Have demonstrated product knowledge, domain expertise, oral and written communication, project management, client management, and time management skills.
Be a creative problem solver
Be effective in teaming with a broad range of colleagues.
Promote ongoing business development opportunities
Manage client enhancement requests
Measure and ensure client satisfaction and adoption
Support client satisfaction, success, retention, and renewal
Manage the ‘change in scope’ process from initiation to closure.
Serving as a mentor to less experienced members of the team
Taking ownership of projects outside of assigned account tasks
Act as an escalation point for unassigned accounts
Following through on identified revenue opportunities for unassigned accounts.
Apply subject matter expertise in a variety of ways related to marketing content, business development tools, and product improvement.
Other duties, as assigned.
Revenue & Expansion
Client Satisfaction
Consumption / Product Use
Monitor customer usage, feature adoption, and overall health
Understand customer business strategy and business case, and drive alignment between customer objectives and capabilities
Develop a “success plan”, a plan of action to help achieve revenue objectives, ensure customer success and consumption growth
Make proactive recommendations on leveraging solutions by maintaining a high level of industry and product expertise to demonstrate the Clinical Development value proposition.
Establish regular contact with key stakeholders and become a trusted advisor to assigned accounts
Communicate status at various levels inside client and at company
Monitor customer satisfaction and drive references
Act as an extension of the client organization for all activities and escalations, and coordinating all resources necessary to resolve issues and promote success.
Track, manage and execute post-sale commercial agreements, including changes and custom services.
Identify opportunities for paid services and solution expansion by acting as an advocate for IBM within the client organization.
Define and drive action plans around accounts that are at risk of non-renewal
Support business development as a consultative subject matter expert, identifying client business objectives, explaining best practices, documenting and demonstrating product capabilities and use cases.
Ensure that assigned clients leverage new features as appropriate
Ensure clients are aware of any changes to offering related processes and procedures including operational and business management changes
Solicit client feedback on product features and capabilities
Provide input to Development and Product Management regarding offering strengths and weaknesses
Required Knowledge, Skills, and Abilities
Personal interest in client service and client success; enjoy working with people, with natural and effective communication and relationship building skills.
Analytical skills; methodical and detail-oriented planner and problem-solver; ability to identify root causes.
Strong, influential written and verbal communication skills, with some technical writing experience.
Reliable, dependable, and ability to keep a consistent schedule.
Solid understanding of the clinical trial industry, clinical research, and/or healthcare background
Proactive, with excellent prioritization and task management skills; ability to manage multiple projects simultaneously
Ability to successfully work with various departments and levels of any organization.
Intermediate to advanced Microsoft Office skills.
Bachelor’s degree
4+ years in the clinical trial industry and/or experience in a customer success and/or client services delivery role
7+ years in the clinical trial industry and/or experience in a customer success and/or client services delivery role
Demonstrated track record of account management, account service and account growth