Client Success Manager
New
P
PSGPharmacy benefits
100% remote, open to all candidates residing in the United StatesFull-TimeManager
Salary100,000 - 140,000 USD per year
Apply NowOpens the employer's application page
Job Details
- Experience
- Three or more years of experience in PBM, health plan, healthcare consulting, client management, customer success, or business-to-business technology services.
- Required Skills
- SalesforceMicrosoft ExcelCustomer SuccessPowerPointClient relationship management
Requirements
- Have a bachelor’s degree in business administration, healthcare, analytics, or a related field, or an equivalent combination of education and relevant experience.
- Have three or more years of experience in PBM, health plan, healthcare consulting, client management, customer success, or B2B technology services.
- Demonstrate the ability to manage client relationships, competing priorities, action items, risks, and deliverables with strong follow-through.
- Have strong written, verbal, presentation, meeting facilitation, and executive communication skills.
- Be able to interpret contracts, reports, utilization measures, service metrics, financial information, and client trends and translate them into clear actions.
- Be proficient with Microsoft Excel, Outlook, Word, PowerPoint, and client or project management systems.
- Collaborate effectively across consulting, clinical, product, data, analytics, finance, contracting, and technical teams without direct authority.
- Experience with Salesforce, Harvest, ticketing systems, or similar platforms is preferred.
- Working knowledge of pharmacy benefits, healthcare data and analytics, or SaaS platform operations is preferred.
- Be able to travel up to 25% as needed.
Responsibilities
- Coordinate client communications, meetings, agendas, notes, action items, decisions, and follow-up with the lead consultant.
- Provide proactive updates on deliverables, support activity, risks, dependencies, delays, and completion.
- Coordinate client needs across consulting, product, data, clinical, analytics, finance, contracting, and other teams.
- Maintain Salesforce account and project records, including contacts, milestones, client health, risks, utilization, contract details, and renewals.
- Monitor project plans, service-level agreements, performance guarantees, contractual deliverables, platform access, and account obligations; escalate risks.
- Steward client hours and utilization by reviewing Harvest setup, billable status, hours, and contractual allocations.
- Validate account information and service, contract, and billing details to support invoice accuracy.
- Coordinate renewal timelines, client communications, approvals, signatures, purchase orders, and operational updates.
- Review platform utilization and client needs to coordinate training, enablement, product education, and service recommendations.
- Identify satisfaction, retention, growth, and relationship risks; share feedback and coordinate corrective actions.
View Full Description & ApplyYou'll be redirected to the employer's site
