Client Partner

• Responsible for meeting facility revenue goals on a consistent basis
• Answers day-to-day questions posed by clients and Release of Information Specialists (ROIS)
• Identifies and recommends opportunities to increase productivity
• Complies with all release of information related functions, as stipulated by service agreement.
• Prepares weekly dashboard and month-end Operational performance reports
• Monitors productivity and quality to ensure high customer service satisfaction
• Assists the Director of Client Operations in the training and evaluation of ROIS staff, both onsite and remote.
• Assists in selecting, interviewing, hiring, training and terminating of employees
• Participates in counseling sessions of site personnel and makes disciplinary or termination recommendations, when necessary
• Manages scheduling of onsite staff to include time off requests and payroll approval
• Distributes work to local site personnel and assists remote supervisors with the coordination of workflow. Will be expected to provide physical coverage at various sites when workload dictates.
• Maintains confidentiality by keeping all information seen and heard in the facility secure
• Provides input into the review and revision of site procedure
• Performs quality reviews and site evaluations as required by clients
• Reviews release of information requests for validity according to applicable state or federal statutes; returns inappropriate authorizations and requests to the requester
• Looks up medical record numbers, fills out guides and pulls medical records, when appropriate
• Reviews the requests to determine which encounters are being requested
• Scans and/or captures electronically, the medical record and chooses the appropriate information to be duplicated
• Captures the appropriate pages for the requested records, when appropriate
• Re-assembles the charts (if paper) for re-filing
• Logs information that is being sent to the requester either manually or using company software in accordance with the facility procedure
• Documents the release of information in the patient medical record or other means determined by the facility.
• Calculates billing and prepares invoices, as needed
• Certifies medical records copies, when appropriate
• Attends all mandatory meetings and/or training sessions
• Ensures supplies are available at designated facility
• Submits company-related travel expense reports and original receipts to manager in a timely fashion
• Develops and maintains strong, professional relationship/partnership with the Client management team
• Runs reports and analyzes content to appropriately manage the operations
• Complies with and provides guidance on Company Policies, as identified in the Company Handbook
• Performs other appropriate duties, as assigned, to meet the needs of the department and the company

Client Operations Manager responsible for the efficient operation of assigned accounts

Client Operations Manager

Client Operations Manager overseeing assigned accounts and operations in multiple states. Responsible for client communication, staff training, and operational efficiency.

• Lead Client Care Operations North America wide.
• Standardize service processes.
• Coach Client Care leaders.
• Develop training programs.
• Monitor KPIs and customer feedback.
• Lead workforce planning.
• Partner with Operations.
• Drive continuous improvement.
• Present performance insights to leadership.

Manager leading client care operations at Gateway Services in North America

Manager, Client Care Operations

Manager leading client care operations at Gateway Services in North America. Standardizing processes and enhancing customer service across care centers with a focus on operational excellence.

• Manage a portfolio of labor funds, unions, and multi-employer health plans.
• Serve as the primary point of contact and trusted advisor for customer stakeholders.
• Lead business reviews focused on engagement, outcomes, ROI, and long-term value.
• Build relationships with fund administrators, consultants, trustees, and labor leadership.
• Partner cross-functionally to solve customer challenges and drive successful outcomes.
• Identify retention risks, growth opportunities, and strategies to strengthen partnerships.

Customer Success Manager managing public sector client relationships at Virta Health

Client Success Manager, Labor & Multi Employer Funds

Customer Success Manager managing public sector client relationships for Virta Health. Focusing on engagement and outcomes for labor funds, unions, and multi-employer health plans.

• Manage a portfolio of public-sector customers and serve as their primary strategic partner.
• Lead business reviews focused on engagement, outcomes, customer value, and long-term success.
• Build strong relationships with benefits leaders, HR teams, consultants, and executive stakeholders.
• Partner cross-functionally to advocate for customer needs and deliver an exceptional customer experience.
• Identify customer risks, expansion opportunities, and strategic initiatives that strengthen partnerships.
• Share customer feedback internally to improve products, processes, and overall customer experience.

Client Success Manager handling public-sector customer portfolios at Virta Health

Client Success Manager, Public Sector

Client Success Manager responsible for managing public-sector customer relationships to drive health outcomes. Virta Health aims to reverse metabolic disease leveraging innovative technology and personalized care.

Client Partner jobs in New Mexico

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Client Operations Manager

Manager, Client Care Operations

Client Success Manager, Labor & Multi Employer Funds

Client Success Manager, Public Sector