The Client Alignment Executive is responsible for managing the relationship with Netsmart’s existing clients. They are primarily focused on developing relationships, ensuring clients are actively engaged with Netsmart, defining strategy, and lead generation. They assist clients in navigating Netsmart for various needs, whether it be related to solution information, support needs, finance questions or any other needs that may arise. Client Alignment Executives are aligned to communities and can act as an industry and Netsmart advisor to their clients. Successful Client Alignment Executives are capable of creating and executing on strategic plans or shared roadmaps with our clients. CAEs have knowledge about Netsmart’s solutions and are able to map client requirements to Netsmart solutions.
Essential Duties and Responsibilities:
Develops and maintains positive relationships with client team members including C-Level across several complex clients
Works proactively with clients to ensure we have a healthy relationship and they are realizing value from Netsmart solutions and services
Leverages market knowledge to act as a key advisor to clients and be a value-add participant in client’s strategic planning where appropriate
“Product” Functional Expertise
Demonstrates expertise on Netsmart portfolio of solutions and services
Educates clients on the Netsmart portfolio and align our solutions to client initiatives
Develops a shared roadmap or strategic plan with each client
Executes broad education and communication to clients
Translates the roadmap/strategic client plan into defined opportunities in the sales pipeline
Develops a highly referenceable client base for Netsmart
Assists clients in navigating the Netsmart matrix to ensure their needs are met
Works with the sales team during the sales process to help drive new sales
Leads cross-functional initiatives that Netsmart and the client are working on that may involve many different stakeholders and the client.
Leads the resolution of issues that may arise with a client, including support cases that need to be escalated, invoice / finance issues, consulting project challenges, etc. Leverages CRM tools to maintain accurate account information and history.
Works as a member of a team and can provide mentorship and critical feedback in a way that inspires its recipient to commit and improve their skills and capabilities
Requires a Bachelor’s degree or equivalent combination of experience and education.
Specialized skills and knowledge
Presentation and communication skills – verbal, written, and remote communication
Has worked with healthcare software solutions
Enterprise software implementation experience
Have created and maintained relationships as the primary point of contact for C-suite engagement.
Project leadership experience
Skills and Abilities:
Microsoft Word – beginner level
Microsoft Excel – beginner level
Microsoft PowerPoint – beginner level
Microsoft Outlook – beginner level, preferred
Microsoft Project – beginner level, preferred
Microsoft Exchange – beginner level, preferred
Technical Skills Preferred
CRM experience, Salesforce preferred
Up to 60% domestic travel is expected for this position. This requirement may vary depending on location, and could be up to 60%.
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Must be able to work extended hours beyond 8 a.m. to 5 p.m. Monday-Friday. Must be able to remain in a stationary position 50% of the time and constantly operate a computer. Must be able to move to various meeting locations. Frequently communicates with internal, external and executive personnel and must be able to listen and exchange accurate information.
This job description is not necessarily an exhaustive list of all responsibilities, skills, duties, requirements, efforts, or working conditions associated with the job. While it is intended to be an accurate reflection of the current job, management reserves the right to revise the job or require that other or different duties/tasks be performed.
Netsmart provides equal employment and advancement opportunities to all individuals. Employment decisions at Netsmart will be based on performance, qualifications, abilities, education and experience. Netsmart does not discriminate in employment opportunities or practices on the basis of race, color, religion, gender, sexual orientation, gender identity, national origin, age, physical or mental disability, genetic information, marital status, amnesty or status as a covered veteran in accordance with applicable federal, state and local laws. Netsmart complies with any applicable state and local laws governing nondiscrimination in employment.