Lead Clinical Specialist, CRM
Abbott
Client Success Advocate
Orion
full-time
Posted on:
Location: Arizona, Kentucky • 🇺🇸 United States
Visit company websiteSalary
💰 $49,034 - $66,688 per year
Job Level
JuniorMid-Level
About the role
- Respond to all client questions and issues received by phone, email, chat or letter and act as single point of contact for assigned clients
- Analyze client requests and deduce and explore possible solutions or forwards request on to appropriate department following-through until resolution
- Maintain, update and execute \"Client Reference Guides\" to ensure each client's needs are met
- Regularly confirm the reference guide is meeting client expectations directly with operational contacts
- Train advisors on available Orion system technology capabilities
- Counsel advisors regarding best practices, policies and procedures, as well as provide advice on how to handle situations encountered or requests
- Act as a technology consultant to ensure advisor is fully utilizing Orion technology to support their business requirements
- Ensure advisor is trained and made aware of new technology requirements, including reviewing each technology release in depth with the advisor
- Plan, coordinate, and lead home office visits of assigned clients
- Support advisor by training on best practices for maintaining and executing quarter-end processes
- Support the execution of customized business processes for the advisor
- Work with product managers and developers to complete functional specs for projects and submit those projects for development
- Keep advisor informed throughout the development process
- Test and verify technology works properly and then verify and certify it works to the client’s expectations
- Act as project manager on non-technical projects
- Work with SME & Analyst teams to support multi-team projects keeping the advisor informed throughout the process
Requirements
- Has a minimum of a high school diploma
- Possess an associate’s or bachelor's degree in business administration or related field
- Has a minimum of 2 years of experience working with Orion technology
- Obtain Orion Industry Certification
- Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
