Client Engagement Associate

About Leaf Health

Leaf Health partners with TPAs, brokers, and employers to improve healthcare cost efficiency through pharmacy benefit consulting, rebate management, and clinical analytics. We are passionate about creating transparency, driving value, and helping clients make informed decisions that lower pharmacy costs.

We are looking for a motivated, detail-oriented Client Engagement Associate to join our growing Client Engagement team. This is an excellent opportunity for a recent graduate eager to begin a career in Pharmacy Benefits, Data Analysis, and Client Management.

Position Summary

The Client Engagement Associate will work closely with the Account Management team to support day-to-day client operations, reporting, and communication. This individual will assist in preparing client materials, tracking project deliverables, coordinating data and reporting needs, and ensuring an exceptional client experience.

This is a developmental role — ideal for someone who is ready to learn, highly organized, and ready to build a long-term career in PBM consulting.

Key Responsibilities

Client Support & Relationship Management

• Assist Account Managers in maintaining positive client relationships by supporting calls, meetings, and day-to-day communications.
• Help prepare meeting agendas, take notes, and manage follow-up actions.
• Draft client communications, including meeting recaps, summary reports, and follow-up emails.
• Learn to serve as a secondary point of contact for assigned accounts, responding to client questions in collaboration with senior team members.

Project & Operational Support

• Track project timelines, deliverables, and deadlines in collaboration with the Account Management and Operations teams.
• Assist in preparing client reports, dashboards, and presentation materials.
• Coordinate and organize internal data requests, pricing documents, and rebate summaries.
• Support the execution of Leaf Health’s pharmacy consulting services, including implementation tracking and reporting.

Data & Reporting

• Assist with gathering and reviewing client data for reporting and analytics projects.
• Help prepare and validate quarterly rebate and financial reports.
• Work with internal teams to ensure data accuracy and timely report delivery.

Learning & Development

• Develop an understanding of PBM operations, rebate programs, and client contracting.
• Participate in industry training, internal education sessions, and client strategy meetings.
• Build proficiency in Leaf Health systems, including Salesforce, Excel, and reporting dashboards.

Qualifications

• Education: Bachelor’s degree required (preferably in Business, Healthcare Administration, Economics, or related field).
• Experience: 0–1 year of relevant internship or work experience; healthcare, consulting, or data analysis exposure is a plus.
• Skills & Attributes:
  • Strong organizational skills and attention to detail.
  • Excellent written and verbal communication skills.
  • Proficient in Microsoft Office Suite (Excel, PowerPoint, Outlook, Word).
  • Comfortable learning new systems and working in a technology-driven environment.
  • Curious, proactive, and eager to learn.
  • Able to prioritize and manage multiple tasks with guidance.