Strategic Relationship Management and Executive Engagement
- Serve as the primary point of contact and trusted advisor to assigned enterprise customers, cultivating C‑suite and senior executive relationships to understand objectives and influence outcomes
- Collaborate with customers to define success plans for strategic initiatives; guide them to successful outcomes and document action plans and next steps
- Act as the voice of the customer—synthesize feedback and coordinate internal teams to respond to customer needs and improve experience
Growth, Retention, and Forecasting
- Manage and grow existing accounts through cross‑sell and upsell; exceed expansion and renewal revenue goals with accurate pipeline and forecast management
- Mitigate churn using health metrics, proactive risk management, and executive alignment
- Drive the bid/tender and commercial process end‑to‑end (needs qualification, vendor selection, quotation, closure) to meet orders, sales, and margin targets
Planning, Reviews, and Communication
- Develop account strategies and business plans, including client adoption and strategic initiatives that lead to client success and cost savings; create opportunity development, competitive positioning, and target setting
- Facilitate Quarterly Business Reviews (QBRs) with clear articulation of customer outcomes and cost savings; track action items within success plans
- Participate in industry events (webinars, conferences) as needed to support relationship growth and thought leadership
Operational Excellence and Collaboration
- Maintain rigorous CRM hygiene (Salesforce opportunity creation, forecasting, and account/contact management) for accuracy and visibility
- Coordinate cross‑functionally (Customer Support, Product, Development/Implementation, Education, Sales) to ensure timely resolution of issues and to accelerate adoption
- Maintain up‑to‑date knowledge of symplr’s solutions and market/competitor trends to credibly differentiate and tailor value propositions to business and technical stakeholders
Contracting and Commercial Governance
- Facilitate, influence, and negotiate proposals, Statements of Work, amendments, and renewals; understand key contractual terms, invoicing, renewal dates, and SLAs
- Ensure order and configuration quality at entry, tying requirements to documented customer inputs and protecting margin
Prospecting and Pipeline Generation (as needed for growth within strategic accounts)
- Identify and develop new business opportunities within and adjacent to assigned accounts; build a healthy early/mid/late‑stage pipeline through outreach, executive networking, LinkedIn, events, and healthcare data tools