Join a team dedicated to supporting the crucial mission of improving health outcomes.
At Merative, you can apply your skills – and grow new ones – with colleagues who have deep expertise in health and technology. Merative provides data, analytics and software for the health industry. Our clients include providers, health plans, employers, life sciences companies and governments around the world. With industry-leading products and focused innovation, we help customers improve decision-making and performance so that together, we drive real progress in health. Learn more at merative.com
Working under minimal supervision, this client-facing role is primarily responsible for their defined client portfolio, closing Merge Hemodynamic Accessory sales, quote-to-invoice activity for all sales transactions, and exceptional client engagement across pre-sales and post-sales activities. This role is accountable for efficiently managing client quotes and contractual terms to achieve revenue-generating order processes. This is accomplished by providing guidance to sellers, assessing quote accuracy prior to customer quote distribution, and architecting an effective order management program.
Essential Job Duties:
-
Accountable for accurate and timely order management for all orders.
-
Ensure accuracy and applicability of sales order terms and conditions by developing a deep understanding of client uniqueness, governing terms, and product-specific requirements.
-
Populates and maintains a customer records database to support opportunity pipeline management.
-
Managing and processing sales of Merge Hemodynamic accessory product line within the assigned account portfolio.
-
Review order-related documents for consistency and accuracy in alignment with Merge business controls and all Regulatory requirements.
-
Approve client portfolio quotes in the quote tool ensuring accurate order and invoice handling post- execution.
-
Accountable for designing and implementing changes to the quote to cash workflow when product parts and pricing changes are made.
-
Must be willing to be available at various hours and peak volume periods.
-
Attend forecast meetings with global sales teams and provide guidance for contract architecture that accomplishes customer needs and upholds the post-sale standards in Q2C processing.
-
During the sales cycle, ensure that all material required to complete the quote is in place by working closely with the sales team, follows up, and participates with a territory sales team in closing pipeline deals.
-
Utilizing Excel functions, produce pivot tables, charts, and trending analysis to create and track metrics and to support business process improvements.
-
Develop strong relationships with clients and internal teams to provide a high-quality client experience. Understand complex client and contracting situations, discuss challenges with appropriate departments, and follow through to ensure internal and external client satisfaction.
-
Proactive engagement with sales, legal, finance, client success, product, and other business process leaders during contract negotiations, extensions, and amendments.
Basic Qualifications (minimum requirements needed to perform this job)
-
Prior experience in a client-facing business role and with order-to-cash principles.
-
Strong communication skills, with the ability to effectively communicate with a diverse audience.
-
Understanding and demonstrated ability to utilize and leverage business tools such as Salesforce.com or other CRM systems, ERP systems, Microsoft Outlook, Word, PowerPoint, and Excel (proficiencies include charts, pivot tables, VLOOKUP’s, if statements, etc.
-
Ability to react well in a fast-paced environment & follow through on commitments.
-
Display poise and professionalism in challenging situations.
Preferred Skills
-
Prior experience in Healthcare IT industry
-
Experience with business controls such as SOX and Regulatory Requirements
Education and Certification Requirements
-
Associates degree is desired, or equivalent job experience, 5-10 years
Work Environment
-
Office/Work Environment Specifics: Remote or office/home hybrid
-
Travel requirements: less than 5%
-
Ability to work overtime as needed during key peak business and project cycles.
It is the policy of Merative to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, Merative will provide reasonable accommodations for qualified individuals with disabilities.
Merative participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For further information about the E-Verify program, please click here: http://www.uscis.gov/e-verify/employees
Top Skills
What We Do
Merative is a data, software and technology partner for the health and government social services industries, working with providers, health plans, employers, life sciences companies and governments.
With trusted technology and human expertise, the company works with clients to drive real progress. Merative helps clients orient information and insights around the people they serve to improve decision-making and performance.
Merative, formerly IBM Watson Health, became a new standalone company as part of Francisco Partners in 2022.
Learn more at merative.com
