Serves as a trusted
strategic advisor to our customers and as an advocate for our customers’ unique needs. Handles and processes renewals for assigned clients
which will include running orders
managing through Salesforce and at times
calculating and processing CPI increases. Ensures invoices are paid in a timely manner and works with client(s) on any outstanding balances. Partners with assigned Client Executives and Inside Sales team for assigned client base. Provides direction to all internal teams as it relates to any client questions and/or concerns. Partners with multiple internal teams to emphasize and enhance the Voice of the Customer. Coordinates meetings with clients
assisting in developing the meetings materials including preparing agenda
putting together PowerPoint presentation
pulling appropriately utilization reports to review with client. Participates in monthly
quarterly
and/or annual business reviews with clients. Collaborates closely with customers to identify and execute opportunities to build more into the lifecycle adoption process through cross selling and upselling. Finds trends
analyzes what they mean
and presents findings to clients. Creates high quality
scalable processes that ensure our customers’ success. Ensures open tickets are handled appropriately and timely for assigned clients. Build out case studies and nurture clients to serve as client references on IMO's behalf
showcasing success stories and fostering advocacy within the customer base.