Client Lifecycle Management (CLM) Portfolio Specialist
3.
6 Full-time 5 hours ago Full Job Description Unit Description:
Are you passionate about client relationships and interested in identifying the levers that enhance their experience? Do you have a desire to join a team of trusted advisors who are the advocates of the Client Lifecycle tools of our healthcare business? Sodexo is seeking a high-performing Client Lifecycle Management (CLM) Portfolio Specialist for our healthcare segment.
In this new role, you will report to the Vice President, CLM, and will be joining a highly collaborative team who is maniacal about client experience and retention.
This individual will be responsible for building, sorting, organizing, and presenting the findings of data and insights to stakeholders.
This is a remote role with 15% travel The successful candidate will:
Identify accounts that display opportunities for growth or risk factors impacting likelihood to retain the account Analyze accounts identified as at risk or at key account milestones for drivers of risk to help inform efforts of Operations team and CLM Manager utilizing prescribed tools Audit contract 'One Plans' to understand risks to retention and growth and effectively communicate issues to Operations and CLM Leadership Ensure data properly contained within systems that enables dashboarding of portfolio and CLM activities Enable weekly, monthly, and quarterly dashboarding for use by Segment Operations.
Generate insights to inform resource allocation Support CLM Director with identification of areas where additional support would be beneficial Socialize dashboard updates with Segment Leadership to effectively communicate findings Support Segment analytics teams to update risk assessment models with new data and insights from ongoing monitoring of account portfolio Collaborate with operations and sales teams to build validity of data sources Deliver business insights with confidence Is this the right opportunity for you? We are looking for candidates that have/are:
Bachelor's Degree Three years of data analyst experience Advanced Excel skills PowerPoint skills Ability to work in an environment with ambiguity Smartsheet experience Power BI experience preferred Experience utilizing a CRM tool such as Salesforce Operational experience preferred Sodexo offers a full array of benefits including paid time off, holidays, medical, dental, vision, 401K and access to ongoing training and development programs, tuition reimbursement, plus health and wellness programs.
Not the job for you? At Sodexo, we offer Finance positions in a variety of markets, including Corporate, Schools, Universities, Government and Agencies, Healthcare, Senior Living and Sports and Leisure locations across the United States as well as our Corporate Headquarters.
Continue your search for Finance jobs.
Working for Sodexo:
Sodexo fosters a culture committed to the growth of individuals through continuous learning, mentoring and career growth opportunities.
The diversity of Sodexo's client services means that your financial career can grow in a variety of directions.
Whether you want to support corporate finances or support unit-level financials, you can build your career based on your interests in the varied services Sodexo offers its clients.
#LI-Remote What We Offer:
Sodexo offers fair and equitable compensation, partially determined by a candidate's education level or years of relevant experience.
While the budgeted range for the position is posted, Sodexo salary offers are based on a candidate's specific criteria, like experience, skills, education and training.
Position
Summary:
Analyze Segment portfolio Identify accounts that display opportunities for growth or risk factors impacting likelihood to retain the account Analyze accounts identified as at risk or at key account milestones for drivers of risk to help inform efforts of Operations team and CLM Manager utilizing prescribed tools Audit contract 'One Plans' to understand risks to retention and growth and effectively communicate issues to Operations and CLM Leadership Ensure data properly contained within systems that enables dashboarding of portfolio and CLM activities Enable weekly, monthly, and quarterly dashboarding for use by Segment Operations.
Generate insights to inform resource allocation Support CLM Director with identification of areas where additional support would be beneficial Socialize dashboard updates with Segment Leadership to effectively communicate findings Support Segment analytics teams to update risk assessment models with new data and insights from ongoing monitoring of account portfolio Qualifications & Requirements:
Basic Education Requirement - Bachelor's Degree Basic Functional Experience - 3 years Sodexo is an EEO/AA/Minority/Female/Disability/Veteran employer.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
6 Full-time 5 hours ago Full Job Description Unit Description:
Are you passionate about client relationships and interested in identifying the levers that enhance their experience? Do you have a desire to join a team of trusted advisors who are the advocates of the Client Lifecycle tools of our healthcare business? Sodexo is seeking a high-performing Client Lifecycle Management (CLM) Portfolio Specialist for our healthcare segment.
In this new role, you will report to the Vice President, CLM, and will be joining a highly collaborative team who is maniacal about client experience and retention.
This individual will be responsible for building, sorting, organizing, and presenting the findings of data and insights to stakeholders.
This is a remote role with 15% travel The successful candidate will:
Identify accounts that display opportunities for growth or risk factors impacting likelihood to retain the account Analyze accounts identified as at risk or at key account milestones for drivers of risk to help inform efforts of Operations team and CLM Manager utilizing prescribed tools Audit contract 'One Plans' to understand risks to retention and growth and effectively communicate issues to Operations and CLM Leadership Ensure data properly contained within systems that enables dashboarding of portfolio and CLM activities Enable weekly, monthly, and quarterly dashboarding for use by Segment Operations.
Generate insights to inform resource allocation Support CLM Director with identification of areas where additional support would be beneficial Socialize dashboard updates with Segment Leadership to effectively communicate findings Support Segment analytics teams to update risk assessment models with new data and insights from ongoing monitoring of account portfolio Collaborate with operations and sales teams to build validity of data sources Deliver business insights with confidence Is this the right opportunity for you? We are looking for candidates that have/are:
Bachelor's Degree Three years of data analyst experience Advanced Excel skills PowerPoint skills Ability to work in an environment with ambiguity Smartsheet experience Power BI experience preferred Experience utilizing a CRM tool such as Salesforce Operational experience preferred Sodexo offers a full array of benefits including paid time off, holidays, medical, dental, vision, 401K and access to ongoing training and development programs, tuition reimbursement, plus health and wellness programs.
Not the job for you? At Sodexo, we offer Finance positions in a variety of markets, including Corporate, Schools, Universities, Government and Agencies, Healthcare, Senior Living and Sports and Leisure locations across the United States as well as our Corporate Headquarters.
Continue your search for Finance jobs.
Working for Sodexo:
Sodexo fosters a culture committed to the growth of individuals through continuous learning, mentoring and career growth opportunities.
The diversity of Sodexo's client services means that your financial career can grow in a variety of directions.
Whether you want to support corporate finances or support unit-level financials, you can build your career based on your interests in the varied services Sodexo offers its clients.
#LI-Remote What We Offer:
Sodexo offers fair and equitable compensation, partially determined by a candidate's education level or years of relevant experience.
While the budgeted range for the position is posted, Sodexo salary offers are based on a candidate's specific criteria, like experience, skills, education and training.
Position
Summary:
Analyze Segment portfolio Identify accounts that display opportunities for growth or risk factors impacting likelihood to retain the account Analyze accounts identified as at risk or at key account milestones for drivers of risk to help inform efforts of Operations team and CLM Manager utilizing prescribed tools Audit contract 'One Plans' to understand risks to retention and growth and effectively communicate issues to Operations and CLM Leadership Ensure data properly contained within systems that enables dashboarding of portfolio and CLM activities Enable weekly, monthly, and quarterly dashboarding for use by Segment Operations.
Generate insights to inform resource allocation Support CLM Director with identification of areas where additional support would be beneficial Socialize dashboard updates with Segment Leadership to effectively communicate findings Support Segment analytics teams to update risk assessment models with new data and insights from ongoing monitoring of account portfolio Qualifications & Requirements:
Basic Education Requirement - Bachelor's Degree Basic Functional Experience - 3 years Sodexo is an EEO/AA/Minority/Female/Disability/Veteran employer.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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