Senior Client Operations Analyst

CVS Health; Town of Texas (WI); Hybrid; USD 47,000 - 102,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Paid time off

Retirement savings options

Wellness programs

Bonus / incentive program

Job summary

CVS Health, within Signify Health, seeks an experienced Operations & Client Support professional for remote account coordination. You will support client success executives, manage meetings, and ensure timely responses across large health plan accounts.

You will coordinate client communications, document deliverables, and maintain workflows while collaborating with internal teams to resolve inquiries and keep priorities aligned.

Qualifications

• Bachelor's degree in business, health care, operations management or related field; equivalent experience considered.
• 2+ years of relevant operations, client support, or account coordination experience.
• Direct client-facing experience with strong verbal and written communication.
• Proficiency in Google Suite and Microsoft Excel for organization and tracking.
• Familiarity with project management tools (Asana, Jira, Confluence, PowerBI) is a plus.
• Proven track record in meeting administration (agenda, minutes, action items).
• Experience reviewing and organizing data using Excel.

Responsibilities

• Act as SME and operational owner for member journey processes and client collateral.
• Own end-to-end meeting documentation: agendas, decks, minutes, action items.
• Capture, document, and track open items from client meetings and emails.
• Handle routine client inquiries and coordinate with internal teams for timely responses.
• Coordinate intake, routing, and resolution of member grievances.
• Partner with internal teams to keep workflows moving and align on priorities.
• Document client nuances in profiles and tracking sheets.
• Provide backup coverage for Client Success Manager/COO as needed.
• Serve as primary contact for smaller accounts or lines of business.

Skills

Client communication

Organizational skills

Remote collaboration

Meeting administration

Data interpretation

Education

Bachelor's degree in business/healthcare/ops

Tools

Google Suite

Microsoft Excel

Asana

Jira

Confluence

PowerBI

Job description

We're building a world of health around every individual - shaping a more connected, convenient and compassionate health experience. At CVS Health®, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger - helping to simplify health care one person, one family and one community at a time.

CVS Business Unit: Signify Health

Location / Logistics: Remote position in US with some travel required

Overview:

In this role, you will be an integral part of the account support team, working alongside the Client Success Executive/Manager and Client Operations Owner (COO) to ensure seamless operational execution for our health plan partners.

You will provide dedicated administrative and operational support across assigned accounts-managing meeting cadences, capturing key deliverables, and maintaining client communication workflows.

You will provide dedicated operational and administrative support for one or two large client accounts or a portfolio of smaller health plan clients alongside Client Success and Client Operations leads.

Roles & Responsibilities:

• Act as the Subject Matter Expert (SME) and operational owner for member journey processes and client collateral, guiding clients through process requirements, implementing requested updates, resolving ad-hoc inquiries, tracking open action items, and ensuring timely follow-through
• Own the end-to-end meeting documentation process for both client-facing calls and internal team syncs, including preparing and circulating agendas and decks, capturing comprehensive meeting minutes, and tracking action items
• Capture, document, and track open items and deliverables resulting from client meetings and ongoing email correspondence
• Manage routine ad-hoc client inquiries, collaborating across internal departments to gather information, and delivering timely responses
• Coordinate the intake, internal routing, and client-facing resolution of member grievances
• Partner with internal teams (Production, Business Analysts, Data Relationship Managers) to keep operational workflows moving and maintain alignment on account priorities
• Document and clearly communicate unique client nuances within client profiles, account records, and tracking sheets
• Serve as backup coverage for the Client Success Manager/Executive or Client Operations Owner as needed
• Serve as primary account contact and communication for smaller accounts or lines of business

Basic Qualifications:

• Bachelor's degree in business, health care, operations management or related field. An equivalent combination of experience and training may be considered instead of a formal degree.
• 2+ years of relevant experience in operations, client support, or administrative account coordination
• Direct client-facing experience with a focus on clear verbal and written communication
• Strong proficiency in Google Suite (Gmail, Sheets, Slides) and Microsoft Excel for organization and tracking
• Familiarity with project management or collaboration tools (Asana, Jira, Confluence, PowerBI) is a plus
• Proven track record in meeting administration across internal and external calls (agenda preparation, detailed note-taking, and action item tracking)
• Demonstrated expertise in reviewing, analyzing, and organizing data using Excel

Preferred Qualifications:

• Strong organizational skills with the ability to coordinate across internal teams to resolve client requests
• Meticulous self-starter with excellent task prioritization skills in a remote, fast-paced environment
• Confidence to explain operational processes and seek clarification when navigating complex situations
• Knowledge of Medicare, Medicaid, Commercial plan structures - how plans are paid for Member coverage
• Strong commitment to exceeding role expectations and consistently delivering an exceptional client experience
• Familiarity with AI agent technologies and their application in analyzing data, identifying insights, and efficiently answering complex questions
• Proficiency in copywriting, proofreading or editing, with strong attention to detail and clarity
• Demonstrated experience being the primary facilitator and presenter to clients and matrixed team several times a week over a sustained period of 1+ years.

Anticipated Weekly Hours

40

Time Type

Full time

Pay Range

The typical pay range for this role is: $46,988.00 - $102,000.00 This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.

Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.

Great benefits for great people

We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families.

This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.

Additional details about available benefits are provided during the application process and on Benefits Moments.

We anticipate the application window for this opening will close on: 09/30/2026

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.