Sr Analyst,Client Service Mgt

CVSHealth; Dallas (TX); Presencial; USD 47.000 - 102.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, vision coverage

Paid time off

Retirement savings options

Wellness programs

Descripción de la vacante

CVS Health is seeking an Operations & Client Support professional to own member journey processes, manage meeting agendas and minutes, and coordinate deliverables across client accounts. You will collaborate with Production, Business Analysts, and Data Relationship Managers to keep workflows moving and ensure timely responses.

The role requires 2–4 years in operations or client support, strong communication, and proficiency with Google Suite and Excel in a fast-paced, remote-friendly environment.

Formación

• 2 to 4 years of relevant experience in operations, client support, or administrative account coordination.

Responsabilidades

• Act as the SME and operational owner for member journey processes and client collateral.
• Own the end-to-end meeting documentation process including agendas, decks, and minutes.
• Capture, document, and track open items and deliverables from client meetings and email.
• Coordinate intake, routing, and resolution of member grievances.
• Partner with internal teams to keep operational workflows moving and aligned with priorities.
• Document client nuances within profiles and tracking sheets.
• Serve as backup coverage for Client Success Manager/Executive or COO as needed.
• Serve as primary account contact for smaller accounts.

Conocimientos

Stakeholder management

Client-facing communication

Meeting administration

Organizational skills

Data analysis (Excel)

Clear written/verbal communication

Remote work adaptability

Educación

Bachelor’s degree in business, health care, operations management, or related field

Herramientas

Google Suite

Microsoft Excel

Jira

Confluence

Power BI

Descripción del empleo

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.

Position Introduction & 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

Required Qualifications

• 2 to 4 years of relevant experience in operations, client support, or administrative account coordination
• 2 to 4 years stakeholder management
• 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- user level not developer)
• Proven track record in meeting administration across internal and external calls (agenda preparation, detailed notetaking, and action item tracking)
• 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
• Demonstrated expertise in reviewing, analyzing, and organizing data using Excel

Preferred Qualifications

• 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.

Education

• 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.

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: 12/27/2026

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