Client Account Manager

Revenue Enterprises•Aurora, CO

11d•$67 - $87,000•Onsite

About The Position

The Client Account Manager is responsible for retaining and maintaining assigned client relationships while ensuring exceptional service delivery. This position acts as the primary liaison between clients and internal teams, including Administration, Finance, Operations, and IT. This position responds promptly to client inquiries, coordinates reporting and documentation, and supports performance review processes. This role works in close partnership with Operations Managers to drive client outcomes and ensure alignment on service execution. Takes ownership of communication output, proactively providing updates and escalating needs to the appropriate leader when necessary. Additional responsibilities include post-implementation support of new clients and training internal processes such as Client Access Web and HubSpot submissions. Above all, this position represents Revenue Enterprises in client meetings and demonstrates leadership, professionalism, and integrity in all interactions and serves as a reliable, trusting partner and client advocate- showing ownership, collaboration, and proactive problem-solving to ensure the right things get done.

Requirements

Must be comfortable traveling up to 50% of the time.
High School diploma or equivalent; some college preferred.
1 - 3 years of experience in Client Account Management or B2B Client Services.
Intermediate proficiency in MS Word, Outlook, and Excel required.
Strong organizational skills and ability to manage multiple priorities in a fast-paced environment.
Excellent written and verbal communication skills with a focus on clarity and professionalism.
Ability to analyze data, prepare accurate reports, and present findings to clients and internal stakeholders.
Demonstrated problem-solving skills and proactive approach to client needs.

Nice To Haves

Familiarity with CRM tools preferred.
Familiarity with healthcare compliance standards (HIPAA, FDCPA) preferred.

Responsibilities

Build trust and deliver superior client service through regular communication and advocacy.
Ensure timely, accurate, and clear reporting for all assigned clients.
Identify issues early, escalate appropriately, and drive resolution.
Collaborate across departments to ensure client priorities are executed accurately and on time.
Own the output of all client communication, ensuring every message, report, and update delivered to clients is timely, accurate, professional, and aligned with company standards.
Work in lockstep with Operations Managers to align on client goals, service execution, and performance outcomes.
Foster trust, positivity, and transparency in every interaction, ensuring client priorities are communicated internally and executed effectively.
Partner with Finance, IT, and client leadership to facilitate accurate inventory reconciliation processes, ensuring alignment with the client’s designated EHR and assisting in identifying and resolving discrepancies or process gaps.
Prepare and deliver ad-hoc and regularly requested reports for assigned clients, ensuring accuracy and timeliness.
Ensure timely completion of client-specified CBS reports, including referral, collection, and performance trend data; collaborate with internal leadership to prepare accurate monthly, quarterly, and annual performance review documentation.
Maintain proactive communication and escalate clients’ needs to the appropriate leader while ensuring accountability for resolution.
Capture and communicate client concerns, compliments, and business needs to the appropriate leadership team members in a clear and timely manner.
Coordinate with Finance and IT for client reporting and deliver statements and invoices.
Take ownership of the transition for post-implementation clients by collaborating with the New Client Implementation team to ensure a smooth handoff through follow-up calls, process alignment, and procedural guidance.
Participate in client meetings to represent Revenue Enterprises and ensure service quality and reporting needs are met.
Coordinate and support all internal departments (Operations, IT, Finance, Administration) to ensure timely and accurate output and execution for client deliverables.
Communicate clearly, professionally, and courteously with internal and external stakeholders.
Support Client Account leadership, specialists, administrative staff, and internal teams through collaboration and managing up, ensuring client needs and service standards are met.