Product Manager, Client Portal

🏢 Summary: Client Success Manager for Pharmacy Benefit Management (PBM) responsible for operational account management of key clients, ensuring high-quality pharmacy benefits delivery and client satisfaction. The role serves as the primary operational contact, leading client meetings, managing open enrollment processes, resolving issues, and coordinating cross-functional teams. Requires strong PBM expertise, client management experience, and the ability to oversee complex accounts in a dynamic environment. 🗂️ Requirements: Bachelor’s Degree, 5–8 years in pharmacy operations, Experience with Pharmacy Benefit Management (PBM) services, Client account management experience, Ability to manage complex operational workflows, Experience leading client meetings and business reviews, Knowledge of pharmacy benefits and plan design, Proficiency in spreadsheet and presentation tools 📃 Skills: PBM, Pharmacy, Excel, GoogleSheets, PowerPoint, GoogleSlides, PlanDesign, Claims, Enrollment, Webinars 🏢 Description: ABOUT THE ROLE: We are seeking a dynamic and experienced Client Success Manager to join our Pharmacy Benefit Management (PBM) team. The successful candidate will be responsible for managing key client relationships, taking an operational approach to account management, ensuring the delivery of high-quality pharmacy benefits, and driving client satisfaction. This role requires a deep understanding of PBM services, strong communication skills, and the ability to manage complex accounts. WHAT YOU'LL DO: - Own day-to-day operational management for an assigned book of PBM clients — including managing client touchbases, tracking inquiries, maintaining issue logs, resolving escalations, and ensuring overall client satisfaction against contractual commitments. - Serve as the primary operational point of contact for all client inquiries, both directly from clients and from internal team members acting on behalf of clients. - Co-lead and facilitate client meetings — including quarterly and annual business reviews — in close coordination with Account Leads. - Partner with the Implementation team during new client onboarding to ensure a seamless handoff from implementation to ongoing client management post-launch. - Gather and manage all client requirements for the annual open enrollment cycle, including benefit changes and customized plan configurations. - Facilitate client-facing webinars, benefit fairs, and employee education sessions on the PBM solution; travel to client sites may be required for open enrollment events. - Proactively identify operational trends and issues; work with internal operations teams and vendor partners to implement corrective and preventative measures. - Monitor and track all client deliverables against contractual obligations, surfacing risks and ensuring timely, accurate delivery across internal and vendor teams. - Contribute to cross-functional initiatives focused on standardizing client operations and implementing process and production enhancements. - Support partners by interpreting plan design, researching and resolving written, phone, and electronic inquiries, and troubleshooting claims, benefit, and enrollment issues. WHO YOU ARE: - Education level: Bachelor's Degree required; Master's Degree preferred. - Work experience: 5–8 years in pharmacy operations. - Location: Remote or Dallas, TX. - Strong client management skills and pharmacy benefit knowledge. - Effective and creative problem-solving abilities. - Ability to prioritize and manage through change. - Solid communication skills and ability to lead projects and influence without direct authority. - Basic knowledge of common spreadsheet tools (Excel, Google Sheets) and presentation tools (PowerPoint, Google Slides). COMPENSATION: $90,000 - $125,000 annually, in addition to bonus and equity. Compensation is determined by geographic location, experience, and qualifications.

🏢 Summary: Senior Client Success Manager role within a Pharmacy Benefit Management (PBM) team, responsible for managing complex client accounts, ensuring high-quality pharmacy benefit delivery, and driving client satisfaction. The position focuses on consultative account management, operational oversight, and cross-functional collaboration to meet contractual obligations and support pharmacy operations. It involves leading client meetings, supporting implementations, resolving escalations, and providing strategic insights on industry trends. 🗂️ Requirements: Bachelor's Degree, 5-8 years in pharmacy operations, Strong pharmacy benefit management (PBM) knowledge, Client account management experience, Ability to manage contract deliverables and track compliance, Experience leading client meetings and business reviews, Ability to gather and manage open enrollment requirements, Project leadership and cross-functional collaboration skills, Proficiency in spreadsheet and presentation tools (Excel, Google Sheets, PowerPoint, Google Slides) 📃 Skills: PBM, Pharmacy, Excel, GoogleSheets, PowerPoint, GoogleSlides 🏢 Description: ABOUT THE ROLE: We are seeking a dynamic and experienced Senior Client Success Manager to join our Pharmacy Benefit Management (PBM) team. The successful candidate will be responsible for managing key client relationships, taking a consultative approach to account management, ensuring the delivery of high-quality pharmacy benefits, and driving client satisfaction. This role requires a deep understanding of PBM services, strong communication skills, and the ability to manage complex accounts. WHAT YOU'LL DO: Responsible for the overall relationship with assigned PBM clients, including managing ongoing client touchbases, contract deliverables, tracking client inquiries and maintaining logs, resolving client escalations when they occur, and ensuring overall client satisfaction. Maintain regular contact with clients, client representatives, and other internal members of the account team regarding ongoing pharmacy operations. Serve as the initial point of contact for all day-to-day operational inquiries, either from clients directly or from internal team members on behalf of the client. Lead and facilitate all client meetings, including quarterly and annual business reviews. Partner with the Implementation Team during new client implementations to ensure a seamless transition from implementation to client management post-launch. Responsible for gathering all client requirements for the annual open enrollment process, including benefit changes and any customized requirements. Participate in client webinars, training, and other forums designed to educate their employees on the PBM solution. Travel to client sites for Open Enrollment or Benefit Fairs may be required. Identify trends within issues and work with the operations team and vendor partners to take appropriate preventative measures. Work with operations and vendor partners to ensure all requirements and deliverables are met and sent to the client timely and accurately. Ability to track and identify issues and risks that are not being met per contractual obligations. Participate in efforts to support standardization across accounts and work in multi-disciplinary teams to design and implement production and operational enhancements. Provide ongoing support to partners which may include, but is not limited to, interpreting plan design, researching and resolving phone, written and electronic inquiries, and resolving claims, benefit and enrollment issues. Maintain an understanding of industry trends and provide clients with insights and recommendations on how the PBM solutions work to address those trends. WHO YOU ARE: Education level: Bachelor's Degree Required. Preferred: Master's Degree Work experience: 5-8 years in pharmacy operations Location information: Remote or Dallas, TX Important characteristics of ideal candidate: Detail-oriented, consultative and presentation skills, excellent communication & organization skills, ability to bring stakeholders together to identify solutions to challenges Specific skills needed for the job: Solid client management skills, pharmacy benefit knowledge, effective & creative problem-solving, ability to prioritize and manage through change. Solid communication skills, ability to lead projects and influence others even without direct reporting line ownership. Basic knowledge of common spreadsheet tools (Excel, Google Sheets) and Presentation Tools (Power Point, Google Slides) COMPENSATION: $125,000 - $145,000 annually, in addition to bonus and equity Compensation offered will be determined by geographic location, experience, and qualifications.

🏢 Summary: Senior Client Success Manager role within a Pharmacy Benefit Management (PBM) team focused on managing key client relationships and ensuring high-quality pharmacy benefit delivery. The position requires deep PBM expertise, ownership of complex accounts, and leadership of client operations, implementations, and business reviews. This role combines consultative account management with operational oversight to drive client satisfaction and contractual performance. 🗂️ Requirements: Bachelor's Degree, 5-8 years experience in pharmacy operations, Strong knowledge of Pharmacy Benefit Management (PBM) services, Experience managing complex client accounts, Ability to lead client meetings and business reviews, Ability to manage contract deliverables and track compliance, Experience supporting open enrollment and benefit changes, Project leadership and cross-functional collaboration skills, Proficiency in spreadsheet and presentation tools 📃 Skills: PBM, Pharmacy, Excel, GoogleSheets, PowerPoint, GoogleSlides 🏢 Description: About the Role: We are seeking a dynamic and experienced Senior Client Success Manager to join our Pharmacy Benefit Management (PBM) team. The successful candidate will be responsible for managing key client relationships, taking a consultative approach to account management, ensuring the delivery of high-quality pharmacy benefits, and driving client satisfaction. This role requires a deep understanding of PBM services, strong communication skills, and the ability to manage complex accounts. What You'll Do: - Responsible for the overall relationship with assigned PBM clients, including managing ongoing client touchbases, contract deliverables, tracking client inquiries and maintaining logs, resolving client escalations, and ensuring overall client satisfaction. - Maintain regular contact with clients, client representatives, and internal account team members regarding ongoing pharmacy operations. - Serve as the initial point of contact for day-to-day operational inquiries and lead all client meetings, including quarterly and annual business reviews. - Partner with the Implementation Team during new client implementations to ensure a seamless transition post-launch. - Gather client requirements for the annual open enrollment process, including benefit changes and customized requirements. - Participate in client webinars, training sessions, and forums to educate employees on the PBM solution; travel to client sites for Open Enrollment or Benefit Fairs may be required. - Identify issue trends and collaborate with operations and vendor partners to implement preventative measures. - Ensure all requirements and deliverables are met accurately and on time; track risks related to contractual obligations. - Support standardization across accounts and contribute to operational enhancements in multi-disciplinary teams. - Provide ongoing support including interpreting plan design, resolving claims, benefit and enrollment issues, and handling phone, written, and electronic inquiries. - Maintain awareness of industry trends and provide insights and recommendations to clients. Who You Are: - Education: Bachelor's Degree required; Master's Degree preferred. - 5-8 years of experience in pharmacy operations. - Detail-oriented with strong consultative, presentation, communication, and organizational skills. - Solid client management skills and pharmacy benefit knowledge. - Effective and creative problem-solving abilities. - Ability to prioritize, manage change, lead projects, and influence stakeholders without direct authority. - Basic knowledge of spreadsheet tools (Excel, Google Sheets) and presentation tools (PowerPoint, Google Slides). Compensation: $125,000 - $145,000 annually, in addition to bonus and equity. Compensation is determined by geographic location, experience, and qualifications.

🏢 Summary: Analytics Engineer role focused on building scalable healthcare data products and analytics-ready datasets for PBM and care navigation systems. The position involves developing dbt-based data models, optimizing cloud data warehouses, implementing data quality frameworks, and enabling AI-assisted analytics capabilities. Candidates will collaborate across analytics, engineering, product, and operations teams to support reporting, operational analysis, and self-service business intelligence. 🗂️ Requirements: 3+ years experience in analytics engineering, data modeling, or data warehousing, Strong dbt expertise, Advanced SQL proficiency, Experience with Python data transformations and workflows, Knowledge of dimensional modeling and scalable data architecture, Experience with production-grade data models and data quality testing, Experience with cloud data warehouses, Experience orchestrating data pipelines, Experience working in AWS environments, Familiarity with Git and CI/CD workflows, Knowledge of testing and deployment workflows, Strong analytical and problem-solving skills, Ability to collaborate with technical and non-technical stakeholders 📃 Skills: dbt, SQL, Python, Redshift, Snowflake, BigQuery, Airflow, Dagster, AWS, Git, CI/CD, MCP, Claude 🏢 Description: ABOUT THE ROLE: We are seeking an Analytics Engineer to join our Analytics Platform team to design, build and maintain scalable data products that power our Pharmacy Benefit Management (PBM) and Care Navigation organizations. In this role, you will be responsible for transforming complex healthcare data into trusted, analytics ready datasets that support operational reporting, client insights, financial analysis and strategic decision-making. You will partner closely with Analytics, Data Engineering, Clinical, Client Success, Product and Operations teams to build reliable and scalable data models within our data foundry. This role is ideal for someone who is passionate about analytics engineering, has strong dbt expertise, enjoys solving complex healthcare data challenges and thinks beyond individual requests to build reusable and maintainable systems. You will play a key role in shaping the future of our data platform by developing high-quality data products, establishing engineering best practices, and helping the organization evolve toward AI-enabled and self-service analytics capabilities. WHAT YOU'LL DO: - Apply hands on analytics and data expertise to solve complex, fast moving financial and operational problems in the health tech space - Design, develop and maintain scalable, analytics ready data models (primarily in dbt) that power a PBM and care navigation data ecosystem that support client reporting, performance analytics, operational analysis and self-service business intelligence - Translate complex pharmacy benefits and healthcare navigation workflows, business rules and operational processes into transparent, maintainable, and auditable data models - Partner closely with data and analytics engineers, data analysts and business stakeholders to deliver reliable data products that can be leveraged across multiple use cases and continuously optimize data models and warehouse performance to support large-scale PBM/care navigation datasets and growing business needs - Implement automated data quality checks, testing frameworks and reconciliation processes to ensure data reliability - Establish documentation standards, lineage and analytics engineering guardrails that promote transparency and auditability - Contribute to engineering best practices including version control, CI/CD, incremental models, code reviews, and observability - Contribute to data governance by establishing modeling standards, documentation and guardrails that support auditability, explainability and long term maintainability - Build data foundations that enable future agentic analytics engineering use cases, including self-service analytics and AI-assisted insight generation - Stay informed on emerging technologies and identify opportunities to incorporate AI into analytics engineering workflows WHO YOU ARE: - 3+ years of experience in analytics engineering, data modeling, data warehousing or a related field - Strong experience with dbt and modern analytics engineering best practices - Advanced SQL proficiency and experience developing data transformations and workflows using python - Strong understanding of dimensional modeling, medallion architecture, semantic modeling and scalable data architecture principles - Experience building and maintaining production-grade data models, data quality tests, and documentation - Experience working with cloud data warehouses such as Amazon Redshift, Snowflake, or BigQuery - Experience orchestrating and monitoring data pipelines using tools such as Apache Airflow or Dagster - Experience working within cloud environments, preferably AWS - Familiarity with software engineering practices including Git, CI/CD, pull request reviews, testing, and deployment workflows - Interest or experience in leveraging AI-enabled development workflows and analytics tooling, including experience with or willingness to learn technologies such as Claude, Claude Skills, Model Context Protocol (MCP) and AI assisted engineering practices - Strong problem-solving and analytical skills with a focus on building scalable, maintainable data solutions - Effective communication skills and the ability to collaborate with both technical and non-technical stakeholders COMPENSATION: - $100,000 - $140,000 annually - Bonus and equity included - Compensation determined by geographic location, experience, and qualifications

🏢 Summary: Analytics Engineer role focused on building scalable healthcare data products and analytics-ready datasets for PBM and care navigation operations. The position emphasizes dbt-based data modeling, cloud data warehousing, automated data quality processes, and collaboration across analytics, engineering, and business teams. The role also supports AI-enabled analytics capabilities and self-service data platforms. 🗂️ Requirements: 3+ years experience in analytics engineering, data modeling, data warehousing or related field, Strong experience with dbt, Advanced SQL proficiency, Experience developing data transformations and workflows with Python, Understanding of dimensional modeling and scalable data architecture, Experience building production-grade data models and data quality tests, Experience with cloud data warehouses, Experience orchestrating and monitoring data pipelines, Experience working in cloud environments, Familiarity with Git and CI/CD workflows, Experience with testing and deployment workflows, Strong problem-solving and analytical skills, Ability to collaborate with technical and non-technical stakeholders 📃 Skills: dbt, SQL, Python, Redshift, Snowflake, BigQuery, Airflow, Dagster, AWS, Git, CI/CD, MCP, Claude 🏢 Description: ABOUT THE ROLE: We are seeking an Analytics Engineer to join our Analytics Platform team to design, build and maintain scalable data products that power our Pharmacy Benefit Management (PBM) and Care Navigation organizations. In this role, you will be responsible for transforming complex healthcare data into trusted, analytics ready datasets that support operational reporting, client insights, financial analysis and strategic decision-making. You will partner closely with Analytics, Data Engineering, Clinical, Client Success, Product and Operations teams to build reliable and scalable data models within our data foundry. This role is ideal for someone who is passionate about analytics engineering, has strong dbt expertise, enjoys solving complex healthcare data challenges and thinks beyond individual requests to build reusable and maintainable systems. You will play a key role in shaping the future of our data platform by developing high-quality data products, establishing engineering best practices, and helping the organization evolve toward AI-enabled and self-service analytics capabilities. WHAT YOU'LL DO: - Apply hands on analytics and data expertise to solve complex, fast moving financial and operational problems in the health tech space - Design, develop and maintain scalable, analytics ready data models (primarily in dbt) that power a PBM and care navigation data ecosystem that support client reporting, performance analytics, operational analysis and self-service business intelligence. - Translate complex pharmacy benefits and healthcare navigation workflows, business rules and operational processes into transparent, maintainable, and auditable data models. - Partner closely with data and analytics engineers, data analysts and business stakeholders to deliver reliable data products that can be leveraged across multiple use cases and continuously optimize data models and warehouse performance to support large-scale PBM/care navigation datasets and growing business needs. - Implement automated data quality checks, testing frameworks and reconciliation processes to ensure data reliability. - Establish documentation standards, lineage and analytics engineering guardrails that promote transparency and auditability. - Contribute to engineering best practices including version control, CI/CD, incremental models, code reviews, and observability. - Contribute to data governance by establishing modeling standards, documentation and guardrails that support auditability, explainability and long term maintainability. - Build data foundations that enable future agentic analytics engineering use cases, including self-service analytics and AI-assisted insight generation. - Stay informed on emerging technologies and identify opportunities to incorporate AI into analytics engineering workflows. WHO YOU ARE: - 3+ years of experience in analytics engineering, data modeling, data warehousing or a related field. - Strong experience with dbt and modern analytics engineering best practices (required). - Advanced SQL proficiency and experience developing data transformations and workflows using python. - Strong understanding of dimensional modeling, medallion architecture, semantic modeling and scalable data architecture principles. - Experience building and maintaining production-grade data models, data quality tests, and documentation. - Experience working with cloud data warehouses such as Amazon Redshift, Snowflake, or BigQuery. - Experience orchestrating and monitoring data pipelines using tools such as Apache Airflow, Dagster etc. - Experience working within cloud environments, preferably AWS. - Familiarity with software engineering practices including Git, CI/CD, pull request reviews, testing, and deployment workflows. - Interest or experience in leveraging AI-enabled development workflows and analytics tooling, including experience with or willingness to learn technologies such as Claude, Claude Skills, Model Context Protocol (MCP) and AI assisted engineering practices. - Strong problem-solving and analytical skills with a focus on building scalable, maintainable data solutions. - Effective communication skills and the ability to collaborate with both technical and non-technical stakeholders. COMPENSATION: $100,000 - $140,000 annually, in addition to bonus and equity. Compensation offered will be determined by geographic location, experience, and qualifications.

🏢 Summary: Analytics Engineer role focused on building scalable healthcare data products and analytics-ready datasets for PBM and care navigation operations. The position involves developing dbt-based data models, optimizing cloud data platforms, implementing data quality frameworks, and enabling AI-assisted analytics capabilities. Candidates will collaborate cross-functionally to deliver reliable, maintainable, and auditable data solutions in a modern analytics environment. 🗂️ Requirements: 3+ years experience in analytics engineering, data modeling, data warehousing or related field, Strong experience with dbt, Advanced SQL proficiency, Experience developing data transformations and workflows using Python, Understanding of dimensional modeling and scalable data architecture, Experience building production-grade data models and data quality tests, Experience with cloud data warehouses, Experience orchestrating and monitoring data pipelines, Experience working in cloud environments, Familiarity with Git and CI/CD workflows, Knowledge of testing and deployment workflows, Strong problem-solving and analytical skills, Ability to collaborate with technical and non-technical stakeholders 📃 Skills: dbt, SQL, Python, Redshift, Snowflake, BigQuery, Airflow, Dagster, AWS, Git, CI/CD, MCP, Claude 🏢 Description: ABOUT THE ROLE: We are seeking an Analytics Engineer to join our Analytics Platform team to design, build and maintain scalable data products that power our Pharmacy Benefit Management (PBM) and Care Navigation organizations. In this role, you will be responsible for transforming complex healthcare data into trusted, analytics ready datasets that support operational reporting, client insights, financial analysis and strategic decision-making. You will partner closely with Analytics, Data Engineering, Clinical, Client Success, Product and Operations teams to build reliable and scalable data models within our data foundry. This role is ideal for someone who is passionate about analytics engineering, has strong dbt expertise, enjoys solving complex healthcare data challenges and thinks beyond individual requests to build reusable and maintainable systems. You will play a key role in shaping the future of our data platform by developing high-quality data products, establishing engineering best practices, and helping the organization evolve toward AI-enabled and self-service analytics capabilities. WHAT YOU'LL DO: • Apply hands on analytics and data expertise to solve complex, fast moving financial and operational problems in the health tech space • Design, develop and maintain scalable, analytics ready data models (primarily in dbt) that power a PBM and care navigation data ecosystem that support client reporting, performance analytics, operational analysis and self-service business intelligence • Translate complex pharmacy benefits and healthcare navigation workflows, business rules and operational processes into transparent, maintainable, and auditable data models • Partner closely with data and analytics engineers, data analysts and business stakeholders to deliver reliable data products that can be leveraged across multiple use cases and continuously optimize data models and warehouse performance to support large-scale PBM/care navigation datasets and growing business needs • Implement automated data quality checks, testing frameworks and reconciliation processes to ensure data reliability • Establish documentation standards, lineage and analytics engineering guardrails that promote transparency and auditability • Contribute to engineering best practices including version control, CI/CD, incremental models, code reviews, and observability • Contribute to data governance by establishing modeling standards, documentation and guardrails that support auditability, explainability and long term maintainability • Build data foundations that enable future agentic analytics engineering use cases, including self-service analytics and AI-assisted insight generation • Stay informed on emerging technologies and identify opportunities to incorporate AI into analytics engineering workflows WHO YOU ARE: • 3+ years of experience in analytics engineering, data modeling, data warehousing or a related field • Strong experience with dbt and modern analytics engineering best practices (required) • Advanced SQL proficiency and experience developing data transformations and workflows using python • Strong understanding of dimensional modeling, medallion architecture, semantic modeling and scalable data architecture principles • Experience building and maintaining production-grade data models, data quality tests, and documentation • Experience working with cloud data warehouses such as Amazon Redshift, Snowflake, or BigQuery • Experience orchestrating and monitoring data pipelines using tools such as Apache Airflow, Dagster etc. • Experience working within cloud environments, preferably AWS • Familiarity with software engineering practices including Git, CI/CD, pull request reviews, testing, and deployment workflows • Interest or experience in leveraging AI-enabled development workflows and analytics tooling, including experience with or willingness to learn technologies such as Claude, Claude Skills, Model Context Protocol (MCP) and AI assisted engineering practices • Strong problem-solving and analytical skills with a focus on building scalable, maintainable data solutions • Effective communication skills and the ability to collaborate with both technical and non-technical stakeholders COMPENSATION: $100,000 - $140,000 annually, in addition to bonus and equity. Compensation offered will be determined by geographic location, experience, and qualifications.

🏢 Summary: The Implementation Manager leads end-to-end client implementations across PBM and healthcare navigation services, owning project delivery from kickoff through transition to client success. The role focuses on managing cross-functional teams, coordinating data integrations, mitigating risks, and ensuring seamless client launches. It combines project management, healthcare domain expertise, and technical data integration capabilities with AI-enabled workflow optimization. 🗂️ Requirements: Bachelor's degree in Business Administration, Healthcare Management, Information Technology or related field (or equivalent experience), 2-5 years of project management experience in healthcare navigation or healthcare IT implementation, Strong understanding of PBM and/or healthcare navigation industry practices and regulatory considerations, Experience working with HR/Benefit Departments, brokers/consultants, TPAs, PEOs, and healthcare carriers, Ability to manage multiple complex projects simultaneously, Proficiency in project management tools (Smartsheet, Monday.com, Microsoft Project, Jira, Salesforce or similar), Experience setting up data feeds and integrations, Strong analytical and problem-solving skills, Excellent written and verbal communication skills, Familiarity with AI productivity tools and applying them in workflows 📃 Skills: Smartsheet, Monday.com, MicrosoftProject, Jira, Salesforce, Excel, AI, DataIntegration, ProjectManagement, PBM, HealthcareIT 🏢 Description: ABOUT THE ROLE: The Implementation Manager is responsible for leading end-to-end client implementations across PBM and/or Navigation service lines. This role owns the full lifecycle from kickoff to successful transition into ongoing client success, driving timelines, coordinating cross-functional teams, managing client expectations, and ensuring every implementation is executed with precision and care. As an Implementation Manager, you are often the first real experience a client has with the services. This entails arriving prepared, engaging in proactive communication, and addressing risks before clients become aware of them. You will collaborate closely with Client Success, Navigation Operations, Service Delivery, Data Engineering, Data Operations, and other internal teams to ensure that every client launch proceeds seamlessly, even if challenges arise. WHAT YOU'LL DO: Project Planning and Execution - Own end-to-end project management for multiple concurrent client implementations across PBM and/or Navigation service lines. - Develop and maintain detailed project plans, milestone-tracking, and change-control procedures. - Facilitate kickoff meetings, regular status calls, and cross-functional coordination to keep implementations on schedule. - Manage the transition from implementation state to steady-state client success with thorough handoff documentation. Client and Stakeholder Management - Serve as the primary point of contact for clients throughout the implementation phase. - Set and manage client expectations with clear, proactive communication on project status, risks, and next steps. - Provide Commercial and Client Success teams with implementation support, including direct coordination with client contacts and third-party vendors. - Provide ongoing internal stakeholder support as the subject matter expert for implementation, offering best practices and historical context as needed. - Conduct post-implementation reviews and lessons-learned sessions to drive continuous improvement. Risk Management and Problem Solving - Proactively identify implementation risks and develop mitigation strategies before they become client-impacting issues. - Monitor project progress across workstreams and make real-time adjustments to keep timelines intact. - Escalate and report critical milestones, blockers, and client satisfaction indicators to leadership. Documentation and Reporting - Document business requirements, project plans, and implementation decisions with a high standard of accuracy. - Prepare and present clear status reports and performance updates for internal leadership. - Ensure all implementation artifacts are maintained for compliance, audit, and future reference. Technical Proficiency - Set up data integrations with benefit administrators, TPAs, EPOs, carriers, and more. - Work closely with the data and engineering team to improve systems and processes used during the implementation process. - Provide ongoing internal and external technical support on implementations in-flight and provide historical support as needed. AI-Enabled Workflows - Actively incorporate AI tools into daily workflow, from project documentation and status reporting to client communication drafting and data summarization. - Contribute to evolving approaches to AI adoption in implementation workflows and share learnings and best practices with the broader team. - Leverage AI-assisted tools to synthesize complex implementation data, accelerate documentation tasks, and surface risks earlier in the project lifecycle. WHO YOU ARE: - Bachelor's degree in Business Administration, Healthcare Management, Information Technology, or a related field (or equivalent experience). - 2-5 years of project management experience, preferably in healthcare navigation or healthcare IT implementation. - Strong understanding of PBM and/or healthcare navigation industry practices, workflows, and regulatory considerations. - Experience working with HR/Benefit Departments, brokers/consultants, TPAs, PEOs, and healthcare carriers. - Strong analytical and problem-solving skills with sharp attention to detail. - Demonstrated ability to manage multiple complex projects simultaneously in a fast-paced environment. - Excellent communication skills, written and verbal, with the ability to interact confidently with clients, vendors, and senior leadership. - Proficiency in project management tools such as Smartsheet, Monday.com, Microsoft Project, Jira, Salesforce, or similar platforms. - Technical proficiency in setting up data feeds and Excel experience is a plus. - Familiarity with AI productivity tools and demonstrated interest in incorporating them into operational workflows. COMPENSATION: $100,000-125,000 annually, in addition to bonus and equity. Compensation offered will be determined by geographic location, experience, and qualifications.

🏢 Summary: The Implementation Manager leads end-to-end client implementations across PBM and healthcare navigation service lines, owning project delivery from kickoff through transition to steady-state support. The role manages cross-functional teams, client communication, risk mitigation, data integrations, and documentation while ensuring seamless launches. It also incorporates AI-enabled workflows to enhance reporting, documentation, and implementation efficiency. 🗂️ Requirements: Bachelor's degree in Business Administration, Healthcare Management, Information Technology or related field (or equivalent experience), 2-5 years of project management experience in healthcare navigation or healthcare IT implementation, Strong knowledge of PBM and/or healthcare navigation industry practices and regulations, Experience working with HR/Benefit Departments, brokers/consultants, TPAs, PEOs, and healthcare carriers, Ability to manage multiple complex projects simultaneously, Proficiency in project management tools (Smartsheet, Monday.com, Microsoft Project, Jira, Salesforce or similar), Experience setting up data feeds, Strong analytical and problem-solving skills, Excellent written and verbal communication skills, Familiarity with AI productivity tools 📃 Skills: Smartsheet, Monday.com, MicrosoftProject, Jira, Salesforce, Excel, AI, DataIntegration, ProjectManagement 🏢 Description: ABOUT THE ROLE: The Implementation Manager is responsible for leading end-to-end client implementations across PBM and/or Navigation service lines. This role owns the full lifecycle from kickoff to successful transition into ongoing client success, driving timelines, coordinating cross-functional teams, managing client expectations, and ensuring every implementation is executed with precision and care. As an Implementation Manager, you are often the first real experience a client has with the services. This entails arriving prepared, engaging in proactive communication, and addressing risks before clients become aware of them. You will collaborate closely with Client Success, Navigation Operations, Service Delivery, Data Engineering, Data Operations, and other internal teams to ensure that every client launch proceeds seamlessly, even if challenges arise. WHAT YOU'LL DO: Project Planning and Execution - Own end-to-end project management for multiple concurrent client implementations across PBM and/or Navigation service lines. - Develop and maintain detailed project plans, milestone-tracking, and change-control procedures. - Facilitate kickoff meetings, regular status calls, and cross-functional coordination to keep implementations on schedule. - Manage the transition from implementation state to steady-state client success with thorough handoff documentation. Client and Stakeholder Management - Serve as the primary point of contact for clients throughout the implementation phase. - Set and manage client expectations with clear, proactive communication on project status, risks, and next steps. - Provide Commercial and Client Success teams with implementation support, including direct coordination with client contacts and third-party vendors. - Provide ongoing internal stakeholder support as the subject matter expert for implementation, offering best practices and historical context as needed. - Conduct post-implementation reviews and lessons-learned sessions to drive continuous improvement. Risk Management and Problem Solving - Proactively identify implementation risks and develop mitigation strategies before they become client-impacting issues. - Monitor project progress across workstreams and make real-time adjustments to keep timelines intact. - Escalate and report critical milestones, blockers, and client satisfaction indicators to leadership. Documentation and Reporting - Document business requirements, project plans, and implementation decisions with a high standard of accuracy. - Prepare and present clear status reports and performance updates for internal leadership. - Ensure all implementation artifacts are maintained for compliance, audit, and future reference. Technical Proficiency - Set up data integrations with benefit administrators, TPAs, EPOs, carriers, and more. - Work closely with the data and engineering team to improve systems and processes used during the implementation process. - Provide ongoing internal and external technical support on implementations in-flight and provide historical support as needed. AI-Enabled Workflows - Actively incorporate AI tools into daily workflow, from project documentation and status reporting to client communication drafting and data summarization. - Contribute to evolving AI adoption in implementation workflows and share learnings and best practices with the broader team. - Leverage AI-assisted tools to synthesize complex implementation data, accelerate documentation tasks, and surface risks earlier in the project lifecycle. WHO YOU ARE: - Bachelor's degree in Business Administration, Healthcare Management, Information Technology, or a related field (or equivalent experience). - 2-5 years of project management experience, preferably in healthcare navigation or healthcare IT implementation. - Strong understanding of PBM and/or healthcare navigation industry practices, workflows, and regulatory considerations. - Experience working with HR/Benefit Departments, brokers/consultants, TPAs, PEOs, and healthcare carriers. - Strong analytical and problem-solving skills with sharp attention to detail. - Demonstrated ability to manage multiple complex projects simultaneously in a fast-paced environment. - Excellent communication skills, written and verbal. - Proficiency in project management tools such as Smartsheet, Monday.com, Microsoft Project, Jira, Salesforce, or similar platforms. - Technical proficiency in setting up data feeds and Excel experience. - Familiarity with AI productivity tools and interest in incorporating them into operational workflows. COMPENSATION: $100,000-125,000 annually, in addition to bonus and equity. Compensation offered will be determined by geographic location, experience, and qualifications.

🏢 Summary: Leadership role responsible for building and scaling the Client Success function within a Pharmacy Benefit Management (PBM) business, driving client retention, growth, and satisfaction. The position leads strategic account management, operational optimization, cross-functional collaboration, and executive-level client relationships. Focused on developing playbooks, KPIs, and renewal strategies while managing and mentoring a high-performing CS team. 🗂️ Requirements: 8+ years in client management, consulting, or operations, 4+ years in healthcare, PBM, or benefits industry, Bachelor's Degree required, Experience leading teams managing complex PBM products, Primary ownership of strategic PBM accounts, Cross-functional operational experience, Advanced MS Office or Google Suite skills, Experience with Salesforce or CRM systems 📃 Skills: PBM, Salesforce, CRM, MSOffice, GoogleSuite, Analytics 🏢 Description: ABOUT THE ROLE The Director, Client Success will lead the growing Client Success (CS) team within the Pharmacy Benefit Management (PBM) line of business and will be responsible for the overall retention, satisfaction, and growth of the book of business. This person will work closely with Commercial Sales, Implementation, Service Delivery, Product, Marketing, and others to meet client needs and ensure maximum impact and effectiveness of the CS function within PBM. Accountabilities include developing PBM-specific CS goals and strategy, optimizing operational processes, developing playbooks and best practices, and leading a high-performing team. This person will oversee and guide key client relationships and serve as a point of escalation, driving issue resolution internally and externally. KEY RESPONSIBILITIES - Lead a team of high-performing Client Success Managers and Associates within PBM - Evolve the client segmentation and service model for a scaling PBM organization and manage team capacity and staffing - Drive and operationalize client renewal, growth (upsell/cross-sell), and retention strategies specific to PBM services - Build process playbooks, tools, and templates to ensure consistency and scalability of team execution in PBM - Partner cross-functionally to introduce new processes that optimize internal resources, improve PBM service quality, and enable higher volume output - Lead strategic PBM account planning and ensure actionable and timely execution on plans - Drive team accountability in meeting PBM client deadlines and delivering on key initiatives such as churn mitigation and member activation - Build long-term strategic client partnerships focused on driving significant ROI - Deepen PBM client feedback and data-gathering and develop strategies to address gap areas - Collaborate with Marketing, Service Delivery, Operations, Product, and Analytics on strategic initiatives and PBM client requests, including influencing roadmap for PBM-specific customizations - Optimize the client relationship handoff process from Implementation to CS within PBM - Manage CS team member onboarding, training, and development specific to PBM services - Oversee executive-level PBM client relationships and facilitate executive sponsor involvement in key accounts - Drive annual planning process for CS team, including developing PBM-specific goals and KPI targets - Travel to important PBM client and broker/TPA meetings as needed ABOUT YOU - 8+ years of relevant experience in client management, consulting (strategy, healthcare, benefits), or operations - Minimum 4+ years of experience in the healthcare, PBM, or benefits industry - Bachelor's Degree required, PharmD preferred - Experience leading and developing teams working with complex PBM products - Operational excellence and ability to work cross-functionally - Primary ownership of strategic PBM account relationships for a sustained period - Excellent critical thinking and communication skills, including conveying technical PBM information clearly - Ability to manage multiple high-priority PBM initiatives simultaneously - Experience managing external PBM stakeholders and escalated client situations - Advanced skills in MS Office and/or Google Suite and Salesforce (or other CRM) COMPENSATION $150,000–$180,000 annually, in addition to bonus and equity. Compensation is determined by geographic location, experience, and qualifications.

🏢 Summary: The Director, Client Success (PBM) leads and scales the Client Success function for a growing Pharmacy Benefit Management line of business, driving retention, growth, and client satisfaction. This role owns strategic PBM account planning, operational excellence, and cross-functional execution while managing and developing a high-performing CS team. The position also serves as an executive escalation point and builds long-term client partnerships to maximize ROI and expansion. 🗂️ Requirements: 8+ years in client management, consulting, or operations, 4+ years in healthcare, PBM, or benefits industry, Bachelor’s Degree, Experience leading teams managing complex PBM products, Primary ownership of strategic PBM accounts, Advanced proficiency in MS Office or Google Suite, Experience with Salesforce or other CRM 📃 Skills: PBM, Salesforce, CRM, MSOffice, GoogleSuite, Analytics 🏢 Description: ABOUT THE ROLE The Director, Client Success will lead the growing Client Success (CS) team within the Pharmacy Benefit Management (PBM) line of business and will be responsible for the overall retention, satisfaction, and growth of the book of business. This person will work closely with Commercial Sales, Implementation, Service Delivery, Product, Marketing, and others to meet client needs and ensure maximum impact and effectiveness of the CS function within PBM. Accountabilities include developing PBM-specific CS goals and strategy, optimizing operational processes, developing playbooks and best practices, and leading a high-performing team. This person will oversee and guide key client relationships and serve as a point of escalation, driving issue resolution internally and externally. KEY RESPONSIBILITIES - Lead a team of high-performing Client Success Managers and Associates within PBM - Evolve the current client segmentation and service model for a scaling PBM organization and manage team capacity and staffing - Drive and operationalize client renewal, growth (upsell/cross-sell), and retention strategies specific to PBM services - Build process playbooks, tools, and templates to ensure consistency and scalability of team execution in PBM - Partner cross-functionally to introduce new processes that optimize internal resources, improve PBM service quality, and enable higher volume output - Lead strategic PBM account planning and ensure actionable and timely execution on plans - Drive team accountability in meeting PBM client deadlines and delivering on key initiatives such as churn mitigation and member activation - Build long-term strategic client partnerships focused on driving significant ROI and expanded relationships - Deepen PBM client feedback and data-gathering and develop strategies to address gap areas - Collaborate with Marketing, Service Delivery, Operations, Product, and Analytics on strategic initiatives and PBM client requests, including influencing roadmap for PBM-specific customizations - Optimize the client relationship handoff process from Implementation to CS within PBM - Manage CS team member onboarding, training, and growth/development specific to PBM services - Oversee executive-level PBM client relationships and facilitate involvement of executive sponsors in key accounts - Drive annual planning process for CS team, including developing PBM-specific goal and KPI targets - Travel to important PBM client meetings and broker/TPA meetings, and support finalist and capabilities presentations as relevant ABOUT YOU - 8+ years of relevant experience in client management, consulting (strategy, healthcare, benefits), or operations - Minimum 4+ years of experience in the healthcare, PBM, or benefits industry - Bachelor’s Degree required, PharmD preferred - Experience leading and developing teams working with complex PBM products - Operational excellence and ability to work cross-functionally - Primary ownership of strategic PBM account relationships for a sustained period - Excellent critical thinking skills and ability to convey technical PBM information clearly in verbal and written form - Ability to manage multiple high-priority PBM initiatives and reprioritize effectively - Comfort managing external PBM stakeholders and presenting to large groups - Ability to manage challenging or escalated PBM client situations - Comfortable with ambiguity and solving complex PBM problems - Advanced skills in MS Office and/or Google Suite and Salesforce (or other CRM) COMPENSATION $150,000–180,000 annually, in addition to bonus and equity. Compensation offered will be determined by geographic location, experience, and qualifications.