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Senior Client Service Representative

3 months ago


Doral, United States UP HEALTH PLLC Full time

Who We ServeDedicated to helping people create a healthy future, we serve individuals experiencing the disease of addiction and its co-occurring mental health disorders.

Location: Miami/West Palm, FL - Remote

Summary of ResponsibilitiesThe Client Services Representative (CSR) develops a strategic plan to create new and strengthen existing business relationships and achieve key performance indicators. The CSR is part of the growth team and will provide increased awareness, referrals, and admissions into the behavioral health portfolio. The position is assigned to a general region or regions to expand awareness representing the entire range of UpHealth Behavioral services. The position exemplifies an attitude of integrity and service and upholds company values in all areas of responsibility.

Essential Duties:Actively prospect, cold call on the phone, and meet face-to-face continuously to expand prospective and active accounts within the pipelineCollaborate with UpHealth Behavioral/Transformations leadership to leverage strategic initiatives (including but not limited to the admissions, clinical, revenue, alumni, and medical teams)Maximize available resources and create new resources to meet or exceed strategic growth goalsDevelop goals and timelines for closing new and enhanced key account opportunitiesProvide excellent follow-up with prospects and existing relationshipsMaintain excellent and ongoing knowledge of the range of company services.Travel and attend events/conferences, meetings, and other strategic efforts when neededMaintaining a professional atmosphere at all timesCompleting all required compliance trainingIdentify and approach new potential strategic customers/groups/industriesAchieving revenue and utilization targetsMaintain CRM notes on a daily/weekly basisAchieving minimum outbound actions weekly (including, but not limited to, calls, meetings, and email campaigns)Accountability and Performance Measures:Maintain CRM notes on a daily/weekly basisAchieving minimum outbound actions weekly (including, but not limited to, calls, meetings, and email campaigns)Attendance of team and company meetingsIdentify and approach new potential strategic customers/groups/industriesAchieving revenue and utilization targets

Necessary Abilities:In-depth knowledge of commercial insurance, behavioral health trends, market research, and salesIn-depth knowledge of behavioral health services, levels of care (detox, residential, PHP, IOP, OP)In-depth knowledge of Salesforce, MS Office Suite, and other Sales Enablement Tools (HubSpot, Definitive Healthcare, etc.)Strong problem-solving and analytical skillsDemonstrates a high level of follow-through and ability to prioritize and multi-taskExcellent verbal and written communicationAbility to exercise sound judgment and discretionExcellent organizational and time management skillsExcellent interpersonal and relationship-building skillsEnthusiastic and passionate about making a positive impact on the team’s overall successPrevious experience with behavioral health, including primary mental health and substance use disorder

Minimum Qualifications:2-3 years of experience in the behavioral health industryValid Driver's LicenseAll employees may be required to work before, during, and/or immediately after a natural or man-made disaster

UpHealth Core ValuesClient ServicesIntegrityTeam WorkExcellenceRespectfulness

UpHealth, Inc. An Equal Opportunity Employer #J-18808-Ljbffr