Summary
Overview
Work History
Education
Skills
References
Timeline
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Kevin Bean

Kevin Bean

Plano,TX

Summary

Client Success Manager transitioning into Account Executive roles, bringing deep expertise in group pharmacy benefits, ICHRA, and health insurance technology. Known for building strong client relationships, identifying pain points, and delivering tailored solutions that align with business needs—skills that translate directly into consultative sales and strategic account management.
Experienced in working cross-functionally with product, development, and operations teams to advocate for client needs and drive product enhancements. Certified Scrum Product Owner with a solid understanding of Agile workflows, enabling clear communication across technical and non-technical stakeholders. Eager to leverage my domain knowledge, communication skills, and client-focused mindset to grow into a high-performing sales role.

Overview

6
6
years of professional experience

Work History

Client Success Manager

Take Command Health
Richardson, TX
09.2024 - Current
  • Act as strategic advisor and ICHRA subject matter expert for my clients
  • Provide ICHRA best practices to my clients via proactive engagement and strategic meetings.
  • Act as main escalation point for systemic issues within the organization.
  • Partner cross-functionally with various departments and stakeholders to solve and mitigate problems.
  • Intake, notate, and deliver product feedback from clients.
  • Manage a book of business of 34 clients and over 2000 billable lives.
  • Create and document new SOP's
  • Developed and maintained customer success documentation and resources.
  • Analyzed customer data to identify trends and inform business decisions.

Implementation Manager

CVS Caremark
Irving, TX
01.2024 - 08.2024
  • Developed project plans and timelines for each implementation process, tracking progress against these plans to ensure completion on schedule.
  • Facliltated weekly internal and external calls regarding client implementation
  • Monitored market trends to identify opportunities for product development or improvement.
  • Conducted research on competitors' activities and products to inform strategic decisions.
  • Evaluated success of campaigns by tracking relevant KPIs and metrics.
  • Managed relationships with external vendors to ensure successful completion of projects within budget constraints.
  • Collaborated closely with internal teams including sales, operations, and finance to ensure alignment of overall objectives across departments.
  • Executed a single, integrated project plan

Specialized Operations Support (Client Success)

Take Command Health
Richardson, TX
07.2023 - 01.2024
  • Support agent for Client Onboarding CSM's.
  • Navigate company platform to help customers build custom ICHRA.
  • Ticket Administration within multiple Hubspot pipelines
  • Monitor reporting and analyze utilization based on ticket allocations against goals/metrics/KPI's/SLA's and providing updates on usage
  • Research application issues by reviewing accounts, calling insurance carriers, and communicating with our clients as needed.
  • Provided back of house support to admins as part of client success team.
  • Facilitated meetings and onboarding for jumpstart clients.

Associate Product Owner

X-Enterprises
Plano, TX
02.2023 - 10.2023
  • Managed product-related tasks, including sprint planning, QA testing, and resource allocation
  • Held weekly standup with offshore development team.
  • Collaborated with senior product managers to determine product positioning, vision and direction.
  • Communicated product specifications and adjustments to engineering teams.
  • Analyzed market trends and competitor habits to make informed product recommendations.
  • Maintained plan integration and monitored achievement of product objectives.

Founder/Owner

Kevin Bean Music
Plano, TX
01.2019 - 12.2022
  • Oversee multiple artist brands, which involve writing, producing, publishing, and handling administrative tasks.
  • Developed and implemented cohesive artist and album visions for professionals.
  • Coordinated back-end production requirements such as staff hiring and schedule management.
  • Managed requests for specific musical pieces.
  • Maintained licensing subscriptions authorizing organization to legally use published materials.
  • Leveraged creativity to write and produce songs for corporate ads, movies, TV shows, and small businesses
  • Attained specific briefs from clients to make music with appropriate song elements (tempo, mood, and lyrical theme)
  • Engage with clients weekly to update and service accounts

Education

Certified Scrum Product Owner CSPO -

Product HQ
05-2024

Bachelor of Arts - Music Management

Dallas Baptist University
Dallas, TX
05.2012

Agile Project Management Certification -

Google

Skills

  • ICHRA and Group Benefits Knowledge
  • Client Onboarding
  • Change Control Process
  • Hubspot
  • Client Relationship Management
  • Solution Oriented Communication
  • Sales Adjacent Experience
  • Public Speaking and Presentation
  • Salesforce
  • HubSpot
  • Regulatory Awareness
  • Process Improvement Mindset
  • Escalation

References

Jack Thweatt, Former Employer, I have had the privilege of knowing Kevin for nearly a decade, both as a peer and an employer. Throughout this time, I have witnessed firsthand Kevin's ability to think deeply and creatively, all while maintaining a keen awareness of project goals and timelines. His unique talent lies in striking a balance between innovation and deadlines. As his employer, I have repeatedly observed these qualities in his management of recording projects and live video shoots. Kevin demonstrates an unwavering commitment to ensuring project success, while also genuinely caring for and supporting his team members. He is dependable, and I truly value the opportunity to have him work for me whenever possible.

Timeline

Client Success Manager

Take Command Health
09.2024 - Current

Implementation Manager

CVS Caremark
01.2024 - 08.2024

Specialized Operations Support (Client Success)

Take Command Health
07.2023 - 01.2024

Associate Product Owner

X-Enterprises
02.2023 - 10.2023

Founder/Owner

Kevin Bean Music
01.2019 - 12.2022

Certified Scrum Product Owner CSPO -

Product HQ

Bachelor of Arts - Music Management

Dallas Baptist University

Agile Project Management Certification -

Google
Kevin Bean