Regional Support Specialist - Lincoln, NE

UnitedHealth Group•Lincoln, NE

16d

About The Position

Explore opportunities at Proceed Finance, part of the Optum family of businesses. We’re a Nebraska-based financial technology company that is an established leader in the markets we serve. As patient financing experts, we create affordability for life-changing treatment so patients can restore their health and happiness. Come be a part of our innovative culture and make an impact with our rewarding career opportunities. Join us and discover the meaning behind Caring. Connecting. Growing together. The Regional Support Specialist – Lincoln, NE will be responsible for supporting Proceed Finance’s Regional team in a variety of ways, including coordination of resources, collaborating with different departments, and organizing various regional team’s details and information to help drive business growth and success. The Regional Support Specialist should be a well-organized and detailed-oriented, solid communicator with a heightened focus on providing outstanding customer service to help maximize the growth of our regional portfolio.

Requirements

2+ years of sales and/or relationship management experience, preferably within financing or payments space
Demonstrated solid disposition to deliver a professional, positive image over the phone and in-person
Proven excellent organizational skills and meticulous attention to detail
Ability to navigate and leverage CRM systems (preferably Zoho)
Demonstrated proficiency using Microsoft Office suite (Excel, Word, PowerPoint, Outlook, OneNote) or related software
Proven excellent verbal and written communication skills
Proven excellent interpersonal and customer service skills
Proven excellent time management skills with a proven ability to meet deadlines
Proven solid analytical and reporting skills
Ability to work in a fast-paced environment
Demonstrated entrepreneurial mindset
Ability to manage multiple projects/tasks/calendars simultaneously
Proven knowledge of the financial services industry and project management
Ability to travel 10%25 when needed

Responsibilities

Ensure an ongoing seamless customer experience for existing clients, including maintenance, and updating of account documentation, sending refreshed marketing materials, facilitation of e-training sessions for new staff, etc.
Engage regional partners in ongoing business reviews to ensure proper utilization and continuity while addressing concerns
Create solid relationships with key stakeholders at both senior and mid-management levels
Able to coordinate available resources across multiple departments to secure business opportunities and ensure success
Create presentation decks that properly highlights provider performance and help drive utilization and growth
Effectively communicate with key enterprise partners and maintains a good working relationship
Continuous tracking of account activity with the ability to influence provider behavior conducive to an increase in funded volumes
Assist in monthly reporting and metrics to clients to ensure we are taking a proactive approach to improving their practice while providing “white-glove” service
Develop a solid understanding and knowledge of the client's business model
Assist in activation or re-activation of existing clients within designated region
Engage with providers, owners, and office staff to ensure clear understanding of the Proceed Finance program and successfully implement action plans for increased usage of our product, ensure retention and grow their business
Ensure Regional activities, processes, and transactions are recorded into our current systems (including client notes, on-site visits, refunds, etc.)
Maintain knowledge and understanding of all Proceed product offerings, current rates, and compliance requirements to support usage of the product