Client Insights Manager
Carrum Health
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $120,000 - $140,000 per year
Job Level
Mid-LevelSenior
Tech Stack
SQLTableau
About the role
- Design, maintain, and enhance client-facing reporting templates for ABRs, QBRs, and other client presentations.
- Evaluate third-party CRMs, analytics platforms, and workflow tools to improve automation and operational rigor.
- Improve and optimize Tableau data sources and dashboards to increase accuracy, reliability, and efficiency.
- Liaise between Client Success and BI/Product teams to define reporting needs and develop enhancements that make dashboards more intuitive and actionable.
- Translate complex data into clear, actionable insights that empower Client Success Managers and strengthen client storytelling.
- Provide insights-driven support for Carrum’s largest enterprise clients, including ad hoc data requests and deep-dive analyses.
- Create and improve operational procedures and workflows that enhance efficiency across CS operations.
- Lead implementation, configuration, rollout, and ongoing management of new tools, including documentation, enablement, and training.
- Serve as the internal subject-matter expert on CS tools, reporting systems, and operational processes.
- Partner with Finance to automate workflows and develop consistent, templated reporting.
- Lead or support cross-functional initiatives with Billing, Legal, Provider Operations, and others to streamline workflows and enhance the overall client experience.
- Identify opportunities to reduce operational inefficiencies and strengthen data integrity across the organization.
- Develop and maintain documentation, playbooks, process standards, and instructional materials to ensure consistent execution and scalable team practices.
- Create and implement instructional materials, training modules, and courses for internal CS teams and clients—covering topics such as interpreting report data, generating meaningful client insights, and presenting data effectively.
Requirements
- 5-8+ years of experience in Client Insights, Client Success Operations, Business Operations, Data Analytics, Training/Enablement, or a related field (healthcare experience a plus).
- Experience designing training programs, curriculum, or instructional materials—preferably within a technical, data-driven, or client-facing environment.
- Strong background in BI/reporting tools with expertise in Tableau (Looker, Power BI, or similar also beneficial).
- Experience evaluating, implementing, or administering CRM and workflow platforms (Salesforce, HubSpot, Gainsight, or similar).
- Demonstrated ability to manage complex, cross-functional projects from scoping to execution.
- Experience working with enterprise clients and supporting high-stakes client engagements.
- Advanced Excel/Google Sheets skills; SQL or strong data analysis experience a plus.
- Exceptional analytical and communication skills—the ability to turn data into insights and insights into compelling narratives.
- Highly organized, detail-oriented, and able to manage multiple initiatives simultaneously.
- Comfortable working in a dynamic, fast-paced environment with evolving priorities.
Benefits
- Stock option plan
- Flexible schedules and remote work
- Chicago and San Francisco offices available
- Self-managed vacation days, within reason
- Paid parental leave
- Health, vision, and dental insurance
- 401K retirement plan
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data analyticsTableauSQLExcelGoogle SheetsCRM platformsworkflow toolsreporting systemstraining program designdata visualization
Soft skills
analytical skillscommunication skillsorganizational skillsdetail-orientedproject managementclient engagementstorytellingtraining and enablementcross-functional collaborationadaptability