Sr Analyst,Client Service Mgt
Listed on 2026-11-07
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Business
Client Relationship Management, Business Administration, Office Administrator/ Coordinator, CRM Systems & Management
We’re building a world of health around every individual - shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time.
Position Introduction & Overview In this role, you will be an integral part of the account support team, working alongside the Client Success Executive/Manager and Client Operations Owner (COO) to ensure seamless operational execution for our health plan partners. You will provide dedicated administrative and operational support across assigned accounts-managing meeting cadences, capturing key deliverables, and maintaining client communication workflows. You will provide dedicated operational and administrative support for one or two large client accounts or a portfolio of smaller health plan clients alongside Client Success and Client Operations leads
Roles & Responsibilities :- Act as the Subject Matter Expert (SME) and operational owner for member journey processes and client collateral, guiding clients through process requirements, implementing requested updates, resolving ad-hoc inquiries, tracking open action items, and ensuring timely follow-through
- Own the end-to-end meeting documentation process for both client-facing calls and internal team syncs, including preparing and circulating agendas and decks, capturing comprehensive meeting minutes, and tracking action items
- Capture, document, and track open items and deliverables resulting from client meetings and ongoing email correspondence
- Manage routine ad-hoc client inquiries, collaborating across internal departments to gather information, and delivering timely responses
- Coordinate the intake, internal routing, and client-facing resolution of member grievances
- Partner with internal teams (Production, Business Analysts, Data Relationship Managers) to keep operational workflows moving and maintain alignment on account priorities
- Document and clearly communicate unique client nuances within client profiles, account records, and tracking sheets
- Serve as backup coverage for the Client Success Manager/Executive or Client Operations Owner as needed
- Serve as primary account contact and communication for smaller accounts or lines of business
- 2 to 4 years of relevant experience in operations, client support, or administrative account coordination
- 2 to 4 years stakeholder management
- Direct client-facing experience with a focus on clear verbal and written communication
- Strong proficiency in Google Suite (Gmail, Sheets, Slides) and Microsoft Excel for organization and tracking
- Familiarity with project management or collaboration tools (Asana, Jira, Confluence, PowerBI- user level not developer)
- Proven track record in meeting administration across internal and external calls (agenda preparation, detailed note taking, and action item tracking)
- Strong organizational skills with the ability to coordinate across internal teams to resolve client requests
- Meticulous self-starter with excellent task prioritization skills in a remote, fast-paced environment
- Confidence to explain operational processes and seek clarification when navigating complex situations
- Demonstrated expertise in reviewing, analyzing, and organizing data using Excel
- Knowledge of Medicare, Medicaid, Commercial plan structures - how plans are paid for Member coverage
- Strong commitment to exceeding role expectations and consistently delivering an exceptional client experience
- Familiarity with AI agent technologies and…
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