits.

• Dental benefits.

• Vision benefits.

• Additional benefits.

• Professional work environment for remote employees.