Representative III, Account Management

Job Description:

The Representative III, Account Management provides essential support to our account management team, ensuring smooth operations and excellent customer service.

• Assist account managers in handling client inquiries and resolving issues promptly.
• Maintain and update client records and documentation accurately.
• Coordinate with internal teams to ensure timely delivery of products and services to clients.
• Prepare and distribute reports, proposals, and other documentation as required.
• Assist in scheduling and preparing for client meetings, including setting up virtual meetings and taking notes.
• Track account activity and performance, providing regular updates to account managers.
• Respond to client emails and phone calls, providing information and assistance as needed.
• Support account management team with administrative tasks and special projects.
• Monitor and follow up on client requests and escalate issues to account managers when necessary.
• Maintain accurate client records and communicates updates regularly to Management
• Ensure internal awareness of escalated client issues by preparing executive summaries, coordinating internal calls with the Account team, and reporting significant issues to Management and/or to the dedicated Account Manager.
• Ensure client participation in the Voice of the Client Surveys’ (VoC).
• Perform other duties that support the overall objective of the position.

Education Required:

• Bachelor’s degree in business administration, Communication, Computer Science, or related discipline.
• Or, any combination of education and experience which would provide the required qualifications for the position.

Experience Required:

• 4+ years of experience in customer service, client relationship, and/or account management administrative.

Knowledge, Skills & Abilities:

• Knowledge of: Customer support best practices; Knowledge of US clinical workflows, and practice management. Microsoft Office Suite.
• Skill in: Working as a member of the team; communicating effectively; establishing and maintaining effective working relationships. Excels in interpersonally and demonstrates strong presentation, written and verbal communication, and relationship skills. Problem-solving, time management, analytical, and detail-oriented.
• Ability to: Stay organized, prioritize workload, and multi-task to meet established timelines: establish and maintain effective working relationships with cross-functional teams. Ability to create a collaborative environment to promote realistic outcomes and goals leading to successful client results.

The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the company reserves the right to change this job description and/or assign tasks for the employee to perform, as the company may deem appropriate.

NextGen Healthcare is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.