Manager Client Services

1 month ago


Phoenix, United States Upward Health Full time
Job DescriptionJob Description

Manager, Client Services

We are seeking a motivated individual to join the Upward Health Business Services team in the Manager, Client Services role. This position serves as Upward Health’s point of contact for our client and plays a critical role in ensuring client satisfaction and retention. The Manager, Client Services leads regularly-scheduled client meetings, routine client coordination, resolution of client concerns, and other client-specific duties. Additionally, this role leads our internal client reviews and helps prepare our operational team for client interactions. Identification and pursuit of opportunities for growing our business with each client is another key area of the role.

The strongest applicants to this role will be ambitious, learn quickly, and like a challenge. You should be a confident communicator who enjoys building and maintaining relationships, using a mix of both remote and in-person contact. You should be detail-oriented, organized, responsible, and independent. It’s valuable to enjoy a fast-paced, goal-oriented environment. Flexibility and responsiveness to a dynamic workload is important. This role reports to our Sr. Director, Business Services.

KEY RESPONSIBILITIES:

  • Develop a point of contact with each client who will serve as a main point of contact to gather feedback and coordinate follow-up
  • Ensure ongoing client satisfaction with Upward Health’s program through strong communication and coordination and also via formal satisfaction surveying
  • Lead the preparation for and execution of monthly client meetings and internal client reviews, which includes both presentation and talk track creation
  • Analyze data related to operational performance
  • Develop expertise for all relevant client contracts and serve as the internal SME for your colleagues
  • Identify unmet client needs, particularly those that may be opportunities to grow our business
  • Ensure that all relevant members of the Upward Health team are involved in client meetings, email chains, etc.
  • Coordinate with our internal reporting team to ensure that relevant metrics are provided to our client, as requested
  • Provide project management support to the team to ensure completion of required client requests, proposals for additional business opportunities, and other internal needs
  • Resolve client concerns in a high-quality and timely manner

KNOWLEDGE, SKILLS & ABILITIES:

  • Excellent written and verbal communication.
  • Excellent presentation skills.
  • Comfort and experience leading meetings or presentations. Be prepared to complete an exercise to this effect in your interview process.
  • Experience managing client relationships in a similar capacity in past role.
  • Knowledge of project management processes or exposure to working closely with project manager in past role or workplace.
  • Highly flexible to our dynamic work environment. The ability to change directions quickly is important.
  • High standard of quality and commitment to product top-notch work
  • Ability to multi-task across a range of diverse projects and clients
  • Ability to work independently and in a highly virtual environment, with colleagues all over the country
  • Strong technology skills and ability to master working across a range of software programs, including Microsoft Office applications, Jira, and various clinical applications (EHR, care management system)
  • Strong work ethic and willingness to work long hours, including nights and weekends when required
  • Ability to travel up to 25%.


MINIMUM QUALIFICATIONS:

  • Bachelor’s degree
  • 4+ years of professional experience working with health insurance companies (preferred), healthcare provider organizations, or other healthcare services companies, as the comfort and understanding of the business language and demands of our clients is critical


  • Phoenix, United States Lafferty Private Client Group Full time

    Job DescriptionJob DescriptionDescription:Lafferty Private Client Group prides itself in fostering a fun, professional work environment.Our team strives for excellence, to exceed client expectations, and to perpetuate an inclusive culture where team members are valued.The Private Client Account Manager is responsible for managing and servicing a book of...


  • Phoenix, Arizona, United States USI Insurance Services Full time

    Job Summary:USI Insurance Services is seeking a highly skilled Commercial Lines Client Service Manager to join our team. As a key member of our client service team, you will be responsible for managing and coordinating service activities for commercial lines clients with revenue $2,500 or below.Key Responsibilities:Client Relationship Management: Develop and...


  • Phoenix, United States Community Medical Services Full time

    Overview: Shift: Monday-Friday 4am-Noon; rotating Saturdays 6am-10am Community Medical Services (CMS) is hiring a Client Services Coordinator. Under the supervision of the Clinic Manager, the Client Services Coordinator will be the face of the clinic and is responsible for greeting clients and visitors as they come into the clinic in a professional,...


  • Phoenix, Arizona, United States Lutheran Social Services of the Southwest Full time

    Organization Overview:Lutheran Social Services of the Southwest is a dedicated non-profit entity operating with Corporate Offices in Phoenix and Tucson, along with several branches across Arizona.Our mission is to implement programs and services that foster collaborative Community Partnerships, enhancing the well-being of individuals, families, and...


  • Phoenix, Arizona, United States Southwest Behavioral Health Services Full time

    Southwest Behavioral & Health Services is a prominent and expanding non-profit organization dedicated to providing community-based behavioral health solutions across various regions. With a robust presence in the community, we operate over 115 locations and employ more than a thousand professionals, backed by four decades of experience in the field. We...


  • Phoenix, Arizona, United States Reseco Insurance Advisors, LLC. Full time

    Join our team at Reseco Insurance Advisors, LLC as a dedicated Client Services Manager.The successful candidate will bring a wealth of experience in managing insurance accounts and demonstrate exceptional analytical skills. This role involves close collaboration with clients and the service team to provide effective and strategic solutions. The Client...


  • Phoenix, Arizona, United States Southwest Behavioral Health Services Full time

    Southwest Behavioral & Health Services is a prominent and expanding non-profit organization dedicated to providing community-based behavioral health solutions across various regions. With a rich history of over 40 years and more than 115 locations, we pride ourselves on being a trusted resource in the community, employing over a thousand dedicated...


  • Phoenix, United States Lafferty Private Client Group Full time

    Job DescriptionJob DescriptionDescription:Lafferty Private Client Group prides itself in fostering a fun, professional work environment.Our team strives for excellence, to exceed client expectations, and to perpetuate an inclusiveculture where team members are valued.The Private Client Associate position provides an opportunity for career development in...

  • Client Service Rep

    4 days ago


    Phoenix, United States Homesite Services Full time

    In this experienced level role, you will report to the Customer Service Manager. You will be the first contact for Homesite-CONNECT customers (advisors, clients, and relationship partners) for service issues, requests, procedures, and account information. You will communicate directly with customers to research questions, open issue resolution cases, and...


  • Phoenix, Arizona, United States Stellantis Financial Services US Full time

    Stellantis Financial Services (SFS) serves as the dedicated finance arm for one of the foremost automotive manufacturers and mobility providers, encompassing renowned brands such as Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move, and Leasys.As we embark on an exciting...


  • Phoenix, Arizona, United States BankTalent HQ Full time

    About Us: BankTalent HQ is recognized as a leading financial services provider, dedicated to fostering growth and stability in the communities we serve. Our commitment to excellence drives us to prioritize the needs of our clients and employees alike.Position Overview: We are currently looking for a dedicated Treasury Management Client Service Specialist...


  • Phoenix, Arizona, United States Reseco Insurance Advisors, LLC. Full time

    Join our dedicated team at Reseco Insurance Advisors, LLC as a Client Services Manager.The successful candidate will bring a wealth of experience in managing insurance accounts and demonstrate exceptional analytical skills. This role necessitates close collaboration with clients and our service team to provide effective solutions in a timely manner. The...


  • Phoenix, Arizona, United States BankTalent HQ Full time

    About Us:BankTalent HQ is recognized as a leading financial services provider, committed to delivering exceptional value to our clients and communities. We prioritize the success of our customers and employees, fostering an environment where career growth is encouraged.Position Overview:We are currently seeking a dedicated Treasury Management Client Service...

  • Project Manager

    2 months ago


    Phoenix, United States Velociti Services Full time

    A Project Manager at Velociti Services will act as senior liaison for high-profile clients, prioritizing client satisfaction, promoting new services, setting targets, and ensuring healthy relationships exist between Velociti Services and its customers. They also follow up on complaints and questions from clients and present their performance to management...


  • Phoenix, Arizona, United States AppleOne Full time

    Job OverviewWe are looking for a dedicated and detail-oriented Client Services Coordinator to oversee a designated portfolio of clients within the construction sector. This role is pivotal in ensuring effective scheduling and coordination of service requests, maintaining open lines of communication with both clients and team members, and providing guidance...


  • Phoenix, United States StateServ Medical Full time

    StateServ provides industry-leading DME management solutions that simplify administration to boost operational efficiencies, contain costs, enhance quality of care, and ultimately increase patient satisfaction. With our innovative technology and unmatched expertise, we provide the visibility and insights our clients need to make timely, informed decisions...


  • Phoenix, Arizona, United States Turn It On Electric Full time

    Join Our Team as a Client Service Coordinator at Turn It On ElectricWe are excited to announce an opening for a Client Service Coordinator at Turn It On Electric, a leading provider of electrical services in the region. In this role, you will play a crucial part in ensuring our clients receive outstanding service as the initial point of contact for their...


  • Phoenix, Arizona, United States Russell Tobin Full time

    Company Overview: Russell Tobin is a prominent player in the financial services sector, offering a diverse array of investment banking, securities, asset management, and wealth management solutions. Position Summary: We are seeking a dedicated Call Center Specialist to enhance client interactions and deliver tailored financial solutions. This role is pivotal...


  • Phoenix, United States GPAC Full time

    Are you looking for a new job opportunity?We are seeking a Client Service Associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate administrative support across client accounts.Responsibilities:- Serve as the main point of contact for assigned client...


  • Phoenix, United States Dealer eProcess Full time

    Client Services CoordinatorDEP is seeking an experienced, full-time, motivated, team-oriented Client Services Coordinator/Account Executive with outstanding written/verbal communication and analytical skills. Automotive experience is a plus!Responsibilities:Maintaining and building client relationshipsProvide professional support to enhance the customers'...