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, consultants, and other client representatives.

• Address client inquiries, direct questions to internal teams, and ensure issues are resolved efficiently.

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

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

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

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

• Assist in implementations, renewals, and benefit modifications by monitoring timelines and deliverables.

• Confirm information accuracy and escalate discrepancies or issues as needed.

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

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

• Identify opportunities for cost savings and operational efficiency; escalate upsell or growth prospects.

• Manage and resolve client issues, providing updates throughout the resolution process.

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

• Engage in regular account team meetings.

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

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

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

⛳️ Requirements

• Bachelor's degree in Business, Healthcare Administration, or a related field; equivalent professional experience is acceptable.

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

• Healthcare experience is mandatory.

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

• Strong communication abilities and the capacity to convey complex pharmacy benefit information into clear, actionable advice for non-technical audiences.

• Capability to handle multiple accounts and competing priorities with attention to detail and reliable follow-through.

• Proficient with 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.

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

🏝️ Benefits

• Competitive compensation package, including health, dental, vision, and additional benefits.

• Opportunity to influence industry change in the pharmacy benefits management sector while ensuring high-quality patient outcomes.

• A culture that fosters personal and professional growth.

• Access to training and professional development activities.