Performant Financial

Client Solutions Consultant

Performant Financial$95K — $120K *
Healthcare
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Health Care Administration, or related field preferred.
  • 2+ years in a client-facing role, preferably in account management within healthcare or related industries.
  • Proficiency in Excel, PowerPoint, and MS Office Suite; Salesforce.com experience a plus.
  • Strong understanding of client pain points and industry trends.
  • Demonstrated project management skills with the ability to manage multiple tasks efficiently.
  • Exceptional communication and interpersonal skills.

Responsibilities

  • Serve as the primary point of contact for clients, ensuring clear communication and managing expectations.
  • Monitor client goals and progress, aligning with their business objectives.
  • Proactively identify opportunities for product utilization and client growth, including cross-selling.
  • Conduct business reviews presenting insights and recommendations based on client performance data.
  • Collaborate with internal teams to resolve client issues and provide excellent service.
  • Advise on performance metrics and develop plans for any underperformance observed.
  • Support new business opportunities by recognizing client needs and facilitating leads to the Sales team.

Benefits

  • 401k plan with employer match
  • Flexible paid time off
  • Comprehensive health benefits including medical, dental, vision, and prescription coverage
  • Parental leave
  • Life and disability insurance
  • Commitment to employee well-being and financial protection.
Full Job Description
Position Overview
The Client Solutions Consultant (CSC) serves as a client-facing, post-implementation strategic solution advisor for assigned accounts, focused on optimizing the performance and value realization of Zelis products and solutions within their client portfolio. Collaborating closely with the Strategic Client Executive (SCE), the CSC helps clients achieve targeted outcomes while maximizing revenue and value for Zelis. As the subject matter expert (SME) for designated business units, the CSC drives product utilization, adoption, and growth, and acts as the primary contact for solution-specific escalations, performance management, and value demonstration, ensuring high levels of client engagement and satisfaction.

This role manages a broader portfolio of small to medium clients, typically less complex within their business segment vertical and generating moderate to lower revenue for Zelis.

What you will do:

Client Engagement and Relationship Management
  • Serve as the trusted advisor and primary point of contact for business unit interactions with the client, coordinating with internal stakeholders to gather inputs and respond effectively to client requests.
  • Oversee client expectations, manage communications, and handle escalations related to contracted solutions to ensure client satisfaction.
  • Monitor progress toward mutually established goals, ensuring alignment with client business objectives and success metrics.
  • Maintain and update client information by performing essential client management activities, including CRM updates, JIRA tracking, reporting, and processing contract or addendum requests.
  • Collaborate with internal teams to address client issues and deliver high-quality service, reinforcing a positive client experience.

Product Utilization, Value Demonstration, and Growth
  • Connect client business needs to Zelis solutions, leveraging data-driven insights to drive utilization and adoption of assigned products, optimize and grow client engagement, support business growth, and maximize client value.
  • Proactively identify and pursue opportunities to optimize client utilization and value realization, including cross-selling and enhancing existing solutions based on client needs.
  • Lead initiatives aimed at increasing revenue growth and showcasing the value of Zelis solutions.
  • Own and deliver the business unit's portion of client business reviews by providing product insights, performance recommendations, and best practice guidance.
  • Develop and present data-driven insights that demonstrate the value and opportunities for clients, clearly articulating the benefits received and areas for improvement through analytics.

Strategic Account Planning and Collaboration
  • Partner with the SCE to deliver a seamless client experience, align on account strategy, and conduct business reviews.
  • Execute BU-specific client strategies and account plans in partnership with the SCE.
  • Proactively identify and support new business opportunities-including upselling and cross-selling-by recognizing client needs and seamlessly transitioning qualified leads to the Sales team as appropriate.
  • Collaborate with cross-functional teams (Sales, Product, Client Services, Implementation) to deliver on client commitments.

Performance and Risk Management
  • Client Health Score: Advise clients on and monitor revenue and performance metrics for assigned business units against best practices, benchmarks, and revenue plans; investigate any underperformance and develop recovery plans as needed.
  • Ensure adherence to contractual SLAs and operational performance metrics.
  • Own assessment and mitigation of solution-specific risks and escalations.

What you will bring:
  • Bachelor's degree in Business, Heath Care Administration, or related preferred.
  • 2+ years in client facing role and experience in account management in the healthcare industry, payment integrity, claim pricing, provider networks a plus
  • Thorough knowledge of Excel, PowerPoint and other MS Suite products
  • Experience with SalesForce.com is a plus
  • Comprehensive understanding of client pain points, business processes, industry trends, and the competitive landscape.
  • Demonstrated project management skills with the ability to prioritize and manage multiple tasks in a fast-paced environment.
  • Exceptional communication and interpersonal abilities; skilled in building strong relationships with clients and internal stakeholders.


Please note at this time we are unable to proceed with candidates who require visa sponsorship now or in the future.

Location and Workplace Flexibility

Zelis is headquartered in the U.S., with multiple locations across the country and in Hyderabad, India. Check out our locations to learn more about our offices. All employee work locations are based on the needs of the position and are determined by the Leadership team. In-office work and activities vary based on work and team objectives in accordance with Company policies.

While location expectations vary by role, candidates within approximately 50 miles of a U.S. office are generally preferred to support collaboration when needed. Our hybrid approach is flexible, and in-office presence is guided by team and business needs rather than a fixed weekly schedule.

Base Salary Range
$95,000.00 - $120,650.00

At Zelis we are committed to providing fair and equitable compensation packages. The base salary range allows us to make an offer that considers multiple individualized factors, including experience, education, qualifications, as well as job-related and industry-related knowledge and skills, etc. Base pay is just one part of our Total Rewards package, which may also include discretionary bonus plans, commissions, or other incentives depending on the role.

Zelis' full-time associates are eligible for a highly competitive benefits package as well, which demonstrates our commitment to our employees' health, well-being, and financial protection. The US-based benefits include a 401k plan with employer match, flexible paid time off, holidays, parental leaves, life and disability insurance, and health benefits including medical, dental, vision, and prescription drug coverage.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities, duties, and skills from time to time.

About Performant Financial

Performant Financial Corporation is a business services company that provides technology-enabled recovery and related analytics services in the United States. The company primarily offers recovery services to the government and private clients in various markets, such as healthcare, student loans, and general collections. Performant Financial Corporation was founded in 1976 and is headquartered in Livermore, California.
Learn more about Performant Financial
Size
1,269 employees
Market Cap
$237.8 million
Industry
Net Income
-$21.5 million
Founded
1976
5 Year Trend
-2.5%
Revenue
$159.7 million
NASDAQ

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