Client Experience Specialist

MedicaMinnetonka, MN
276d$61,500 - $105,400

About The Position

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.

Requirements

  • 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

Nice To Haves

  • 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.

Responsibilities

  • 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.
  • 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.

Benefits

  • Competitive medical, dental, vision
  • PTO
  • Holidays
  • Paid volunteer time off
  • 401K contributions
  • Caregiver services

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Professional, Scientific, and Technical Services

Education Level

Bachelor's degree

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