• Provides client service to partners, intermediaries, and plan sponsors • Develops and maintains knowledge of retirement plans and Ascensus products/services • Works with Relationship Manager to deliver client satisfaction • Resolves client issues and engages clients with consulting • Communicates with team to keep all informed and aid current client strategy • Provides thorough, high-quality research and problem-solving • Delivers client retention by anticipating needs and recommending changes

• Develop a thorough understanding of our business, products and services • Consistently deliver a high level of proactive client service • Develop effective working relationships with team and internal departments • Provide thorough, high quality research, problem solving and issue resolution • Ensure inquiries and issues are resolved and service levels are met • Help drive increases in client retention • Achieve individual and team goals for service levels, growth and retention • Produce, analyze, and distribute reporting on a regular basis • Support the sales team in their efforts to attain more business • Participate in special projects as assigned

Location: Philadelphia United States Job Description: Senior Manager - Client Services Pennsylvania - Philadelphia Professional Services - Professional Services / Full-Time / Remote apply for this job Veeva Systems is a mission-driven organization and pioneer in industry cloud, helping life sciences companies bring therapies to patients faster. As one of the fastest-growing SaaS companies in history, we surpassed $3B in revenue in our last fiscal year with extensive growth potential ahead. At the heart of Veeva are our values: Do the Right Thing, Customer Success, Employee Success, and Speed. We're not just any public company - we made history in 2021 by becoming a public benefit corporation (PBC), legally bound to balancing the interests of customers, employees, society, and investors. As a Work Anywhere company, we support your flexibility to work from home or in the office, so you can thrive in your ideal environment. Join us in transforming the life sciences industry, committed to making a positive impact on its customers, employees, and communities. The Role Ostro is a specialized business division within Veeva, dedicated to advancing brand engagement for the life sciences industry through AI technology. Veeva Ostro empowers life sciences companies to transform how they connect with the people who need their innovations most. By joining this fast-growing team, you will work at the forefront of leveraging AI innovations to make healthcare information seamless, intuitive, and impactful. We are looking for a Client Services expert to own key client relationships and drive innovative strategies that maximize ROI. In this role, you will champion our clients' commercial goals internally, collaborate across teams, and help shape the future of healthcare engagement. What You'll Do As a trusted advisor, you will deeply understand our clients' market landscapes to proactively drive continuous value, account retention, and contract renewals. You will champion client needs internally, directly influencing the Veeva Ostro product roadmap, while overseeing large-scope execution, enterprise budgets, and tight deadlines with flawless precision to maximize client ROI. Requirements - 4+ years of digital marketing strategy and account management experience in a healthcare/pharma agency setting; proven ability to manage multiple accounts and cultivate high-trust client partnerships - Deep understanding of the digital ecosystem (websites, banners, social) with a track record of driving strategy for major pharma product launches; hands-on experience with pharmaceutical product communications and Veeva Vault PromoMats submissions - Track record of managing complex enterprise books of business and acting as a trusted consultant to proactively uncover, pitch, and secure business expansion opportunities - Strong ability to translate digital analytics, KPI dashboards, and campaign performance data into actionable business insights for clients - Ability to travel, minimum once a quarter per client or as needed Nice to Have - Experience with Veeva Vault PromoMats, Veeva Vault CRM, or other Veeva Commercial Cloud applications - Experience working across multiple complex therapeutic areas (e.g., oncology, rare disease, immunology) - Experience collaborating closely with internal creative, technical, and medical writing teams in an agency or consulting environment - Familiarity navigating complex Medical/Legal/Regulatory (MLR) review processes and FDA guidelines Perks & Benefits - Medical, dental, vision, and basic life insurance - Flexible PTO and company paid holidays - Retirement programs - 1% charitable giving program Compensation - Base pay: $115,000 - $170,000 - The salary range listed here has been provided to comply with local regulations and represents a potential base salary range for this role. Please note that actual salaries may vary within the range above or below, depending on experience and location. We look at compensation for each individual and base our offer on your unique qualifications, experience, and expected contributions. This position may also be eligible for other types of compensation in addition to base salary, such as variable bonus and/or stock bonus. #LI-Remote #LI-MidSenior Veeva's headquarters is located in the San Francisco Bay Area with offices in more than 15 countries around the world. Veeva is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristics protected by local laws, regulations, or ordinances. If you need assistance or accommodation due to a disability or special need when applying for a role or in our recruitment process, please contact us at [email protected]. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. apply for this job

• Handle client correspondence, reception duties, and general administrative tasks professionally and efficiently • Prepare, process, and manage quotations and invoices accurately for both walk-in and insurance clients • Maintain organised filing systems, records, and documentation to ensure easy retrieval and compliance • Manage stock orders and inventory records, ensuring accuracy and timely replenishment • Create and update job cards, customer statements, and operational logs • Support basic HR and payroll functions where required • Manage petty cash, banking, and payment processing with a high degree of accuracy • Liaise with clients professionally, ensuring a consistent and positive customer experience • Conduct cold calling and follow up with prospective clients to support sales activity • Identify and flag discrepancies, missing information, or administrative inconsistencies