Client Services Consultant
3 days ago
This is a hybrid position which requires some on-site work.
With direction from business development leadership, this role acts as a liaison and engages in account management and relationship activities by serving as the primary contact for a number of assigned accounts. This includes proactively identifying and resolving customer service issues and implementing ongoing training and education for new and existing clients. Additionally, this position is also actively engaged in lead generation activities to support a qualified pipeline of potential clients.
Dragonfly Health provides industry-leading DME management solutions that simplify administration to boost operational efficiencies, contain costs, enhance quality of care, and ultimately increase patient satisfaction. With our innovative technology and unmatched expertise, we provide the visibility and insights our clients need to make timely, informed decisions and drive meaningful results. We serve over 145,000 patients every day spanning all 50 states.
Essential Functions
Note: The essential duties and primary accountabilities below are intended to describe the general content of and requirements of this position and are not intended to be an exhaustive statement of duties. Incumbents may perform all or most of the primary accountabilities listed below. Specific tasks, responsibilities or competencies may be documented in the incumbents performance objectives as outlined by the incumbents immediate supervisor or manager.
1. With a solid understanding of the organizations processes, this role builds and maintains relationships with clients and network partners initiating contact via phone, email and in-person meetings at all levels of the client network provider organizations. Addresses areas of concern and identifies opportunities for improvement to ensure client satisfaction. This may include coordinating conference calls with organizational stakeholders and clients to address and resolve client challenges.
2. Meets with clients and attends conferences to effectively develop, maintain and strengthen multiple relationships with current client customers at corporate, regional and local levels and provide information and opportunities available from Dragonfly Health. Additionally, generates leads for prospective clients by effectively introducing the Dragonfly Health suite of services.
3. Understands client contracts with regard to terms and conditions, renewal dates and any additional service amendments. Works effectively to ensure mutually satisfactory agreements and renewals that maximize services for the client while achieving company profitability targets.
4. Coordinates with Network Management, Sales, and Implementation Team with the implementation of new clients by working effectively with internal divisions to ensure actions are handled in an appropriate and timely manner. This includes conducting educational sessions via on-site trainings, conferences calls, webinars, computer share, etc. to keep clients apprised of Dragonfly Health operations and new initiatives. Monitors client progress, claims, calls/contacts, payables.
5. Ensures effective working relationships between clients and DME providers by monitoring activities and providing analytics and reports that provide insight into the nature of operations. May encourage and/or influence changes in operations to increase productivity, profit margins and effective utilization.
Marginal or Additional Functions
1. Enters and captures contact information in the contact management database to build out territories, manage activities and ensure information regarding customer interactions, trainings and reports are up to date. Monitors and reports on activities and provides relevant management information.
2. Executes client touch plan in accordance with annual initiatives
3. Ensures client surveys are distributed in a timely manner and manages appropriate follow-up.
4. Performs other duties as assigned or apparent.
Supervisory and Managerial Responsibility
This position does not entail formal, direct supervisory responsibility.
Knowledge, Skills & Abilities
Education, Licensure or Certification:
A thorough knowledge and understanding of general business management as normally obtained through the completion of a Bachelors Degree in Marketing, Finance, Accounting, Business Administration, Healthcare or a related field of study
Work Experience or Related Experience:
One year of sales experience or account management is required or experience in which the incumbent has been engaged in identifying and understanding the customers needs, providing solutions and presenting recommendations. Three to four years professional sales experience or account management is strongly preferred
Experience managing a project from inception to implementation is strongly preferred. Experience conducting training sessions is also preferred
Operational experience in a hospice environment is strongly preferred
Experience in the healthcare or medical fields in which incumbents have gained a thorough understanding of durable medical equipment is strongly preferred
Specialized Knowledge, Skills & Abilities:
Knowledge of common sales communication techniques, identification of the clients value proposition and presentation of solution based sales. The ability to utilize this knowledge to engage clients and manage accounts is required
The means and ability to work from a home office or corporate office to accomplish objectives and tasks as described
Excellent communication, presentation and interpersonal skills are required to perform the functions as described, including the ability to present information and training to varied clients
A basic understanding of the operations of the durable medical equipment industry, hospice, PACE, and SNF industry
The ability to be proactive and self-directed utilizing good time management, decision-making, and organization skills is required. Incumbents must be able to prioritize multiple tasks
A good understanding of Dragonfly Health products, technologies, selling strategies and internal business functions is necessary to become proficient and competent in this role
Equipment:
Working knowledge of a PC, business and communications software (MS Office) and web-based tools are required
Travel Requirements and Conditions
Extensive travel is required including overnight travel at least 40% - 50% of the time to visit clients.
Work Environment, Conditions and Demands
Work is generally preformed in an office environment or remote setting in which there is only minimal exposure to unpleasant and/or hazardous working conditions.
Physical Requirements and Demands
Regular eye-hand coordination and manual dexterity is required to operate office equipment
Additional Position Information
No additional information is applicable
We are an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.
Dragonfly Health offers a rewarding, casual, fun work environment to include competitive benefits and compensation. We welcome new ideas and innovative thinkers. If you want to do meaningful work that is truly helping people, come join our growing team and make a difference
-
Client Services Consultant
2 weeks ago
Baton Rouge, United States Dragonfly Health Full timeThis is a hybrid position which requires some on-site work.With direction from business development leadership, this role acts as a liaison and engages in account management and relationship activities by serving as the primary contact for a number of assigned accounts. This includes proactively identifying and resolving customer service issues and...
-
Client Services Consultant
2 weeks ago
Baton Rouge, United States Dragonfly Health Full timeThis is a hybrid position which requires some on-site work.With direction from business development leadership, this role acts as a liaison and engages in account management and relationship activities by serving as the primary contact for a number of assigned accounts. This includes proactively identifying and resolving customer service issues and...
-
Client Services Associate
1 month ago
Baton Rouge, Louisiana, United States Xpert Financial Services Full timeXpert Financial Services - Client Services AssociateJob OverviewAs a Client Services Associate, you will play a vital role in ensuring a positive experience for our clients. Your primary focus will be on providing exceptional customer service and support throughout their interactions with our firm.Main ResponsibilitiesClient Interaction: Welcome clients...
-
Client Service Manager
3 weeks ago
Baton Rouge, Louisiana, United States GGB - Global Full timeAbout the RoleWe are seeking a seasoned professional with experience in the commercial insurance environment to join our growing team at GGB - Global. As a Client Service Manager, you will be responsible for delivering exceptional customer service to a range of clients, addressing issues that vary from relatively simple to moderately complex.Key...
-
Client Services Liaison
2 weeks ago
Baton Rouge, Louisiana, United States Dragonfly Health Full timeJob SummaryThis is a hybrid position that requires some on-site work. As a Client Services Consultant, you will act as a liaison and engage in account management and relationship activities by serving as the primary contact for a number of assigned accounts. Your responsibilities will include proactively identifying and resolving customer service issues,...
-
Client Care Coordinator
2 months ago
Baton Rouge, United States Home Instead Full timeHome Instead is proud to work with organized individuals that help in our mission to enhance the lives of aging adults and their families. The Client Care Coordinator is expected to perform a variety of duties that relate to client care including care consultations with potential clients and family members, client/Care Professional introductions and quality...
-
Baton Rouge, Louisiana, United States Skyline Enterprises Full timeAbout Skyline EnterprisesWe strive to provide exceptional service and consultation to our clients, ensuring they leave our business with a smile and return to us happily. To achieve this, we offer dedicated and competent advice, aiming to fulfill all client wishes.What We OfferA team-oriented and friendly work environmentA flat hierarchy with a familiar...
-
Client Support Specialist
1 month ago
Baton Rouge, Louisiana, United States Home Instead - Louisiana Full timeJob OverviewAt Home Instead, we take pride in collaborating with dedicated individuals who contribute to our mission of improving the lives of elderly adults and their families. The Client Support Specialist plays a crucial role in various responsibilities related to client care, including consultations with prospective clients and their families, as well as...
-
Client Service Manager
3 weeks ago
Baton Rouge, Louisiana, United States Gallagher Full timeAbout the RoleWe are seeking a highly skilled Client Service Manager to join our team at Gallagher Benefit Services. As a key member of our team, you will be responsible for delivering exceptional service to our clients, driving business growth, and building strong relationships with our stakeholders.Key ResponsibilitiesManage a portfolio of client accounts,...
-
Skincare Consultant
4 weeks ago
Baton Rouge, Louisiana, United States HEART 2 HEART CARE CLINIC LLC Full timePosition: Skincare ConsultantWe are seeking a committed Skincare Consultant to become a part of our team at HEART 2 HEART CARE CLINIC LLC. In this role, you will provide exceptional skincare services to our clientele, ensuring their comfort and satisfaction.Key Responsibilities:Deliver a range of skincare treatments, including wraps and facials, with...
-
Client Services Coordinator
1 month ago
Baton Rouge, Louisiana, United States Babcock Partners, LLC Full timeAre you passionate about delivering outstanding service to clients and recognizing its significance? In this role, you will greet visitors, clients, and team members, manage incoming communications, organize and distribute mail, and support various operational tasks as required. The ideal candidate is an effective communicator with a strong commitment to...
-
Client Services Representative
3 weeks ago
Baton Rouge, Louisiana, United States First National Bankers Bank Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Client Services Representative to join our team at First National Bankers Bank. As a Client Services Representative, you will be responsible for providing exceptional customer service to our clients, ensuring timely and accurate processing of customer inquiries and complaints.Key...
-
Retirement Plan Consultant
2 weeks ago
Baton Rouge, Louisiana, United States GBS - Global Full timeAbout the RoleWe are seeking a highly skilled Retirement Plan Consultant to join our team at GBS - Global. As a key member of our team, you will be responsible for providing expert consulting services to our clients, helping them navigate the complexities of retirement plan management.Key ResponsibilitiesSpecialize in providing consulting services to...
-
Luxury Watch Service and Consultation Specialist
3 weeks ago
Baton Rouge, Louisiana, United States Skyline Enterprises Full timeAbout Skyline EnterprisesWe strive to provide exceptional service and consultation to our discerning clients, ensuring they leave our business with a smile and return to us happily. To achieve this, we offer dedicated and competent advice, aiming to fulfill all their wishes.What We OfferA team-oriented, friendly work environment with flat...
-
Senior Client Service Manager
3 weeks ago
Baton Rouge, Louisiana, United States GBS - Global Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Service Manager to join our team at GBS - Global. As a key member of our organization, you will be responsible for delivering exceptional service to our clients, driving business growth, and fostering strong relationships with our stakeholders.Key ResponsibilitiesManage a portfolio of...
-
Client Care Specialist
1 month ago
Baton Rouge, Louisiana, United States Home Instead Full timeAt Home Instead, we're committed to enhancing the lives of aging adults and their families. As a Client Care Coordinator, you'll play a vital role in delivering exceptional care and support to our clients. Your primary responsibilities will include:Key Responsibilities:Conducting thorough consultations with potential clients and their families to understand...
-
Environmental Consultant
3 weeks ago
Baton Rouge, Louisiana, United States ECS Limited Full timeAbout the RoleWe are seeking a highly skilled Environmental Scientist to join our team at ECS Limited. As an Environmental Scientist, you will play a critical role in ensuring the environmental sustainability of our projects.Key ResponsibilitiesConduct Phase I environmental site assessments, including field and office work related to groundwater and soil...
-
Senior Management Consultant
2 months ago
Baton Rouge, United States EMERGENT METHOD Full timeJob DescriptionJob DescriptionEmergent Method is seeking a dynamic and experienced consultant to join our team as a senior strategy consultant. This role will involve leading and managing a variety of strategic initiatives and projects for the firm and its clients. This is a full-time position based in Baton Rouge, Louisiana. Remote candidates will be...
-
Senior Management Consultant
1 month ago
Baton Rouge, United States Emergent Method Full timeEmergent Method is seeking a dynamic and experienced consultant to join our team as a senior strategy consultant. This role will involve leading and managing a variety of strategic initiatives and projects for the firm and its clients. This is a full-time position based in Baton Rouge, Louisiana. Remote candidates will be considered and are encouraged to...
-
Beauty Consultant
7 days ago
Baton Rouge, Louisiana, United States Sephora Full timeJob SummaryWe are seeking a highly skilled and passionate Licensed Beauty Advisor to join our team at Sephora. As a Licensed Beauty Advisor, you will be responsible for guiding clients on their beauty journey, creating memorable experiences, and providing exceptional client service.Key Responsibilities:Personalized Beauty Consultations: Understand clients'...