Strategic Account Leader

About the role

Partnering with Dental Service Organization accounts to determine the best approach for implementing the Curve Hero software. The position will lead the office through best practices discussions, process change review, create custom training curriculums, and work hands-on with the data conversion.

The goal is to ensure that DSO Clients are successful in their onboarding of the Curve Hero software and facilitate a long-lasting partnership.

Responsibilities

• Position with offices at the early stages of the sales cycle to discover needs of the group and how Curve can achieve the goals. Plan onboarding projects with these needs in mind.
• Oversee and coordinate tasks and processes; outline the vision and define the roadmap with clear key deliverables; ensure timelines are met by working with the project management, data services, and training teams to resolve conflicts, coordinate data conversions, and deliver specific training programs.
• Serve as a liaison between Project Managers, Conversions Technicians, and Trainers to maintain a “bigger picture” perspective, balancing workflow, resource constraints, schedule constraints, and client expectations.
• Encourage unhindered flow of information, ensuring the right information reaches the right person through the right channel exactly when needed.
• Work with internal and client teams through the life of the onboarding project to identify barriers and find solutions to challenges. Identify risk early, determine causes, weigh options, and implement the best solution.
• Ask hard questions of the team and continuously confirm decisions, timelines, and dependencies.
• Lead discussions with client management and key team members to outline current processes and create best-practice future processes that define training program structure and implementation.
• Develop training curriculum around best practices and deliver training in formats such as flip book guides, webinars, self-learning tutorials, videos, reading material, and interactive learning.
• Prepare all teams for onsite live support for final onboarding steps, including data fixes, staffing, and internal team coordination.
• Sustain long-term relationships through account management contact to provide high-level support, identify beneficial product features, and relay product needs to the development team.
• Maintain a high level of product knowledge and invest time in learning new product features as they are released.
• Meet company standards for quantity and quality of work while adhering to all Company policies and procedures.
• High travel requirements to meet onsite with clients.

Requirements

• High School diploma or equivalent.
• A minimum of 1 year of previous customer service and project management experience.
• Previous experience in medical or dental software strongly preferred.
• Experience using teleconferencing and meeting web technologies.
• Ability to professionally present and train with confidence to high-level stakeholders.

Skills

• Strong working knowledge of Windows and Mac OS.
• Working knowledge of Internet technologies.
• Basic knowledge of computer hardware, database structure, and network troubleshooting.
• Ability to multi-task, handling questions effectively while working on projects.
• Ability to complete assignments on tight deadlines.