About the Role
Build trust and develop a trusted advisor relationship with assigned accounts.
Support and participate in all functions of the customer facing team including, but not limited to:
Managing meetings and workflows such as legal, customer success, and communications
Demonstrate proactive communication when available
Identify and resolve issues
Recommended solutions
Offer new services (where needed),
Provide technical support
Be able to analyze and provide reporting – both internally and externally by analyzing client accounts and reporting in an effort to increase retention.
Data entry and integrity
Manage with a sense of urgency and availability as the client's advocate.
Regular Business Review presentation creation and management including follow-up to complete deliverables.
Act as the client champion internally within OpenLoop expressing client needs and expectations.
Manage client expectations by understanding the client agreement and how OpenLoops services align with contract obligations such as SLAs.
Enters and updates support systems like Zoho, Healthie, Miro etc. as needed.
Identify and implement process improvements.
Partners with OpenLoop teams like: Implementation, Clinical and Non-Clinical Patient Support, Recruitment, Sales and other pertinent teams across the organization.
Identifying expansion opportunities.
Improving team efficiency by creating optimum processes with technology and people.
Requirements
2-4 years experience in a SaaS sales or customer success role
3-6 years of business development, sales, or account management experience
Ability to thrive in a rapidly changing, high-energy, high-expectations environment
Excellent written and verbal communication skills
An energetic, mature, positive attitude that works well independently and with a team
Proven track record of taking initiative
Results-oriented and customer-focused mindset
Ability to listen, absorb, and respond accordingly
Ability to manage multiple projects and tasks, while staying organized and efficient
Proven capacity to learn new technologies for maximum project success
Ability to construct effective written communication through email or Slack, giving clients and internal stakeholders all necessary background and project updates
#J-18808-Ljbffr
