[Hiring] Analyst, Client Management @CVS Health

Role Description

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.

Roles & Responsibilities:

• Act as the operational owner for member journey processes and client collateral, 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.

Qualifications

• 2+ years of relevant experience in operations, client support, or administrative account coordination.
• Strong proficiency in Google Suite (Gmail, Sheets, Slides) and Microsoft Excel for organization and tracking.
• Proven track record in meeting administration across internal and external calls (agenda preparation, detailed note-taking, and action item tracking).
• Strong organizational skills.
• 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.

Requirements

• Familiarity with project management or collaboration tools (Asana, Jira, Confluence, PowerBI) is a plus.
• Direct client-facing experience with a focus on clear verbal and written communication.
• 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 their application in analyzing data, identifying insights, and efficiently answering complex questions.
• Proficiency in copywriting, proofreading, or editing, with strong attention to detail and clarity.
• Demonstrated experience being the primary facilitator and presenter to clients and matrixed team several times a week over a sustained period of 1+ years.

Education

Bachelor’s degree in business, health care, operations management, or related field. An equivalent combination of experience and training may be considered instead of a formal degree.

Benefits

• Comprehensive and competitive mix of pay and benefits.
• Medical, dental, and vision coverage.
• Paid time off.
• Retirement savings options.
• Wellness programs and other resources, based on eligibility.