Job Description
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 cr...
+ 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 cr...
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