Senior Client Engagement Ops Specialist
Quantum Health
full-time
Posted on:
Location Type: Remote
Location: United States
Visit company websiteExplore more
Job Level
About the role
- Lead collaboration across CEG and Member Support teams to ensure seamless, high-quality service delivery; identify gaps and implement process improvements to enhance operational efficiency.
- Own and optimize department communication strategies and platforms (email, Teams, SharePoint), ensuring consistency, clarity, and alignment across stakeholders.
- Partner with cross-functional teams (e.g., Product, Operations, Client Services) to ensure accurate execution of client plan and benefit changes; proactively identify risks, drive solutions, and mentor team members on best practices.
- Design and deliver department-wide meetings and training sessions; lead content development, facilitate sessions, and drive actionable follow-ups to improve team effectiveness.
- Develop, analyze, and present CEG performance metrics; provide actionable insights and strategic recommendations through monthly, quarterly, and annual reporting.
- Collaborate with Finance and Analytics teams to enhance data models, reporting accuracy, and forecasting capabilities; identify opportunities for advanced analytics.
- Partner with Marketing to support and optimize client engagement campaigns, ensuring alignment with operational capabilities and client needs.
- Lead onboarding program strategy and execution, including development of tools, resources, and training; continuously improve onboarding experience and time-to-productivity.
- Support and, when appropriate, lead operational components of client onsite meetings; ensure readiness, coordination, and execution excellence.
- Design, document, and continuously improve departmental workflows and standard operating procedures to drive scalability and consistency.
Requirements
- Bachelor’s Degree or equivalent experience required
- 5–7+ years of experience in operations, data analysis, or business process optimization
- Advanced experience with Salesforce reporting and CPQ data; ability to translate data into strategic insights
- Strong project management experience, including leading cross-functional initiatives
- Demonstrated ability to operate in ambiguous environments and drive clarity and outcomes
- Advanced critical thinking and problem-solving skills
- Exceptional attention to detail with a focus on execution excellence
- Strong communication and influencing skills, including ability to present to stakeholders and drive alignment
- Proven ability to lead through collaboration, mentor others, and build strong cross-functional relationships
- Sound judgment with experience handling sensitive and confidential information
- Advanced proficiency in Microsoft Office (Excel, PowerPoint, Word), Teams/Zoom, and operational tools
- A high degree of personal accountability and trustworthiness
Benefits
- Health, vision and dental coverage
- Life insurance
- Legal and identity protection
- Adoption assistance
- Employee Assistance Program (EAP)
- Teladoc services
- 401(k) plan with up to 4% employer match and full vesting on day one
- Paid Time Off (PTO)
- 7 paid holidays
- Parental leave
- Volunteer days
- Paid sabbaticals
- Tuition reimbursement up to $5,250 annually
- Certification/continuing education reimbursement
- Discounted higher education partnerships
- Paid trainings and leadership development
- Recognition as a Best Place to Work for 15+ years
- Commitment to diversity, philanthropy and sustainability
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data analysisbusiness process optimizationSalesforce reportingCPQ dataproject managementcritical thinkingproblem-solvingattention to detailoperational toolsdata modeling
Soft Skills
communication skillsinfluencing skillscollaborationmentoringrelationship buildingjudgmentaccountabilitytrustworthinessadaptabilityexecution excellence