Method Communications Clients Jobs in Usa

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Manager, Client Programs and Events (Palo Alto, CA)
Salary not disclosed
San Francisco 6 days ago
Manager, Client Programs and Events Hybrid/Bay area, CA The Opportunity We are seeking a Manager, Client Program and Events to join our Firm.

This position will be based in our Bay area, CA office (hybrid).

The Manager, Client Programs and Events is responsible for the comprehensive management and execution of in-person and virtual client events supporting the organization's West Coast offices, with a primary focus on California-based programs for Palo Alto and Los Angeles.

This includes CLE seminars, webinars, dinners, receptions and other Business Development and Marketing initiatives that support the firm???s practices and client engagement.

Additional responsibilities include budget oversight, vendor management, event logistics, post-event analysis, and maintaining compliance with firm policies and industry standards.

The Manager, Client Program and Events: Oversees the planning and execution of client programs and events, including large-scale client events, CLE programming and special events, in the Palo Alto and Los Angeles offices.

Collaborates closely with the business development team, practice groups, and partners to ensure all events support the Firm???s strategic business development objectives and client engagement goals.

Works as a collaborative member of the global client events team, supporting and contributing to events in other offices as needed to ensure a consistent and exceptional client experience across the Firm.

Manages all aspects of event logistics, including venue selection, vendor management, contract negotiations, and on-site execution.

Develops and proposes innovative event concepts and agendas that align with practice group priorities and firmwide business development strategies, ensuring each event supports broader firm objectives.

Develops and manages event estimates and budgets to ensure cost-effective delivery.

Provides strategic guidance to partners and stakeholders throughout the event planning process, ensuring alignment with business objectives and client expectations.

Expected to generate new ideas and proactively identify opportunities for improvement, while following established team guidelines and best practices.

Conduct comprehensive post-event analysis, including ROI measurement and stakeholder feedback, to inform continuous improvement and future event planning.

Oversees Palo Alto and Los Angeles event-related data tracking and management, ensuring accurate and timely reporting of program and event-related KPIs for client reviews, annual practice reviews, and other knowledge strategy needs.

Contributes to global event tracking and reporting.

Ensures all CLE and educational programming complies with MCLE accreditation standards and advises staff on compliance requirements.

Mentor and support the professional development of junior team members, fostering a collaborative and high-performing team environment.

Monitor industry trends, competitor activities, and emerging event technologies to ensure the firm???s events remain innovative, competitive, and aligned with best practices.

Demonstrates exception interpersonal, written, and verbal communication skills.

Demonstrate effective crisis management and problem-solving skills, maintaining composure and ensuring successful outcomes when unexpected challenges arise during events.

Qualifications Knowledge of Firm operations, policies and procedures Knowledge of relevant Firm computer software programs (e.g., Outlook, Excel, PowerPoint), with the ability to learn new software and operating systems Demonstrates effective interpersonal and communication skills, both verbally and in writing Demonstrates close attention to detail Excellent analytical, troubleshooting, organizational, and planning skills Ability to handle multiple projects and shifting priorities Ability to handle sensitive matters and maintain confidentiality Ability to organize and prioritize work Ability to work well in a demanding and fast-paced environment Ability to work well independently as well as effectively within a team Ability to use discretion and exercise independent and sound judgment Broad and thorough knowledge of events planning functions Experience with database management (InterAction is a plus) Familiarity with legal business issues and Fortune 500 companies Strong writing and editing skills Personally handles more complex issues/duties requiring independent exercise of discretion and judgment Flexibility to travel Flexibility to adjust hours and work the hours necessary to meet operating and business needs Education and Experience Bachelor's Degree Minimum of seven years related experience in a law firm, professional services firm, or similar high-velocity client-service environment.

Benefits The overall well-being of our team is important to us.

We offer generous benefits to help you achieve wellness in all areas of your life.

Competitive salaries and year-end discretionary bonuses.

Comprehensive health care (medical, dental, vision), savings plan/401(k) and voluntary benefits.

Generous paid time off.

Paid leave options, including parental.

In-classroom, remote, and on-demand learning and professional development opportunities.

Robust well-being classes and programs.

Opportunities to give back and make an impact in local communities.

The starting base salary for this position is expected to be within the range listed under Salary Details.

Actual salary will be determined based on skills, experience (to the extent relevant) and other-job related factors, consistent with applicable law.

This position may be eligible for a discretionary year-end bonus.

Salary Details $155,000 ??? $180,000
Not Specified
Manager, Communications Design (HCP)
Salary not disclosed
New York, NY 3 days ago

Business Overview


We understand what makes people human and how they interact with their environment... and it's more than their demographic, their condition, or their profession. With over $17 Billion in marketplace clout, Healix is an innovative global healthcare media agency with unparalleled buying power, preferred rates, and a proven track record for success. We're a company filled with creative thinkers who are experts in healthcare, and who examine issues, brainstorm solutions, and recommend media engagement strategies based on insights that others often don't see.


Position Summary

As Manager, Communications Design, you are managing the production and application of accurate and insightful consumer, cultural relevant, media and market intelligence to contribute to an impactful communications/media plan. With direction from your Associate Director or Director, you take the strategic design imperatives (Strategy On A Page: SOAP) and communications idea and deploy a variety of data and intelligence to identify and prioritize the best communications channels.


In this role, you are leading the preparation of the communications/media plan flowchart via MediaTools or Lumina and ensuring the communications plan is built on solid, data rich fundamentals. Working with partnerships, media publishers/ distributors/ suppliers, and your communications design team, you ensure the accuracy of the inputs required for the development of the media plan flowchart. The manager will develop junior talent and teach media planning fundamentals to internal teams and clients alike.


Responsibilities

  • Create accurate substantiated and detailed media plans and media planning scenarios
  • In charge of timely, accurate delivery of day-to-day requests from the team along with disciplined and organized call-reports and timely follow-throughs
  • Organize and develop client-facing category, culture and competitive tracking documents
  • Work with the Associate Director and Partnerships team to develop the RFP to brief internal partnership's/ SBU team and external partners
  • Manage the team output and development of the flowchart including oversight of the plan being accurately produced within Ripple/ MediaTools/Lumina to address the reach/frequency and business goals
  • Lead the best practice production of audience and communications data and intelligence for the development of the communications plan, utilizing relevant tools and techniques
  • Contribute to the ideation team sessions in conjunction with the Strategy team and relevant SBU to generate creative & compelling connections idea.
  • Responsible for timely, accurate delivery of day to day requests from the client and internal team
  • Responsible for maintaining impactful media plans; oversight of brand media plans, financials, ATBs and billing documentation internally and for the client
  • Leads internal, client and partner agency status calls and updates; organizes and coordinates call-reports and ensures that follow-ups are documented and carried out in a timely manner
  • Digests the client's goals/target and leads compiling planning inputs - competitive reporting, syndicated audience research, landscape trends, campaign learnings

Required Skills & Experience

  • Experience in an integrated planning role in media, publisher / vendor, or communications discipline
  • Media planning skills must be sufficient and able to be taught to junior team members
  • Ability to delegate, develop and oversee direct reports
  • Excellent written, verbal communication and presentation skills
  • Required PC proficiency and solid working knowledge of Microsoft Office (MS Word, Excel, PowerPoint, etc.)
  • Initiative does not require candidates to have a college degree


Desired Skills & Experience

  • 4+ years relevant experience with 1+ years of experience in managing or developing staff
  • Category or audience experience as relevant per assignment
  • Strong time-management and organizational skills
  • Proven problem-solving ability


Wage and Benefits

We offer a Total Rewards package that includes medical and dental coverage, 401(k) plans, flex spending, life insurance, disability, employee discount program, employee stock purchase program and paid family benefits to support you and your family.


The salary range for this position is posted below. Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position, market considerations, budgetary considerations, tenure and standing with the Company (applicable to current employees), as well as the employee's/applicant's skill set, level of experience, and qualifications.


Employment Transparency

It is the policy to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, ethnicity, gender, age, religion, creed, national origin, sexual orientation, gender identity, marital status, citizenship, genetic information, veteran status, disability, or any other basis prohibited by applicable federal, state, or local law.


Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.


The employer will make reasonable accommodations in compliance with the American with Disabilities Act of 1990. The job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and other job functions are subject to modification. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions. For applicants to jobs in the United States: In compliance with the current Americans with Disabilities Act and state and local laws, if you have a disability and would like to request an accommodation to apply for a position, please email .

Salary Range$80,000—$90,000 USD
Not Specified
Manager, Client Support
Salary not disclosed
South Bend, IN 2 days ago

Company Description

Press Ganey is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders. Our earliest roots are in U.S. healthcare -perhaps the most complex of all industries. Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business. We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees.

Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world's most recognized brands. As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process. Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success.

Our Mission:

We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action.

Our Values:

To put Human Experience at the heart of organizations so every person can be seen and understood.

  • Energize the customer relationship:Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions.

  • Success starts with me:Personal ownership fuels collective success. We each play our part and empower our teammates to do the same.

  • Commit to learning:Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow.

  • Dare to innovate:We challenge the status quo with creativity and innovation as our true north.

  • Better together:We check our egos at the door. We work together, so we win together.

This position will have a hybrid schedule to our South Bend, IN location Tuesday through Thursday and Monday and Friday working from home.

The Manager, Client Support is responsible for leading a support team to deliver outstanding client experiences through onboarding, system configuration, data handling, and ongoing support. This role ensures that client accounts are set up to specifications, routine support requests are resolved quickly and effectively, and team members are resourced and coached for success.

The Manager will act as a leader and problem solver, providing direction, escalation support, and oversight to ensure services are delivered on time, error-free, and aligned with contractual agreements. This role requires fostering strong cross-functional collaboration, maintaining high levels of customer satisfaction, and driving operational improvements within the support function.

Duties and Responsibilities

  • Lead and oversee the daily operations of the client support team, ensuring delivery of exceptional service.
  • Serve as an escalation point for client support issues, troubleshooting and facilitating service recovery as needed.
  • Monitor workload and assign clients/projects to balance caseloads across team members, ensuring optimal utilization and expertise alignment.
  • Provide direct leadership, coaching, career development, and performance management for support team members.
  • Partner with market and business leaders to prioritize work, address client needs proactively, and maintain high client satisfaction.
  • Ensure accounts are configured to client specifications and onboarding experiences are seamless.
  • Continuously identify and implement process improvements to increase efficiency and quality in service delivery.
  • Foster strong communication and collaboration with cross-functional departments to align with corporate goals and initiatives.
  • Contribute to department and organizational goals, ensuring alignment with overall company strategy. Responsible for cascading the department and corporate goals and holding direct reports accountable to those goals. objectives.

Qualifications

  • 5-10 years of experience in healthcare support, healthcare delivery, or client-facing roles within a related field.
  • Familiarity with healthcare environments, including healthcare regulatory survey operations and survey tools/processes.
  • Strong understanding of system configuration, data workflows, and support operations.
  • Demonstrated project management skills with the ability to manage multiple priorities in a fast-paced environment.
  • Proven leadership experience with the ability to coach, develop, and motivate a team.
  • Excellent communication, presentation, listening, and interpersonal skills.
  • Strong analytical and problem-solving abilities with a proactive, solutions-oriented mindset.
  • Commitment to delivering an exceptional client experience, including ownership of follow-up and issue resolution.
  • Knowledgeable of all Microsoft Office Suite, Survey Design tools, Salesforce, Power BI, and Wrike will be a plus.

Education

  • Bachelor's degree and5+years of relevant experience

Special Working Conditions

Flexible to work between the hours of 8AM ET and 5PM ET with adjustments based on business needs.

Special Physical Requirements

  • Requires close visual acuity for computer work and reading.
  • Physical activity includes crouching, reaching, walking, talking, hearing, and repetitive motion of hands, wrists, and fingers.
  • Sedentary role with extended periods of sitting.

Direct Reports

Client Support Team Members

Don't meet every single requirement?Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Press Ganey we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Additional Information for US based jobs:

Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce. We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state, or local protected class.

Pay Transparency Non-Discrimination Notice - Press Ganey will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

The expected base salary for this position ranges from $81,000 to $136,000 annually. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus tied to achieved results.

All your information will be kept confidential according to EEO guidelines.

Our privacy policy can be found here:legal-privacy/

Not Specified
Client Analyst
✦ New
Salary not disclosed
Morristown, NJ 1 day ago
Job Title: Client Analyst

Work Location: Morristown, NJ 07960

Duration: 12 months


Job Description

The Client Analyst serves as an integral member of our centralized Client Service Team, performing the following key responsibilities to support Advisor teams and clients:

Key Responsibilities

Client Onboarding, Data Management, and Contracting:

The Client Analyst supports the seamless integration of new clients by managing the on-boarding process, maintaining accurate client data, and handling contracting procedures.

Meeting Coordination:

Assists in scheduling client meetings as needed to ensure timely and effective communication between advisor teams and clients.

Investment Account Processing:

Prepares, submits, and tracks new investment account applications, overseeing the process through to the funding stage.

Tax Season Activities:

Manages a variety of tasks during tax season, including organizing tax data, gathering and tracking client consents, finalizing tax returns, coordinating estimated payments, and facilitating e-filing.

Internal Group Collaboration:

Interfaces with internal departments to complete a range of investment and operational tasks. This includes addressing matters related to accounts, as well as handling requests involving Special Investments and Private Equity.

Quality Control Metrics and Reporting:

Assists teams in tracking and reporting on Quality Control metrics to help maintain high standards of service.

Qualifications


  • Bachelor's degree required
  • A minimum of 2-5 years of work experience in a professional corporate environment
  • Strong written and verbal communication skills
  • Proficiency in Word, Excel, PowerPoint, and Outlook required
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Excellent communication skills; team focused
  • Extremely organized and detail-oriented
  • Experience in financial services is preferred but not required
Not Specified
Registered Client Associate/Client Associate
✦ New
🏢 RBC
Salary not disclosed
New orleans, LA 1 day ago
Client Associate/Registered Client Associate

Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

What will you do?

  • Build and maintain professional relationships with clients by assisting them and answering account questions.
  • Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
  • Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
  • Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
  • Maintain confidentiality in accordance with RBC's Code of Conduct.

What do you need to succeed?

Must-have

  • Bachelor's degree or job-related experience
  • Strong soft skills including verbal and written communication, people, organizational, and client service skills
  • Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
  • Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
  • Ability to adapt to a rapidly changing business and technology environment

Nice-to-have

  • Current FINRA registrations
  • Financial services experience

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business

Job Skills

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software

Additional Job Details

Location: New Orleans, United States of America

Work hours/week: 40

Employment Type: Full time

Platform: Wealth Management

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-01-15

Application Deadline: 2026-01-14

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Not Specified
Lead Client Partner - New York CityNew York City, NY, USA
✦ New
🏢 Life360
Salary not disclosed
New york city, NY 1 day ago
Senior Client Partner - New York City

Life360's mission is to keep people close to the ones they love. Our category-leading mobile app and Tile tracking devices empower members to protect the people, pets, and things they care about most with a range of services, including location sharing, safe driver reports, and crash detection with emergency dispatch. Life360 serves approximately 88 million monthly active users (MAU), as of June 2025 across more than 180 countries.

Life360 delivers peace of mind and enhances everyday family life with seamless coordination for all the moments that matter, big and small. By continuing to innovate and deliver for our customers, we have become a household name and the must-have mobile-based membership for families (and those friends that basically are family).

Life360 has more than 500 (and growing!) remote-first employees and has recently announced the acquisition of Nativo, an advertising technology company specializing in native advertising. For more information, please visit .

Candidates must be located in the NYC metro area.

About The Team

Life360 Ads is actively recruiting for a driven and client-focused Senior Client Partner (account executive/sales) to support our revenue growth by cultivating strong relationships with clients and agencies. This role is essential in helping the newly integrated Life360 and Nativo advertising team evangelize the power of native and content marketing while providing strategic, customized solutions that meet client objectives.

As an individual contributor, you will be responsible for achieving revenue goals through the development and execution of go-to-market strategies, managing a pipeline of opportunities, and translating client needs into high-impact content marketing programs using Nativo's platform.

What You'll Do
  • Consistently meet or exceed monthly and quarterly revenue quotas through proactive outreach and consultative selling
  • Identify new business opportunities with media buying agencies and direct clients
  • Serve as a trusted advisor to clients, understanding their marketing goals and crafting tailored native/content marketing programs that leverage the full capabilities of Nativo's platform
  • Build and manage a strong sales pipeline by generating a high volume of client engagement, including outreach, calls, meetings, presentations, and proposals
  • Lead strategic conversations and ideation with clients and agencies to create impactful, results-driven campaigns
  • Respond to RFPs and collaborate with internal stakeholders to deliver compelling proposals and media plans
  • Travel as needed to meet with clients, attend industry events, and deepen relationships
  • Represent Life360 at industry events and conferences, promoting our differentiated value in the marketplace
What You'll Bring
  • 3-5 years of digital media or advertising sales experience, ideally with a focus on native advertising, content marketing, or adtech
  • Proven ability to sell to both brands and agencies with a mix of managed and programmatic deals
  • Familiarity with brand storytelling, audience targeting, optimization strategies, and digital advertising technologies
  • Strong ability to prospect, manage a full sales cycle, and build long-term client relationships
  • Excellent communication, negotiation, and presentation skills
  • High level of comfort working independently in a fast-paced environment
  • Proficient in MS Office, Google Workspace & Salesforce

As an early member of the newly integrated advertising team from Life360 and Nativo, you will have agency to shape how our platform evolves to address the outcomes advertisers are seeking. You will also be a passionate advocate for improving everyday family life and the role that brands can play to reduce friction and deliver value. You must possess an entrepreneurial, client-centric mindset that will foster market responsiveness as agency client needs shift. Your responsibilities will include driving the growth of existing business, identifying and cultivating new opportunities, meeting and exceeding quotas, as well as ensuring smooth cross-team collaboration to deliver client outcomes.

Your responsibilities will include driving the growth of existing business with the help of our broader team, identifying and cultivating new opportunities, while managing quotas and budgets. We are seeking a highly qualified candidate with a demonstrated track record of success in driving revenue in the agency channel, with a strong ability to establish and maintain strategic relationships with key accounts.

The US-based salary range for this position is $100,000 - $145,000 ($200,000 - $290,000 OTE). We take into consideration an individual's background and experience in determining final salary - therefore, base pay offered may vary considerably depending on job-related knowledge, skills, and experience. The compensation package will also include quarterly bonuses based on target achievement, equity and a wide range of medical, dental, vision, financial, and other benefits.

Our Benefits
  • Competitive pay and benefits
  • Medical, dental, vision, life and disability insurance plans (100% paid for employees)
  • 401(k) plan with company matching program
  • Mental Wellness Program & Employee Assistance Program (EAP) for mental well-being
  • Flexible PTO, 13 company wide days off throughout the year
  • Winter and Summer Week-long Synchronized Company Shutdowns
  • Learning & Development programs
  • Equipment, tools, and reimbursement support for a productive remote environment
  • Free Life360 Platinum Membership for your preferred circle
  • Free Tile Products
Life360 Values

Our company's mission-driven culture is guided by our shared values to create a trusted work environment where you can bring your authentic self to work and make a positive difference

  • Be a Good Person - We have a team of high integrity people you can trust.
  • Be Direct With Respect - We communicate directly, even when it's hard.
  • Members Before Metrics - We focus on building an exceptional experience for families.
  • High Intensity, High Impact - We do whatever it takes to get the job done.
Our Commitment to Diversity

We believe that different ideas, perspectives and backgrounds create a stronger and more creative work environment that delivers better results. Together, we continue to build an inclusive culture that encourages, supports, and celebrates the diverse voices of our employees. It fuels our innovation and connects us closer to our customers and the communities we serve. We strive to create a workplace that reflects the communities we serve and where everyone feels empowered to bring their authentic best selves to work.

We are an equal opportunity employer and value diversity at Life360. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any legally protected status.

Not Specified
Client Services Manager - 249756
Salary not disclosed
Scottsdale, AZ 5 days ago

Client Service Manager

Division: Account Management


About the Role

We are seeking a Client Service Manager (CSM) to serve as the primary point of contact for assigned healthcare and union/fund clients, supporting retiree populations with a high-touch, service-driven approach. This is a hybrid, client- and member-facing position that blends account management, benefit administration, healthcare support, and operational coordination.


The ideal candidate brings healthcare account management or health insurance experience (Medicare experience strongly preferred), thrives in a collaborative environment, and enjoys solving problems—not just identifying them. This role requires professionalism, organization, and the ability to manage multiple priorities across a portfolio of 12–18 clients.


Training Program

All new hires participate in a structured 12-week paid training program:

Weeks 1–6: Hands-on training with the Retiree Advocacy (Call Center) team

Weeks 7–12: CSM-specific training, shadowing, and collaboration with billing and operations


Training is full-time and in-person. After completion, the role transitions to a hybrid schedule (3–4 days in-office; 1–2 remote depending on season).


Key Responsibilities

Client Management & Account Oversight

  • Serve as the single point of contact for assigned clients
  • Provide information regarding eligibility, billing, member services, and benefit structure
  • Interpret client-specific data related to products, billing, eligibility, and plan specifications
  • Design, prepare, and coordinate member communications on behalf of clients
  • Deliver timely reporting and insights
  • Develop creative solutions to client challenges
  • Lead client events (virtual and onsite) to strengthen engagement
  • Travel occasionally (less than 10%)


Escalation & Service Excellence

  • Handle escalated calls from members and clients
  • Ensure gold-standard service delivery and maintain service quality expectations
  • Maintain strong follow-up practices (24–48 hour turnaround expectations)


Advocacy Team Support (Call Center Partnership)

  • Support the Advocacy team with group-specific questions
  • Oversee age-ins and disenrollments
  • Provide cross-team training when new groups or changes are introduced
  • Assist with operational coordination and special projects as assigned


Required Qualifications

  • High School diploma or equivalent
  • 4+ years of experience in customer-facing roles such as client service, account management, sales, operations, benefit administration, or project management
  • 2+ years of healthcare-specific experience (health insurance, provider billing, client benefits, Medicare, or medical call center environment)
  • Life & Health License (Arizona) – must obtain within 6 months (company sponsored)
  • Proficiency in Microsoft Word, Excel, and Office applications
  • Strong written and verbal communication skills
  • Professional, self-aware, and detail-oriented


Preferred Qualifications

  • Experience with Medicare, Medicare Advantage, or Supplement plans (fully insured or self-funded)
  • Salesforce proficiency
  • ADIP certification
  • Experience managing multiple client accounts simultaneously
  • Strong presentation skills and client-facing professionalism


Ideal Candidate Profile

  • Comfortable managing 12–18 client accounts simultaneously
  • Proactive problem solver who proposes solutions
  • Collaborative and willing to “roll up sleeves” during peak seasons
  • Highly organized and prepared for client-facing presentations
  • Thrives in fast-paced, service-driven environments
  • Takes initiative and consistently delivers exceptional service


Work Environment & Culture

  • Hybrid schedule (3–4 days onsite weekly; additional remote flexibility during off-peak seasons)
  • Business casual dress code
  • Fast-paced, team-oriented environment (October–December is peak season)
  • Supportive, mission-driven culture
Not Specified
RCM Client Billing Manager
Salary not disclosed
Gilbert, AZ 2 days ago

Job Title: RCM Client Billing Manager

Department: Revenue Cycle Management (RCM)

Location: Onsite, Gilbert, AZ (preferred) or Remote

Compensation: $80K - $85K

Position Summary

The RCM Client Billing Manager is responsible for overseeing and optimizing the client daily billing operations, support denial management strategy, drive accountability across billing workflow within the Revenue Cycle Management department. This role ensures accurate, timely billing, client account management, revenue reporting, and compliance with contractual agreements. This role involves establishing and enforcing billing policies, overseeing accounts receivable, and ensuring the accuracy and timeliness of all billing-related activities.


Key Responsibilities

Client Billing & Revenue Management

  • Oversee client billing in accordance with contractual terms.
  • Ensure proper billing methodologies (percentage of collections, flat fee, hybrid models, etc.) are applied correctly.
  • Monitor accounts receivable and follow up on outstanding patient balances.
  • Reconcile revenue reports and validate billing data for accuracy and completeness.
  • Manage month-end close processes related to client billing.

Client Relationship Management

  • Serve as primary point of contact for client billing inquiries and issue resolution.
  • Partner with clients to review statements, payment trends, and revenue performance.
  • Conduct regular billing review meetings with clients as needed.
  • Ensure high levels of client satisfaction through timely and professional communication.

Reporting & Financial Analysis

  • Ability to create and interpret data analytics and reporting.
  • Monitor key performance indicators (KPIs) related to revenue cycle management and implement strategies for continuous improvement.
  • Identify discrepancies and implement corrective actions.
  • Provide executive-level reporting to leadership.

Compliance & Process Improvement

  • Ensure compliance with healthcare regulations, contractual obligations, and internal controls.
  • Develop and maintain billing policies and procedures.
  • Identify automation opportunities and workflow efficiencies.
  • Support audits and documentation requests.

Team Leadership

  • Supervise billing staff.
  • Provide training, performance management, and professional development.
  • Foster a culture of accountability, accuracy, and continuous improvement.


Qualifications

Education

  • Bachelor’s degree in Finance, Accounting, Healthcare Administration, Business, or related field required (Master’s preferred).


Experience

  • 5+ years of progressive experience in Revenue Cycle Management.
  • 3+ year prior supervisory or management experience preferred.
  • Experience with physician services billing strongly preferred.


Skills & Competencies

  • Strong knowledge of healthcare billing, coding, insurance claims, and collections processes
  • Exceptional Excel knowledge base and skill set required, including pivot tables.
  • Proficiency in RCM systems, EHR, clearing house, and financial reporting tools.
  • Excellent leadership, communication, and problem solving skills
  • Excellent analytical and problem-solving skills.
  • Strong client-facing communication skills.
  • High attention to detail and organizational skills.


Preferred Qualifications

  • Experience in multi-state healthcare organizations.
  • CPA, HFMA certification, or related credential preferred.
  • Knowledge of value-based care or risk-based contracts is a plus.
Not Specified
Client Service Representative, Route 66 VECCC
✦ New
17-20 Hourly Wage
Client Service Representative
Compensation: $17 - $23 pending experience & skillset
Overnight Shift Differential: $3/hr 
 Are you a compassionate, enthusiastic "people person" with a love for animals? Do you thrive in a dynamic environment where every day brings new challenges and opportunities to make a difference? If so, Route 66 Veterinary Emergency & Critical Care Center (VECCC) wants YOU to be our next Client Service Representative.

About the Role:
As a Client Service Representative, you will play a crucial role in supporting our emergency and critical care departments while welcoming and assisting our guests.
Responsibilities Include (but not limited to):
  • Educate and Support: Inform clients and referring veterinarians about our comprehensive services and provide compassionate support over the phone and in person.
  • Appointment Coordination: Assist clients in scheduling appointments at our multi-specialist hospital, ensuring a seamless and efficient process.
  • Communication Mastery: Handle reminder and follow-up communications with finesse, utilizing both phone and email to keep clients informed and engaged.
  • Record Keeping: Accurately update and maintain client/pet records and files, ensuring a meticulous approach to detail.
  • Cash handling and end-of-day financial reconciliation
Compensation:
  • $17 - $20 pending experience & skillset
  • 3/12 or 4/10 shifts available
  • Overnight Shift Differential: $3/hr 
Schedule:
  • 4 X 10 hour shifts 
  • Various shifts available. Apply to learn more!
What You Can Expect:
At Route 66 VECCC, we believe in taking care of you so you can provide the best care for our beloved pets.
  • We value your well-being: Enjoy flexible leave policies, mental health awareness support, and a unique team-oriented work culture that promotes happiness and health in body, mind, and spirit.
  • We value your professional growth: We are committed to mentoring our team to help you reach your full potential.
  • We have a friendly/inclusive culture: Step into an environment where mutual respect and kindness thrive. You'll work in a stimulating, high-volume environment alongside colleagues who are eager to share their expertise.
What We're Looking For:
  • Exceptional First Impressions: Are you the person who effortlessly leaves a positive and lasting first impression? We want you! The ideal candidate will possess outstanding communication and customer service skills, ensuring our clients and referring veterinarians feel valued and supported.
  • Adaptability and Multitasking: In our fast-paced environment, versatility is key. If you thrive on multitasking and can navigate unexpected situations with ease, you're the problem solver we're looking for.
  • Customer Service Excellence: If you've excelled in customer service, you know the importance of building positive relationships. Your ability to provide outstanding service aligns seamlessly with our commitment to delivering an exceptional client experience.
  • Flexibility and Adaptability: Be a team player who thrives in a collaborative environment, adapting to situations where protocols may not apply and handling unanticipated tasks with grace.
Why Choose Route 66 VECCC?
At Route 66 VECCC, we value autonomy -we believe in empowering our team members to take ownership of their work and make meaningful contributions.

From day one, our onboarding process sets you up for success. You'll receive continued support throughout your training as you navigate your role.  Our monthly team introductions provide a unique opportunity to connect with your colleagues in a class setting, fostering a sense of camaraderie and community from the outset. While we strive for a welcoming and inclusive atmosphere, we are committed to ensuring that everyone feels respected and valued.

We encourage initiative and support your professional growth every step of the way. Our structured career path program helps you chart your course within the company. Whether you aspire to transition to a different department or advance in your current role, we're here to help you achieve your goals.
We're excited to welcome individuals who are passionate about making a difference in the lives of animals and their owners.

Benefits We Offer:
At Route 66 VECCC, we value our team members and offer a comprehensive benefits package, including:
  • 401(k) with matching contributions
  • Health, dental, and vision insurance
  • Life insurance coverage
  • Paid time off (PTO) for work-life balance
  • Flexible scheduling options
  • Employee discounts on veterinary services
  • Professional development assistance and ongoing training
  • License reimbursement
Apply now and embark on a rewarding career where you can make a real difference in the lives of pets and their families!
 For more information about our hospital, please visit  Ethos Veterinary Health is at the forefront of innovation and world-class medicine. As the premier network of over 140 specialty and emergency hospitals across North America, Ethos brings together a dedicated community of more than 1,500 specialized doctors providing care for nearly 2 million pets annually. The integrated and collaborative network of veterinary professionals utilize state-of-the-art technology and a scientific, evidence-based approach to deliver compassionate, unparalleled care and rewarding careers. Committed to revolutionizing veterinary medicine, Ethos sets the standard in veterinary excellence. Discover more at .
Ethos Veterinary Health offers a comprehensive benefits program including medical, dental, vision, a 401k with employer match, and paid time off (including sick time) for all eligible employees.  The team can provide more information about compensation and benefits for your specific location during the process.  For positions based in Colorado, Ethos provides eligible employees with paid sick and safe leave and public health emergency leave in accordance with the requirements of Colorado's Healthy Families and Workplaces Act.
Ethos is an Equal Opportunity Employer. Ethos does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided based on qualifications, competence, merit, and business need.
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Compensation details: 17-20 Hourly Wage



PI2fafc07e32c1-3631

permanent
Client Advisory Analyst - SQL
✦ New
Salary not disclosed
Chicago, IL 1 day ago

Job Title: Client Advisory Analyst

Position Summary:


Pareto Intelligence™ is a bold and innovative healthcare analytics organization redefining how health plans approach data, insights, and performance improvement. We are a team of passionate professionals driven to challenge conventional thinking and deliver transformative analytic solutions that others say are not possible.


Our Client Advisory Analysts are key members of this mission—immersing themselves in advanced data analytics, modeling, and problem-solving to drive measurable client outcomes. This role bridges data and decision-making, helping clients interpret analytical insights while contributing to the enhancement of Pareto’s proprietary tools and methodologies.


Essential Duties and Responsibilities:


  • Serve as a trusted partner to clients, interpreting outcomes from Pareto’s suite of data analytic tools.
  • Manage multiple client engagements and relationships concurrently.
  • Apply critical thinking to develop customized analytic interpretations and solutions for client needs.
  • Provide live demonstrations and user instruction for Pareto’s data analytic tools to current and prospective clients.
  • Collaborate extensively with technical and non-technical team members to ensure seamless delivery and insight translation.
  • Uphold the security, confidentiality, and integrity of client information across all engagements.
  • Innovate by translating client feedback into enhancements for Pareto’s analytic and visualization tools.
  • Contribute to process improvements and product evolution through active participation and solution-oriented thinking.


Education and Experience Requirements:


  • Bachelor’s degree in data Analytics; Economics; Management Information Systems; Finance; Accounting; or a related field.
  • Up to 2 years of consulting or data analytics experience.
  • Strong quantitative and analytical skills with the ability to apply statistical analysis to unstructured problems.
  • Proficiency in interpreting data outputs and translating findings into actionable insights.
  • Demonstrated experience presenting analytics and system functionality to client stakeholders.


Skills and Attributes:


  • Complex Problem Solving: Ability to identify and address challenges by evaluating information, assessing options, and implementing effective solutions.
  • Critical Thinking: Ability to use logic and reasoning to evaluate alternative approaches and determine optimal strategies.
  • Deductive Reasoning: Ability to apply general rules to specific problems to derive accurate conclusions.
  • Inductive Reasoning: Ability to identify patterns and relationships across diverse data and scenarios.
  • Communication Skills: Strong oral and written communication skills with the ability to convey complex ideas clearly.
  • Quality Assurance: Commitment to accuracy, precision, and thorough self-review of analytical outputs.
  • Adaptability: Ability to thrive in an entrepreneurial environment where learning and innovation are continuous.


Travel Requirements:

The successful candidate must be willing and able to travel as needed; estimated travel is less than 25% of the time.


Compensation and Benefits:


The expected base salary for this position ranges from $75,000 - $85,000 USD with a bonus target of up to 5% of the base salary. We do consider a wide range of factors when making offer decisions, including (but not limited to) the scope and responsibilities of the position, a candidate’s relevant skills, training, experience, education and where applicable, licensure and certifications obtained. We also consider organizational and market factors when making offer decisions.



Equal Employment Opportunity Statement:

Convey Health Solutions is an Equal Opportunity Employer committed to fostering an inclusive and diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state, or local laws.

Convey Health Solutions also provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable laws. Applicants requiring accommodation during the application or interview process should contact the Human Resources department.


The Convey Health Solutions family of companies, including Pareto Intelligence™, delivers a powerful combination of purpose-built technology, advanced analytics, and expert services to help health plans thrive in a complex, post, Affordable Care Act environment.

As a trusted partner to Medicare and commercial payers, we provide scalable, compliant solutions that span the entire member lifecycle, from enrollment and billing to risk adjustment, Stars performance, and member engagement. Pareto’s deep analytics and financial intelligence complement Conveys’ operational expertise, enabling our clients to improve performance, reduce costs, and create better healthcare experiences for millions of Americans, especially seniors and vulnerable populations.

Together, we help health plans scale smarter, grow stronger, and make healthcare work better for the people who need it most.

Learn more at

Not Specified
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