Analyst,Acct Client Mgt

CVS Health•Work At Home-Texas, TX

12d•$21 - $41

About The Position

The Analyst, Acct Client Mgt supports the account team and works alongside the Client Success Executive/Manager and Client Operations Owner to ensure smooth operational execution for health plan partners. The role provides administrative and operational support across assigned accounts, including managing meeting schedules and documentation, tracking deliverables, and maintaining client communication workflows. It also supports member journey processes, client collateral, ad-hoc inquiries, grievances, and coordination across internal teams.

Requirements

At least 2 years of relevant experience in operations, client support, or administrative account coordination.
Strong proficiency with Google Suite, including Gmail, Sheets, and Slides, and Microsoft Excel.
Experience administering internal and external meetings, including preparing agendas, taking detailed notes, and tracking action items.
Strong organizational skills.
Self-starter with meticulous attention to detail and excellent task-prioritization skills in a remote, fast-paced environment.
Confidence explaining operational processes and seeking clarification in complex situations.
Expertise reviewing, analyzing, and organizing data using Excel.
Bachelor’s degree in business, health care, operations management, or a related field; equivalent experience and training may be considered instead.

Nice To Haves

Familiarity with project management or collaboration tools such as Asana, Jira, Confluence, or PowerBI.
Direct client-facing experience, with clear verbal and written communication.
Knowledge of Medicare, Medicaid, and commercial plan structures and how plans are paid for member coverage.
Commitment to exceeding role expectations and delivering an exceptional client experience.
Familiarity with AI agent technologies and their use in analyzing data, identifying insights, and answering complex questions.
Copywriting, proofreading, or editing proficiency, with attention to detail and clarity.
At least 1 year of sustained experience serving as the primary facilitator and presenter to clients and matrixed teams several times a week.

Responsibilities

Serve as the operational owner for member journey processes and client collateral by implementing requested updates, resolving ad-hoc inquiries, tracking open action items, and ensuring timely follow-through.
Manage end-to-end meeting documentation for client-facing calls and internal team syncs, including preparing and circulating agendas and decks, taking comprehensive minutes, and tracking action items.
Capture, document, and track open items and deliverables arising from client meetings and ongoing email correspondence.
Manage routine ad-hoc client inquiries by collaborating with internal departments and providing timely responses.
Coordinate the intake, internal routing, and client-facing resolution of member grievances.
Partner with Production, Business Analysts, Data Relationship Managers, and other internal teams to keep workflows moving and maintain alignment on account priorities.
Document and clearly communicate client-specific nuances in client profiles, account records, and tracking sheets.