Client Account Manager

Job description

About the Company:

Revenue Enterprises is a Customer Service Contact Center designed to support patient billing and customer service needs for our healthcare clients. We operate around the simple principles of integrity , passion , and respect . Holding these values are the foundation of how we approach our clients' success. If our values align with you, join our team and play a unique and important role in our mission to change healthcare for the better.

• Family-owned business where you become part of the family- not just a number

• Award winning workplace : 2019-2025 Inside Arm voted us "Top 10 Best Places to Work" in our industry

• Over 30 years of consistent and healthy growth with world class clients

• Your voice is heard and appreciated

• You are a part of the success with your ideas and your efforts

• You are appreciated and valued

• Stable base pay, plus monthly performance bonus opportunities

About the Position:

The Client Account Manager is responsible for retaining and maintaining assigned client relationships while ensuring exceptional service delivery. This position acts as the primary liaison between clients and internal teams, including Administration, Finance, Operations, and IT.

This position responds promptly to client inquiries, coordinates reporting and documentation, and supports performance review processes.

This role works in close partnership with Operations Managers to drive client outcomes and ensure alignment on service execution. Takes ownership of communication output, proactively providing updates and escalating needs to the appropriate leader when necessary.

Additional responsibilities include post-implementation support of new clients and training internal processes such as Client Access Web and HubSpot submissions.

Above all, this position represents Revenue Enterprises in client meetings and demonstrates leadership, professionalism, and integrity in all interactions and serves as a reliable, trusting partner and client advocate- showing ownership, collaboration, and proactive problem-solving to ensure the right things get done.

Proactive Client Relationship Management & Outreach: Build trust and deliver superior client service through regular communication and advocacy.

Preparation & Delivery of Accurate Client Reporting: Ensure timely, accurate, and clear reporting for all assigned clients.

Escalation & Accountability of Project Challenges: Identify issues early, escalate appropriately, and drive resolution.

Internal Coordination to Effectively Resolve Client Issues : Collaborate across departments to ensure client priorities are executed accurately and on time.

Summary of Job Functions:

Own the Output of All Client Communication
Ensure every message, report, and update delivered to clients is timely, accurate, professional, and aligned with company standards.

Partner Closely with Operations Managers
Work in lockstep to align on client goals, service execution, and performance outcomes.

Act as a Client Advocate
Foster trust, positivity, and transparency in every interaction, ensuring client priorities are communicated internally and executed effectively.

Inventory Reconciliation
Partner with Finance, IT, and client leadership to facilitate accurate inventory reconciliation processes. Ensure alignment with the client’s designated EHR and assist in identifying and resolving discrepancies or process gaps. While this role does not perform the actual reconciliation, it promotes cross-functional collaboration, drives accountability, and supports timely resolution to maintain system integrity.

Reporting
Prepare and deliver ad-hoc and regularly requested reports for assigned clients, ensuring accuracy and timeliness.

Performance Review Completion
Ensure timely completion of client-specified CBS reports, including referral, collection, and performance trend data; collaborate with internal leadership to prepare accurate monthly, quarterly, and annual performance review documentation.

Escalation and Accountability
Maintain proactive communication and escalate clients’ needs to the appropriate leader while ensuring accountability for resolution.

Feedback
Capture and communicate client concerns, compliments, and business needs to the appropriate leadership team members in a clear and timely manner.

Billing Coordination
Coordinate with Finance and IT for client reporting and deliver statements and invoices.

Post-Implementation Transition
Once notified the client is ready for post-implementation, take ownership of the transition by collaborating with the New Client Implementation team to ensure a smooth handoff through follow-up calls, process alignment, and procedural guidance.

Client Representation
Participate in client meetings to represent Revenue Enterprises and ensure service quality and reporting needs are met.

Internal Coordination
Coordinate and support all internal departments (Operations, IT, Finance, Administration) to ensure timely and accurate output and execution for client deliverables.

Professional Communication
Communicate clearly, professionally, and courteously with internal and external stakeholders.

Leadership Through Influence
Supporting Client Account leadership, specialists, administrative staff, and internal teams through collaboration and managing up, ensuring client needs and service standards are met.

Job requirements

• Must be comfortable traveling up to 50% of the time.

• High School diploma or equivalent; some college preferred.

• 1 - 3 years of experience in Client Account Management or B2B Client Services.

• Intermediate proficiency in MS Word, Outlook, and Excel required; familiarity with CRM tools preferred.

• Strong organizational skills and ability to manage multiple priorities in a fast-paced environment.

• Excellent written and verbal communication skills with a focus on clarity and professionalism.

• Ability to analyze data, prepare accurate reports, and present findings to clients and internal stakeholders.

• Demonstrated problem-solving skills and proactive approach to client needs.

• Familiarity with healthcare compliance standards (HIPAA, FDCPA) preferred.

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