PBM Client Success Executive

TrueScripts Management Services; Washington (IN); On-site; USD 90,000 - 130,000; Full time

Job summary

TrueScripts Management Services is seeking a Client Success Executive to act as the senior liaison between the company and its clients, driving renewal and retention with strategic oversight.

You will lead cross-functional teams, resolve complex client inquiries, and coordinate onboarding for new clients with brokers and data vendors, while leveraging your MS Office skills to analyze data and identify cost-saving opportunities.

Qualifications

• 5+ years of Account Management/Client Success in a PBM setting or equivalent health/benefits experience.
• Experience managing employer groups or health plan accounts preferred.
• Must possess a valid and current driver’s license.
• Ability to travel up to 25% of the time.
• Client-facing presentation experience preferred.
• Proficient in all Microsoft Office Products.

Responsibilities

• Lead the strategic account team as the quarterback for client satisfaction and service delivery.
• Serve as main contact via phone and email to resolve client questions and issues.
• Oversee onboarding for new clients with broker/TPA/data vendor involvement.
• Execute client renewals and build lasting relationships with key stakeholders.
• Coordinate client review meetings, including scheduling, reporting, and materials.
• Analyze claims data with your POD to identify trends and cost-saving opportunities.

Skills

Account Management/Client Success

Client communication

Travel readiness

Presentation experience

MS Office proficiency

Education

College degree or equivalent experience

Tools

Microsoft Office

Job description

TrueScripts Management Services is a pharmacist-founded, fully transparent Prescription Benefit Manager that has been revolutionizing the PBM industry since 2014. Our mission is to build lasting relationships by providing prescription benefit expertise at a personal and customized level to ensure optimum value at the lowest possible cost. We are committed to lowering prescription drug spending, achieving clinically effective outcomes, and always delivering Amazing Care. Did we mention Amazing Care? Good! Because this is so much more than just our tagline. It is the foundation upon which our business was built. We believe that Amazing Care starts from within, and our culture is reflective of this philosophy.

Our team members enjoy:

• A wide range of health insurance options including medical, dental and vision
• A strong salary and bonus program
• A robust 401k and company match
• Truescripts is transitioning to an ESOP, a team member owned company! Each year team members are allocated shares of stock through our ESOP, a Qualified Retirement plan!
• Employee Assistance Program
• A wellness program including financial incentives, chiropractic and massage services, and fitness stipends
• Dream Manager Program (yes, it’s a real thing!)
• A cohesive, family-based culture
• Charitable contributions and volunteer time

Ok, enough about us. Here’s what we need from you:

A future team members' values need to align with TrueScripts' core values of Integrity, Respect, Innovation, and Service. This match in value systems is critical for our team's chemistry and continued success. Our culture is positive, and our people possess a ‘can do, proactive attitude. Honesty and transparency are the foundation that we build upon. What sets us apart from our competitors is the programs that we bring, the education that we provide, and the utmost respect for clients and their members to assist them when and where needed.

Position Overview:

As a Client Success Executive you will act as a senior liaison between TrueScripts and our clients. You will leverage your expertise to drive business growth by ensuring client renewal and retention.

Role and Responsibilities

Existing Clients:

• Lead the strategic account team (including client success, clinical, and data analytics) as the quarterback with full ownership of client satisfaction and service delivery.
• Act as contact via telephone and email for the client to resolve any questions/issues on an ongoing basis.
• Oversees execution of communication plan
• Developing strong internal and client relationships through proactive interactions and strong verbal and written communication skills.
• Collaborating with internal teams including account management, clinical, member care, business analyst, data analytics, and business development.
• Work directly with your POD on reporting and analysis of claims data to identify drug trends, financial performance, and client cost‑saving opportunities.
• Expert knowledge and understanding of TS proprietary programs.
• Executing client renewals by building lasting relationships with key client stakeholders.
• Provide leadership to coordinate all aspects of client review meetings including scheduling, reporting, materials, accommodations, etc.
• Be proficient in CRM and all aspects of proprietary software used for claims adjudication.
• Lead client meetings, lunch & learn meetings, etc.
• Work directly with your POD to adjust plan parameters as directed by the client/broker.

New Clients:

• Work directly with your POD to oversee the onboarding process involving the client, broker, TPA, and data vendor.
• Participate in introductory/enrollment meetings with employees.

Qualifications

Education:

College degree or equivalent experience preferred

Experience/Knowledge:

• Five + years of cumulative Account Management/Client Success in a PBM setting or equivalent client‑facing health/benefits experience is required.
• Experience in management of employer groups or health plan accounts preferred.
• Must possess a valid and current driver’s license.
• Ability to travel up to 25% of the time if needed.
• Client‑facing presentation experience preferred.
• Capable of interfacing with TrueScripts clients and owners and providing solutions to problems.
• Must be proficient in all Microsoft Office Products.
• Need to be flexible and work as a team player.
• Demonstrates strong attention to detail.
• Ability to prioritize and have good organizational skills.
• Ability to perform multiple tasks at one time.
• Ability to communicate and work under stress effectively while always maintaining confidentiality.
• Need to be self‑motivated and work with little supervision.
• Need to be adaptable and have different responsibilities given periodically.