Client Success Operations Analyst

WellSky is seeking a Client Success Operations Analyst to join our Advisory Outsource Services team. This role is responsible for supporting the AOS Client Success team with analytics, reporting, business review data and escalation of client risk.

A day in the life! 

You will be responsible for the following: 

• Organizing and maintaining internal resources: Shared content, SharePoint sites, teams, relevant business and/or market information
• Reviewing client facing communications with key stakeholders, managing and monitoring process completion of client facing communications as needed
• Analyzing, implementing, and monitoring AOS Client key KPIs and business initiatives to identify client health or retention risk
• Working with solutions management to support new product launches, retention campaigns, and monitoring selling of strategic add-ons
• Collaborating with business leaders, strategic planning, marketing, finance, and other stakeholders across the company to review existing and future business objectives and goals
• Assisting in organizing financial modeling of strategic opportunities for business units
• Providing reporting to Manager of KPI trends and account escalation potential
• Communicating account status to management timely

Do you have what it takes? 

Required Qualifications: 

• Bachelor’s degree in finance, business, or related field
• Direct experience in data analysis in Microsoft Excel

Do you stand above the rest?

Preferred Qualifications: 

• Salesforce and healthcare industry
• Change management

Additional job expectations applicable to this position include:

• Willingness to work additional or irregular hours as needed
• Working in accordance with corporate and organizational security policies and procedures
• Performing other responsibilities as assigned

WellSky is where independent thinking and collaboration come together to create an authentic culture. We thrive on innovation, inclusiveness, and cohesive perspectives. At WellSky you can make a difference.

WellSky provides equal employment opportunities to all people without regard to race, color, national origin, ancestry, citizenship, age, religion, gender, sex, sexual orientation, gender identity, gender expression, marital status, pregnancy, physical or mental disability, protected medical condition, genetic information, military service, veteran status, or any other status or characteristic protected by law. WellSky is proud to be a drug-free workplace.

Applicants for U.S.-based positions with WellSky must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Certain client-facing positions may be required to comply with applicable requirements, such as immunizations and occupational health mandates.

Here are some of the exciting benefits full-time teammates are eligible to receive at WellSky:

• Excellent medical, dental, and vision benefits
• Mental health benefits through TelaDoc
• Prescription drug coverage
• Generous paid time off, plus 13 paid holidays
• Paid parental leave
• 100% vested 401(K) retirement plans
• Educational assistance up to $2500 per year