Position SummaryThe Plan Sponsor Liaison plays a critical role in supporting plan sponsors, consultants, brokers and Aetna/RFL Account Managers and ensuring the successful execution of program objectives. This position is responsible for maintaining strong relationships with assigned plan sponsors, coordinating cross-functional efforts, analyzing data to identify trends and issues, and delivering high-quality administrative and operational support. The role works alongside the primary account manager, who focuses on strategic and consultative needs of the customer. The ideal candidate is customer service and detail-oriented, data-driven, and highly collaborative with both internal stakeholders and external customers.
Key ResponsibilitiesClient Relationship Support:
- Partner with internal Account Managers to support plan sponsor program goals.
- Build and maintain relationships with assigned plan sponsors through regular communication, timely responses to inquiries, and proactive issue resolution.
- Serve as the primary contact for day-to-day escalations.
Meeting & Documentation Support:
- Participate in internal and external meetings, document meeting minutes, track action items, and ensure timely follow-up.
Operational & Implementation Support:
- Assist with plan sponsor onboarding and implementation process.
- Gather and update plan sponsor information, maintain accurate records in Salesforce, and manage NBID profiles.
Cross-Functional Collaboration:
- Coordinate with internal departments such as billing, finance, operations, eligibility, and account management to align efforts and deliver a seamless experience.
- Support tasks including payment tracking, benefit setup, eligibility file management, and website modifications.
Marketing & Communications:
- Customize and order promotional materials, maintain promotional schedules, and coordinate special projects including home mailings.
- Manage budget and credit trackers and fulfill additional marketing requests as needed.
Reporting & Analytics:
- Identify trends and develop actionable insights from constituent data.
- Provide performance and operational reports using Tableau.
- Provide training and troubleshooting for customers using Tableau.
- Support ad-hoc reporting needs, prepare and edit PowerPoint presentations, and draft executive summaries.
Performance Monitoring:
- Track and monitor plan sponsor performance guarantees (PGs) and service level agreements (SLAs).
Event Coordination:
- Manage logistics for plan sponsor events such as health fairs and member engagement activities.
- Coordinate attendance, promotional materials, and occasionally travel to participate in events such as health fairs and delivery of program orientations.
Project & Initiative Tracking:
- Maintain initiative trackers to monitor progress on strategic projects and deliverables.
- Ensure visibility of timelines, areas of ownership and status, and proactive follow up on outstanding items to support cross-functional alignment.
Required Qualifications:- 1-2 years of healthcare industry experience.
- 1-2 years of client support and or account management experience.
- Ability to travel 20% within the continental U.S.
Preferred Qualifications:- 1-2 years of experience in Behavioral Health or Employee Assistance Programs (EAP).
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Teams, Outlook).
- Strong written, verbal and interpersonal communication skills.
- Strong reporting and data analytics mindset, including proficiency in Salesforce and Tableau or similar platforms.
- Strong time management and organizational skills, and demonstrated ability to manage multiple priorities, large caseloads, and work collaboratively across departments- all while remaining calm under pressure.
- Demonstrated ability to build strong relationships with peers, clients, brokers, and consultants.
- Detail-oriented with a proactive approach to problem-solving and follow-through.
- Adept at collaboration and teamwork.
Education - Bachelor's Degree or equivalent work experience.
Anticipated Weekly Hours40
Time TypeFull time
Pay RangeThe typical pay range for this role is:
$46,988.00 - $122,400.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Great benefits for great peopleWe take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families.
This full-time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well-being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.
Additional details about available benefits are provided during the application process and on Benefits Moments.
We anticipate the application window for this opening will close on: 09/10/2026
