Client Operations Enablement Representative
MerativeAbout the role
Join a team dedicated to supporting the crucial mission of improving health outcomes.
At Merative, you can apply your skills – and grow new ones – with colleagues who have deep expertise in health and technology. Merative provides data, analytics and software for the health industry. Our clients include providers, health plans, employers, life sciences companies and governments around the world. With industry-leading products and focused innovation, we help customers improve decision-making and performance so that together, we drive real progress in health. Learn more at merative.com
Working under minimal supervision, this client-facing role is primarily responsible for their defined client portfolio, closing Merge Hemodynamic Accessory sales, quote-to-invoice activity for all sales transactions, and exceptional client engagement across pre-sales and post-sales activities. This role is accountable for efficiently managing client quotes and contractual terms to achieve revenue-generating order processes. This is accomplished by providing guidance to sellers, assessing quote accuracy prior to customer quote distribution, and architecting an effective order management program.Essential Job Duties:
Accountable for accurate and timely order management for all orders.
Ensure accuracy and applicability of sales order terms and conditions by developing a deep understanding of client uniqueness, governing terms, and product-specific requirements.
Populates and maintains a customer records database to support opportunity pipeline management.
Managing and processing sales of Merge Hemodynamic accessory product line within the assigned account portfolio.
Review order-related documents for consistency and accuracy in alignment with Merge business controls and all Regulatory requirements.
Approve client portfolio quotes in the quote tool ensuring accurate order and invoice handling post- execution.
Accountable for designing and implementing changes to the quote to cash workflow when product parts and pricing changes are made.
Must be willing to be available at various hours and peak volume periods.
Attend forecast meetings with global sales teams and provide guidance for contract architecture that accomplishes customer needs and upholds the post-sale standards in Q2C processing.
During the sales cycle, ensure that all material required to complete the quote is in place by working closely with the sales team, follows up, and participates with a territory sales team in closing pipeline deals.
Utilizing Excel functions, produce pivot tables, charts, and trending analysis to create and track metrics and to support business process improvements.
Develop strong relationships with clients and internal teams to provide a high-quality client experience. Understand complex client and contracting situations, discuss challenges with appropriate departments, and follow through to ensure internal and external client satisfaction.
Proactive engagement with sales, legal, finance, client success, product, and other business process leaders during contract negotiations, extensions, and amendme
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