JOB TITLE: Provider Success Specialist
EMPLOYER: AssistRx
DEPARTMENT: Sales Operations
REPORTS TO: Manager, Provider Success
EFFECTIVE DATE: 1/1/2024
SUMMARY: The Provider Success Specialist is responsible for retaining our technology platform customer base through presenting products and services to existing clients within a specific region. Identifying and addressing customer needs and recommending ways to promote and upsell our flagship technology platform based on market and industry trends. To be successful in this role, you should have excellent communication abilities and be highly motivated to meet objectives and goals.
DUTIES AND RESPONSIBILITIES:
- Act as a point of contact for existing and potential customers within assigned territory.
- Identify business opportunities and challenges within assigned region
- Present our technology platform to existing and potential customers
- Identify customer needs and recommend appropriate product solutions
- Work closely with team members and other internal partners to support customer retention and brand goals
- Expand user adoption of technology platform
- Manage follow-up and account management of newly verified users and onboarded to the platform
- Partner with external field team members to transition accounts from onboarding to account retention
- Drive daily activity to achieve weekly, monthly, and quarterly metrics and goals
- Cultivate deep reliable relationships with your clients and users
- Troubleshoot and develop solutions to drive consistent product adoption. Follow-up relentlessly and thoughtfully to win business
- Track sales performance to goal and sales pipeline activity via Salesforce CRM
- Is a teammate and works together with your external counterpart to exceed regional goals
- Continue to develop skillset for career growth
- Performs other related duties as assigned by management
SUPERVISORY RESPONSIBILITIES:
- This job has no supervisory responsibilities.
QUALIFICATIONS:
- Bachelor's Degree (BA) from four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience.
- Computer skills required: (Microsoft Office Suite)
- Other skills required:
- Bachelor’s degree in Business Administration preferred.
- Ready-to-win attitude.
- Enjoys and thrives in a competitive team environment.
- Proven track record of exceeding goals.
- Proven track record of high daily activity.
COMPETENCIES:
- Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
- Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
- Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
- Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures.
- Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
- Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
- Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
- Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
- Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
- Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
- Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
- Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
- Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
- Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
- Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
- Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
- Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
- Occasionally required to stand.
- Occasionally required to walk.
- Continually required to sit.
- Continually required to utilize hand and finger dexterity.
- Continually required to talk or hear.
- While performing the duties of this job, the noise level in the work environment is usually moderate.
- Work is performed in a traditional commercial office setting with standard office lighting and white noise.
- Additional remarks regarding work environment:
- This job operates in a professional office environment.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.