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Client Manager
AffirmedRx, a Public Benefit Corporation. Serve as a day-to-day contact for assigned client accounts, supporting the Client Executive and broader account team .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in account management and client success within healthcare, with a strong focus on pharmacy benefit operations and effective communication. Proficient in utilizing CRM systems and managing multiple client accounts while ensuring operational efficiency and compliance.
Highest-signal resume keywords
Account ManagementPharmacy Benefit OperationsClient CommunicationSalesforce ProficiencyHealthcare Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Claims ProcessingFormulary ManagementEligibility ManagementBenefit Plan DesignFinancial ReportingOperational EfficiencyClient-Facing ReportingAction Item TrackingBusiness Plan PreparationCost-Savings Identification
Soft Skills
Strong CommunicationAttention to DetailProblem SolvingRelationship BuildingTeam Collaboration
Tools & Technologies
SalesforceMicrosoft OfficeMicrosoft TeamsCRM Systems
Industry Keywords
Healthcare AdministrationManaged-Care EnvironmentPBMTPAClient Success
About the role
Key responsibilities & impact- Serve as a day-to-day contact for assigned client accounts, supporting the Client Executive and broader account team
- Build working relationships with HR teams, benefits administrators, and consultants
- Respond to client inquiries and route requests to appropriate internal teams through resolution
- Maintain account records, client communications, and action items in Salesforce and internal systems
- Prepare agendas, track action items, and coordinate client-meeting follow-up
- Process eligibility updates, benefit changes, plan configuration requests, and routine account maintenance
- Coordinate with Operations, Eligibility, Billing, Clinical, and IT teams
- Support implementations, renewals, and benefit changes by tracking timelines and deliverables
- Validate information and escalate discrepancies or issues
- Monitor account performance metrics, pharmacy spend, and utilization trends
- Prepare quarterly business plans, financial performance summaries, and client-facing reporting packages
- Identify cost-savings opportunities, operational efficiencies, and upsell or growth opportunities
- Triage and resolve client issues while communicating status clearly
- Escalate complex or high-impact issues to the Director, Client Management or Client Executive
- Participate in regular account team meetings
- Follow company policies, procedures, and compliance requirements
- Maintain accurate documentation of client requests, decisions, and completed work
- Identify opportunities to improve processes, client experience, and operational efficiency
- Participate in training and professional development activities
Requirements
What you’ll need- Bachelor's degree in Business, Healthcare Administration, or a related field; equivalent professional experience will be considered
- 0-1 year of experience in account management, client success, or client-facing operations within a PBM, health plan, TPA, or managed-care environment
- Healthcare experience required
- Working knowledge of pharmacy benefit operations including claims processing, formulary management, eligibility, network configurations, and benefit plan design
- Strong communication skills with the ability to translate complex pharmacy benefit information into clear, actionable guidance for non-technical audiences
- Demonstrated ability to manage multiple accounts and competing priorities with attention to detail and consistent follow-through
- Proficiency with CRM systems and standard business tools (Microsoft Office, Teams)
- Experience within a transparent, pass-through, or PBM-optimizer organization
- Familiarity with Salesforce or similar healthcare CRM platforms
- Experience supporting quarterly business reviews and client-facing financial reporting
- Prior experience working in a pod or team-based account model
Benefits
Comp & perks- Competitive compensation
- Health benefits
- Dental benefits
- Vision benefits
- Other benefits
- Professional work environment for remote employees