Summary

This role will oversee the complete client lifecycle, from initial implementation to ongoing client management, ensuring a seamless and successful partnership with our clients.

This role is responsible for leading all client on-boarding and guiding them through the initial stages of their partnership with us.

You will collaborate closely with our sales and technical teams to ensure that the on-boarding process is efficient and meets the unique needs of each client.

Once on-boarding is complete, you will be responsible for the day-to-day management, business strategy and growth within that customer.

This role requires exceptional organizational skills, attention to detail, strong communication abilities, and the ability to build and maintain positive client relationships.

Essential Duties and Responsibilities

This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities as management may deem necessary from time to time.

• Lead the client on-boarding process for new clients, ensuring a seamless transition from sales to implementation.
• Create and manage detailed project plans, timelines, and deliverables to ensure successful on-boarding, exhibiting a strong sense of urgency and accountability.
• Act as the primary point of contact for resolving any issues or challenges that may arise during the on-boarding process and ongoing account management.

Pull in the right resources (e.g., data analyst, executive sponsor, clinical) to investigate and address client questions and needs.

• Provide training and guidance to clients on how to effectively use our products or services.
• Establish and maintain strong relationships with clients, acting as their main point of contact and advocating within the company to answer their questions and meet their needs.

Understanding each client’s goals and objectives, tailoring our solutions to their specific needs.

• Collaborate internally to successfully build and maintain all client specific programs.
• Identify opportunities for upselling or cross-selling additional products or services to clients, contributing to revenue growth.
• Maintain accurate records, contracts and communication history.
• Other duties as assigned.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• At least two years’ prior experience in a client-facing role such as sales or account management, preferably in a professional services or SaaS company.
• Bachelor’s degree or equivalent strongly preferred
• Ability to write and interpret correspondence, reporting and analytics.
• Ability to speak effectively to clients in person and over the phone with high level of energy, attentiveness, honesty and overall sociability.
• Preferable experience in the pharmacy or pharmacy benefit management industry.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. (The phrases occasionally, regularly, and frequently correspond to the following definitions : Occasionally means up to 1 / 3 of working time, regularly means between 1 / 3 and 2 / 3 of working time, and frequently means 2 / 3 and more working time.)

While performing the duties of this job, the employee is frequently required to sit, talk, or hear; and use hands to handle, or touch objects or controls.

The employee is regularly required to stand and walk. On occasion the incumbent may be required to stoop, bend, or reach above the shoulders.

The employee would rarely need to lift to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

Work Environment

The position is based in our Milwaukee, WI office 2-3 days a week with up to 2 days a week remote pending satisfactory performance.

The role has some travel up to 15%.

The above statement reflects the general details necessary to describe the principal functions of the occupations describes and shall not be construed as a detailed description of all the work that may be inherent in the occupation

EEO Statement

Summit Pharmacy Solutions, LLC (DBA : SPS Health), Trinity Healthcare Solutions, LLC, and all its affiliates, is an equal opportunity employer that is committed to diversity and inclusion in the workplace.

We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship.

The Company makes hiring decisions based solely on qualifications, merit, and business needs at the time.

Last updated : 2024-05-08