Client Success Manager

Epic Insurance; United States; Remote; USD 100,000 - 140,000; Full time

Job summary

EPIC seeks a dedicated Client Success Manager to own client relationships, coordinate across PSG teams, and ensure commitments are met. You will manage communications, track progress, and support renewals for pharmacy management clients in the U.S. remote workforce.

The role emphasizes governance, data-driven decision making, and collaborative leadership while interfacing with clinical, product, data, and finance teams. Travel up to 25% is required.

Qualifications

• Bachelor’s degree or equivalent in business, healthcare, analytics, or related field.
• 3+ years in PBM, health plan, healthcare consulting, client management, customer success, or B2B tech 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 into clear actions.
• Proficiency with Microsoft Office; experience with Salesforce, Harvest, ticketing systems or similar platforms preferred.
• Ability to collaborate across consulting, clinical, product, data, analytics, finance, contracting, and technical teams.
• Working knowledge of pharmacy benefits, healthcare data/analytics, or SaaS platform operations is preferred.
• Willingness to travel up to 25%.

Responsibilities

• Establish and manage client communications and cadence, including agendas, preparation, facilitation, notes, and follow-up.
• Provide timely status updates on deliverables, support activity, risks, dependencies, delays, and completion.
• Coordinate client needs across PSG teams; confirm ownership, next steps, due dates, and closure of commitments.
• Maintain accurate Salesforce accounts, milestones, client health, risks, commitments, utilization, contracts, and renewal status.
• Monitor SLAs, performance guarantees, contractual deliverables, platform access, user counts, and renewal obligations; escalate risks.
• Support renewal planning and execution, including timelines, approvals, and post-execution updates.
• Travel to client sites as needed and support business reviews, proposals, and client presentations.

Skills

Client management

Executive communication

Communication skills

Cross-functional collaboration

Presentations

Project coordination

Contract interpretation

Education

Bachelor’s degree in business administration, healthcare, analytics, or a related field

Tools

Salesforce

Harvest

Ticketing systems

Microsoft Office (Excel, Outlook, Word, PowerPoint)

Job description

For over 20 years, PSG (an EPIC owned company) has been singularly focused on helping our clients navigate the complex and ever-changing challenges of drug management. Through our leading pharmacy intelligence and technologies, we save our clients billions of dollars every year with an unwavering commitment to serving as an advocate and strategic partner to our clients.

The Opportunity

PSG’s vision is to be the world’s innovator in drug management solutions, providing clinically appropriate and affordable pharmaceutical care for all.Artemetrx is PSG’s robust data and analytics platform that drives measurable financial and clinical results. The Client Success Manager serves as the operational owner of assigned client relationships, connecting client priorities with the appropriate PSG resources and ensuring commitments are communicated, coordinated, and completed. Working in collaboration with the lead consultant, the Client Success Manager provides continuity across client communication, account operations, platform utilization, and cross-functional delivery while the consultant leads strategy, clinical recommendations, and consulting engagements.

Primary Responsibilities

• Partner with the lead consultant, aligning before communicating material recommendations, commitments, scope changes, or sensitive commercial matters.
• Establish and manage an appropriate client communication and meeting cadence, including agendas, internal preparation, meeting facilitation, notes, collateral, action items, decisions, and follow-up.
• Provide timely, accurate, and proactive status updates on deliverables, support activity, risks, dependencies, delays, and completion so clients do not need to repeatedly request updates.
• Coordinate client needs across Consulting, Product, Data, Clinical, Analytics, Finance, Contracting, and other PSG teams; confirm ownership, next steps, due dates, and closure of commitments.
• Maintain accurate and current 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, user counts, membership thresholds, and other account obligations; elevate riskspromptly.
• Steward client hours and utilization by confirming appropriate Harvest project setup, reviewing billable status and hours against contractual allocations, and addressing potential overages, underutilization, or misalignment.
• Support invoice accuracy by validating account-level information, active statements of work and orders, applicable rates, membership or user counts, and alignment among services delivered, contract terms, Salesforce, Harvest, and Finance processes.
• Coordinate renewal planning and execution, including timelines, internal alignment, client communication, signatures, approvals, purchase-order needs, effective dates, execution risks, and post-execution operational updates.
• Maintain sufficient awareness of implementations, configurations, data processing, technical issues, product enhancements, support tickets, and data investigations to communicate client impact and coordinate next steps.
• Review platform utilization and client needs to expand adoption and value through tailored training, enablement, best-practice sharing, product education, and appropriate service recommendations.
• Identify client satisfaction, retention, growth, and relationship risks; communicate material feedback to leadership and coordinate corrective actions with the appropriate owners.
• Support business reviews, sales and best-and-final activities, scope development, and client presentations as appropriate while presenting a consistent PSG position.
• Travel to client sites as needed and perform other duties as assigned.

Qualifications

• 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.
• Demonstrated ability to manage client relationships, competing priorities, action items, risks, and deliverables with strong attention to 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; experience with Salesforce, Harvest, ticketing systems, or similar platforms is preferred.
• Ability to collaborate effectively across consulting, clinical, product, data, analytics, finance, contracting, and technical teams without direct authority over each workstream.
• Working knowledge of pharmacy benefits, healthcare data and analytics, or SaaS platform operations is preferred.
• Ability to travel up to 25% as needed.

Location

This position will be 100% remote, open to all candidates residing in the United States

Compensation

The base salary range for this position is $100,000 – $140,000. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.

Compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

Why EPIC?

At EPIC, we invest in our people and their success. Benefits include:

• Generous PTO:
• Managed PTO (salaried) or 22 days (hourly)
• 12 paid holidays + 4 early-close days
• Leave Benefits:
• Paid parental leave
• Pregnancy disability & bonding leave
• $1,500 employee referral bonus
• Professional Development:
• Identity & fraud protection
• Legal planning
• Family planning & midlife support
• Core Benefits:
• 401(k) with company match and immediate vesting (you keep 100% of employer contributions from day one)
• Employee assistance programs
• Culture & Community:
• Employee Resource Groups
• Charitable initiatives through EPIC Gives Back
• Top 10 P&C Agency (Insurance Journal)

Learn more: https://www.epicbrokers.com/about/epic-careers/

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in EPIC Brokers’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

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