Client Success Manager
New
P
PSGPharmacy benefits
100% remote, open to all candidates residing in the United StatesFull-TimeManager
SalaryThe base salary range for this position is $100,000 – $140,000.
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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 ExcelPowerPointClient relationship management
Requirements
- Bachelor’s degree in business administration, healthcare, analytics, or a related field, or an equivalent combination of education and relevant experience.
- Three or more years of experience in PBM, health plan, healthcare consulting, client management, customer success, or business-to-business technology services.
- Ability to manage client relationships, competing priorities, action items, risks, and deliverables with strong follow-through.
- Strong written, verbal, presentation, meeting facilitation, and executive communication skills.
- Ability to interpret contracts, reports, utilization measures, service metrics, financial information, and client trends and translate them into clear actions.
- Proficiency with Microsoft Excel, Outlook, Word, PowerPoint, and client or project management systems.
- Ability to collaborate across consulting, clinical, product, data, analytics, finance, contracting, and technical teams without direct authority.
- Working knowledge of pharmacy benefits, healthcare data and analytics, or SaaS platform operations is preferred.
- Ability to travel up to 25% as needed.
Responsibilities
- Partner with the lead consultant and align before communicating material recommendations, commitments, scope changes, or sensitive commercial matters.
- Manage client communication and meeting cadence, including preparation, facilitation, notes, action items, decisions, and follow-up.
- Coordinate client needs across consulting, product, data, clinical, analytics, finance, contracting, and other teams; confirm ownership, next steps, and closure.
- Maintain Salesforce account and project records, including contacts, milestones, client health, risks, commitments, utilization, contract details, and renewal status.
- Monitor project plans, service-level agreements, performance guarantees, contractual deliverables, platform access, and account obligations; escalate risks.
- Steward client hours and utilization by confirming Harvest project setup and reviewing hours against contractual allocations.
- Validate account information, statements of work, rates, membership or user counts, and alignment among services, contract terms, Salesforce, Harvest, and Finance processes.
- Coordinate renewal planning and execution, including timelines, client communication, approvals, signatures, effective dates, and operational updates.
- Coordinate next steps for implementations, configurations, technical issues, product enhancements, support tickets, and data investigations.
- Review platform utilization and client needs to support adoption through training, enablement, best-practice sharing, and product education.
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