Client Partner - Health Plans & PBMs

Surescripts; Minneapolis (MN); Hybrid; USD 99,000 - 121,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) with company match

Paid time off

Job summary

Surescripts is seeking a Client Partner to manage a portfolio of Health Plan and PBM clients, focusing on retention, revenue growth, contract renewals, and maximizing client value from Surescripts solutions.

You will develop account plans, coordinate with cross-functional teams, and drive revenue through renewals and expansions while maintaining executive relationships and delivering superior customer experiences.

Qualifications

• 5+ years in healthcare or healthcare technology; supporting health plans, payers, or PBM clients.
• 5+ years of account management and/or sales experience.
• Experience engaging stakeholders at multiple levels, including executives.
• Experience delivering QBRs or business reviews and presenting data.
• Experience forecasting revenue and driving growth initiatives.
• Experience identifying expansion or cross-sell opportunities.
• Strong communication, planning, organizational, negotiation, and relationship skills.
• Willingness to travel up to 30%.

Responsibilities

• Oversee a portfolio of Health Plan and PBM clients and maintain long-term relationships.
• Serve as the primary point of contact, coordinating access to internal resources.
• Develop and execute account plans aligned with customer objectives and Surescripts goals.
• Drive revenue growth through contract renewals, expansions, and increased utilization.
• Maintain responsibility for retention and revenue expansion within accounts.
• Manage inbound sales and growth opportunities within assigned accounts.
• Identify and develop cross-sell opportunities within existing relationships.
• Lead contracting efforts, large-scale programs, upgrades, and migrations.
• Collaborate with implementation, product, operations, and support teams.
• Identify risks to customer satisfaction and mitigate them.
• Build relationships with stakeholders across all levels, including executives.
• Conduct QBRs and executive business reviews; participate in strategic planning sessions.
• Analyze performance metrics and provide business insights and recommendations.
• Maintain forecasts and update on health, opportunities, and risks.
• Gather customer feedback and market intelligence to enhance products and services.
• Stay informed on healthcare trends and regulatory developments.

Skills

Account management

Sales experience

Relationship building

Executive communication

Data analysis

Forecasting

Expansion opportunities

Education

Bachelor's degree or equivalent

Tools

Salesforce

Job description

Surescripts serves the nation through simpler, trusted health intelligence sharing, in order to increase patient safety, lower costs and ensure quality care. We deliver insights at critical points of care for better decisions - from streamlining prior authorizations to delivering comprehensive medication histories to facilitating messages between providers.

Job Summary

The Client Partner is responsible for managing a portfolio of assigned Health Plan and PBM clients. This role focuses on client retention, revenue growth, contract renewals, and expanding the value clients receive from Surescripts solutions. Through consultative account management, strategic planning, and cross-functional collaboration, the Client Partner builds trusted relationships, helps clients achieve their business objectives, and drives mutual success for clients and Surescripts.

Responsibilities

• Oversee a portfolio of assigned Health Plan and PBM clients, building and maintaining strong, long-term relationships.
• Serve as the primary point of contact for assigned clients, coordinating access to internal expertise and resources.
• Develop and execute account plans aligned with customer objectives and Surescripts business goals.
• Drive revenue growth through contract renewals, expansion opportunities, and increased solution utilization.
• Maintain responsibility for customer retention, contract renewals, and revenue expansion within existing accounts.
• Manage inbound sales and account growth opportunities within assigned customer accounts and established revenue thresholds.
• Identify and develop cross-sell opportunities within existing customer relationships.
• Lead customer initiatives and contracting efforts, including large-scale programs, upgrades, and migration activities.
• Partner with implementation, product, operations, and support teams to deliver positive customer experience and achieve business objectives.
• Proactively identify and mitigate risks impacting customer satisfaction, retention, and growth.
• Build relationships with customer stakeholders across all levels of the organization, including executive leadership.
• Conduct Quarterly Business Reviews (QBRs), executive business reviews, strategic planning sessions, and customer workshops.
• Analyze customer performance metrics, provide business insights, and develop recommendations that support customer objectives.
• Maintain accurate forecasts and provide updates on customer health, revenue opportunities, and risks.
• Gather customer feedback and market intelligence to help improve products, services, and customer experience.
• Stay informed on healthcare industry trends, regulatory developments, and market dynamics.

Basic Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 5+ years of experience in the healthcare or healthcare technology industry. Ideally supporting health plans, payers, or PBM clients.
• 5+ years of account management and/or sales experience.
• Experience managing customer relationships and engaging stakeholders at multiple organizational levels, including executive leadership.
• Experience developing and delivering Quarterly Business Reviews (QBRs), business reviews, or customer presentations.
• Experience analyzing, interpreting, and presenting data and business insights to customers.
• Experience managing revenue opportunities, account planning, forecasting, and customer growth initiatives.
• Experience identifying and developing expansion or cross-sell opportunities within existing customer accounts.
• Strong communication, planning, organizational, negotiation, and relationship management skills.
• Demonstrated ability to achieve revenue, retention, or strategic customer objectives.
• Ability to work independently and collaboratively in a fast-paced environment.
• Willingness to travel up to 30%.

Preferred Qualifications

• Experience using Salesforce or other CRM platforms.
• Experience supporting or leading contract renewals.

What You're Like

You're an advocate with a customer-first mindset who will do whatever is needed to help your customers succeed. You play at the intersection of creativity and strategy. And while you like big ideas, you're also grounded in good data, real market insights and measurable results.

What We're Like

We're a team of creatives and strategists who are customer obsessed. We value teamwork and innovation and strive to make a difference in healthcare by focusing on our customers. We're storytellers and promoters who serve as champions for quality and customer experience. We take our work seriously, but we also know how to have fun.

What the Work is Like

Our challenge is dealing with competing priorities as we juggle long-term goals with short-term needs. To do this, energy and positivity is the name of the game. And we take time to both celebrate our accomplishments and learn from our missteps.

Surescripts embraces flexibility through its Flexible Hybrid Work model for most positions. This model allows employees to work virtually while still utilizing our offices as collaboration centers. With alignment and agreement from your leadership, you can come and go from the office as needed.

To be considered for employment, applicants must have a valid U.S. work authorization allowing work without restrictions with Surecripts in the U.S. At this time, we are unable to provide support or provide sponsorship for immigration benefits such as work visas. Additionally, we do not participate in academic training programs or work-study programs through an academic institution that require employer endorsement of F-1/CPT or F-1/STEM.

At Surescripts, base pay is one part of our Total Rewards Package (which may also include bonus, benefits etc.) and is determined within a range. The base pay range for this position is $98,600 - $120,500 per year. Your base pay may vary within or outside of this range depending on a number of factors, including (but not limited to) your qualifications, skills, experience, and location.

Benefits include, but are not limited to, comprehensive healthcare (including infertility coverage), generous paid time off including paid childbirth and parental leave and mental health days, pet insurance, and 401(k) with company match and immediate vesting. To learn more, review the Keep You and Yours Healthy, Balancing Work and Life, and Where Talent Takes Shape links under the Better Benefits. Better Work. Better Life section of our careers site.

Physical and Mental Requirements

While performing duties of this job, an employee may be required to perform any, or all of the following: attend meetings in and out of the office, travel, communicate effectively (both orally and in writing), and be able to effectively use computers and other electronic and standard office equipment with, or without, a reasonable accommodation. Additionally, this job requires certain mental demands, including the ability to use judgement, withstand moderate amounts of stress and maintain attention to detail with, or without, a reasonable accommodation.

Surescripts is proud to be an Equal Employment Opportunity and Affinitive Action employer. We do not discriminate on the basis of race, color, religion, age, national origin, ancestry, disability, medical condition, marital status, pregnancy, genetic information, gender, sexual orientation, parental status, gender identity, gender expression, veteran status, or any other status protected under federal, state, or local law.