客户合伙人
Client Partner
客户经理
Smart Data Solutions 是一家领先的提供数据管理、索赔路由和流程解决方案的公司，为健康保险公司和TPA提供服务，现正寻找一位客户经理加入我们的团队！
我们正在寻找一位积极主动且经验丰富的客户经理加入我们的医疗科技团队。该职位结合了新业务开发与现有客户管理职责。该职位负责获取新客户，同时与现有客户建立长期关系，以推动客户留存、满意度和增长。理想的候选人应深入了解医疗行业，具备出色的商业敏锐度，并有管理复杂账户的显著业绩。
客户经理充当顾问角色，了解客户的独特业务需求，并将 Smart Data Solutions 的产品组合与之匹配以解决这些需求。
你将负责以下工作：
- 达成或超越分配的销售目标。
- 与所负责客户中的 C 级和副总裁级别的高管建立关系，并清晰传达 Smart Data Solutions 的价值主张，以满足他们的业务需求。
- 与客户利益相关者合作，根据通过定期业务审查和客户会议获得的信息，制定、实施并执行每个账户的战略业务计划。
- 与 SDS 技术合作伙伴团队合作，确保客户的业务需求得到满足，并保持与 SDS 和客户的良好沟通。
- 为每个账户制定业务计划和销售策略，衡量销售和客户目标的达成情况。
- 与销售副总裁（SVP of Sales）战略性合作，提供预测、识别趋势性机会/挑战，并提出建议的解决方案。
- 使用 CRM 解决方案及时准确地跟踪销售活动和状态更新，同时提供可预测且精确的销售预测。
- 了解产品线、竞争对手和行业趋势，这些可能会影响客户业务活动。
- 了解行业趋势，并将这些信息反馈给相关的公司利益相关者。
- 提供现场和在线销售演示和产品展示。
- 准备和交付演示文稿、提案和报价。
- 积极提升产品知识，以确保对 Smart Data Solutions 产品线有高水平的理解，包括任何新功能。
- 根据客户需求、潜在客户和销售会议的需要进行出差，预计出差频率较高
查看英文原文
Client Partner
Smart Data Solutions, a leading provider of data management, claim routing and workflow solutions to health plans and TPAs, is looking for a Client Partner to join our team!
We are seeking a highly motivated and experienced Client Partner to join our healthcare technology team. This role combines new business development with ongoing account management responsibilities. The individual is responsible for acquiring new customers while cultivating long-term relationships with existing clients to drive retention, satisfaction, and growth. The ideal candidate will have a deep understanding of the healthcare industry, strong business acumen, and a proven track record of managing complex accounts.
The Client Partner acts as a consultant, understanding customers’ unique business needs and aligning the Smart Data Solutions product portfolio to address them.
What you’ll be doing?
- Meets or exceeds sales objectives as assigned.
- Develop relationships with C and VP level executives within assigned accounts and clearly articulate the Smart Data Solutions value proposition to address their business needs.
- Consult with customer stakeholders to prepare, implement, and execute strategic business plans for each account based upon information acquired through periodic business reviews and customer meetings.
- Work with SDS Technical Partner team to ensure that the customer business needs are being addressed and open communication with SDS and the customer is maintained.
- Develop a business plan and sales strategy for each account that measures attainment of sales and customer goals.
- Work strategically with the SVP of Sales to deliver forecasts, identify trending opportunities/challenges, and provide recommended solutions.
- Utilize CRM solution to provide timely and accurate sales activity tracking and status updates along with predictable and precise sales forecasts.
- Keep informed of product line, competition and industry trends that may impact client business activities.
- Keep informed of industry trends and feed this information to the relevant company stakeholders.
- Delivery of on-site and online sales presentations and product demos.
- Preparation and delivery of presentations, proposals, and quotes.
- Actively build product knowledge to ensure a high level of understanding of the Smart Data Solutions product line including any new functionality.
- Travel as needed for client, prospect and sales meetings, travel is projected to average 50%.
- Perform other duties as assigned.
What we’re looking for?
Required skills:
- Successful history of supporting and managing relationships in the healthcare payer market with demonstrated success in working with customers who are using enterprise products focused on workflow automation, EDI, Clearinghouse, Claims Processing and/or outsourced BPO solutions.
- Proven ability to present an enterprise technology solution impacting multiple departments within a payer organization.
- Understanding of SaaS cloud-based technology service models and transaction-based pricing models.
- Ability to provide a consultative approach within the account management/customer success process.
- Coordinate multi-disciplinary team to plan sales activities.
- Self-starter: goal oriented and accountable to self and others.
- Maintains open and honest communication both internally and externally.
- Collaborative to foster teamwork.
- Trusted partner and advisor: shows confidence, humility, and good judgment.
- Customer service mentality: effective listener, responsive and proactive.
Why this is the company for you?
Top Benefits & Perks:
- A company culture that is authentic, innovative, and collaborative! Our most powerful strength is our people! We build impactful solutions for our customers - their success is our success!
- A professional development and growth-oriented workplace
- Generous benefits including, health insurance, short-term, and long-term disability
- 401(k) with a company match to provide a better future in your retirement years
- A flexible environment with a competitive paid time off package; including vacation, holiday, give-back day, and a floating day
Who is Smart Data Solutions?
Smart Data Solutions (SDS) is a technology leader in healthcare process automation and interoperability. As a strategic partner, SDS helps clients digitally transform their operations, delivering tangible value through reduced costs, streamlined workflows, and an improved customer experience. With data, AI, and automation at its core, SDS provides solutions in Digital Mailroom and Data Capture, Clearinghouse, Intelligent Medical Records, Prior Authorization and Claim Operations. Trusted by over 500 clients—including multiple Blue Cross Blue Shield plans, regional health plans, TPAs, providers, and healthcare partners—SDS streamlines complex front, middle, and back-office operations.
Smart Data Solutions is an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.
Originally posted on Himalayas