Sr Client Success Manager

Socket.dev; San Antonio (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Carenet Health is seeking an experienced client account manager to oversee a portfolio of health plans, providers, and members in a fast-paced, onsite capacity in San Antonio, TX. You will build strong client relationships, manage implementations, and drive revenue growth through solutions delivery.

Responsibilities include KPI tracking, cross-functional coordination, and ensuring contract compliance while maintaining high client satisfaction and renewal potential.

Qualifications

• Bachelor's degree or 5+ years of relevant experience.
• Healthcare industry familiarity (Health Insurance, Health Benefits, Managed Care and/or Tele-health).
• Experience managing multi-million-dollar accounts.
• Excellent client focus and advocacy.
• Strong customer-facing skills and professional demeanor.
• Able to present to groups of managers, clients, and the public.
• Strong written and verbal communication.
• Able to translate technical information into common terms.
• Analytical, detail-oriented, and able to drive process improvements.
• Ability to handle multiple tasks under pressure and meet deadlines.
• Collaborative across departments and cross-cultural teams.
• Ownership mindset to drive projects to completion.

Responsibilities

• Proactively service the needs of assigned client base and manage large accounts.
• Serve as the primary day-to-day contact for client(s).
• Oversee implementation, maintenance, and management of client solutions.
• Strengthen client relationships to retain and grow revenue.
• Develop knowledge of offered solutions to meet client needs and contracts.
• Plan, organize, and manage information/resources to deliver client requirements.
• Track KPI performance and provide insights for program improvements.
• Escalate issues and ensure timely client resolution.
• Coordinate with staff/departments to meet client requirements.
• Analyze data trends to inform program performance and opportunities.
• Identify risks or opportunities and advise leadership.
• Review contracts and define operating procedures to meet client needs.
• Lead KPI discussions and participate in rate/contract negotiations.
• Collaborate on documentation, SOPs, QA, and compliance updates.
• Plan new program set-ups and coordination across teams.
• Engage in complex negotiations and RFPs.
• Lead simple contractual negotiations and project coordination.
• Guide projects with timelines, reporting, and cross-department interaction.
• Coordinate client meetings, presentations, trainings, and trade shows.
• Provide training and direction to team members as assigned.
• Deliver reporting, meetings, revenue forecasting, and program support.
• Ensure solutions communicate value and promote renewal through onsite or virtual visits.

Education

Bachelor's degree

Job description

Responsible for a portfolio of clients that may include health plans, providers, and their members. Build strong client relationships that create a favorable opinion of the organization that create Carenet promoters within the client community.

Cultivate organic opportunities and growth in portfolio. Successfully coordinate efforts of both internal and external departments. Respond to the needs of a 24-hour/7-day-a-week organization.

WORK SET UP: ONSITE - SAN ANTONIO, TX

Responsibilities

1. 1. Proactively services the needs of assigned client base by building excellent working relationships. Primarily handles large accounts.
2. 2. Acts as the primary day-to-day point of contact for assigned clients.
3. 3. Responsible for implementation, ongoing maintenance, and management of implemented solutions of assigned clients and/or programs. Continuously strive to improve assigned programs efficiencies and effectiveness.
4. 4. Build and strengthen relationships with assigned clients to retain and increase revenue. Pursues relationships with potential new contacts and seeks business expansion opportunities with current clients.
5. 5. Continue to develop a well-versed knowledge of solutions being offered and ensures that solutions consistently meet client needs and contractual obligations.
6. 6. Performs all aspects of program planning, organizing, and managing information and resources to deliver successful management of client requests and requirements.
7. 7. Tracks and analyzes critical success metrics/KPI expectations established by clients to develop customized solutions, provide continuous improvement upon program performance, and produce a seamless member experience.
8. 8. Ensure timely follow-through on resolution of issues and client requests.
9. 9. Ensure consistent communication with necessary staff or departments regarding client requirements
10. 10. Identify, measure, and report data trending and analysis to provide consistent interpretation of program performance and suggestions to enhance performance.
11. 11. Monitors, identifies, and communicates risks or opportunities to leadership and/or supporting department(s) to provide feedback around processes and to optimize effectiveness regarding assigned clients.
12. 12. Reviews contractual agreements and establishes operating procedures designed to achieve client requirements. Escalates issues that do not meet client expectations for engagement and resolution.
13. 13. Lead discussions and negotiations on established KPIs and participates with leadership in rate and contractual negotiations.
14. 14. Collaborates with partners to develop, define, implement and maintain internal and external client documentation, compliance and quality testing approaches, standard operating procedures, quality assurance protocols/standards, as well as compliance with policies, procedures and standards for products and services. In addition, documents and deploys regulatory updates and program changes.
15. 15. Develops project planning and coordinates the completion of all new program set-up and account maintenance activities with necessary staff or departments, including the definition, establishment and tracking of critical success metrics.
16. 16. Participates in complex negotiations and requests for proposals with clients.
17. 17. Leads simple contractual negotiations (i.e. simple price increases or decreases) independently.
18. 18. Manages projects/matters of complexity including but not limited to timelines, client contact, report analysis, and interaction and coordination with departments.
19. 19. Coordinate and lead client meetings and conference calls, create and deliver presentations, and participate in training seminars and/or tradeshows.
20. 20. Provide training, support, and direction to team members and/or serve as project lead, as assigned.
21. 21. Perform reporting, monitoring, client meetings, presentations, revenue forecasting, project support and administrative tasks.
22. 22. Ensures solutions not only meet client needs but can communicate the value proposition of the solution. Engaged with client through onsite visits or virtual visits to ensure client satisfaction and to promote ongoing contract renewal.

Qualifications

1. 1. Bachelor's degree (B. A.) from four-year College or university; or minimum 5 years of relevant experience and/or training; or equivalent combination of education and experience.
2. 2. An understanding of the healthcare industry (Health Insurance, Health Benefits, Managed Care and/or Tele-health concepts). An understanding of the mechanics of a contact center business. Experience managing multi-milliondollar accounts.
3. 3. Excellent client focus and advocacy.
4. 4. Strong customer facing skills; demonstrates a highly professional demeanor. Is at ease communicating with client POC and other client stakeholders. Recognized as a valuable partner.
5. 5. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
6. 6. Excellent verbal and written communication and interpersonal skills
7. 7. Ability to interpret technical information and translate into common terminology
8. 8. Strong critical thinking, analytical, problem solving, attention to detail and process improvement skills
9. 9. Ability to work well under pressure, to handle crisis situations, and balance several tasks simultaneously
10. 10. Ability to effectively communicate with a cross-cultural workforce and client base.
11. 11. Ability to work collaboratively across different departments, functions, and environments
12. 12. Ability to take ownership of projects to drive to successful completion
13. 13. Keen attention to detail able to perform with a sense of urgency and adherence to deadlines
14. 14. Ability to evaluate customer needs with a high level of business acumen
15. 15. Word Processing, Spreadsheets, E-mail, database software, and Internet software.
16. 16. Excellent time and project management skills.