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Carrum Health · 1 month ago

Client Insights Manager

United States

Full-time

Remote

Mid, Senior Level

$120K/yr - $140K/yr

5+ years exp

Carrum Health is a health tech company transforming the healthcare experience by delivering value-based care. They are seeking a Client Insights Manager to enhance operational activities and manage the client lifecycle for enterprise clients, focusing on data analytics, reporting strategy, and cross-functional collaboration.

Health CareHospitalHuman ResourcesWellness

Growth Opportunities

Responsibilities

Design, maintain, and enhance client-facing reporting templates for ABRs, QBRs, and other client presentations

Evaluate third-party CRMs, analytics platforms, and workflow tools to improve automation and operational rigor

Improve and optimize Tableau data sources and dashboards to increase accuracy, reliability, and efficiency

Liaise between Client Success and BI/Product teams to define reporting needs and develop enhancements that make dashboards more intuitive and actionable

Translate complex data into clear, actionable insights that empower Client Success Managers and strengthen client storytelling

Provide insights-driven support for Carrum’s largest enterprise clients, including ad hoc data requests and deep-dive analyses

Create and improve operational procedures and workflows that enhance efficiency across CS operations

Lead implementation, configuration, rollout, and ongoing management of new tools, including documentation, enablement, and training

Serve as the internal subject-matter expert on CS tools, reporting systems, and operational processes

Partner with Finance to automate workflows and develop consistent, templated reporting

Lead or support cross-functional initiatives with Billing, Legal, Provider Operations, and others to streamline workflows and enhance the overall client experience

Offer occasional onsite event support as needed

Identify opportunities to reduce operational inefficiencies and strengthen data integrity across the organization

Develop and maintain documentation, playbooks, process standards, and instructional materials to ensure consistent execution and scalable team practices

Create and implement instructional materials, training modules, and courses for internal CS teams and clients—covering topics such as interpreting report data, generating meaningful client insights, and presenting data effectively

Develop onboarding curriculum for new CSMs to ensure strong foundational knowledge of reporting, analytics, and best practices in client storytelling

Centralize and standardize client training, providing consistent, scalable education that reduces the need for CSM-led one-off training

Facilitate live or recorded training sessions, workshops, and refreshers to build team competency in reporting tools, dashboards, and client insights frameworks

Develop playbooks, documentation, and learning resources that elevate team performance and knowledge retention

Qualification

Data AnalyticsTableauCRM PlatformsClient Success OperationsTraining Program DesignExcel/Google SheetsSQLCross-functional CollaborationCommunication SkillsOrganizational Skills

Required

5-8+ years of experience in Client Insights, Client Success Operations, Business Operations, Data Analytics, Training/Enablement, or a related field (healthcare experience a plus)

Experience designing training programs, curriculum, or instructional materials—preferably within a technical, data-driven, or client-facing environment

Strong background in BI/reporting tools with expertise in Tableau (Looker, Power BI, or similar also beneficial)

Experience evaluating, implementing, or administering CRM and workflow platforms (Salesforce, HubSpot, Gainsight, or similar)

Demonstrated ability to manage complex, cross-functional projects from scoping to execution

Experience working with enterprise clients and supporting high-stakes client engagements

Advanced Excel/Google Sheets skills; SQL or strong data analysis experience a plus

Exceptional analytical and communication skills—the ability to turn data into insights and insights into compelling narratives

Highly organized, detail-oriented, and able to manage multiple initiatives simultaneously

Comfortable working in a dynamic, fast-paced environment with evolving priorities