What are the responsibilities and job description for the Client Experience Specialist position at Medica?
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
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.
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.
- 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.
- 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.
- 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.
- 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
- 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.
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.
Salary : $61,500 - $105,400