
Account Engagement Manager
Direct Recruiters Inc., Madison, WI, United States
Client Summary
Innovative healthcare data and analytics platform company
Focuses on providing out-of-the-box solutions for healthcare organizations
Aims to accelerate data analytics processes
Enhances reliability and affordability of data analytics in healthcare
Establishes modern and robust analytics foundations
Position Responsibilities Project Delivery and Project Management
Lead project delivery efforts as the primary client‑facing point of contact during active engagements.
Manage multiple projects (starting with one, increasing to 2-3) to ensure on‑time, high‑quality delivery.
Oversee, develop project plans, manage timelines, milestones, and deliverables to ensure projects deliverables are completed on time and within scope while aligning with client success objectives.
Collaborate with Technical Project Managers and Engineering resources to identify and mitigate risks throughout the engagement lifecycle.
Collaborate with the Technical Project Manager to coordinate technical aspects of implementation.
Identify, assess, and mitigate risks to prevent project delays and ensure client satisfaction.
Proactively identify potential issues and develop actionable mitigation strategies.
Engage internal stakeholders to resolve project roadblocks efficiently.
Client Relationship Management
Build and maintain strong relationships with client stakeholders to understand their evolving needs.
Act as the primary point of contact for all client‑related inquiries, ensuring timely resolution of issues and concerns.
Regularly check in with clients to monitor satisfaction, resolve challenges, and identify areas for improvement.
Strategic Account Management
Advocate for the client’s needs to influence product enhancements and roadmap decisions.
Identify opportunities to expand platform usage and drive additional value for clients.
Proactively recommend best practices and strategies to optimize client outcomes.
Cross‑Functional Collaboration
Partner with Product, Engineering, and Sales teams to align client needs with internal priorities and resources.
Facilitate cross‑functional communication to address challenges and streamline project workflows.
Continuous Improvement
Contribute to the development of best practices, tools, and templates for project delivery.
Provide feedback to internal teams on product enhancements and process improvements.
Post‑Implementation Support
Oversee the knowledge transfer process from the implementation team to the client after go‑live.
Monitor platform performance and operational metrics to address any issues or challenges post‑implementation.
Provide ongoing support to ensure clients achieve the intended outcomes of the solution.
Training and Enablement
Conduct training sessions and workshops to empower client teams to maximize platform value.
Create and maintain client‑specific documentation, user guides, and resources.
Metrics and Reporting
Track and measure key client success metrics, such as ROI, adoption rates, and satisfaction scores.
Provide clients with regular reports to highlight achievements, outcomes, and areas for improvement.
Experience & Skills Required Experience and Qualifications
Bachelor’s degree in Business, Healthcare, Technology, or a related field (or equivalent experience). Master’s degree is not required.
5+ years of experience in Account Management, Technical Engagement/Project Management, Client Success, Professional Services (Consulting), or Enterprise Implementation roles.
Proven ability to manage complex projects with multiple stakeholders and understand the technical concepts of data engineering.
Strong problem‑solving and communication skills.
Experience working with SaaS platforms or healthcare technology is a plus.
Familiarity with enterprise software implementations and integrations (e.g., EHR systems like Epic, Cerner, or cloud platforms like AWS).
Preferred Experience and Qualifications
5+ years’ experience leading enterprise implementations, preferably working with healthcare data and analytics while partnering with client CTO, CIO, IT, Data Engineering, senior executives and/or C‑suite leadership across enterprise.
Experience working in high growth start‑ups, management consulting firms, or similar high functioning professional environments.
Excitement for tackling and building processes around new challenges for the customer: you enjoy problem‑solving, have a keen attention to detail, and are motivated to drive ongoing team improvement.
The flexibility and agility to work cross‑functionally in a fast‑paced environment with a sense of urgency and demonstrated initiative and independence.
Familiarity with project management methodologies (Agile, Scrum, or similar).
Experience working with cross‑functional teams, including Product and Engineering.
Knowledge of healthcare data, analytics, or enterprise software implementation.
Compensation: $135k-$170k, Health Insurance, 401k.
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Innovative healthcare data and analytics platform company
Focuses on providing out-of-the-box solutions for healthcare organizations
Aims to accelerate data analytics processes
Enhances reliability and affordability of data analytics in healthcare
Establishes modern and robust analytics foundations
Position Responsibilities Project Delivery and Project Management
Lead project delivery efforts as the primary client‑facing point of contact during active engagements.
Manage multiple projects (starting with one, increasing to 2-3) to ensure on‑time, high‑quality delivery.
Oversee, develop project plans, manage timelines, milestones, and deliverables to ensure projects deliverables are completed on time and within scope while aligning with client success objectives.
Collaborate with Technical Project Managers and Engineering resources to identify and mitigate risks throughout the engagement lifecycle.
Collaborate with the Technical Project Manager to coordinate technical aspects of implementation.
Identify, assess, and mitigate risks to prevent project delays and ensure client satisfaction.
Proactively identify potential issues and develop actionable mitigation strategies.
Engage internal stakeholders to resolve project roadblocks efficiently.
Client Relationship Management
Build and maintain strong relationships with client stakeholders to understand their evolving needs.
Act as the primary point of contact for all client‑related inquiries, ensuring timely resolution of issues and concerns.
Regularly check in with clients to monitor satisfaction, resolve challenges, and identify areas for improvement.
Strategic Account Management
Advocate for the client’s needs to influence product enhancements and roadmap decisions.
Identify opportunities to expand platform usage and drive additional value for clients.
Proactively recommend best practices and strategies to optimize client outcomes.
Cross‑Functional Collaboration
Partner with Product, Engineering, and Sales teams to align client needs with internal priorities and resources.
Facilitate cross‑functional communication to address challenges and streamline project workflows.
Continuous Improvement
Contribute to the development of best practices, tools, and templates for project delivery.
Provide feedback to internal teams on product enhancements and process improvements.
Post‑Implementation Support
Oversee the knowledge transfer process from the implementation team to the client after go‑live.
Monitor platform performance and operational metrics to address any issues or challenges post‑implementation.
Provide ongoing support to ensure clients achieve the intended outcomes of the solution.
Training and Enablement
Conduct training sessions and workshops to empower client teams to maximize platform value.
Create and maintain client‑specific documentation, user guides, and resources.
Metrics and Reporting
Track and measure key client success metrics, such as ROI, adoption rates, and satisfaction scores.
Provide clients with regular reports to highlight achievements, outcomes, and areas for improvement.
Experience & Skills Required Experience and Qualifications
Bachelor’s degree in Business, Healthcare, Technology, or a related field (or equivalent experience). Master’s degree is not required.
5+ years of experience in Account Management, Technical Engagement/Project Management, Client Success, Professional Services (Consulting), or Enterprise Implementation roles.
Proven ability to manage complex projects with multiple stakeholders and understand the technical concepts of data engineering.
Strong problem‑solving and communication skills.
Experience working with SaaS platforms or healthcare technology is a plus.
Familiarity with enterprise software implementations and integrations (e.g., EHR systems like Epic, Cerner, or cloud platforms like AWS).
Preferred Experience and Qualifications
5+ years’ experience leading enterprise implementations, preferably working with healthcare data and analytics while partnering with client CTO, CIO, IT, Data Engineering, senior executives and/or C‑suite leadership across enterprise.
Experience working in high growth start‑ups, management consulting firms, or similar high functioning professional environments.
Excitement for tackling and building processes around new challenges for the customer: you enjoy problem‑solving, have a keen attention to detail, and are motivated to drive ongoing team improvement.
The flexibility and agility to work cross‑functionally in a fast‑paced environment with a sense of urgency and demonstrated initiative and independence.
Familiarity with project management methodologies (Agile, Scrum, or similar).
Experience working with cross‑functional teams, including Product and Engineering.
Knowledge of healthcare data, analytics, or enterprise software implementation.
Compensation: $135k-$170k, Health Insurance, 401k.
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