This role is a Post-Sales Specialist position supporting the Clinical Solutions Account Management team.
- Maintain accurate records in sales systems (e.g., CRM, CPQ, Orders and so on), and build client profiles by updating client information and managing sensitive client data.
- Prepares pricing documents and presentation materials.
- Review and highlight any areas of risks or expansion from available data (e.g., usage reports, past-due report, and so on).
- Review contracts for expansion or changes in scope.
- Analyzing usage reports to identify trends in support of client conversations, business reviews and to identify potential risks or expansion opportunities.
- Analyze invoice overdue reports and alert account teams of actions needed.
- Support customer service ticket escalations.
- May manage the renewal process for local/site level renewals associated with a health system.
- Collaborate with cross functional partners like product, commercial & sales to extend positive customer experience.
- Other duties/projects maybe assigned
Qualifications:
Bachelor's degree holder or completed at least 2 years level in College (no back subjects/incomplete units)
At least 2 years relevant experience
Strong communication skills (verbal and written), with the ability to explain complex information in a clear and customer-friendly manner
Previous experience in customer service, collections, or subscription management is preferred
Strong detail orientation with the ability to follow defined processes.
Strong time management skills.
Excellent communication skills with a positive attitude and a passion for delivering exceptional customer service.
Ability to quickly learn and apply enterprise AI tools and technologies to support technical workflows and business objectives.
Additional for internal applicants:
Must be in current role for 1 year
Must not have received any Disciplinary Action within the past 12 months
Must not have any Attendance and Punctuality issues in the past 12 month
Must have a Successful or above rating in the last Enabling Performance cycle
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