Optimum RTS - Client Services Manager
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Client Services Manager

Location : Delray Beach
Job Type : Direct
Hours : Full Time
Required Years of Experience : 3-5+
Travel : No
Relocation : No

Job Description :

The Client Services Manager is the point of contact for day-to-day coordination of the client experience. The primary objectives of this position are to 1) create and retain a customer, and 2) motivate the team to meet goals. Therefore, candidate must demonstrate a commitment to the proactive cultivation and maintenance of internal and external relationships through business development activities, client satisfaction, and a firm understanding of the firm’s services.


The ideal candidate will possess the following traits and skills:

·   Be a strategic thinker with the ability to work under changing conditions and translate strategies into actions independently.

• Must have strong project management skills with the ability to work under tight deadlines and manage multiple priorities/projects.

• Strong verbal and written communication skills.

• Ability and confidence to influence others and promote ideas, services and solutions.

·   Strong initiative for ongoing personal knowledge. This is especially true to ensure the firm maintains its unique standing as experts in healthcare reimbursement trends.

·   The ability to work equally well individually and as part of a team.

·   Must be consistently committed to customer satisfaction, continuous improvement and business development.

·   Knowledge and expertise of QuickBooks, Microsoft Office suite of products.  Familiarity with Customer Relations Management (CRM) software a plus.



·         Primary point of contact for potential returning clients.  Conduct interviews with client’s management to gain an understanding of the organization’s business conditions, risks, budget, timelines and existing processes to develop a project scope/plan. 

·         Work with management to bring creative solutions to prospective and current clients.

·         Independently coordinate, lead and manage work done by staff and/or subcontractors.

·         Provide input to the internal and external team during all phases of projects.

·         Direct, and help to mentor, the consulting team as well as supportive staff.

·         Coordinate marketing efforts by way of print, electronic and social media platforms.

·         Coordinate successful educational events held in both a live and virtual setting.

·         Wok with management on the day-to-day operations; to include collaboration on business strategies and decisions.

·         Maintain database of clients, potential clients and referral sources, including new client setup.

·         Anticipate and coordinate future client needs by maintaining and following up on a list of potential and/or upcoming projects

·         Develop and follow-up on proposals and engagement letters through the contracting process. Respond to formal RFPs as appropriate.

·         Responsible for client invoicing, both weekly and monthly.  Manage the client invoicing process to include invoicing, statements, payment processing and A/R follow-up. 

Required Qualifications :


  • 3-5 years in management with at least 2 years in healthcare.  Project management and customer service focused.  Prior practice management experience a plus.

  • Demonstrated understanding of healthcare reimbursement, with expertise in compliance and medical coding. CHC and/or CPC certification is preferred.

  • Be available for occasional evening, weekend and out-of-state engagements/events.

  • Marketing and/or business development background a plus.

  • Advanced Knowledge of QuickBooks

  • Strong Project Management Skills

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