Quick overview
Job description
Essential Job Duties
- Lead a high volume of new customers through the HHAeXchange Enterprise onboarding process through comprehensive planning and engagement activities with the goal of getting customers up and running quickly and effectively. Collaborate closely with sales, product, client success teams to ensure alignment with client objectives and overall team and organizational goals.
- Build strong relationships with customers, serving as a leader and trusted advisor to develop a deep understanding of customer needs to ensure successful configuration and to drive product utilization and adoption.
- Establish project teams and develop and execute project management best practices, methodologies, processes, and tools with the goal of ensuring maximum customer success and a best-in-class onboarding experience.
- Ascertain customer business and system needs to make tactical planning recommendations. Collaborate with solutions team as necessary to work in partnership on complex customer needs to develop workflows.
- Facilitate product training and configuration sessions for customers, and act as system subject matter expert. Act as a liaison to both internal and external stakeholders to communicate client needs and better support customers when necessary.
- Regularly communicate customer product and process feedback to Team Lead to improve and resolve system performance and configuration issues. Communicate internal configuration and system resolution requests to Team Lead for escalation.
- Adopt process changes to improve the customer onboarding process by promoting efficiency, automation, and increased quality.
- Proactively mitigate client risk and ensure timely internal escalations following internal risk process and SOP.
- Complete administrative responsibilities including but not limited to Salesforce account documentation, customer meeting minutes, Outlook calendar management, and PTO coverage planning.
- Continue garnering a greater understanding of HHAeXchange’s software applications and business solutions via Product Release notes, Product Beat Webinars, and adhering to internal WorkRamp training and certificate requirements.
Other Job Duties
- Other duties as assigned by supervisor or HHAeXchange leader.
Travel Requirements
- Travel up to 10%, including overnight travel
Required Education, Experience, Certifications and Skills
- Bachelor’s degree
- 5+ years of experience within project management, preferably in software implementation in a client-facing capacity.
- Strong knowledge of the healthcare industry.
- Strong understanding of project methodology (Waterfall, Agile etc.) and knowledge of PMBOK Framework.
- Working experience with MS Project or similar project management tool.
- Excellent team leadership skills and the ability to prioritize/self-direct as needed.
- Proven track record of delivering projects on time and within agreed upon scope.
- Ability to work on a team and lead others as required to complete projects.
- Excellent verbal, written and interpersonal communication skills.
- Must be a quick study with the ability to work under minimal supervision.
- Ability to travel to customer sites to deliver on-site services if required.
- Strong project management skills and ability to prioritize activities.
- Ability to build strong relationships with customers and internal team members.
- Highly engaging and collaborative style in working cross-functionally.
- Demonstrates excellent communication, listening, and decision-making skills.
- Strong understanding of customer and market dynamics and requirements.
- Quick learner who thrives in a dynamic and fast-paced environment.
- Proficient with MS Office Suite: (Excel, Word, PowerPoint and Outlook)
- PMP certified, preferred
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