Specialist, Client
Listed on 2026-07-20
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Customer Service/HelpDesk
Client Relationship Management, CRM Systems & Management -
Business
Client Relationship Management, CRM Systems & Management
Navitus Health Solutions Specialist, Client Requirements
Navitus Health Solutions is seeking a Specialist, Client Requirements to join our team!
The Specialist, Client Requirements works with the client team members and the subject matter experts within Navitus, to accurately capture and maintain client requirements, which will be key to a successful client experience. This position will partner with the Implementation, Customer Success, Key Accounts, Government Program, Discount Card and SMEs to maintain client requirements in CRM/Dynamics 365 and eZBenefits.
Success will be measured by an on-time delivery of client requirements with limited client and member interruption. Client satisfaction is also vital to your success, and you will be evaluated by client surveys.
Is this you? Find out more below!
Responsibilities- Builds client requirements utilizing CRM/Dynamics 365, eZBenefits and SharePoint based on business sold and outlined in RFP and contract.
- Reviews and translates client plan documents and captures all requirements in the standard documents.
- Identifies, captures and maintains all client benefits requirements throughout the lifecycle of the client contract.
- End-to-end accountability for the overall timeliness and success of the client requirements for projects supported or led.
- Collaborates with cross-functional teams to ensure data requirement accuracy.
- Performs quality validation on all requirements prior to handoff.
- Responsible for tool standardization, appropriate resolution to technical issues, and data integrity.
- Identifies and presents opportunities to improve efficiencies and standardization through enhanced processes and tools.
- Adheres to department and company policy and procedures.
- Travels to onsite meetings as needed.
- Other duties as assigned.
- Bachelor's degree or equivalent work experience required.
- Knowledge of PBM or health care industry preferred.
- Proficiency with Project/Smartsheet, Excel, Visio, PowerPoint, SharePoint, Customer Relationship Management (CRM) required.
- Experience with CRM and various reporting tools are a plus.
- Participate in, adhere to, and support compliance program objectives.
- The ability to consistently interact cooperatively and respectfully with other employees.
What can you expect from Navitus?
- Top of the industry benefits for Health, Dental, and Vision insurance
- 20 days paid time off
- 4 weeks paid parental leave
- 9 paid holidays
- 401K company match of up to 5% - No vesting requirement
- Adoption Assistance Program
- Flexible Spending Account
- Educational Assistance Plan and Professional Membership assistance
- Referral Bonus Program – up to $750!
Location:
Remote, US
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