Treasury F&S Sr Advisor - HealthLogic Implementations (...

Job Description:Role Overview:Supports high revenue clients who use treasury products and services within a specific industry. Primary contact for the sales team supporting the portfolio. Responsible for the client experience end-to-end by influencing business partners across numerous lines of businesses. Responsible for proactive client engagement to enhance existing relationships while driving client delight.Key Responsibilities:Proactive client engagement by performing independent analysis of their clients Treasury Services which includes: Scorecards, Documentation Review, Schematics, Analysis Billing, Fraud Prevention, system outages, temperature checks, portfolio reviews, etc. Works with clients and operations to solve complex escalated problems often gathering information to describe and analyze an issue and developing solutions that are outside standard procedures. Promote self service opportunities. Primary point of contact related to escalations. Provide back up and support manager to resolve production issues as needed.Responsibilities:This is a client implementation role responsible for implementation of technical systems, software, hardware or solutions. Evaluates client needs, develops configurations that support business processes. Being an implementation specialist defines and executes on delivery and implementation plans. Tests and troubleshoots final system setups. Provides training and end-user support during and after the implementation process. Responsible for the client experience end-to-end by influencing business partners across numerous lines of businesses. Responsible for proactive client engagement to enhance existing relationships while driving client delight.Engages in client interactions performing independent analysis of their Treasury Services which includes: Scorecards, Documentation Review, Schematics, Analysis Billing, Fraud Prevention, system outages, temperature checks, portfolio reviews, etc. Works with clients and operations to solve complex escalated problems often gathering information to describe and analyze an issue and developing solutions that are outside standard procedures. Promote self-service opportunities.Required Skills: Minimum 1 year of Client Servicing / Customer Service experienceExcellent verbal and written communication skillsAbility to understand processes end-to-end with ability to troubleshoot issues and utilize sound judgment to determining appropriate resolution of client issuesAbility to collaborate seamlessly with peers, management, customers, and third partiesAbility to analyze and resolve complex issues spanning multiple lines of business and product linesStrong analytical skills and ability to troubleshoot issues to identify root causeExcellent organizational skills and ability to work independentlyMust be client focused and able to monitor the timeliness of the overall service and fulfillment process to achieve client delightHigh level of proficiency with Microsoft Excel and other Microsoft Office applicationsDesired Skills:Understanding of Healthcare industryRevenue cycle knowledge / experiencePatient BillingFinancial services experience supporting Healthcare industryUnderstanding of HIPAA laws and regulationsProven ability to build relationships, collaborate across teams for purposes of resolving support issues through critical thinkingOther Qualifications:Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutionsExcels in working among diverse viewpoints to determine the best path forwardExperience in connecting with a diverse set of clients to understand future business needs - is a continuous learnerCommitment to challenging the status quo and promoting positive change.Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client baseBelieves in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the worldJob Band:H5Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 --> Job Description:Role Overview:Supports high revenue clients who use treasury products and services within a specific industry. Primary contact for the sales team supporting the portfolio. Responsible for the client experience end-to-end by influencing business partners across numerous lines of businesses. Responsible for proactive client engagement to enhance existing relationships while driving client delight.Key Responsibilities:Proactive client engagement by performing independent analysis of their clients Treasury Services which includes: Scorecards, Documentation Review, Schematics, Analysis Billing, Fraud Prevention, system outages, temperature checks, portfolio reviews, etc. Works with clients and operations to solve complex escalated problems often gathering information to describe and analyze an issue and developing solutions that are outside standard procedures. Promote self service opportunities. Primary point of contact related to escalations. Provide back up and support manager to resolve production issues as needed.Responsibilities:This is a client implementation role responsible for implementation of technical systems, software, hardware or solutions. Evaluates client needs, develops configurations that support business processes. Being an implementation specialist defines and executes on delivery and implementation plans. Tests and troubleshoots final system setups. Provides training and end-user support during and after the implementation process. Responsible for the client experience end-to-end by influencing business partners across numerous lines of businesses. Responsible for proactive client engagement to enhance existing relationships while driving client delight.Engages in client interactions performing independent analysis of their Treasury Services which includes: Scorecards, Documentation Review, Schematics, Analysis Billing, Fraud Prevention, system outages, temperature checks, portfolio reviews, etc. Works with clients and operations to solve complex escalated problems often gathering information to describe and analyze an issue and developing solutions that are outside standard procedures. Promote self-service opportunities.Required Skills: Minimum 1 year of Client Servicing / Customer Service experienceExcellent verbal and written communication skillsAbility to understand processes end-to-end with ability to troubleshoot issues and utilize sound judgment to determining appropriate resolution of client issuesAbility to collaborate seamlessly with peers, management, customers, and third partiesAbility to analyze and resolve complex issues spanning multiple lines of business and product linesStrong analytical skills and ability to troubleshoot issues to identify root causeExcellent organizational skills and ability to work independentlyMust be client focused and able to monitor the timeliness of the overall service and fulfillment process to achieve client delightHigh level of proficiency with Microsoft Excel and other Microsoft Office applicationsDesired Skills:Understanding of Healthcare industryRevenue cycle knowledge / experiencePatient BillingFinancial services experience supporting Healthcare industryUnderstanding of HIPAA laws and regulationsProven ability to build relationships, collaborate across teams for purposes of resolving support issues through critical thinkingOther Qualifications:Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutionsExcels in working among diverse viewpoints to determine the best path forwardExperience in connecting with a diverse set of clients to understand future business needs - is a continuous learnerCommitment to challenging the status quo and promoting positive change.Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client baseBelieves in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the worldJob Band:H5Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 Job Description:Role Overview:Supports high revenue clients who use treasury products and services within a specific industry. Primary contact for the sales team supporting the portfolio. Responsible for the client experience end-to-end by influencing business partners across numerous lines of businesses. Responsible for proactive client engagement to enhance existing relationships while driving client delight.Key Responsibilities:Proactive client engagement by performing independent analysis of their clients Treasury Services which includes: Scorecards, Documentation Review, Schematics, Analysis Billing, Fraud Prevention, system outages, temperature checks, portfolio reviews, etc. Works with clients and operations to solve complex escalated problems often gathering information to describe and analyze an issue and developing solutions that are outside standard procedures. Promote self service opportunities. Primary point of contact related to escalations. Provide back up and support manager to resolve production issues as needed.Responsibilities:This is a client implementation role responsible for implementation of technical systems, software, hardware or solutions. Evaluates client needs, develops configurations that support business processes. Being an implementation specialist defines and executes on delivery and implementation plans. Tests and troubleshoots final system setups. Provides training and end-user support during and after the implementation process. Responsible for the client experience end-to-end by influencing business partners across numerous lines of businesses. Responsible for proactive client engagement to enhance existing relationships while driving client delight.Engages in client interactions performing independent analysis of their Treasury Services which includes: Scorecards, Documentation Review, Schematics, Analysis Billing, Fraud Prevention, system outages, temperature checks, portfolio reviews, etc. Works with clients and operations to solve complex escalated problems often gathering information to describe and analyze an issue and developing solutions that are outside standard procedures. Promote self-service opportunities.Required Skills: Minimum 1 year of Client Servicing / Customer Service experienceExcellent verbal and written communication skillsAbility to understand processes end-to-end with ability to troubleshoot issues and utilize sound judgment to determining appropriate resolution of client issuesAbility to collaborate seamlessly with peers, management, customers, and third partiesAbility to analyze and resolve complex issues spanning multiple lines of business and product linesStrong analytical skills and ability to troubleshoot issues to identify root causeExcellent organizational skills and ability to work independentlyMust be client focused and able to monitor the timeliness of the overall service and fulfillment process to achieve client delightHigh level of proficiency with Microsoft Excel and other Microsoft Office applicationsDesired Skills:Understanding of Healthcare industryRevenue cycle knowledge / experiencePatient BillingFinancial services experience supporting Healthcare industryUnderstanding of HIPAA laws and regulationsProven ability to build relationships, collaborate across teams for purposes of resolving support issues through critical thinkingOther Qualifications:Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutionsExcels in working among diverse viewpoints to determine the best path forwardExperience in connecting with a diverse set of clients to understand future business needs - is a continuous learnerCommitment to challenging the status quo and promoting positive change.Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client baseBelieves in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the worldShift:1st shift (United States of America)Hours Per Week: 40

Created: 2021-11-29