Client Success Manager

The posting, as Pharmaceutical Strategies Group LLC wrote it

Come Join Our Team

For over 20 years, PSG (an EPIC owned company) has been singularly focused on helping our clients navigate the complex and ever-changing challenges of drug management. Through our leading pharmacy intelligence and technologies, we save our clients billions of dollars every year with an unwavering commitment to serving as an advocate and strategic partner to our clients.

The Opportunity

PSG’s vision is to be the world’s innovator in drug management solutions, providing clinically appropriate and affordable pharmaceutical care for all.Artemetrx is PSG’s robust data and analytics platform that drives measurable financial and clinical results. The Client Success Manager serves as the operational owner of assigned client relationships, connecting client priorities with the appropriate PSG resources and ensuring commitments are communicated, coordinated, and completed. Working in collaboration with the lead consultant, the Client Success Manager provides continuity across client communication, account operations, platform utilization, and cross-functional delivery while the consultant leads strategy, clinical recommendations, and consulting engagements.

Primary Responsibilities

• Partner with the lead consultant, aligning before communicating material recommendations, commitments, scope changes, or sensitive commercial matters.
• Establish and manage an appropriate client communication and meeting cadence, including agendas, internal preparation, meeting facilitation, notes, collateral, action items, decisions, and follow-up.
• Provide timely, accurate, and proactive status updates on deliverables, support activity, risks, dependencies, delays, and completion so clients do not need to repeatedly request updates.
• Coordinate client needs across Consulting, Product, Data, Clinical, Analytics, Finance, Contracting, and other PSG teams; confirm ownership, next steps, due dates, and closure of commitments.
• Maintain accurate and current Salesforce account and project records, including contacts, milestones, client health, risks, commitments, utilization, contract details, and renewal status.
• Monitor project plans, service-level agreements, performance guarantees, contractual deliverables, platform access, user counts, membership thresholds, and other account obligations; escalate risks promptly.
• Steward client hours and utilization by confirming appropriate Harvest project setup, reviewing billable status and hours against contractual allocations, and addressing potential overages, underutilization, or misalignment.
• Support invoice accuracy by validating account-level information, active statements of work and orders, applicable rates, membership or user counts, and alignment among services delivered, contract terms, Salesforce, Harvest, and Finance processes.
• Coordinate renewal planning and execution, including timelines, internal alignment, client communication, signatures, approvals, purchase-order needs, ef

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, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

Why EPIC?

At EPIC, we invest in our people and their success. Benefits include:

• Generous PTO:
• Managed PTO (salaried) or 22 days (hourly)
• 12 paid holidays + 4 early-close days
• Leave Benefits:
• Paid parental leave
• Pregnancy disability & bonding leave
• Organ donor leave
• $1,500 employee referral bonus
• Professional Development:
• Mentorship program
• Tuition reimbursement
• Leadership development
• Unique Benefits:
• Pet insurance
• Identity & fraud protection
• Legal planning
• Family planning & midlife support
• Core Benefits:
• 401(k) with company match and immediate vesting (you keep 100% of employer contributions from day one)
• Medical, dental, vision
• Employee assistance programs
• Culture & Community:
• Collaborative 50/50 producer-service model
• Employee Resource Groups
• Charitable initiatives through EPIC Gives Back
• Top 10 P&C Agency (Insurance Journal)

Learn more: https://www.epicbrokers.com/about/epic-careers/

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf .

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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