Client Success Executive – Prescription Benefit Management

TrueScripts Management Services

Client Success Executive serving as a liaison between TrueScripts and clients. Ensuring client satisfaction and retention through strategic account management and effective communication.

Posted 7/21/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Account Management and Client Success within a PBM setting, focusing on client retention, relationship building, and effective communication. Proficient in CRM systems and Microsoft Office, with strong organizational skills and the ability to manage multiple tasks under pressure.

Highest-signal resume keywords

Account ManagementClient SuccessCRM ProficiencyMicrosoft Office ProficiencyClient-Facing Presentation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementClient SuccessClaims Data AnalysisClient Renewal ExecutionOnboarding Process Management

Soft Skills

Strong Verbal CommunicationStrong Written CommunicationAttention to DetailOrganizational SkillsTeam Player

Tools & Technologies

CRM SoftwareProprietary Software for Claims AdjudicationMicrosoft Office Products

Certifications & Qualifications

Valid Driver's License

Industry Keywords

PBM SettingHealth BenefitsEmployer Groups ManagementHealth Plan Accounts

About the role

Key responsibilities & impact

Act as a senior liaison between TrueScripts and our clients.
Drive business growth by ensuring client renewal and retention.
Lead the strategic account team (including client success, clinical, and data analytics) with full ownership of client satisfaction and service delivery.
Act as contact via telephone and email for the client to resolve any questions/issues on an ongoing basis.
Oversee execution of communication plan.
Develop strong internal and client relationships through proactive interactions and strong verbal and written communication skills.
Collaborate with internal teams including account management, clinical, member care, business analyst, data analytics, and business development.
Work directly with your POD on reporting and analysis of claims data to identify drug trends, financial performance, and client cost-saving opportunities.
Execute client renewals by building lasting relationships with key client stakeholders.
Provide leadership to coordinate all aspects of client review meetings including scheduling, reporting, materials, accommodations, etc.
Be proficient in CRM and all aspects of proprietary software used for claims adjudication.
Lead client meetings, lunch & learn meetings, etc.
Work directly with your POD to adjust plan parameters as directed by the client/broker.
Oversee the onboarding process involving the client, broker, TPA, and data vendor for new clients.

Requirements

What you’ll need

College degree or equivalent experience preferred
Five + years of cumulative Account Management/Client Success in a PBM setting or equivalent client-facing health/benefits experience is required.
Experience in management of employer groups or health plan accounts preferred.
Must possess a valid and current driver’s license.
Ability to travel up to 25% of the time if needed.
Client-facing presentation experience preferred.
Capable of interfacing with TrueScripts clients and owners and providing solutions to problems.
Must be proficient in all Microsoft Office Products.
Need to be flexible and work as a team player.
Demonstrates strong attention to detail.
Ability to prioritize and have good organizational skills.
Ability to perform multiple tasks at one time.
Ability to communicate and work under stress effectively while always maintaining confidentiality.
Need to be self-motivated and work with little supervision.
Need to be adaptable and have different responsibilities given periodically.

Benefits

Comp & perks

A wide range of health insurance options including medical, dental and vision
A strong salary and bonus program
A robust 401k and company match
Employee Assistance Program
A wellness program including financial incentives, chiropractic and massage services, and fitness stipends
Dream Manager Program (yes, it’s a real thing!)
A cohesive, family-based culture
Charitable contributions and volunteer time
Lots of celebrations!