Client Engagement Representative

Solutionreach is hiring a Client Engagement Representative. This role will answer phone calls, direct, and create cancel requests for all members of the client engagement team. Routinely meet with cross-functional leaders from all departments to document, follow up and execute recurring processes and projects. This role is remote. 

What will I need to thrive in this role?

• At least 1 year of previous experience in a clerical or sales environment
• Experience in dispute resolution and problem-solving skills
• Demonstrate strong written and verbal communication skills
• Proficient in Microsoft Word and Excel, strong computer skills and attention to detail with accurate reporting
• Use CRM database to review requests to determine account status
• Manage, create, edit, and verify daily reports
• Process large account cancels or saves
• Coordinate with third party vendors
• Communicate changes, progress and accomplishments of ongoing programs and maintain programs 
• Answer and transfer phone calls to proper team members
• Ability to complete projects within timeframe window
• Previous knowledge of Salesforce is helpful, but not required 

What does high performance look like?

• Extremely adaptable to change and a team player
• Strong organizational, communication, and time management skills
• High energy drive and sense of responsibility and urgency 
• Possess the ability to quickly identify and relate with clients on a personal level
• Ability to discover underlining reasons for the request to cancel and to overcome objections to resolve concern

Sounds great. What else do I need to know?

• Fast Evolution: Solutionreach evolves quickly and constantly to succeed as a business. This means sometimes we switch gears halfway through a project, solve problems with minimal information, and roll with the punches. 
• Big Goals: We have a mission to transform healthcare, and you impact that directly. We demand high execution and strong results. You work smart and get it done. 
• Non-stop Learning: We care about personal development and have a culture of feedback, so your manager or team may have to tell you things that are difficult to hear and vice versa.
• Differences: The last thing we want is to hire people who are just like us. This means you will work with others that you may not immediately click with or sometimes disagree with. That's not a bad thing. Be curious and compassionate. Be willing to change your mind. That's belonging in its true form: celebrating and finding genuine value in our differences.

Where is this role physically located?

This role is remote.

 
What is the selection process?

• A phone call with Manager of Talent Acquisition 
• A Zoom interview with the Hiring Manager
• A Zoom interview with the Department Director 

Solutionreach, Inc. is an equal opportunity employer and E-Verify participant. We welcome and encourage diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other characteristics protected by law.