Manage and grow relationships with a portfolio of pharmacy accounts
Drive program performance by analyzing financial results, utilization trends, and operational data
Support purchasing, invoicing, and financial reconciliation activities
Provide proactive customer support, responding to inquiries, delivering training, and anticipating client needs
Identify opportunities for product or service enhancements based on customer feedback and data trends
Monitor data feeds, system settings, and program metrics
Collaborate cross-functionally to investigate and resolve data anomalies and complex client issues
Plan and deliver regular business reviews, training sessions, and program updates aligned to client expectations
Utilize internal tools and platforms to manage account activity, reporting, and documentation
Continuously build product and system expertise to support evolving client and business needs

Minimum 3 years of experience in customer support, technical support, or SaaS account management roles.
Strong verbal and written communication skills
Demonstrated ability to analyze data and troubleshoot issues.
Proficiency with Microsoft Office tools, especially Excel.
Ability to manage multiple priorities in a fast-paced, detail-oriented environment.
Strong customer focus with proactive problem-solving skills.
Bachelor’s degree (preferred, not required).
Experience working in pharmacy, healthcare, or 340B environments.
Experience working with financial data, reporting tools, or SaaS platforms.
Ability to work cross-functionally in a matrixed organization.

Customer Success Manager, Pharmacy Team

Key skills