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PositionDescription
Title: ClientAccountManager
Reports to: CEO
Location: Auckland/Christchurch/ Australia/Singapore
Start Date: TBC
Purpose of Position
The ClientAccountManager (CAM) is responsibleformaintaininganddeveloping client-business
relationships.
1. Pre-sales:
 To work withSales/BusinessDevelopment to identify new business opportunities and
support the sales process.
 To engage withcustomer(bothexistingand new) tounderstandbusiness requirements
/ business problem.
2. Implementation:
 To enable the implementation to meet the business and clinical workflows and
requirements.
 To project manage the implementation of the HSAGlobal product suite, including
support for clinical process change management.
3. Account Management:
 To gather client feedback on product (features, usability, reliability, etc) and report to
Product Manager.
 To provide a high level of customer service to ensure client satisfaction.
Key Responsibilities
Pre-SalesSupport
 Develop a thorough understanding of customers’ problems and goals; be able to
communicate on those knowledgeably. Translate targeted customer population
problem into working models of care that are then configured in CCMS.
 Capture informationregardingprocess,functional, end-user benefit requirements and
prepare or assist in preparation of effective business cases for clients.
 Assist in business/clinical process and information capture for software configuration
and deployment support for implementations and ensure proposed configuration is
reviewed and signed off internally.
Implementation
 Projectmanage/implement the HSAGlobal product suite, including support for clinical
process change management
 Fulfil a range of roles to support the customer delivery effort ranging from full project
management, to QA to strategic advisory
 Provide domain specific input into other HSAGlobal projects (clients or internal as
assigned)
 Assist in business/clinical process and information capture for software configuration
and deployment support for implementations and ensure proposed configuration is
reviewed and signed off internally.
 Produce Statementsof Workforcustomer–specific product development, and manage
and monitorthe deliveryof these Statementsof Work (all communication to customer,
the interface between Development & customer) to time, quality and budget.
AccountManagement
 Key HSAG point of contact and escalation point for BAU issues for customer
 Implement and manage individual Service Level Agreements with key customers.
 Provide input into annual business plans for key customers and monitor performance
against plans/previous years.
 Achieve the approved business plan, operational budget, and key performance
indicators.
 Monitorand reportregularlyonperformance againstplan,budgetand KPIs, identifying
variances and action taken, to capitalise on opportunities and address variances.
 Achieve ahighlevel of customersatisfactionbymaintainingregular contact with clients
and meeting service expectations.
 Ensure services offered are competitive and meet customer requirements with
decisions made in the best interest of the customer and the company.
 Develop and maintain a good knowledge of current issues facing the Healthcare
industry.
 Communicate confidently and utilise strong listening and questioning techniques to
develop a thorough understanding of clients’ needs, develop and foster strong
relationships.
 Liaise with Product Management, Service and Support on local product requirements,
issues, and other localization activities as required, including co-ordination of any
customer user group.
 Escalate issues that require urgent attention.
 Communicate the productreleasestocustomers and provide advice to customers as to
when/whether to access new functionality.
 Manage customer expectations with respect to availability of new functionality and
turnaround of issues
 Report on contracted services, usage and uptake, and goal realization and benefits.
Relationships
External Internal
• Customers
• User Groups
• Partnersand partnerstaff
• Businessstakeholders
• External service providersandother
external agencies
• Salesagents
• Vendors
 APACClientEngagementDirector
 ProductManager
 DeploymentandSupportDirector
 Development&QA team
 Service Deliveryteam
 ProductArchitectand Business AnalysisTeam
 Clinical Advisors
 OtherClientAccountManagers
 SalesandMarketing
Experience
 Project experience, in the healthcare environment including experience in IT package
implementation projects as part of an implementation team
 Change management experience particularly in the health sector
 Understanding of the “integrated healthcare/ long-term condition management”
domain
 Health information management experience/ qualification
Essential skills
 Project Management background/certification
 Communication, relationship management and negotiation/ influencing skills
 Demonstrated ability to see the ‘large picture’ and strategic vision which you clearly
communicate with external and internal stakeholders.
 Ability to identify and pursue opportunities as a vendor to support the enabling of
existing and new clinical workflows
 Ability to problem solve
 Flexibility and responsive to changing environments
 Ability to broker, and deliver IT solutions with clinical requirements
You will needto be:
 Able to build and maintain relationships with a complex array of stakeholders
 Build and motivate “clinical engagement”, IT delivery and service redesign teams
 Able to seek opportunities and progress these with the relevant stakeholder groups
within the scope of a clearly defined strategic direction
 Able to ‘get your hands dirty’ within the daily operations of projects
 Work independently with support from the team
 Experiencedandstrategicinproject planning, risk assessment and management, issue
resolution
 Customer and outcome focused
 Team player
 Deadline driven
 Willing and able to travel

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PD Client Account Manager May 2015

  • 1. PositionDescription Title: ClientAccountManager Reports to: CEO Location: Auckland/Christchurch/ Australia/Singapore Start Date: TBC Purpose of Position The ClientAccountManager (CAM) is responsibleformaintaininganddeveloping client-business relationships. 1. Pre-sales:  To work withSales/BusinessDevelopment to identify new business opportunities and support the sales process.  To engage withcustomer(bothexistingand new) tounderstandbusiness requirements / business problem. 2. Implementation:  To enable the implementation to meet the business and clinical workflows and requirements.  To project manage the implementation of the HSAGlobal product suite, including support for clinical process change management. 3. Account Management:  To gather client feedback on product (features, usability, reliability, etc) and report to Product Manager.  To provide a high level of customer service to ensure client satisfaction. Key Responsibilities Pre-SalesSupport  Develop a thorough understanding of customers’ problems and goals; be able to communicate on those knowledgeably. Translate targeted customer population problem into working models of care that are then configured in CCMS.  Capture informationregardingprocess,functional, end-user benefit requirements and prepare or assist in preparation of effective business cases for clients.  Assist in business/clinical process and information capture for software configuration and deployment support for implementations and ensure proposed configuration is reviewed and signed off internally. Implementation  Projectmanage/implement the HSAGlobal product suite, including support for clinical process change management  Fulfil a range of roles to support the customer delivery effort ranging from full project management, to QA to strategic advisory  Provide domain specific input into other HSAGlobal projects (clients or internal as assigned)
  • 2.  Assist in business/clinical process and information capture for software configuration and deployment support for implementations and ensure proposed configuration is reviewed and signed off internally.  Produce Statementsof Workforcustomer–specific product development, and manage and monitorthe deliveryof these Statementsof Work (all communication to customer, the interface between Development & customer) to time, quality and budget. AccountManagement  Key HSAG point of contact and escalation point for BAU issues for customer  Implement and manage individual Service Level Agreements with key customers.  Provide input into annual business plans for key customers and monitor performance against plans/previous years.  Achieve the approved business plan, operational budget, and key performance indicators.  Monitorand reportregularlyonperformance againstplan,budgetand KPIs, identifying variances and action taken, to capitalise on opportunities and address variances.  Achieve ahighlevel of customersatisfactionbymaintainingregular contact with clients and meeting service expectations.  Ensure services offered are competitive and meet customer requirements with decisions made in the best interest of the customer and the company.  Develop and maintain a good knowledge of current issues facing the Healthcare industry.  Communicate confidently and utilise strong listening and questioning techniques to develop a thorough understanding of clients’ needs, develop and foster strong relationships.  Liaise with Product Management, Service and Support on local product requirements, issues, and other localization activities as required, including co-ordination of any customer user group.  Escalate issues that require urgent attention.  Communicate the productreleasestocustomers and provide advice to customers as to when/whether to access new functionality.  Manage customer expectations with respect to availability of new functionality and turnaround of issues  Report on contracted services, usage and uptake, and goal realization and benefits. Relationships External Internal • Customers • User Groups • Partnersand partnerstaff • Businessstakeholders • External service providersandother external agencies • Salesagents • Vendors  APACClientEngagementDirector  ProductManager  DeploymentandSupportDirector  Development&QA team  Service Deliveryteam  ProductArchitectand Business AnalysisTeam  Clinical Advisors  OtherClientAccountManagers  SalesandMarketing
  • 3.
  • 4. Experience  Project experience, in the healthcare environment including experience in IT package implementation projects as part of an implementation team  Change management experience particularly in the health sector  Understanding of the “integrated healthcare/ long-term condition management” domain  Health information management experience/ qualification Essential skills  Project Management background/certification  Communication, relationship management and negotiation/ influencing skills  Demonstrated ability to see the ‘large picture’ and strategic vision which you clearly communicate with external and internal stakeholders.  Ability to identify and pursue opportunities as a vendor to support the enabling of existing and new clinical workflows  Ability to problem solve  Flexibility and responsive to changing environments  Ability to broker, and deliver IT solutions with clinical requirements You will needto be:  Able to build and maintain relationships with a complex array of stakeholders  Build and motivate “clinical engagement”, IT delivery and service redesign teams  Able to seek opportunities and progress these with the relevant stakeholder groups within the scope of a clearly defined strategic direction  Able to ‘get your hands dirty’ within the daily operations of projects  Work independently with support from the team  Experiencedandstrategicinproject planning, risk assessment and management, issue resolution  Customer and outcome focused  Team player  Deadline driven  Willing and able to travel