Client Success Coordinator

Compensation

• The target salary is based on internal averages. Versiti sets salary ranges aligned to local markets in which the job is performed. Compensation decisions take into account internal salary averages and differentiation based on education, experience, skills, and performance. Specific salary and benefits information is shared at the time of the phone screening based on your location and qualifications. Benefits Versiti provides a comprehensive benefits package based on your job classification. Full-time regular employes are eligible for Medical, Dental, and Vision Plans, Paid Time Off (PTO) and Holidays, Short- and Long-term disability, life insurance, 7% match dollar for dollar 401(k), voluntary programs, discount programs, others.
• Fee Schedule and Fee Lift Support - Coordinate contractual fee adjustments and fee lift tracking to ensure fee changes are accurately and timely implemented - Perform regular audits to support accuracy of billing, customer data, and applicable contractual terms across systems - Investigate billing and fee discrepancies and coordinate resolution with appropriate internal stakeholders - Maintain applicable fee tracking, reporting, and supporting documentation - Provide reporting on fee implementation and applicable customer pricing trends
• Data and Business Review Support - Maintain customer data and tracking documents to support accuracy and fulfillment of customer requirements - Coordinate Business Reviews and Executive Business Reviews, including collection, organization, and preparation of information from internal stakeholders - Partner with internal stakeholders on customer reporting and data needs, including Power BI where applicable - Recommend improvements that enhance data accuracy, usefulness, and efficiency
• Customer Maintenance and Onboarding Support - Coordinate customer maintenance across applicable systems, including new customer setup, changes in customer status, and fee schedule assignments - Support assigned customer onboarding activities and coordinate with appropriate internal stakeholders - Maintain accurate customer information and supporting documentation
• Customer Care and Cross Functional Support - Support customer needs and service issues and coordinate appropriate follow through with internal stakeholders - Collaborate with Client Success, Business Development, Marketing, Finance, Operations, Legal, service line teams, and other internal stakeholders as appropriate - Support Salesforce Service Console and other applicable customer systems - Participate in applicable operating mechanisms to support collaboration, knowledge transfer, and continuous improvement