Client Delivery Specialist

In this role you will wear many hats, but your knowledge will be essential in the following:

• Coordinate the documenting, submission, tracking, communication, and monitoring of client program requirements post-implementation (either new logo or cross/upsell implementation)
• Help clients to match program needs with operationally efficient delivery options
• Build relationships with cross-functional teams (Finance, Implementation, Client Operations, Member Services, Product, DSR, and Live Services teams) to execute on deliverables for clients
• Deliver agreed reporting from internal tools
• Support member service delivery by resolving needs for of client-specific information, updating training agents and completing documentation
• Proactively monitor satisfactory resolution of client technical support issues by appropriate internal team
• Working knowledge of tools significant in responsibilities, including but not limited to Salesforce, GenAdmin, Gainsight, MicroStrategy, JIRA and/or Confluence.
• Aligning client requests with best practices informed by a thorough understanding of the Personify Health platform.

What you bring to the Personify Health Team:

In order to represent the best of what we have to offer you come to us with a multitude of positive attributes including:

• Bachelor’s degree or comparable experience in a related field (health, healthcare, health science, wellness, customer service, business management, operations, and/or logistics)
• 1-3+ years of professional work experience, preferably aligned to roles in operations / logistics, customer service, customer management, software implementation and / or project management.
• Previous experience in SaaS, or health / wellness and/or health care industry (preferred)

You also take pride in offering the following Core Skills, Competencies, and Characteristics:

• Excellent customer facing skills, including a commitment to client satisfaction
• Impeccable organization and priority management skills
• Ability to manage multiple tasks with varied dependencies and timelines
• Self-motivated with proactive approach, appropriate sense of urgency and a positive attitude
• Able to navigate change and support clients in change management
• Proficiency with various software applications, including but not limited to Microsoft Suite (Word, Excel, PowerPoint, Outlook, Teams, and OneDrive), virtual meeting platforms
• Ability to navigate a dynamic technological environment
• Required to work cross functionally with co-workers
• Outstanding interpersonal skills, including strong communication skills, both verbal and written.
• Creative approach to problem-solving
• Solid analytical skills