Client Solutions Manager (Individual Contributor)

RAB Aggregator, LLC
4h$22 - $31

About The Position

The Client Solutions Manager I is an external, client-facing individual contributor responsible for serving as the primary point of contact for assigned clients and ensuring timely, accurate delivery of contracted services and recurring deliverables. This role partners closely with internal teams to support implementations, transitions, reporting, and issue resolution while maintaining strong carrier and client relationships. This position does not have people-management responsibilities and does not include direct supervisory duties.

Requirements

  • Minimum 85% SLA achievement for deliverable completion (rolling three-month average)
  • Minimum 90% SLA achievement for optimization completion (rolling three-month average)
  • High school diploma
  • Client relationship management and service orientation (external client-facing)
  • Escalation triage and resolution through internal/external coordination
  • Strong written and verbal communication (client calls, agendas, follow-ups)
  • Analytical skills (billing analysis; recommendations/savings opportunities)
  • Facilitation and presentation skills (optimization meetings; trainings)
  • Planning, organization, and deadline management (projects and recurring deliverables)
  • High attention to detail and quality control (reports, invoices, HR files, client deliverables)
  • Proficiency with Microsoft Office (especially Excel, Word, and Outlook)
  • Cross-functional collaboration and stakeholder management
  • Continuous improvement mindset

Nice To Haves

  • College degree preferred, not required

Responsibilities

  • Serve as the primary Point of Contact (POC) for assigned clients.
  • Present billing analyses and provide monthly recommendations/savings opportunities.
  • Maintain availability (on-call) for one-off situations as needed.
  • Lead recurring and one-off client calls to ensure clients are informed of account status, progress, and next steps.
  • Prepare agendas prior to each call and provide follow-up notes and action items after each call.
  • Maintain productive carrier relationships to support client needs and issue resolution.
  • Support the implementation/onboarding of new clients by coordinating internal activities and client communications.
  • Assist with implementing new clients as needed to ensure timelines and deliverables are met.
  • Support transitions for established clients, ensuring continuity of service, documentation, and deliverables.
  • Own monthly zero-use projects from identification through completion and documentation.
  • Plan and execute yearly device projects for assigned clients.
  • Lead and facilitate optimization meetings, including preparing materials and presenting findings and recommendations.
  • Own and complete all recurring deliverables, ensuring accuracy and on-time delivery.
  • Create and review monthly reports and related files (e.g., manager reports, SAP files, chargeback files, and allocations).
  • Coordinate and fulfill special report requests for clients and internal stakeholders.
  • Prepare, manipulate, and complete HR files and invoices accurately and on schedule.
  • Assist with monthly audits and support follow-up on findings from auditors.
  • Maintain and update the Operational Guide documentation.
  • Maintain and update the client portal to ensure accurate, current information.
  • Partner with the Senior Technical Support Specialist team (where applicable) to coordinate support and service delivery for assigned clients.
  • Support other internal teams with Q&A and coordination related to assigned clients.
  • Deliver quarterly classes/trainings as needed for assigned clients and internal teams.
  • Provide back-up support to other Client Solutions Managers to help meet deadlines and maintain client coverage.
  • Identify and contribute to process improvements that enhance client experience and operational efficiency.
  • Perform other duties as assigned to meet client needs.
  • Maintain current awareness of all Company policies related to Data Security (DS) and the protection of Personal Information (PI). Perform all job duties in a manner that complies with those policies. Report any suspicious activity related to DS and/or PI to Management as soon as it is uncovered or suspected.
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