Public Consulting Group · 3 hours ago
Client Service Associate 2
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Responsibilities
Focus on developing long-term client relationships – expand influence, increase retention, solve issues, and drive satisfaction
Model best practices in terms of client, project, and change management
Lead client engagements/interactions (e.g., status update meetings)
Proactively identify problems and provide solutions to clients
Build client excitement in terms of new features, functionality, and services
Provide feedback regarding the evolving needs of our clients and how we can remain responsive, competitive, and good partners
Provide training on use of the system for end users and administrators as needed
Provide Tier 2 or 3 support via Zendesk (helpdesk) for EDPlan Innovations
Ability to manage multiple projects and clients simultaneously with a keen attention to detail
Contribute to a professional and respectful team dynamic with a culture of mutual accountability
Deliver results in terms of client success metrics, both individually and collaboratively
Collaborate and coordinate with Regional Teams and other functional areas to meet our clients’ needs. Examples include:
Coordinate with EDPlan Innovation Product Leads and Regional Team in terms of the creation of status update meeting materials, respond to data or reporting requests, and evolve our services based on training and helpdesk feedback
Serve as a main point of contact internally for Regional Teams - review new opportunities for viability, potential market shifts, and areas of risk
Serve as the client contact re: change request process and involve appropriate team members from EDPlan Innovations
Coordination with Technical Business Analyst to articulate change requests and product feedback and support execution of changes in the form of user acceptance testing (UAT) and training documentation
Qualification
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Required
Proven success at client relationship building
Effective communication skills (presentation, facilitation, and written)
Proven success or the ability to gain a deep understanding of electronic nursing documentation software
Collaboration skills (with peers, staff, and leadership)
Ability to manage multiple projects and clients simultaneously with a keen attention to detail
Ability to be decisive, consistent, transparent, and open to feedback
Highly organized and skilled at prioritization
Ability to lead virtual and in person trainings on EDPlan Innovations
Professional maturity and ability to put the best interests of the client and PCG above self-interest
Advanced knowledge of Microsoft Office products: Excel, Word, PowerPoint, Teams
Preferred
Understanding of OSEP based General Supervision concepts: Dispute Resolution, Cyclical Monitoring, Technical Assistance, Fiscal Monitoring, SPP/APR, Submission Process, Data Collections
Experience with compliance-based documentation systems
Experience with project management best practices
2-5 years' experience managing client relationships
Strong understanding of EDPlan
Expertise using Asana or comparable task management, or project management tools
Benefits
Medical and dental care benefits
401k
PTO
Parental leave
Bereavement leave
Company
Public Consulting Group
Public Consulting Group is a consulting company offering management consulting services to public sector organizations and entities.
Funding
Current Stage
Late StageRecent News
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