Client Management: Manages high level relationships with assigned accounts while maintaining oversight and adherence to all Client SLAs
Understand and report up to date financial standing of services and Interprets data and make targeted, focused recommendations for future product enhancements
Strive to maximize existing services to their full value and search for opportunities to augment portfolio with new/add-on services
Uses technical and business development skills to increase client’s utilization of current technology
Tracks, analyzes, creates, and delivers relevant reports and insights
Effectively manages unplanned and ongoing projects/client deliverables on time, and within budget
Collaborate with internal departments to resolve customer issues including resolution of technical and/or customer service problems in a timely manner
Builds and enhances positive working relationships with key clients and internal stakeholders.
Responsible for own workflow assignments and must be able to take the initiative to resolve problems and meet deadlines.
Effectively manage client requests for program changes that may impact Sharecare’s ability to efficiently deliver services
Responsible for creating client profile, Quarterly Business Reviews and gathering Voice of the Customer (VOC) through NPS (Net Promoter Score) and quarterly health checks.
Responsible for tracking add-on opportunities in Salesforce along with updated financial information.
Participate in client strategy and revenue goals for coming year
Contract Renewal
Participate in pre-renewal internal strategy meetings to discuss client issues, problems, needs, opportunities, competitive threats, and alternatives to be proposed.
Support the renewal strategy development, packaging, presentation, and negotiation activities to retain and grow profitable existing business.
Provide renewal and RFP responses as applicable
Utilizes and keeps Salesforce up to date and accurate regarding assigned accounts
Strategic Planning: Drive and support the strategic plans for clients to ensure account retention, growth and short-term tactical plans to ensure client satisfaction
Prepare, in collaboration with Director Client Success the QBR and Annual Review Reporting
Collaborate with the reporting team to analyze necessary data, develop reports and dashboards and deliver monthly, quarterly and annually
Review and analyze reports for accuracy and outcomes needed to satisfy the client
Consistent, accurate and timely Salesforce usage
Implementation and Service Delivery: Collaborate with implementation team for effective implementation and service delivery of new accounts. This also includes addition of services for Child accounts
Improve and maintain the implementation process and ensure consistency and success of implementations
Ensure implementation activities are achieved on schedule and as required
Requirements
Bachelor’s degree required.
Master’s Degree in business, health administration or clinical specialty is a plus or equivalent work experience in a business development, account management, or customer support role in software or financial services
At least 3-5 years of experience in a client facing role, project management, account management, and comfortable interfacing with all levels of the business
Experience with cloud SaaS based solutions or web applications
Strong communication skills and the ability to speak and write professionally to clients.
Diverse capabilities represented by successful experiences in several healthcare settings or a variety of healthcare experiences within a single setting preferred
Demonstrated consultative sales and client relationship management abilities
Excellent time management, organization, and planning skills are essential
Able to set priorities, influence others, and manage customer expectations
Demonstrated success in customer relationship management
Able to effectively prioritize and multi-task under tight deadlines
Experience using standard MS Office tools
Strong interpersonal and quantitative skills
Ability to take initiative and exercise independent judgment, decision making and problem-solving expertise
Strong understanding of business SaaS business strategies