Client Executive
New
S
SoftheonHealthcare software
Must be located in one of the following states: NY, NJ, FL, GA, PA, CT, IL, MD, TN, NC, MI, TX, Must reside in the Eastern or Central time zone of the United States. ET working hours are required (9am-6pm ET).Full-TimeMiddle
SalaryA base pay of $60,000-$70,000, plus equity (when applicable), variable/incentive compensation, and benefits
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Job Details
- Experience
- 2-4 years of experience in account management or client-facing role.
- Required Skills
- Microsoft ExcelAccount ManagementClient relationship managementCRM
Requirements
- Bachelor’s degree required.
- 2-4 years of experience in account management or a client-facing role.
- Lean Six Sigma Green Belt certification, or willingness to complete the certification within the first 90 days of employment.
- Advanced knowledge of MS Office, specifically Excel and MS Word.
- CRM experience is preferred.
- Operations work experience is highly desired; healthcare or technology experience is preferred.
- Strong verbal and written communication skills for interactions with customers and internal stakeholders.
- Strong interpersonal skills for handling client concerns and supporting client satisfaction.
- Strong organizational and time management skills, attention to detail, and accuracy.
- Must be available for on-call duty during peak periods, including outside regular working hours as needed.
- Availability to travel up to 10% as needed.
Responsibilities
- Serve as the primary point of contact for clients, managing meetings about concerns, open tickets, and enhancement requests.
- Communicate ticket status and resolution timelines to clients and manage expectations.
- Review, prioritize, and triage tickets to the appropriate internal teams.
- Escalate complex issues to Operations, monitor progress, and follow up to ensure resolution aligns with SLAs and client expectations.
- Identify trends in client-reported issues and collaborate with Operations, Product, and Support on process improvements.
- Oversee client operations using reporting metrics and contribute insights to monthly Executive Steering Committee presentations.
- Collaborate with the Talent team on hiring and recruitment, including interviews, and provide guidance and mentorship to team members.
- Provide on-call support during peak periods and travel up to 10% as needed.
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