Serve as the client advocate across the organization
Manage the client relationship in conjunction with Client Relationship Managers (CRM) in the Sales
Department and other internal stakeholders to understand client’s business strategy and operations.
Proactively review client issues.
Schedule regular update meetings with clients.
Manage client escalations
Identify, review and recommend more effective use of features and functionality of the software based on client business needs
Assist in selection and encourage clients to actively participate in User Acceptance Testing of new releases as appropriate
Maintain client profile and other reporting requirements
Promote client involvement in user group meetings, forums, focus groups, Connections, etc
Participate in internal meetings as the client advocate and to obtain knowledge and understanding of company initiatives that may impact the client
Provide referrals and sales opportunities to CRMs/Sales and other internal stakeholders as appropriate; May provide subject matter expertise in multiple company product lines