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The Client Services Manager leads the Client Services Patient Engagement team, within Montefiore’s Patient Access Center. Client Services Manager leads the Patient Engagement team Account Managers in all aspects related to Patient Engagement, primarily focused on the Montefiore MyChart patient portal.  This role is the primary interface for clients at the managerial, physician, and executive leadership levels and a source of knowledge, professional direction, and expertise for Account Managers.


The Client Services Manager will successfully establish, build and develop strong internal and external working relationships throughout the Montefiore delivery system utilizing superior communication skills and business acumen. Responsibilities also include the daily management and oversight of all operational and administrative activities directly related to the Montefiore MyChart patient portal, as well as the Patient Access Center goals and objectives, ensuring the highest level of client satisfaction.


A successful Client Services Manager will oversee the long-term management and maintenance of all Montefiore MyChart client relationships, overseeing and/or leading various projects, motivating team members (coaching and mentoring), sustaining growth, and moving the team to the long-term vision of Montefiore while reporting program status, potential risks to internal and external constituents.


Education/Skill-set required:

  • Bachelor’s degree in healthcare or related business concentration required; Master’s degree or MBA preferred. 
  • Project Management certification preferred.
  • Epic certification required (Epic Cadence, Epic Prelude, Epic Ambulatory, and/or Epic MyChart)
  • Experience and/or knowledge of Healthcare operations and Healthcare information systems.
  • Background in Customer Service, Client Services, or Account Management with a proven track record of success.
  • 4 to 6 years of experience leading multiple projects simultaneously in a product-driven environment.
  • Ability to develop and maintain detailed project schedules.
  • Strong meeting management skills and conflict resolution skills.
  • Ability to manage distributed teams of people.
  • Ability to adapt to fast-changing healthcare environment
  • High attention to detail and accuracy along with ability to multi-task and prioritize.
  • Excellent written and verbal communication skills and ability to succinctly summarize key findings.
  • Strong presentation skills with the confidence to present to large, executive-level audiences.
  • Strong problem-solving and analytical skills.
  • Proficient in Microsoft Office 365 (Teams, Word, Excel, PowerPoint, Visio, Outlook, OneNote, SharePoint).
  • Ability to balance and prioritize conflicting requirements.
  • Travel (inter-campus) required.



Department: Patient Access Center Bargaining Unit: Non Union Campus: TARRYTOWN  Employment Status: Regular Full-Time Address: 555 South Broadway, Tarrytown
Shift: Day Scheduled Hours: HOURS VARY Req ID: 169875 


Montefiore is an equal employment opportunity employer. Montefiore will recruit, hire, train, transfer, promote, layoff and discharge associates in all job classifications without regard to their race, color, religion, creed, national origin, alienage or citizenship status, age, gender, actual or presumed disability, history of disability, sexual orientation, gender identity, gender expression, genetic predisposition or carrier status, pregnancy, military status, marital status, or partnership status, or any other characteristic protected by law. 



To heal, to teach, to discover and to advance the health of the communities we serve.

To be a premier academic medical center that transforms health and enriches lives.

Define our philosophy of care, they shape our actions and motivate and inspire us to pursue excellence and achieve the goals we have set forth for the future. Our values include:

  • Humanity
  • Innovation
  • Teamwork
  • Diversity
  • Equity




Nearest Major Market: White Plains
Nearest Secondary Market: New York City