Client Engagement Operations Specialist

Company: quantum-health
Location: Dublin
Posted on: May 7, 2025

Job Description:

Description
Location: This position is located at our Dublin, OH campus with hybrid flexibility.

Who we are
Founded in 1999 and headquartered in Central Ohio, we're a privately-owned, independent healthcare navigation organization. We believe that no one should have to navigate the cost and complexity of healthcare alone, and we're on a mission to make healthcare simpler and more effective for our millions of members. Our big-hearted, tech-savvy team fights to ensure that our members get the care they need, when they need it, at the most affordable cost - that's why we call ourselves Healthcare Warriors .

We're committed to building diverse and inclusive teams - more than 2,000 of us and counting - so if you're excited about this position, we encourage you to apply - even if your experience doesn't match every requirement.

About the role
The CEG Operations Specialist role provides leadership and partnership to the CEG Team to deliver tactical support. This role takes responsibility for and accountability for key functions within the CEG Operations team, provides recommendations to guide decision-making related to Salesforce reporting, onboarding for new team members and overall project management.

What you'll do (Essential Responsibilities)

• Support the collaboration between the department and member support teams to ensure cohesive service delivery.
• Maintain department communication avenues including but not limited to email, Teams channels/chats, SharePoint sites, etc.
• Partner with cross functional teams to ensure client plan and benefit changes are processed correctly, help identify areas of improvement and coach team on correct process.
• Support the department monthly meetings and training through preparation, potential presentation delivery and follow-up.
• Report on CEG team performance metrics against team goals and provide monthly/quarterly/annual report-outs
• Works closely with the Finance team to develop data for reporting and analytics
• Partner with Marketing to execute client support campaigns
• Maintain the department onboarding tools and lead the new team member training sessions.
• Assist with the tactical portion of client related onsite meetings.
• Develop and maintain department work flows as requested.
• All other duties as assigned. What you'll bring (Qualifications)
  • Education: Bachelor's Degree or equivalent experience
  • Bachelor's Degree or equivalent experience
  • At least 3 to 5 years business experience utilizing data mining, workflow automation and other master data operations research
  • Role will require heavy use of Salesforce and CPQ data - previous experience with Salesforce reporting required
  • Project management experience preferred
  • Ability to effectively work with ambiguity and adapt to changing priorities and deadlines in a fast-paced environment
  • Outstanding critical thinking skills
  • Attention to detail in problem solving and execution
  • Strong interpersonal communication skills, including influencing and ability to encourage innovation
  • Highly collaborative style, willingness and demonstrated ability to work in teams, proven relationship building skills
  • Sound judgment and discretion, able to handle sensitive and confidential information appropriately
  • Strong administrative/technical skills; Comfort working on a PC using Microsoft Office (Outlook, Word, Excel, PowerPoint), IM/video conferencing (Teams & Zoom), and telephones efficiently.
  • A high degree of personal accountability and trustworthiness, a commitment to working within Quantum Health's policies, values and ethics, and to protecting the sensitive data entrusted to us.
    
    What's in it for you
    • Compensation: Competitive base and incentive compensation
    • Coverage: Health, vision and dental featuring our best-in-class healthcare navigation services, along with life insurance, legal and identity protection, adoption assistance, EAP, Teladoc services and more.
    • Retirement: 401(k) plan with up to 4% employer match and full vesting on day one.
    • Balance: Paid Time Off (PTO), 7 paid holidays, parental leave, volunteer days, paid sabbaticals, and more.
    • Development: Tuition reimbursement up to $5,250 annually, certification/continuing education reimbursement, discounted higher education partnerships, paid trainings and leadership development.
    • Culture: Recognition as a Best Place to Work for 15+ years, dedication to diversity, philanthropy and sustainability, and people-first values that drive every decision.
    • Environment: A modern workplace with a casual dress code, open floor plans, full-service dining, free snacks and drinks, complimentary 24/7 fitness center with group classes, outdoor walking paths, game room, notary and dry-cleaning services and more!
      What you should know
      • Internal Associates: Already a Healthcare Warrior? Apply internally through Jobvite.
      • Process: Application > Phone Screen > Online Assessment(s) > Interview(s) > Offer > Background Check.
      • Diversity, Equity and Inclusion: Quantum Health welcomes everyone. We value our diverse team and suppliers, we're committed to empowering our ERGs, and we're proud to be an equal opportunity employer .
      • Tobacco-Free Campus: To further enable the health and wellbeing of our associates and community, Quantum Health maintains a tobacco-free environment. The use of all types of tobacco products is prohibited in all company facilities and on all company grounds.
      • Compensation Ranges: Compensation details published by job boards are estimates and not verified by Quantum Health. Details surrounding compensation will be disclosed throughout the interview process. Compensation offered is based on the candidate's unique combination of experience and qualifications related to the position.
      • Sponsorship: Applicants must be legally authorized to work in the United States on a permanent and ongoing future basis without requiring sponsorship.
      • Agencies: Quantum Health does not accept unsolicited resumes or outreach from third-parties. Absent a signed MSA and request/approval from Talent Acquisition to submit candidates for a specific requisition, we will not approve payment to any third party.
        Reasonable Accommodation: Should you require reasonable accommodation(s) to participate in the application/interview/selection process, or in order to complete the essential duties of the position upon acceptance of a job offer, click here to submit a recruitment accommodation request.
        
        Recruiting Scams: Unfortunately, scams targeting job seekers are common. To protect our candidates, we want to remind you that authorized representatives of Quantum Health will only contact you from an email address ending Quantum Health will never ask for personally identifiable information such as Date of Birth (DOB), Social Security Number (SSN), banking/direct/tax details, etc. via email or any other non-secure system, nor will we instruct you to make any purchases related to your employment. If you believe you've encountered a recruiting scam, report it to the Federal Trade Commission and your state's Attorney General .
        
        

Keywords: quantum-health, Springfield , Client Engagement Operations Specialist, Accounting, Auditing , Dublin, Ohio