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Relationship Management Associate Jobs in California

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Relationship Management Associate information

What are the key skills and qualifications needed to thrive as a Relationship Management Associate, and why are they important?

To thrive as a Relationship Management Associate, you need strong interpersonal skills, a background in business or finance, and experience in client service or account management. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific certifications like FINRA licenses are commonly required. Excellent communication, problem-solving, and organizational skills help you build trust and efficiently address client needs. These abilities are vital for fostering long-term client relationships and contributing to the organization's growth and reputation.

What does a Relationship Management Associate do?

A Relationship Management Associate is responsible for supporting client relationships, ensuring customer satisfaction, and assisting Relationship Managers with account management tasks. They communicate regularly with clients, address their inquiries, and help resolve issues promptly. Additionally, they may assist in preparing reports, conducting research, and coordinating with internal teams to meet client needs. Their role is essential in maintaining strong, long-term client partnerships and contributing to the overall success of the organization.

What are some typical challenges faced by a Relationship Management Associate, and how can they be addressed?

Relationship Management Associates often face challenges such as balancing the needs of multiple clients, handling urgent requests, and maintaining strong communication across teams. To address these, it's important to prioritize effectively, use robust organizational tools, and develop strong interpersonal skills. Regular check-ins with clients and collaboration with internal stakeholders can help ensure expectations are aligned and issues are resolved quickly.

What is the difference between Relationship Management Associate vs Client Services Associate?

AspectRelationship Management AssociateClient Services Associate
Required CredentialsBachelor's degree, relevant certifications often preferredBachelor's degree, customer service experience
Work EnvironmentFinancial institutions, corporate client managementBanking, financial services, customer support
Employer & Industry UsageInvestment firms, banks, wealth managementBanks, financial institutions, service providers
Common Search & ComparisonYesYes

The main difference is that a Relationship Management Associate focuses on building and maintaining long-term client relationships, often in financial sectors, while a Client Services Associate primarily handles day-to-day client inquiries and support. Both roles require strong communication skills and customer service experience, but the Relationship Management Associate typically involves more strategic engagement with clients.

What are popular job titles related to Relationship Management Associate jobs in California? For Relationship Management Associate jobs in California, the most frequently searched job titles are:
What job categories do people searching Relationship Management Associate jobs in California look for? The top searched job categories for Relationship Management Associate jobs in California are:
What cities in California are hiring for Relationship Management Associate jobs? Cities in California with the most Relationship Management Associate job openings:
Relationship Management Associate jobs near you
Provider Network Management Associate

Provider Network Management Associate

WelbeHealth

Carson, CA • On-site

Other

Medical, Dental, Vision, Retirement, PTO

Posted 21 days ago

WelbeHealth rating

5.8

Company rating: 5.8 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

Job description

WelbeHealth is a value-based healthcare organization that's transforming the future of senior care by providing an all-inclusive care option to our most vulnerable senior population.

The Provider Network Management Associate is a critical field-based role accountable for the end-to-end lifecycle of the provider relationship. This includes building a strategic pipeline, advocating for the PACE model to secure new contracts, and managing the ongoing operational performance of the network. The Provider Network Management Associate ensures that our high-caliber provider partners are seamlessly integrated into WelbeHealth's objective to serve vulnerable seniors.

This role is different because Provider Network Management Associates at WelbeHealth:

  • Have an opportunity to build and shape a highly integrated provider network strategy within a mission-driven PACE model, where clinical outcomes, member experience, and community-based care are deeply interconnected
  • Work in a role that offers direct influence on holistic care delivery for a vulnerable senior population through cross-functional partnership and innovative care models, unlike traditional network strategy roles focused primarily on contracting and cost management

We care about our team members. That's why we offer:

  • Medical insurance coverage (Medical, Dental, Vision)
  • Work/life balance - We mean it! 17 days of personal time off (PTO), 12 holidays observed annually, and 6 sick days
  • 401K savings + match
  • Comprehensive compensation package including base pay and bonus
  • And additional benefits!

On the day-to-day, you will:

Strategic Growth & Network Contracting

  • Pipeline Development: Identify, research, and build a robust pipeline of potential provider partners within assigned geographies to meet expansion goals, as well as execute outreach strategies to prospective providers, serving as a primary advocate for the PACE model and its benefits to participants
  • Contract Execution: Lead the process of prospective providers signing contracts, partnering closely with the Network Strategy team to ensure alignment with organizational needs
  • Market Strategy: Facilitate the execution of market-specific network strategic plans that deliver a highly aligned and performing provider network

Operational Excellence & Relationship Management

  • Onboarding & Training: Guide partners from initial training on plan policies and technology (e.g., Provider Portal) through ongoing engagement
  • Performance Optimization: Establish strong, trusted relationships with contracted partners, leading Joint Operating Committee (JOC) meetings when appropriate to ensure optimal performance and satisfaction

Cross-Functional Collaboration & Performance

  • Internal Partnerships: Build collaborative relationships with Clinical Operations, Utilization Management, Claims, and PACE Center Leadership teams to ensure seamless communication and workflow integration
  • Performance Monitoring: Monitor and report on Key Performance Indicators (KPIs) and Service Level Agreements (SLAs) for the assigned provider network

Job requirements include:

  • Bachelor's degree in relevant field required; professional experience may be substituted
  • Minimum of one (1) year of experience in provider relations field work; experience in a managed care organization preferred
  • Demonstrated ability to go above and beyond in providing service to providers and partners
  • Proven experience building trust-based relationships with a diverse group of stakeholders and delivering a service-centric experience
  • Ability to travel to WelbeHealth markets as needed

We are seeking a Provider Network Management Associate that ideally has experience working in a managed care organization. If you're ready to join a team that values both its participants and team members, we'd love to hear from you!

WelbeHealth logo

About WelbeHealth

Sourced by ZipRecruiter

WelbeHealth is a healthcare organization based in Menlo Park, CA, US. Specializing in the field of healthcare and wellness, the company focuses its services primarily on senior citizens. They operate in a model known as Program of All-inclusive Care for the Elderly (PACE), which aims to provide complete health care services for seniors. The company was founded with the belief in the capacity of every human being for wellness, dignity, and joy.

Industry

Health care and social assistance

Company size

501 - 1,000 Employees

Headquarters location

Menlo Park, CA, US

Year founded

2016

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