Client Advisory Manager

Posted 2 Days Ago
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Fort Lauderdale, FL, USA
In-Office
Senior level
Healthtech
The Role
Manages post-sale client relationships with health plans and risk-bearing providers, serving as a strategic advisor to drive onboarding, adoption, retention, renewals, and expansion. Leads client strategy, business analysis, performance reporting, and product feedback while managing and developing the Client Advisory team. Requires deep healthcare risk-adjustment expertise, cross-functional leadership, executive communication, and the ability to influence clients and internal stakeholders.
Summary Generated by Built In
Job Summary & Responsibilities

Job Title: Client Advisory Manager


Position Summary:

At Pareto, the Client Advisory team serves as strategic partners to our Customers, which include health plans, risk-bearing entities such as Risk Bearing Providers. We service our Customers who use our solutions through the complexities of succeeding in complex government regulated markets. The Client Advisory team owns the client relationship post-sale. We act as trusted advisors, defining our customers’ success through providing key performance metrics, actionable reports and industry knowledge, developing and executing strategies to maximize client value and Pareto’s solutions, and building long-term partnerships by demonstrating continued impact and driving towards renewals and expansions

 

The Client Advisory Manager will focus on managing long-lasting relationships with clients, defining success with each client and continuously tracking and refining goals ensuring Pareto is seen as trusted partner. Collaborate with clients on strategies that inform internal teams and execute innovative product / solution ideas and uncover new ways to add value strategically to existing clients.  Builds cooperative partnerships with internal and external stakeholders and leverages relations to meet organizational objectives within the framework of governance, policies and guidelines of Pareto. This person will report to the Vice President and is a crucial member of the team that leads the company.  The Client Advisory team will report to this individual, and will heavily collaborate with Pareto’s Consulting and Business Development departments.

 

Key Duties and Responsibilities:

  • Manages client engagements and executive client relationships to ensure strategic alignment and success of the account.
  • Builds strong client relationships and considered by clients as a strategic thought leader.
  • Leads business analysis identifying tactics supporting clients’ strategic objectives.
  • Executes a comprehensive strategy that includes proactive engagement, successful onboarding, product adoption, and expansion initiatives
  • Supports the development of junior Client Advisory personnel.
  • Reemphasizes the Client Advisory team on best practices for customer retention, communication, and quality delivery. 
  • Accurately assesses performance and contribution and provides candid and timely feedback to leadership on the team.
  • Identifies “vital few” goals and allocates time and resources accordingly to achieve goals when faced with multiple demands and competing priorities.
  • Demonstrates commitment to innovation and continuous improvement in organizational performance.
  • Provides timely and actionable customer feedback to product and engineering teams to influence product roadmaps and improvements.
  • Serves as a role model to others, demonstrating commitment and a vision of challenging goals, objectives and work ethics.
  • Actively participates in various forums by speaking, organizing, assuming administrative positions, to build relations at an industry level and with key opinion leaders thereby ensuring that the interests of the industry in general and Pareto in particular are protected.
  • Anticipates likely effects of industry changes on Pareto and its customers to ensure quality of services is maintained in accordance with industry standards and events.

 

Education & Experience:            

  • Bachelor’ s Degree in Finance, Business, Economics or related field. An advanced degree in business, IT or healthcare is preferred
  • Over six years of healthcare experience, with a heavy focus in risk adjustment, and, with at least three years of leading cross-functional teams.
  • Client facing experience is a must.
  • Practical understanding and experience operationalizing a team.
  • Able to positively influence and engage clients, generating interest and enthusiasm for the business.
  • Solution-oriented, skilled in grasping the essentials in complex situations, anticipating client needs, and conceptualizing both problems and solutions.
  • Known as an authority on industry activity, gaining recognition internally and externally for expert knowledge and market understanding.
Preferred Qualifications
About Us
Convey Health Solutions, together with Pareto Intelligence™, delivers a powerful combination of purpose-built technology, advanced analytics, and expert services to help health plans thrive in a complex, post--Affordable Care Act environment.
As a trusted partner to Medicare and commercial payers, we provide scalable, compliant solutions that span the entire member lifecycle--from enrollment and billing to risk adjustment, Stars performance, and member engagement. Pareto's deep analytics and financial intelligence complement Convey's operational expertise, enabling our clients to improve performance, reduce costs, and create better healthcare experiences for millions of Americans--especially seniors and vulnerable populations.
Together, we help health plans scale smarter, grow stronger, and make healthcare work better for the people who need it most. Learn more at http://www.ConveyHealthSolutions.com
 

Skills Required

  • Bachelor's degree in Finance, Business, Economics, or a related field
  • Over six years of healthcare experience with a strong focus on risk adjustment
  • At least three years of experience leading cross-functional teams
  • Client-facing experience
  • Experience operationalizing a team
  • Ability to positively influence and engage clients and generate business interest
  • Ability to understand complex situations, anticipate client needs, and develop solutions
  • Expert knowledge of healthcare industry activity and market dynamics
  • Advanced degree in business, IT, or healthcare

Convey Health Solutions Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Convey Health Solutions and has not been reviewed or approved by Convey Health Solutions.

  • Healthcare Strength — Feedback suggests the package includes medical, dental, vision, mental‑health support, and an EAP, with indications that employee‑only premiums can be strongly subsidized. Company‑paid short‑term disability and life insurance further reinforce core health protection.
  • Retirement Support — Feedback suggests a 401(k) with company match is available, with company materials noting no vesting period. Multiple accounts reference an accessible match that contributes to total compensation.
  • Leave & Time Off Breadth — Feedback suggests fully remote work, flexible PTO, paid parental leave, and an end‑of‑year break create broad time‑off options. When team norms support it, these policies can meaningfully improve work‑life balance.

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The Company
HQ: Fort Lauderdale, FL
1,813 Employees

What We Do

Convey Health Solutions is a specialized healthcare technology and services company that is committed to providing clients with healthcare-specific, compliant member support solutions utilizing technology, engagement, and analytics. The company’s administrative solutions for government-sponsored health plans help to optimize member interactions, ensure compliance, and support end-to-end Medicare processes. By combining its best-in-class, built-for-purpose technology platforms with dedicated and flexible business process solutions, Convey Health Solutions creates better business results and better healthcare consumer experiences on behalf of business customers and partners. The company’s clients include some of the nation’s leading health insurance plans and pharmacy benefit management firms. Their healthcare-focused teams help several million Americans each year to navigate the complex Medicare Advantage and Part D landscape. Call us today at 1-800-559-9358 or visit our website: http://www.conveyhealthsolutions.com

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