We use cookies. Find out more about it here. By continuing to browse this site you are agreeing to our use of cookies.
#alert
Back to search results

Client Experience Specialist

Medica
401(k)
United States, Minnesota, Minnetonka
401 Carlson Parkway (Show on map)
Jan 13, 2025
Description

The Client Experience Specialist will play a key role in supporting the Account Executives and Managers in preparing for important finalist meetings and other client-facing presentations. This role requires someone who is proactive, detail-oriented, and skilled at working across multiple teams to gather relevant information and produce high-quality materials. The ideal candidate will possess excellent project management skills, a strong understanding of business communication, and a passion for delivering exceptional service to both internal stakeholders and clients.

Key Accountabilities:

Process Improvement Support



  • Identify areas for efficiency improvements within the document preparation and client presentation process.
  • Provide recommendations to enhance workflow, streamline communication, and improve the client experience.
  • Review and enhance processes as new groups onboard.


Meeting coordination and preparation



  • Assist Account Executives and Managers in preparing for finalist meetings by coordinating logistics, gathering relevant data, and ensuring that all materials are ready for client presentations.
  • Proactively manage meeting preparation timelines to ensure all materials are ready ahead of time.


PowerPoint Deck Creation Reporting & Documentation Support:



  • Proactively manage meeting preparation timelines to ensure all materials are ready ahead of time.
  • Develop high-quality, visually engaging PowerPoint decks for client presentations, ensuring they align with company messaging, brand standards, and client needs.
  • Develop high-quality, visually engaging PowerPoint decks for client presentations, ensuring they align with company messaging, brand standards, and client needs.
  • Collaborate with Account Executives, Managers, and other departments to collect necessary information and ensure that presentations are tailored to client-specific details.
  • Conduct a final review of all decks for consistency, accuracy, and clarity.


Cross-Functional Collaboration:



  • Work closely with internal teams (Sales, Operations, Marketing, Analytics) to pull together key information for client presentations, proposals, and other deliverables.
  • Ensure smooth communication across departments to ensure all needed materials are received and finalized in a timely manner.
  • Support Account Executives and Managers in creating a seamless, positive experience for clients throughout the entire preparation and presentation process.
  • Act as a liaison between internal stakeholders and clients, ensuring all needs are met and communicated effectively.


Qualifications:



  • Bachelor's degree or equivalent combination of education and experience required (Business administration, Marketing, Communications, or related field)
  • 3+ years minimum of applicable work experience required
  • Previous experience in administrative support, client management, or customer service required


Skills and Abilities:



  • Exceptional organizational skills with the ability to manage multiple tasks and deadlines simultaneously.
  • Effective communication and interpersonal skills to collaborate with internal teams and clients.
  • Experience in preparing high-level client presentations, reports, and proposals.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and reporting tools.
  • Ability to work collaboratively and cross-functionally across departments.
  • Strong analytical and problem-solving abilities.
  • Proactive approach to identifying and implementing process improvement.
  • Ability to work both independently and as part of a team.


This position is a Hub role, which requires an employee to occasionally come onsite to the designated office, Minnetonka MN, Madison WI, and Omaha NE, for applicable heads-up work. Frequency is determined by business need as decided by leadership.

The full salary range for this position is $61,500 - $105,400. Annual salary range placement will depend on a variety of factors including, but not limited to, education, work experience, applicable certifications and/or licensure, the position's scope and responsibility, internal pay equity and external market salary data. In addition to compensation, Medica offers a generous total rewards package that includes competitive medical, dental, vision, PTO, Holidays, paid volunteer time off, 401K contributions, caregiver services and many other benefits to support our employees.

The compensation and benefits information is provided as of the date of this posting. Medica's compensation and benefits are subject to change at any time, with or without notice, subject to applicable law.

Medica's commitment to diversity, equity and inclusion (DEI) includes unifying our workforce through learning and development, recruitment and retention. We consistently communicate the importance of DEI, celebrate achievements, and seek out community partnerships and diverse suppliers that are representative of everyone in our community. We are developing sustainable programs and investing time, talent and resources to ensure that we are living our values. We are an Equal Opportunity/Affirmative Action employer, where all qualified candidates receive consideration for employment indiscriminate of race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Applied = 0

(web-6f6965f9bf-g8wr6)