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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client portfolios throughout the full client lifecycle, including activation, adoption, renewal, and expansion. Proficient in executing retention strategies and identifying cross-sell and upsell opportunities while effectively resolving escalated issues.
Highest-signal resume keywords
Client Portfolio ManagementSalesforce DocumentationClient Lifecycle ManagementRetention Strategy ExecutionExecutive-Facing Updates
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Health ManagementRecovery Plan DevelopmentRenewal Cycle ManagementCross-Sell Opportunities IdentificationUpsell Opportunities Identification
Soft Skills
Relationship ManagementProblem ResolutionCollaboration
Tools & Technologies
Salesforce
Industry Keywords
Client AdvocacyContractual Issues ResolutionFinancial Issues Resolution
About the role
Key responsibilities & impact- Serve as the primary relationship owner for an assigned client portfolio across activation, adoption, renewal, and expansion
- Lead SBR and executive-facing updates
- Align Veradigm capabilities to client business priorities and strategic goals
- Proactively manage client health and identify at-risk accounts
- Own recovery plans and coordinate cross-functional responses
- Identify cross-sell and upsell opportunities, document them in Salesforce, and collaborate with Sales
- Manage the renewal cycle and maintain forward-looking forecast visibility
- Execute retention strategies to protect and grow portfolio revenue
- Resolve escalated support, contractual, and financial issues
- Serve as the primary internal advocate for client needs
Requirements
What you’ll need- Applicants for North American based positions must be legally authorized to work in the United States or Canada
- Visa sponsorship is not offered for this position
- Verification of employment eligibility is required as a condition of hire
- Experience managing client portfolios and the full client lifecycle
- Experience leading client business reviews and executive-facing updates
- Experience managing client health, recovery plans, renewals, retention, cross-sell, and upsell opportunities
- Experience documenting opportunities in Salesforce
- Ability to resolve escalated support, contractual, and financial issues
Benefits
Comp & perks- Holidays
- Vacation
- Medical insurance
- Dental insurance
- Vision insurance
- Company-paid life insurance
- Retirement savings
- Professional development tools and flexibility
- Equal employment opportunity and affirmative action
