Account Management Analyst, Customer Success

CVS Health Corporation; Cheyenne (WY); On-site; USD 44,000 - 85,000; Full time

Benefits offered by this job

Bonus eligibility

Comprehensive benefits package

Job summary

CVS Health in the United States is seeking an Analyst, Account Manager for the Access U.S. customers.

You will partner with Account Managers, customers, brokers, and internal partners to provide day-to-day operational and service support across eligibility, enrollment, and documentation, helping drive satisfaction and retention. The role focuses on coordinating with teams, analyzing data, reviewing benefit materials, supporting renewal activities, and maintaining accurate records in Salesforce.

Qualifications

• 1-2 years of relevant experience in account management, customer service, health care operations, benefits administration, or a related field.
• Strong organizational skills with the ability to manage multiple requests, priorities, and deadlines.
• Demonstrated attention to detail when reviewing benefit information, customer materials, and plan documentation.
• Effective written and verbal communication skills.
• Strong problem-solving skills and the ability to coordinate with multiple business partners.
• Ability to work independently while contributing effectively within a collaborative team environment.
• Proficiency with Microsoft Office applications.

Responsibilities

• Develop basic account plans and strategies to support customer satisfaction, retention, and business growth.
• Analyze customer data, performance metrics, and service trends to identify opportunities for improvement and support account management initiatives.
• Build and maintain strong working relationships with customers, brokers, and internal business partners.
• Participate in customer meetings and communications to support ongoing account management activities and address customer needs.
• Coordinate eligibility and enrollment activities with operational partners, including site additions, urgent enrollments, digital ID card requests, and verification of member eligibility.
• Review benefit grids, plan documents, Summary of Benefits and Coverage (SBC) materials, and other customer-facing documents to ensure accuracy and completeness.
• Support renewal activities through renewal grid review, rate validation, benefit comparisons, documentation review, and coordination of key deliverables.
• Assist with billing, commission, and other account-related inquiries by collaborating with internal partners and helping ensure timely issue resolution.
• Research customer, broker, and member issues, manages escalations, and partners with internal teams to facilitate effective and timely resolution.
• Maintain accurate customer records, activities, service requests, and account updates within Salesforce.
• Assist with implementation, renewal, and ongoing account management projects by tracking tasks, timelines, documentation, and outstanding action items.
• Contribute to team meetings, process improvement initiatives, and collaborative projects by sharing information, identifying opportunities, and supporting overall business objectives.

Skills

Account management

Customer service

Organization

Attention to detail

Communication

Problem solving

Independent worker

MS Office

Education

Bachelor's degree or equivalent

Tools

Salesforce

CRM software

Job description

CVS Health in the United States is seeking an Analyst, Account Manager for the Access U.S. customers.

You will partner with Account Managers, customers, brokers, and internal partners to provide day-to-day operational and service support across eligibility, enrollment, and documentation, helping drive satisfaction and retention. The role focuses on coordinating with teams, analyzing data, reviewing benefit materials, supporting renewal activities, and maintaining accurate records in Salesforce.