Client Partner
Smart Data Solutions, a leading provider of data management, claim routing and workflow solutions to health plans and TPAs, is looking for a Client Partner to join our team!
We are seeking a highly motivated and experienced Client Partner to join our healthcare technology team. This role combines new business development with ongoing account management responsibilities. The individual is responsible for acquiring new customers while cultivating long-term relationships with existing clients to drive retention, satisfaction, and growth. The ideal candidate will have a deep understanding of the healthcare industry, strong business acumen, and a proven track record of managing complex accounts.
The Client Partner acts as a consultant, understanding customers’ unique business needs and aligning the Smart Data Solutions product portfolio to address them.
What you’ll be doing?
- Meets or exceeds sales objectives as assigned.
- Develop relationships with C and VP level executives within assigned accounts and clearly articulate the Smart Data Solutions value proposition to address their business needs.
- Consult with customer stakeholders to prepare, implement, and execute strategic business plans for each account based upon information acquired through periodic business reviews and customer meetings.
- Work with SDS Technical Partner team to ensure that the customer business needs are being addressed and open communication with SDS and the customer is maintained.
- Develop a business plan and sales strategy for each account that measures attainment of sales and customer goals.
- Work strategically with the SVP of Sales to deliver forecasts, identify trending opportunities/challenges, and provide recommended solutions.
- Utilize CRM solution to provide timely and accurate sales activity tracking and status updates along with predictable and precise sales forecasts.
- Keep informed of product line, competition and industry trends that may impact client business activities.
- Keep informed of industry trends and feed this information to the relevant company stakeholders.
- Delivery of on-site and online sales presentations and product demos.
- Preparation and delivery of presentations, proposals, and quotes.
- Actively build product knowledge to ensure a high level of understanding of the Smart Data Solutions product line including any new functionality.
- Travel as needed for client, prospect and sales meetings, travel is projected to average 50%.
- Perform other duties as assigned.
What we’re looking for?
Required skills:
- Successful history of supporting and managing relationships in the healthcare payer market with demonstrated success in working with customers who are using enterprise products focused on workflow automation, EDI, Clearinghouse, Claims Processing and/or outsourced BPO solutions.
- Proven ability to present an enterprise technology solution impacting multiple departments within a payer organization.
- Understanding of SaaS cloud-based technology service models and transaction-based pricing models.
- Ability to provide a consultative approach within the account management/customer success process.
- Coordinate multi-disciplinary team to plan sales activities.
- Self-starter: goal oriented and accountable to self and others.
- Maintains open and honest communication both internally and externally.
- Collaborative to foster teamwork.
- Trusted partner and advisor: shows confidence, humility, and good judgment.
- Customer service mentality: effective listener, responsive and proactive.
Why this is the company for you?
Top Benefits & Perks:
- A company culture that is authentic, innovative, and collaborative! Our most powerful strength is our people! We build impactful solutions for our customers - their success is our success!
- A professional development and growth-oriented workplace
- Generous benefits including, health insurance, short-term, and long-term disability
- 401(k) with a company match to provide a better future in your retirement years
- A flexible environment with a competitive paid time off package; including vacation, holiday, give-back day, and a floating day
Who is Smart Data Solutions?
Smart Data Solutions (SDS) is a technology leader in healthcare process automation and interoperability. As a strategic partner, SDS helps clients digitally transform their operations, delivering tangible value through reduced costs, streamlined workflows, and an improved customer experience. With data, AI, and automation at its core, SDS provides solutions in Digital Mailroom and Data Capture, Clearinghouse, Intelligent Medical Records, Prior Authorization and Claim Operations. Trusted by over 500 clients—including multiple Blue Cross Blue Shield plans, regional health plans, TPAs, providers, and healthcare partners—SDS streamlines complex front, middle, and back-office operations.
Smart Data Solutions is an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.
