TrueScripts Management Services

Assist in client invoicing, account reconciliation, and collections while preparing detailed reports and maintaining accurate client accounts. Collaborate with teams to ensure timely payment applications and provide necessary financial reporting.

• Work strategically with the team for client satisfaction and service delivery. • Act as contact via telephone and email for the client to resolve any questions/issues on an ongoing basis. • Collaborate with internal teams including account management, clinical, member care, business analyst, data analytics, and business development. • Assist with the execution of the client communication plan. • Coordinate aspects of client review meetings including document preparation and reporting. • Coordinate and participate in client meetings such as implementation calls, open enrollment events, vendor/benefit fairs, etc. • Work directly with Client Success Executive on reporting and analysis of claims data to identify drug trends, financial performance, and client cost-saving opportunities. • Be proficient in CRM and all aspects of proprietary software used for claims adjudication. • Adjust plan parameters as directed by the client/broker. • Provide reporting as needed to client/broker/TPA. • Prepare and provide reporting as needed to client/broker/TPA. • When required, log, print, and mail ID cards. • Ensure CRM data input is accurate and complete. • Prepare client support documents as needed. • Execute the onboarding process involving the client, broker, TPA and data vendor. • Participate in introductory/enrollment meetings with employees. Perform other duties as assigned by Client Success Executive.

Description TrueScripts Management Services is a pharmacist-founded, fully transparent Prescription Benefit Manager that has been revolutionizing the PBM industry since 2014. Our mission is to build lasting relationships by providing prescription benefit expertise at a personal and customized level to ensure optimum value at the lowest possible cost. We are committed to lowering prescription drug spending, achieving clinically effective outcomes, and always delivering Amazing Care.Did we mention Amazing Care? Good! Because this is so much more than just our tagline. It is the foundation upon which our business was built. We believe that Amazing Care starts from within, and our culture is reflective of this philosophy. Our team members enjoy: - A wide range of health insurance options including medical, dental and vision - A strong salary and bonus program - A robust 401k and company match - Truescripts is transitioning to an ESOP, a team member owned company! Each year team members are allocated shares of stock through our ESOP, a Qualified Retirement plan! - Employee Assistance Program - A wellness program including financial incentives, chiropractic and massage services, and fitness stipends - Dream Manager Program (yes, it’s a real thing!) - A cohesive, family-based culture - Charitable contributions and volunteer time Ok, enough about us. Here’s what we need from you: A future team members' values need to align with TrueScripts' core values of Integrity, Respect, Innovation, and Service. This match in value systems is critical for our team's chemistry and continued success. Our culture is positive, and our people possess a ‘can do, proactive attitude. Honesty and transparency are the foundation that we build upon. What sets us apart from our competitors is the programs that we bring, the education that we provide, and the utmost respect for clients and their members to assist them when and where needed. Position Overview: TrueScripts is seeking a Director of Business Development with deep experience selling Pharmacy Benefit Management (PBM) solutions through the broker and consultant channel. This role is ideal for a results-driven sales professional who understands employer-sponsored health plans, PBM pricing models, and the complexity of navigating broker-led, consultative sales cycles. In this role, you will own regional new business growth, developing broker and consultant relationships, leading enterprise and mid-market opportunities from prospecting through close, and positioning TrueScripts as a differentiated PBM partner. You’ll work closely with executive leadership, client success, and operations to bring competitive, transparent PBM solutions to market. What You'll Own: - Build and execute a regional business development strategy focused on broker, consultant, and employer-led opportunities - Cultivate and deepen relationships with employee benefits brokers, consultants, and employer decision-makers - Lead complex, consultative sales cycles from initial discovery through close, often involving PBM repricing, RFPs/RFIs, and finalist presentations - Clearly articulate TrueScripts’ PBM model, pricing approach, clinical strategy, and value proposition to sophisticated stakeholders - Serve as the primary sales lead for PBM quote activity, collaborating with internal pricing, operations, and clinical teams - Maintain accurate pipeline forecasts and sales activity within CRM - Consistently achieve and exceed new business revenue targets - Partner with Client Success to ensure smooth client onboarding and long-term retention - Bring forward market intelligence on PBM trends, competitive positioning, and broker feedback to inform leadership decisions This is a producer role with a base salary plus incentive plan and expected travel within the region. Requirements - 5+ years of experience in B2B healthcare sales, with direct PBM sales experience strongly preferred - Proven success selling through employee benefits brokers and consultants - Demonstrated ability to close mid-market and enterprise employer groups - Strong understanding of: - PBM pricing models (traditional vs. transparent/pass-through) - Employer-sponsored health plan structures - Broker and consultant influence on buying decisions - Track record of consistently meeting or exceeding sales targets - Executive-level communication skills; comfortable presenting to C-suite and boards - Highly self-directed with strong pipeline management and organizational discipline - Experience using CRM tools and sales reporting dashboards - Health Insurance License preferred

• Act as a senior liaison between TrueScripts and our clients • Lead the strategic account team as the quarterback with full ownership of client satisfaction and service delivery • Act as contact via telephone and email for the client to resolve any questions/issues on an ongoing basis • Oversees execution of communication plan • Developing strong internal and client relationships through proactive interactions and strong verbal and written communication skills • Collaborating with internal teams including account management, clinical, member care, business analyst, data analytics, and business development • Work directly with your POD on reporting and analysis of claims data to identify drug trends, financial performance, and client cost-saving opportunities • Expert knowledge and understanding of TS proprietary programs • Executing client renewals by building lasting relationships with key client stakeholders • Provide leadership to coordinate all aspects of client review meetings including scheduling, reporting, materials, accommodations, etc. • Be proficient in CRM and all aspects of proprietary software used for claims adjudication • Lead client meetings, lunch & learn meetings • Work directly with your POD to adjust plan parameters as directed by the client/broker • Oversee the onboarding process involving the client, broker, TPA, and data vendor for new clients • Participate in introductory/enrollment meetings with employees

• Account Inquiries & Claims Processing • Assist TrueScripts' members with pharmacy claims processing and plan benefits • Receive phone calls/emails from members, clients, pharmacies and/or physician offices • Troubleshoot claim processing problems and/or inquiries in claims adjudication system • Respond to website inquiries • Become proficient in all aspects of claims adjudication system • Communicate escalated member service concerns to manager • Account Support QA testing for client transitions/changes • Complete pharmacy contact sheet for fax notifications • Claims Logging, Invoicing & Reporting • Log Specialty Care, Brand Care, Paper Claims, and Fee for Prior Authorizations on SharePoint • Log Specialty and Non-Specialty Prior Authorization approvals on SharePoint • Prepare and send weekly/monthly invoices to the Accounting team • Document actions and outcomes in the client database

• Serve as a compliance thought partner to operational leaders by identifying regulatory risk, evaluating compliance gaps, and helping design practical, scalable solutions • Monitor and interpret state and federal PBM legislation and regulations, translating requirements into clear guidance and action plans • Oversee and support the operational implementation of new regulatory mandates across the organization • Lead or support HIPAA and privacy investigations in partnership with legal and operational teams • Manage and support regulatory reporting • Coordinate NADAC and acquisition cost reimbursement compliance activities • Develop and maintain compliance protocols, controls, and monitoring processes to support ongoing regulatory adherence • Design and deliver compliance training and education that helps teams understand both the requirements and the rationale behind them • Draft and distribute compliance alerts, regulatory updates, and internal guidance • Respond to compliance-related RFP questions and client or regulatory inquiries, helping demonstrate TrueScripts’ compliance maturity • Support Business Development and Client Services with compliance documentation and due diligence requests • Manage and maintain state licensing requirements • Conduct regulatory research and trend analysis to inform strategic planning and proactive compliance initiatives

• Prepare, analyze, and deliver reporting for client requests, standard client Rx review reports, new client repricing, Power BI dashboards, and quality audits. • Build a deep understanding of PBM industry operations and client data environments. • Leverage both business and technical skills to work effectively across Business Intelligence, CRM systems, and transactional claims data. • Conduct thorough quality audits on all analyses and reports prior to department distribution. • Partner with business process owners to recommend and implement continuous improvements. • Analyze legacy PBM claims for accuracy and completeness. • Prepare repricing analyses for broker review and support accurate claims ingestion into I.R.I.S. Analytics. • Document and refine repricing processes to increase speed and consistency. • Analyze Rx review reporting for accuracy and completeness. • Provide clear analysis to help clients understand key cost drivers. • Create polished summary reports and presentations in PowerPoint and/or Excel. • Work closely with cross-functional teams to understand business requirements. • Utilize Power BI to develop and maintain reporting and dashboards. • Deliver reports in Excel, PDF, and PowerPoint formats, tailored to stakeholder needs. • Utilize SQL Server to query, prepare, and analyze datasets within I.R.I.S. Analytics.

• Overseeing pricing governance, deal structuring, RFP responses, contracting, and approval processes for new and renewal PBM client contracts • Serve as a strategic partner to Sales, Underwriting, Finance, Legal, and Clinical teams • Ensure deals are financially sound, compliant, and aligned with company pricing and risk standards • Lead the review, structuring, and approval of complex PBM client deals • Ensure all deals comply with pricing policies, financial targets, regulatory requirements, and risk tolerance • Evaluate financial impact of pricing components such as ingredient cost models, rebates, and performance guarantees • Partner closely with Sales to provide pricing guidance and deal strategy support • Collaborate with Underwriting and Finance to assess deal profitability and risk exposure • Work with Legal and Compliance to ensure contract terms align with approved deal economics • Manage the end-to-end deal desk workflow, including intake, review, approvals, and documentation • Provide guidance and training to Sales and Account teams on pricing policies and deal mechanics • Support executive leadership with deal analytics and summaries for high-value or high-risk opportunities

• Develop and sustain regional relationships as defined by leadership • Lead prospecting efforts to achieve consistent success with Brokers, Consultants, and Clients • Provide market intelligence to inform product, pricing, and strategic initiatives • Effectively communicate and position TrueScripts’ solutions to external stakeholders • Manage the Rx repricing/quote and RFP/RFI processes for assigned opportunities • Prepare and maintain sales strategies, pipeline forecasts, and business development plans • Consistently deliver high-level sales results • Partner with Account Management to onboard new clients • Maintain professional knowledge through ongoing education and industry engagement

• Manage RFP, RFI, and proposal intake, including organizing documents, identifying key requirements, and preparing timelines • Create and maintain structured folders, trackers, and documentation for each proposal project • Draft responses for RFPs, RFIs, and standard proposals using existing content and SME input • Update and maintain the internal RFP response library, ensuring content accuracy and version control • Proofread and format proposal documents to ensure clarity, consistency, and compliance with submission requirements • Prepare final deliverables, including formatting, packaging, and uploading submissions to portals or sending via email • Collaborate with Business Development, Marketing, Repricing, Clinical, and other teams to gather needed information and attachments • Maintain CRM tasks and follow-ups related to active proposals • Support process improvements to streamline intake, drafting, and submission workflows • Partner closely with the Proposal & Content Marketing Writer to review work, maintain quality, and ensure consistency • Assist with special projects and other duties as assigned