Account Representative
Responsibilities:
-Managing progress of new and renewing accounts, as well as related account onboarding and invoicing
-Generating invoices and/or submitting details that inform the account invoicing process as a primary contributor while managing the ongoing transition to a more automated process
-Ownership of overall account status and active identification of opportunities for onboarding and customer acquisition process improvement
Additional cross-functional responsibilities:
-Generating co-branded account setup and educational materials for partners
-Staying aware of industry news and developments, and being able to communicate our product offering, deployment models, and pricing structure both internally and to customers and other industry participants during Q&A and sales calls
-Collecting and processing incoming payments and other customer onboarding materials
Depending on qualifications and interest, this role may also include:
-Contributing to product documentation and knowledge base resources
-Regular participation in "on call" pool, to respond to occasional, after hours operations tasks (it’s rare)
-Stewardship of the EMR Direct brand
Required Qualifications:
-Proficiency with Excel, business writing and verbal communication, and general software terminology and usability
-High level of attention to detail is of particular importance in this role which is responsible for approval of billing and account onboarding activities performed by other team members
-Customer interaction experience/interest and clear communication skills
-Capable of working within strict information security and privacy requirements of healthcare IT
-Interest in helping customers and partners, and making an impact in the information technology industry
-Experience in, or willingness to perform at a high level in, a demanding environment in which many different roles are performed, with ability to respond to changing priorities and ability to identify opportunities to take initiative
Nice to have:
-QuickBooks proficiency
-MBA or CPA