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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