Analyst, Client Experience & Optimization

Capitalrx; Charlotte (NC); Hybrid; USD 90,000 - 110,000; Full time

Job summary

Capital Rx is seeking an Analyst for Client Experience & Optimization in Charlotte, NC. This hybrid role involves supporting client services, maintaining documentation, and improving operational processes.

The ideal candidate has a Bachelor's degree, 1–3 years in client services, excellent communication skills, and is comfortable with spreadsheets. Salary range is $90,000 – $110,000 USD.

Qualifications

• 1–3 years of experience in client services, operations, or process support roles.
• Strong attention to detail and ability to create process documentation.
• Comfort with spreadsheets and workflow tools and interest in optimization.

Responsibilities

• Support intake review, issue validation, and tracking of client services.
• Create and maintain process documentation, SOPs, and workflow maps.
• Identify inefficient processes and propose improvement opportunities.
• Support analysis of patterns, recurring issues, and workflow bottlenecks.
• Maintain dashboards providing visibility into Client Services activity.

Skills

Documentation

Organization

Communication

Spreadsheet proficiency

Process optimization

Education

Bachelor’s degree or equivalent experience

Tools

Workflow tools

Job description

About Judi Health

Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including:

• Capital Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers,
• Judi Health, which offers full-service health benefit management solutions to employers, TPAs, and health plans, and
• Judi, the industry’s leading proprietary Enterprise Health Platform (EHP), which consolidates all claim administration-related workflows in one scalable, secure platform.

Together with our clients, we’re rebuilding trust in healthcare in the U.S. and deploying the infrastructure we need for the care we deserve. To learn more, visit www.judi.health.

Location

Hybrid 3 days (offices in NYC, Denver, CO and Charlotte, NC area)

Position Summary

The Analyst, Client Experience & Optimization (CERO) supports the intake, triage, and validation of Client Services issues, ensuring accurate routing and visibility into ongoing work. This role maintains documentation, develops process maps, identifies workflow gaps, and assists in implementing improvements that enhance consistency and reduce manual work. The Analyst will be proficient in spreadsheets, workflow tools, and structured data to assess processes, surface improvement opportunities, and support operational efficiency across Client Services.

Position Responsibilities

• Support intake review, issue validation, routing, and tracking of client services and cross-departmental issues, projects, and initiatives.
• Create and maintain process documentation, SOPs, and workflow maps.
• Identify manual or inefficient processes and propose improvement opportunities partnered with the Manager.
• Support light analysis such as identifying patterns, recurring issues, or workflow bottlenecks.
• Maintain trackers or dashboards providing visibility into Client Services operational activity and partner with Analytics team on broader operational dashboard needs.
• Participate in cross-functional planning, problem-solving, and readiness activities that support Client Services.

Required Qualifications

• Bachelor’s degree or equivalent experience.
• 1–3 years of experience in client services, operations, or process support roles.
• Strong documentation, organization, and attention to detail.
• Comfort with spreadsheets and workflow tools; interest in process optimization.
• Strong communication skills and ability to work across teams

This range represents the low and high end of the anticipated base salary range. The actual base salary will depend on several factors such as: experience, knowledge, skills, and location of the job.

Remote, US Salary Range

$90,000 – $110,000 USD

All employees are responsible for adherence to the Capital Rx Code of Conduct including the reporting of non-compliance. This position description is designed to be flexible, allowing management the opportunity to assign or reassign duties and responsibilities as needed to best meet organizational goals.

We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

By submitting an application, you agree to the retention of your personal data for consideration for a future position at Judi Health. More details about Judi Health's privacy practices can be found at https://www.judi.health/legal/privacy-policy.