Finance · Full-time · MS, United States of America · Remote possible
Job description
Participate all implementation client calls
Support in presenting relevant slides from the Implementation PPT to the clients and answer questions
Support Implementation Team on action items
Reviewing Member Engagement Material, reporting requirements etc and provide inputs
Support any process change discussions as needed
Ensuring Ops is informed on Project Scope, Client's asks and addressing open questions
Attend weekly client calls
Share Production Plans. If there are any changes, explain reason for changes
Address client service questions and escalations
Support the complaint handling process, including close looping with the clients
Review Project Health and liaise with Operations if Amber/Red for POA.
POA formulation will be Ops/Planning Team responsibility but presenting to the client is PAM
Coordinate with Operations and support items critical for Client SLA
Liaise with respective teams on managing client deliverables
Monitor tasks for close looping with client/Front Office in a timely fashion
Support the current Process Change Request process by facilitating discussions with Ops and then supporting solutioning once approved. This includes follow up with Ops and communication with PM/CE Teams
Support discussion related to client portal, queries, changes requested and solutions
Participate in discussions related to additional volume. Liaise with internal teams as needed
Present PHA Guidelines on client call and answer related questions
Review all client facing adhoc reports prepared by planning team to ensure it aligns with client needs.
Assist client success/sales/marketing in preparing client facing decks.
Participate in calls/Face to face meetings and answer pertinent questions
Support discussions related to client invoicing and solution
Drive PHA_AM and any cross functional OKR that involve CE/PM and Operations