Client Success Manager

EPIC Insurance Brokers & Consultants

. Serve as the operational owner of assigned client relationships .

Posted 10/15/2026full-timeRemote • United StatesMid-LevelSenior💰 $100,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, project coordination, and cross-functional collaboration, with a strong focus on communication, risk management, and operational execution. Proficient in utilizing Salesforce and project management tools to enhance client engagement and service delivery.

Highest-signal resume keywords

Client Relationship ManagementSalesforce ProficiencyProject CoordinationHealthcare Data and Analytics KnowledgeStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementContract InterpretationUtilization AnalysisData ProcessingFinancial Reporting

Soft Skills

Meeting FacilitationAttention to DetailCollaborationPresentation SkillsFollow-Through

Tools & Technologies

SalesforceHarvestMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPoint

Industry Keywords

Pharmacy Benefits ManagementHealthcare ConsultingClient ManagementBusiness-to-Business Technology ServicesSaaS Platform Operations

About the role

Key responsibilities & impact

Serve as the operational owner of assigned client relationships
Connect client priorities with appropriate PSG resources and ensure commitments are communicated, coordinated, and completed
Collaborate with the lead consultant across client communication, account operations, platform utilization, and cross-functional delivery
Establish and manage client communication and meeting cadence, including agendas, preparation, facilitation, notes, collateral, action items, decisions, and follow-up
Provide proactive status updates on deliverables, support activity, risks, dependencies, delays, and completion
Coordinate client needs across Consulting, Product, Data, Clinical, Analytics, Finance, Contracting, and other PSG teams
Maintain Salesforce account and project records, including contacts, milestones, client health, risks, commitments, utilization, contract details, and renewal status
Monitor project plans, service-level agreements, performance guarantees, contractual deliverables, platform access, user counts, membership thresholds, and account obligations; escalate risks
Steward client hours and utilization through Harvest project setup and review of billable status and hours against contractual allocations
Support invoice accuracy by validating account information, statements of work, orders, rates, membership or user counts, and alignment across systems and Finance processes
Coordinate renewal planning and execution, including timelines, communication, signatures, approvals, purchase orders, effective dates, risks, and operational updates
Coordinate communication and next steps regarding implementations, configurations, data processing, technical issues, product enhancements, support tickets, and data investigations
Expand platform adoption and client value through training, enablement, best-practice sharing, product education, and service recommendations
Identify satisfaction, retention, growth, and relationship risks; communicate feedback to leadership and coordinate corrective actions
Support business reviews, sales and best-and-final activities, scope development, and client presentations
Travel to client sites as needed and perform other assigned duties

Requirements

What you’ll need

Bachelor’s degree in business administration, healthcare, analytics, or a related field, or an equivalent combination of education and relevant experience
Three or more years of experience in PBM, health plan, healthcare consulting, client management, customer success, or business-to-business technology services
Demonstrated ability to manage client relationships, competing priorities, action items, risks, and deliverables with strong attention to follow-through
Strong written, verbal, presentation, meeting facilitation, and executive communication skills
Ability to interpret contracts, reports, utilization measures, service metrics, financial information, and client trends and translate them into clear actions
Proficiency with Microsoft Excel, Outlook, Word, PowerPoint, and client or project management systems
Experience with Salesforce, Harvest, ticketing systems, or similar platforms is preferred
Ability to collaborate effectively across consulting, clinical, product, data, analytics, finance, contracting, and technical teams without direct authority over each workstream
Working knowledge of pharmacy benefits, healthcare data and analytics, or SaaS platform operations is preferred
Ability to travel up to 25% as needed
Must reside in the United States

Benefits

Comp & perks

Managed PTO (salaried) or 22 days (hourly)
12 paid holidays + 4 early-close days
Paid parental leave
Pregnancy disability & bonding leave
Organ donor leave
$1,500 employee referral bonus
Mentorship program
Tuition reimbursement
Leadership development
Pet insurance
Identity & fraud protection
Legal planning
Family planning & midlife support
401(k) with company match and immediate vesting
Medical, dental, vision
Employee assistance programs
Collaborative 50/50 producer-service model
Employee Resource Groups
Charitable initiatives through EPIC Gives Back
Eligibility for bonuses
100% remote work