Meridian Cooperative

Client Partner

• Serve as the primary client advocate, guiding customers through onboarding, adoption, expansion, and long-term success.
• Develop strong relationships with key stakeholders, senior leaders, and decision-makers within client organizations.
• Gain a deep understanding of each client's business strategy, operational goals, challenges, and key performance indicators (KPIs).
• Conduct regular account touchpoints, business reviews, and success planning sessions to ensure clients are realizing value from Meridian’s solutions.
• Follow up with clients after contract renewals to reinforce relationships and demonstrate appreciation for their continued partnership.
• Proactively engage with clients to identify goals, challenges, risks, and opportunities.
• Monitor client health metrics, system utilization, and success KPIs to identify trends and recommend actionable solutions.
• Review System Utilization Reports (SURs) on a recurring basis and collaborate with client contacts to increase adoption and value.
• Identify opportunities to expand utilization of Meridian’s platform and help clients address additional business challenges.
• Coordinate client training, best practices, support resources, and educational opportunities to drive product adoption.
• Partner closely with Enterprise Account Managers (EAMs) to drive engagement, satisfaction, retention, and growth.
• Communicate account activity, client feedback, opportunities, and risks clearly and consistently to assigned EAMs and leadership.
• Assist EAMs with annual account reviews, strategic planning, and ongoing client engagement activities.
• Support business development efforts by facilitating budgetary estimates, technical quotes, migration planning, and client communications.
• Act as the voice of the client internally by advocating for client needs, requirements, and expectations.
• Collaborate with Product, Support, Development, and Leadership teams to resolve issues and improve the overall client experience.
• Share client feedback, innovative ideas, and enhancement opportunities with internal stakeholders.
• Communicate product updates, commitments, and timelines from Product Support teams and Product Owners.
• Lead the Meridian Pre-Migration Process for clients transitioning to Meridian’s new software platform.
• Coordinate efforts across departments to ensure successful planning, communication, and execution of migration strategies.
• Maintain accurate client account information across CRM platforms, third-party applications, and internal systems.
• Represent Meridian at industry conferences, user groups, client meetings, and networking events.
• Travel to client sites as needed for account reviews, audits, strategic meetings, training, and special projects.

Client Success Manager