About the Role

• Build trust and develop a trusted advisor relationship with assigned accounts.
• Support and participate in all functions of the customer facing team including, but not limited to: 
  • Managing meetings and workflows such as legal, customer success, and communications
  • Demonstrate proactive communication when available
  • Identify and resolve issues
  • Recommended solutions
  • Offer new services (where needed),
  • Provide technical support
  • Be able to analyze and provide reporting – both internally and externally by analyzing client accounts and reporting in an effort to increase retention.
• Data entry and integrity
• Manage with a sense of urgency and availability as the client’s advocate.
• Regular Business Review presentation creation and management including follow-up to complete deliverables.
• Act as the client champion internally within OpenLoop expressing client needs and expectations.
• Manage client expectations by understanding the client agreement and how OpenLoops services align with contract obligations such as SLAs.
• Enters and updates support systems like Zoho, Healthie, Miro etc. as needed.
• Identify and implement process improvements.
• Partners with OpenLoop teams like: Implementation, Clinical and Non-Clinical Patient Support, Recruitment, Sales and other pertinent teams across the organization.
• Identifying expansion opportunities.
• Improving team efficiency by creating optimum processes with technology and people.

• 2-4 years experience in a SaaS sales or customer success role
• 3-6 years of business development, sales, or account management experience
• Ability to thrive in a rapidly changing, high-energy, high-expectations environment
• Excellent written and verbal communication skills
• An energetic, mature, positive attitude that works well independently and with a team
• Proven track record of taking initiative
• Results-oriented and customer-focused mindset
• Ability to listen, absorb, and respond accordingly
• Ability to manage multiple projects and tasks, while staying organized and efficient
• Proven capacity to learn new technologies for maximum project success
• Ability to construct effective written communication through email or Slack, giving clients and internal stakeholders all necessary background and project updates