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PHA Account Manager

Finance · Full-time · MS, United States of America · Remote possible

Job description

  • Participate all implementation client calls
  • Support in presenting relevant slides from the Implementation PPT to the clients and answer questions
  • Support Implementation Team on action items
  • Reviewing Member Engagement Material, reporting requirements etc and provide inputs
  • Support any process change discussions as needed
  • Ensuring Ops is informed on Project Scope, Client's asks and addressing open questions
  • Attend weekly client calls
  • Share Production Plans. If there are any changes, explain reason for changes
  • Address client service questions and escalations
  • Support the complaint handling process, including close looping with the clients
  • Review Project Health and liaise with Operations if Amber/Red for POA.
  • POA formulation will be Ops/Planning Team responsibility but presenting to the client is PAM
  • Coordinate with Operations and support items critical for Client SLA
  • Liaise with respective teams on managing client deliverables
  • Monitor tasks for close looping with client/Front Office in a timely fashion
  • Support the current Process Change Request process by facilitating discussions with Ops and then supporting solutioning once approved. This includes follow up with Ops and communication with PM/CE Teams
  • Support discussion related to client portal, queries, changes requested and solutions
  • Participate in discussions related to additional volume. Liaise with internal teams as needed
  • Present PHA Guidelines on client call and answer related questions
  • Review all client facing adhoc reports prepared by planning team to ensure it aligns with client needs.
  • Assist client success/sales/marketing in preparing client facing decks.
  • Participate in calls/Face to face meetings and answer pertinent questions
  • Support discussions related to client invoicing and solution
  • Drive PHA_AM and any cross functional OKR that involve CE/PM and Operations

** Base Pay Range: $40k-$55k + 5% annual***


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