Consultant, Account Job Description

Consultant, Account Job Description

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Consultant, account provides business development support by collaborating with Esri’s practice managers, industry and product marketing, and sales teams to develop new business opportunities and qualify customer needs.

Consultant, Account Duties & Responsibilities

To write an effective consultant, account job description, begin by listing detailed duties, responsibilities and expectations. We have included consultant, account job description templates that you can modify and use.

Sample responsibilities for this position include:

Support the wider Sales Team, including management, with the production of standard monthly reporting and ad hoc requests
Support the risk and reporting requirements of the Sales Team
Support the Head of Sales Excellence with Financial Controls testing and monitoring
Developing and maintaining high gain sales relationships with multiple decision makers and influencers within assigned accounts or markets
Working with the account manager to drive sales at new oncology accounts
Participate in category-specific sales training
Understand potential sales opportunities for IDS products and services for existing customers including the responsibility for qualified lead generation for all IDS Solutions & Services within territory
Implementation of new business setup with Sales and support from Customer on-boarding team
Initiate invoices for related contract milestones
Outbound calling to prospect database, promoting the features and benefits of our products

Consultant, Account Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Consultant, Account

List any licenses or certifications required by the position: GED, ITIL, V3, GLTC, NANCM, CCM, CPA, ISM, CEBS

Education for Consultant, Account

Typically a job would require a certain level of education.

Employers hiring for the consultant, account job most commonly would prefer for their future employee to have a relevant degree such as Collage and Bachelor's Degree in Business, Marketing, Education, Business/Administration, History, Sport Management, Management, Engineering, Technical, General Education

Skills for Consultant, Account

Desired skills for consultant, account include:

Business area
Customer relationship management
Operations functions
Sales
CAH and customer industry
Cardinal Health and customer industry
Challenges
Customer's business to develop optimal solutions
Industry
MedMined® product

Desired experience for consultant, account includes:

Internals must be in their role more than 12 months to be eligible to apply
Ridiculous work ethic, self-motivated, and coachable
All other Duties As Assigned The above list of duties and responsibilities is intended to describe the overall nature and level of work being performed by individuals assigned to this position
Of customer and business data at all times
Client orientation and customer service skills
You will need to be fluent in English and Thai

Consultant, Account Examples

1

Consultant, Account Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of consultant, account. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for consultant, account
  • Demonstrates an expert working knowledge of Unum's GLTC products, services, technology and business processes (including customer, market and industry knowledge) of his/her specific functional area, its issues and the technical skills required to support it
  • Support the annual remuneration process including financial modelling, query resolution, submission reviews and training
  • Ongoing report and process development and automation
  • Interact with furniture decision makers within customer and prospect bases
  • Provide an exceptional training and implementation experience for new VSS customers
  • Monitor, analyze, interpret, and report internal trends
  • Understand feedback provided by Learning Support Services (LSS) on the overall success of the learning solutions
  • Conducts post-sale enrollment meetings
  • Tracking of renewal status and margin positions for existing customer block and drives opportunity to add coverages for growth and persistency
  • Promotion of oncology solutions to existing customers
Qualifications for consultant, account
  • Computer skills, including spreadsheets, presentation and word processing programs
  • Advanced knowledge of individual and group products Payroll Allotment and Section 125
  • Requires good data gathering and analysis skills, utilizing reports, spreadsheets, web-based applications, and other software tools
  • A moderate degree of organizational and time management skills, a strong orientation to detail high commitment to client satisfaction are required
  • Bachelor’s degree in business, education, communications or a related field plus equivalent curriculum development training and experience
  • Effective communication skills, written and verbal, face to face, phone email
2

Consultant, Account Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of consultant, account. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for consultant, account
  • Partner with operations and customer service teams to coordinate and ensure smooth and timely implementations of Facility Solution programs
  • Consultatively presents and sells office solutions that include hardware, software, and managed print services
  • Maintain high level relationships within the territory, developing and retaining relationships in all aspects of the accounts, with their corporate offices
  • Manage current prime vendor accounts on product and logistics issues for Supply Chain customers
  • Drive operational effectiveness and lead corporate initiatives within accounts
  • Ensure customer compliance to Prime Vendor Agreements, including but not limited to Management Matrix Performance (MMP), Small Vendor Order Fees (SVOF), Generic Compliance
  • Report to the IDS Core Account Management Director
  • Responsible for RFP process and negotiation of IDS Supply Chain PVA renewals for customers in order to maintain and extend contracts to retain Supply Chain with the Core Account Management for larger PVA renewals
  • Train customer on ordering system (Order Express) and all self serve reporting functions
  • Coach/collaborate/support National Markets- Acute
Qualifications for consultant, account
  • Recognize colors, sizes and types of product
  • Exceptional consultative problem solving and influencing skills
  • Relies on current offers, tools, product knowledge and roadmaps to troubleshoot and problem solve for practice in an effort to retain and create loyalty
  • Demonstrated ability to influence business outcome through a consultative advisor approach
  • Comprehension of software-as-a-service business model
  • Attention to detail and ability to track, diagnose and determine next steps in a plan
3

Consultant, Account Job Description

Job Description Example
Our growing company is looking for a consultant, account. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for consultant, account
  • Assist the Sales Partner with preparation of reports and compilation of data to proactively manage account relationship and performance
  • Establish a strong working relationship with credit union customers and staff, associates at business partner organizations, and sales account team members
  • Support the sales process, pipeline, and territory planning
  • Asses and determine the need for a resource from the Customer Implementation team to execute a sales/service agreement
  • Account Consultant will be responsible to report and provide updates on weekly/monthly sales pipeline
  • Serves as the Group Long Term Care (GLTC) single point of contact for Brokers, Plan Administrators, certificate holders and vendors
  • Manages overall account suspense and premium allocation between policies and other product lines
  • Assists internal partners to set up enrollment events
  • Identifies and communicates solutions for complex/customized billing or administrative setups
  • Performs audits as needed, such as enrollment activity and premium remittance and allocation
Qualifications for consultant, account
  • Must possess excellent problem-solving, time-management, planning, and project-management and leadership skills
  • Bachelor’s degree in Business or Marketing or a related field, or the equivalent in training and experience
  • Able to cart product demos, product samples and literature throughout the day – can be on rolling cart but weight can be over 50 lbs
  • Ability to work independently and willingness to collaborate as part of a team
  • 1 - 2 years telesales/call centre experience
  • Ability to "open" doors and establish communications and businesses with new clients
4

Consultant, Account Job Description

Job Description Example
Our innovative and growing company is looking for a consultant, account. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for consultant, account
  • Provide the underwriting department with cost-of-care estimates used in the risk assessment of stop loss underwriting
  • Consult with and advise underwriting on medical/clinical care approaches, standards of care and research of data for new business and renewal underwriting
  • Serve as the primary resource to claims auditors regarding medical necessity issues, standards of care and analysis for the reimbursement of submitted stop loss claims
  • Initiate process improvements on an ongoing basis to generate additional claims cost containment opportunities
  • Use multiple technologies for identifying and monitoring risk identification, coaching, and guidance for individuals into appropriate health care programs
  • Review of all documents related to clients’ stop loss coverage including policies and administrative agreements to ensure accuracy and prevent gaps in coverage
  • Ability to manipulate large spreadsheets
  • Meet with Client Service Teams alone or in conjunction with other team members to review monthly a) large claims, b) abnormal utilization results, c) managed care and ongoing case management opportunities
  • Conduct post-sale enrollment meetings
  • Incident and Service Request Ticket management
Qualifications for consultant, account
  • Specialty pharma contracting experience
  • Ability to identify requirements, define scope of projects, create comprehensive project plans, and deliver results for clients based on our creative solutions to their business problems
  • Demonstrated ability to deliver strong customer service, balancing the needs of internal and external clients
  • Confident, positive, persistent, target-oriented, enthusiastic
  • Report to Telesales Manager
  • 3+ years of experience and/or technical knowledge in network services
5

Consultant, Account Job Description

Job Description Example
Our company is looking for a consultant, account. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for consultant, account
  • Increase sales within existing customer base through proactive activities such as customer visits, calls, marketing and delivering an exceptional level of customer service
  • Staying abreast of industry and technology trends
  • Provide technical expertise to train new staff
  • Conduct post-sale enrolment meetings
  • Responsible for basic account management as either part of a larger SAM team or for a customer(s) with smaller install base
  • Reports to the Oregon Business Sponsor
  • Working within the Business Architecture Work stream
  • Analyse the day 1 NT FA and Oregon FA current business architecture to identify differences in terms of functionality, processes and org
  • Assist Design the day 2 and 3 target operating model to support both existing and Oregon client requirements
  • Identify and document gaps between the NT day 1 and day 2/3 operating model and work with delivery W/S to propose solutions for the DA
Qualifications for consultant, account
  • Experience with pivot table creation and management is helpful, not required
  • Good command of English and French language including writing and verbal communication skills
  • Ability to work independently but with a team-focused and out-of-the-box approach
  • Quick learning skills
  • Investigation, diagnostic and problem solving skills (the Sherlock Holmes factor) with pro-active approach and mindset on client satisfaction
  • Tenacious self-starter, motivated by individual success

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