Client Solutions Manager
Role details
Job location
Tech stack
Job description
Reporting to: Client Support Operations Manager, Job Summary: The Client Solutions Manager I is an external, client-facing individual contributor responsible for serving as the primary point of contact for assigned clients and ensuring timely, accurate delivery of contracted services and recurring deliverables. This role partners closely with internal teams to support implementations, transitions, reporting, and issue resolution while maintaining strong carrier and client relationships. This position does not have people-management responsibilities and does not include direct supervisory duties., Client Relationship Management (External)
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Serve as the primary Point of Contact (POC) for assigned clients.
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Present billing analyses andprovidemonthly recommendations/savings opportunities.
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Maintain availability (on-call) for one-off situations as needed.
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Lead recurring and one-off client calls to ensure clients are informed of account status, progress, and next steps.
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Prepare agendas prior to each call and provide follow-up notes and action items after each call.
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Maintain productive carrier relationships to support client needs and issue resolution.
Implementation, Transitions & Project Execution
- Support the implementation/onboarding of new clients by coordinating internal activities and client communications.
- Assistwith implementing new clients as needed to ensure timelines and deliverables are met.
- Support transitions for established clients, ensuring continuity of service, documentation, and deliverables.
- Own monthly zero-use projects from identification through completion and documentation.
- Plan and execute yearly device projects for assigned clients.
Service Delivery, Reporting & Deliverables
- Lead andfacilitateoptimizationmeetings, including preparing materials and presenting findings and recommendations.
- Own and complete all recurring deliverables, ensuring accuracy and on-time delivery.
- Create and review monthly reports and related files (e.g., manager reports, SAP files, chargeback files, and allocations).
- Coordinate and fulfill special report requests for clients and internal stakeholders.
- Prepare, manipulate, and complete HR files and invoices accurately and on schedule.
Documentation, Audit & Tools
- Assistwith monthly audits and support follow-up on findings from auditors.
- Maintain and update the Operational Guide documentation.
- Maintain and update the client portal to ensureaccurate, current information.
Cross-Functional Collaboration & Training
- Partner with the Senior Technical Support Specialist team (where applicable) to coordinate support and service delivery for assigned clients.
- Support other internal teams with Q&A and coordination related to assigned clients.
- Deliver quarterly classes/trainingsas needed for assigned clients and internal teams.
- Provide back-up support to other Client Solutions Managers to help meet deadlines andmaintainclient coverage.
Continuous Improvement & Other Responsibilities
- Identifyand contribute to process improvements that enhance client experience and operational efficiency.
- Perform other duties as assigned to meet client needs.
Compliance & Data Security
- Maintain current awareness of all Company policies related to Data Security (DS) and the protection of Personal Information (PI). Perform all job duties in a manner thatcomplies withthose policies. Report any suspicious activity related to DS and/or PI to Management as soon as it is uncovered or suspected.
Requirements
Do you have experience in Stakeholder relationship building?, Do you have a High school diploma or GED?, * Client relationship management and service orientation (external client-facing)
- Escalation triage and resolution through internal/external coordination
- Strong written and verbal communication (client calls, agendas, follow-ups)
- Analytical skills (billing analysis; recommendations/savings opportunities)
- Facilitation and presentation skills (optimization meetings;trainings)
- Planning, organization, and deadline management (projects and recurring deliverables)
- High attention to detail and quality control (reports, invoices, HR files, clientdeliverables)
- Proficiencywith Microsoft Office (especially Excel, Word, and Outlook)
- Cross-functional collaboration and stakeholder management
- Continuous improvement mindset
Measurements:
- BDT and CDT Management
- Timely Optimization Delivery
- Timely Deliverable Completion
- Regular and Consistent communication with Client POCs
- Quality Auditing of client communications, deliverables, and accuracy
Requirements:
- Minimum 85% SLA achievement for deliverable completion (rolling three-month average)
- Minimum 90% SLA achievement for optimization completion (rolling three-month average)
Education/Experience:
- High school diploma
- College degree preferred, notrequired
Certifications/Licenses:
- Nonerequired
Benefits & conditions
The compensation range for this position is $21.63 to $31.25 USD per hour. The target hiring range for this role may vary based on geographic location and other factors, including merit or performance, demonstrated proficiency, skills for the role, education, travel requirements, and experience. The posted range reflects our ability to hire at different titles and levels depending on background and experience. The company reserves the right to offer additional compensation at its discretion, for example, in the form of a discretionary bonus or sales commission.