Client Solutions Manager

Posted 1 day ago

This is a fully remote position, open to applicants in Florida, +4 more states.

📋 Description

• Act as the main point of contact for designated clients

• Deliver billing analyses and monthly recommendations or savings options

• Be available on-call for unique situations as required

• Lead regular and ad-hoc client meetings, prepare agendas, and provide follow-up notes and action items

• Maintain relationships with carriers to support client requirements and resolve issues

• Assist in the implementation and onboarding process for new clients

• Coordinate internal tasks and client communications

• Facilitate transitions for existing clients

• Manage monthly zero-use projects from identification to completion and documentation

• Plan and execute annual device projects for assigned clients

• Conduct optimization meetings and present insights and recommendations

• Oversee recurring deliverables and ensure timely and accurate delivery

• Generate and review monthly reports, SAP files, chargeback files, and allocations

• Handle special report requests

• Prepare, process, and finalize HR files and invoices

• Assist with monthly audits and follow up on audit outcomes

• Maintain documentation for the Operational Guide and the client portal

• Collaborate with Senior Technical Support Specialists and internal teams

• Provide quarterly classes or training sessions as necessary

• Offer backup support to other Client Solutions Managers

• Identify and contribute to enhancements in processes

• Adhere to Data Security and Personal Information protection policies


⛳️ Requirements

• High school diploma is required

• College degree is preferred but not mandatory

• Experience in client relationship management and a strong service orientation

• Ability to triage and resolve escalations through internal and external coordination

• Excellent written and verbal communication skills

• Strong analytical abilities

• Skills in facilitation and presentation

• Proficiency in planning, organization, and management of deadlines

• High attention to detail and quality control

• Proficiency in Microsoft Office

• Experience in cross-functional collaboration and stakeholder management

• A mindset focused on continuous improvement

• Capability to stay informed about Data Security and Personal Information protection policies

• Must report any suspicious Data Security or Personal Information activities to Management

• No specific certifications or licenses are required


🏝️ Benefits

• Discretionary bonuses or sales commissions may be available at the company's discretion

• Remote work options for employees nationwide

• Opportunities for career advancement

• A close-knit company culture

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