Client Partner - Health Plans & PBMs

We need to output HTML fragment with sections: About the role? The posting includes Job Summary, Responsibilities, Basic Qualifications, Preferred Qualifications, What You’re Like, What We’re Like, What The Work Is Like, Why Wait? Apply Now (but we should remove application instructions). Also Benefits and Pay are present: base pay range and benefits description. Also schedule? Not mentioned. So include Pay and Benefits sections. Also maybe "About the role" could be Job Summary. Use

for section headings. Use

• for any list of duties/requirements/benefits. Use

  for prose. We must not repeat job title as heading. Do not put Job ID etc. Remove boilerplate: EEO, legal, etc. Also remove "To be considered for employment..." etc? That's about work authorization; that's substantive? It's about eligibility; maybe keep? It's not a list; could be a paragraph. But it's somewhat boilerplate but it's about work authorization requirement; might be considered minor metadata; but we can keep as a short p. However instruction: "Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

  or drop it." Work authorization is not minor metadata? Might be considered requirement; but it's a condition. Could keep as a p. We must not include application instructions like "Why Wait? Apply Now" etc. Remove that. Also remove "Physical And Mental Requirements" maybe keep? It's substantive; could be a section? Not listed as allowed headings; but we could incorporate into a

  under maybe "Requirements"? However we have Basic Qualifications and Preferred Qualifications. Physical requirements could be part of Requirements. But we can create a section "Requirements" maybe? The allowed headings list includes Requirements. So we could put physical and mental requirements under Requirements heading. But we also have Basic Qualifications and Preferred Qualifications; those could be under Requirements as lists. However we need to follow instruction: "Prefer a few substantive sections over many thin ones." So maybe combine Basic and Preferred Qualifications into a single "Requirements" section with sublists? But we need to use

  for section headings; we could have separate headings for Basic Qualifications and Preferred Qualifications if they are substantive. That's okay. We also have "What You’re Like", "What We’re Like", "What The Work Is Like". Those could be sections but not in allowed headings list. Allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we should map content to those headings. "About the role" could be Job Summary. "Responsibilities" is present. "Requirements" could include Basic Qualifications. "Qualifications" could include Preferred Qualifications. "Skills" maybe not explicitly; but we could put skills under Requirements or Qualifications. "Benefits" and "Pay" are present. "Schedule" not present, so omit. Thus we will output sections: About the role (Job Summary), Responsibilities, Requirements (Basic Qualifications), Qualifications (Preferred Qualifications), Benefits, Pay. We need to use

  • for any list of duties/requirements/benefits. So for Responsibilities we need a list. For Basic Qualifications list. For Preferred Qualifications list. For Benefits list. We need to preserve all substantive information; do not invent or summarize away detail. So we must include all points from each section. Let's extract. Job Summary paragraph: "Surescripts serves the nation through simpler, trusted health intelligence sharing, in order to increase patient safety, lower costs and ensure quality care. We deliver insights at critical points of care for better decisions — from streamlining prior authorizations to delivering comprehensive medication histories to facilitating messages between providers. Job Summary The Client Partner is responsible for managing a portfolio of assigned Health Plan and PBM clients. This role focuses on client retention, revenue growth, contract renewals, and expanding the value clients receive from Surescripts solutions. Through consultative account management, strategic planning, and cross-functional collaboration, the Client Partner builds trusted relationships, helps clients achieve their business objectives, and drives mutual success for clients and Surescripts." We need to avoid repeating "Job Summary" as heading? We'll use About the role heading and then paragraph. Responsibilities list: bullet points from "Oversee a portfolio..." etc. Let's list each sentence as bullet. Responsibilities bullets: - Oversee a portfolio of assigned Health Plan and PBM clients, building and maintaining strong, long-term relationships. - Serve as the primary point of contact for assigned clients, coordinating access to internal expertise and resources. - Develop and execute account plans aligned with customer objectives and Surescripts business goals. - Drive revenue growth through contract renewals, expansion opportunities, and increased solution utilization. - Maintain responsibility for customer retention, contract renewals, and revenue expansion within existing accounts. - Manage inbound sales and account growth opportunities within assigned customer accounts and established revenue thresholds. - Identify and develop cross-sell opportunities within existing customer relationships. - Lead customer initiatives and contracting efforts, including large-scale programs, upgrades, and migration activities. - Partner with implementation, product, operations, and support teams to deliver positive customer experience and achieve business objectives. - Proactively identify and mitigate risks impacting customer satisfaction, retention, and growth. - Build relationships with customer stakeholders across all levels of the organization, including executive leadership. - Conduct Quarterly Business Reviews (QBRs), executive business reviews, strategic planning sessions, and customer workshops. - Analyze customer performance metrics, provide business insights, and develop recommendations that support customer objectives. - Maintain accurate forecasts and provide updates on customer health, revenue opportunities, and risks. - Gather customer feedback and market intelligence to help improve products, services, and customer experience. - Stay informed on healthcare industry trends, regulatory developments, and market dynamics. That's all. Basic Qualifications list: each line. - Bachelor's degree or equivalent combination of education and experience. - 5+ years of experience in the healthcare or healthcare technology industry. Ideally supporting health plans, payers, or PBM clients. - 5+ years of account management and/or sales experience. - Experience managing customer relationships and engaging stakeholders at multiple organizational levels, including executive leadership. - Experience developing and delivering Quarterly Business Reviews (QBRs), business reviews, or customer presentations. - Experience analyzing, interpreting, and presenting data and business insights to customers. - Experience managing revenue opportunities, account planning, forecasting, and customer growth initiatives. - Experience identifying and developing expansion or cross-sell opportunities within existing customer accounts. - Strong communication, planning, organizational, negotiation, and relationship management skills. - Demonstrated ability to achieve revenue, retention, or strategic customer objectives. - Ability to work independently and collaboratively in a fast-paced environment. - Willingness to travel up to 30%. Preferred Qualifications list: - Experience using Salesforce or other CRM platforms. - Experience supporting or leading contract renewals. Benefits list: from "Benefits include, but are not limited to, comprehensive healthcare (including infertility coverage), generous paid time off including paid childbirth and parental leave and mental health days, pet insurance, and 401(k) with company match and immediate vesting." We could break into items: - Comprehensive healthcare (including infertility coverage) - Generous paid time off including paid childbirth and parental leave and mental health days - Pet insurance - 401(k) with company match and immediate vesting Also mention "To learn more, review the Keep You and Yours Healthy, Balancing Work and Life, and Where Talent Takes Shape links under the Better Benefits. Better Work. Better Life section of our careers site." That's more detail; we could include as a paragraph after list. Pay section: base pay range $98,600 - $120,500 per year. Also note that base pay may vary within or outside of this range depending on factors. Also mention "At Surescripts, base pay is one part of our Total Rewards Package (which may also include bonus, benefits etc.) and is determined within a range." We'll include that as paragraph. Also mention "Surescripts embraces flexibility through its Flexible Hybrid Work model for most positions. This model allows employees to work virtually while still utilizing our offices as collaboration centers. With alignment and agreement from your leadership, you can come and go from the office as needed ." That's about schedule/work arrangement; could be considered Schedule? Not exactly schedule but work model. Since Schedule heading only if posting actually states them; we have flexible hybrid work model; could be considered Schedule? Might be okay to include under Schedule heading? But instruction: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state flexible hybrid work model, which is about schedule/location. So we could include a Schedule section with that info. However we already have Benefits and Pay; adding Schedule may be okay. But we prefer few substantive sections; maybe we can incorporate that info into About the role or Benefits? It's about work arrangement; maybe better as a separate Schedule section. Let's include Schedule section with that paragraph. We must not include boilerplate like EEO, legal, etc. Also remove "Physical And Mental Requirements" etc. Also remove "What You’re Like", "What We’re Like", "What The Work Is Like", "Why Wait? Apply Now". Also remove "To be considered for employment, applicants must have a valid U.S. work authorization..." That's a requirement; maybe we should keep as part of Requirements? It's about work authorization; could be a bullet under Requirements. But it's not listed in Basic Qualifications; it's a separate statement. We'll include as a bullet under Requirements maybe. Also remove "Additionally, we do not participate in academic training programs..." etc. That's also eligibility; could be included as bullet. We need to preserve ALL substantive information; do not invent or summarize away detail. So we must include the work authorization statement and the academic training program statement. They are substantive eligibility requirements. So we should include them under Requirements (maybe as additional bullets). Also the "Physical And Mental Requirements" section includes details about attending meetings, travel, communication, computer use, mental demands. That's also substantive; we should include that as part of Requirements maybe under a subheading? But we only have headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We could put physical and mental requirements under Requirements as a list. Thus Requirements section will include Basic Qualifications, Physical and Mental Requirements, work authorization, academic training restriction. But we need to avoid too many thin sections; we can combine all into Requirements with sub-lists? However we need to use
    • for any list. We could have multiple
      under same heading? That's okay. Thus structure:

      About the role

      Job summary paragraph.

      Responsibilities

      ...

      Requirements

      Basic Qualifications bullets
      Physical and Mental Requirements bullets
      Work authorization and academic training bullets
      But we might want to separate with headings? Not allowed; only those headings. Could we add a

      intro before each list? That's okay. Alternatively we could split Requirements into Basic Qualifications and Preferred Qualifications as separate headings (Qualifications). But we already have Qualifications heading for Preferred Qualifications. So we can do:

      Requirements

      Basic qualifications:

      ...

      Qualifications

      Preferred qualifications:

      ...
      That seems fine. Then Benefits, Pay, Schedule. Now we need to ensure we don't include filler like "commensurate with experience". Not present. Now craft HTML. Let's write. About the role paragraph: combine the two paragraphs: first about Surescripts mission, then Job Summary. We'll output:

      About the role

      Surescripts serves the nation through simpler, trusted health intelligence sharing, in order to increase patient safety, lower costs and ensure quality care. We deliver insights at critical points of care for