Client Implementation Specialist

 

Key Accountabilities:

 

·         To manage all aspects of a new client set up

·         To coordinate changes to existing accounts including new program enrollment and cancellation of existing programs

·         Be a central source of program related information for both our internal and external customers

·         Have a thorough understanding of all program offerings

·         Have a thorough understanding of system capabilities and electronic billing options

·         Manage all Contract Master and Fee Matrix set up for new client startups and changes to existing clients

·         Make initial contact with customer to welcome them

·         Be the positive first experience a new customer has

·         Take responsibility to guide new customers through the transition process

·         Distribute required documentation to internal departments and client as required including: Client Profile, New Client Announcement and other pertinent documents

·         Manage meeting schedules between the customer and various department team members (as required per program enrollment) to ensure proper set up. 

·         Client Profile form completion

·         Coordinate the upload of customer data inventories into the company’s systems

·         Review test bills to ensure proper billing parameters, fees, address, etc.

·         Audit system set up for accuracy

·         Manage VMLC process ensuring proper approvals are in place prior to submitting monthly spreadsheet to U.S.   Follow-up that all changes were successfully completed and that any new Fleet Cards were issued (if applicable)

·         Beware of potential problems and raise concerns to management

·         To provide support to the Manager for client set up responsibilities