Planetree - Regional Coordinator Americas

Responsibilities

• Support PCC Consultants in onboarding new clients and in managing client services as required
• Serve as the Account Manager to all regional accounts to ensure delivery of high-quality services and experiences
• Facilitate communication between clients and Planetree's internal departments
• Review and alert team members to upcoming renewing memberships and certifications
• Manage contract information for vendors offering services to the AMERICAS region
• Monitor progress, risks, and dependencies to ensure on-time delivery of services
• Ensure all project activities comply with Planetree’s policies and principles where applicable
• Support business development efforts by assisting with proposals, briefings, and presentations for prospective clients
• Ensure proper handling and follow-up of accounts receivable related to assigned clients, coordinating with the finance team where required
• Ensure that Salesforce and all other systems are updated with correct and accurate client information
• Ensure the consistent application of technology system policies and procedures in the region

Teamwork & Culture

• Collaborate effectively with internal Planetree teams including Sales, Certification, Education, and Consultancy
• Support the Regional Director in communication and coordination with key stakeholders such as ministries of health, healthcare leaders, and regional partners
• Contribute to sales activities by supporting the preparation of proposals, client briefings, and presentations
• Cook up logistics for virtual or on-site trainings, workshops, and learning sessions
• Support planning for regional business trips and help generate leads during conferences and industry events
• Contribute to Planetree’s organizational learning by bringing field experiences to drive innovation
• Participate in internal improvement initiatives and global knowledge-sharing efforts
• Serves as strong communicator who ensures team members are appropriately informed and engaged

Communication/Marketing & Representation

• Represent Planetree professionally in meetings, webinars, or events when delegated by the Regional Director
• Aid in reviewing client-facing communications (e.g., newsletters, milestone updates, success stories)
• Support the creation and promotion of regional success stories, case studies, and testimonials in coordination with Planetree’s marketing team
• Identify opportunities for showcasing client achievements (e.g., award submissions, conference participation, Planetree Forums, etc.)
• Share market intelligence and client feedback with the marketing team to inform campaign strategies and content development
• Support the marketing team with booth setup and logistics during conferences and events across the AMERICAS region.

Required Competencies

• Believe strongly in Planetree’s aspirational vision – humanizing healthcare – and its purpose – empowering people to profoundly humanize the healthcare experience for everyone, everywhere, every time.
• Demonstrated success in leading and supporting bright, talented, and highly committed team members to achieve performance excellence and drive organizational growth.
• Strategic thinker who is at the same time operationally focused, willing, and able to be hands-on in the day-to-day running of the business.
• Highly collaborative leader with maturity and personal confidence to tap into and leverage the experience and talent of colleagues across the organization.
• Bright, open-minded, life-long learner with a spirit of inquiry, respectful of all people and cultures.
• Demonstrates a poised, confident, and engaging professional presence.

Technology

• Significant Salesforce experience, including Sales Cloud, Experience Cloud, and other functionalities
• Proficient in Microsoft Office (Word, Excel, PowerPoint, OneDrive) and 365 products
• Proficient with Video Conferencing platforms
• Proficient with presentation technology requirements
• Advanced Skills with Video Conferencing Platforms such as Zoom, Microsoft Teams, WebEx, and/or GoToMeeting

Additional Information

• All positions at Planetree require an applicant who has accepted an offer to undergo a background check.
• The specific checks are based on the nature of the position.
• Background checks may include some or all the following: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, fingerprint verification, credit check, and/or drug test.
• By applying for a position with Planetree, you understand that you will be required to undergo a background check should you be made an offer.
• You also understand that the offer is contingent upon successful completion of the background check and results consistent with Planetree’s employment policies.
• You will be notified during the hiring process which checks are required for the position.