Client Partner

• Ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements
• Developing relationships with senior client personnel to gain understanding of client strategy and CRD’s alignment to achieving their strategy
• Sustaining a strong understanding of the Charles River IMS and keeping up-to-date with current functionality.
• Maintaining frequent communication and collaboration with internal client account teams and Alpha business units.
• Establishing long-term, strategic objectives for each client and measure success against account plan goals
• Proactively ensuring effective client issue resolution, project delivery, response to information requests, and collaboration with other CRD teams
• Assisting the internal Sales team to identify and foster revenue opportunities including additional application modules and services, training or services
• Maintaining awareness of the investment management market and industry trends and news relevant to CRD and client base

Client Manager, Investment Software – AVP

• Serve as the primary RCM and claims subject matter expert for assigned accounts, acting as a client- and payor-facing liaison, as well as an internal partner conduit.
• Lead and support discussions with clients and payors regarding claims performance, denial trends, reimbursement issues, and process improvements.
• Translate complex RCM, billing, and claims workflows into clear, non-technical language for clients, payors, and internal stakeholders.
• Build trusted relationships with client and payor counterparts by demonstrating expertise, accountability, and proactive communication.
• Monitor claims performance, open items, denial trends, aging, and reimbursement risks across assigned accounts.
• Proactively identify, flag, and escalate risks, issues, or systemic gaps impacting claims outcomes or client satisfaction.
• Partner with RCM, Operational, and technical teams to drive root cause analysis, mitigation strategies, and corrective action plans.
• Partner with Account Management to track issues through resolution, ensuring visibility, ownership, and timely follow-up.
• Act as a key liaison between Account Management, CSE, RCM, Ops, Product, and Implementation/PSO teams.
• Support Implementation/PSO teams during onboarding, go-lives, and transitions by advising on readiness and risk mitigation.
• Ensure client feedback and payor insights are looped back to internal teams to improve processes and outcomes.
• Advocate for the client internally while balancing operational realities and best practices.
• Contribute to account planning by identifying claims related risks, optimization opportunities, and performance improvement initiatives.
• Support renewal and growth/expansion by providing data-driven insights and RCM expertise.
• Participate in the development of process and procedure improvements.
• Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders.
• Identify opportunities to develop process improvements and implement solutions for clients.
• Complete assigned tasks and projects according to appropriate timelines agreed upon with stakeholders.

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Client Manager, Investment Software – AVP

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