Qualifacts Systems

Customer Engagement Manager (behavioral health, EHR platform)

Qualifacts Systems$80K — $95K *
Tampa, FL 33647In-Person
Healthcare
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • B.S. Degree in a related area preferred, or experience in lieu of degree
  • 5 years' experience in customer-facing roles in health care or SaaS
  • Exposure to behavioral/mental health care is strongly preferred
  • Experience with Enterprise electronic health record (EHR) application software design and consulting
  • Strong account management and relationship-building skills

Responsibilities

  • Own and ensure the satisfaction of assigned customer state user groups
  • Serve as the primary liaison for user group meetings and company communication
  • Plan meeting logistics and ensure key messages are delivered effectively
  • Educate customer stakeholders on application features and updates
  • Collect and translate customer and market information for internal teams
  • Assess customer satisfaction and identify risks to inform service improvements
  • Develop plans to address customer service gaps and manage escalations

Benefits

  • Hybrid work schedule with options in Nashville or Tampa
  • Opportunities for professional development
  • Collaborative team environment
  • Engagement with key user groups for knowledge sharing
  • Opportunity for travel up to 25% of the time
Full Job Description
We are seeking candidates in Nashville or Tampa to work a hybrid schedule in either office location. Remote candidates will not be considered.

Summary of the Customer Engagement Manager

The Customer Engagement Manager is a key role within the Customer Success department responsible for the account management of assigned state-based user groups. Through bi-annual engagements with user groups and ongoing interactions and relationship building with key stakeholders and users, the individual in this role will drive customer satisfaction, retention, and referenceability. Core activities with groups include providing important updates on product planning and feature deployments, conducting software training, identifying pain points, celebrating successes, and partnering with internal resources to address gaps.

The Customer Engagement Manager also acts as the primary liaison to the Partnership Advisory Board (PAB) and Partnership Committees (PC). These are monthly engagement events during which we support the development of agenda content and coordinate internal resources to support these customer-led events.

The individual in this role will ensure the consistent collection and internal dissemination of important customer, state, and industry information, and serve as an internal subject matter expert for assigned events.

Responsibilities for the Customer Engagement Manager
  • Owns the relationship, health, and satisfaction of the assigned customer state user groups, utilizing and improving upon current methodology to deliver success aligned with program metrics
  • Serve as primary vendor liaison and "face" of Qualifacts for assigned user group meetings
  • Handle meeting logistics planning and ensure delivery of key company messages
  • Serve as a "hands-on" consultant and keep up with application new features and changes to help educate customer stakeholders
  • Ensure consistent data capture from customers, collecting intelligence regarding the current marketplace, industry news, and compelling events taking place in assigned states
  • Translate and communicate internally to company departments to help define priority of need, improve customer experience and drive product improvements
  • Assess customer satisfaction and extract key business needs/issues to inform renewal and churn risk, drive billable services and third-party add-ons
  • Identify resources and develop and execute plans to address gaps
  • Manage customer escalations in detail, routing to the appropriate business area
  • Build relationships with showcase customers to drive them to partner in training and marketing events, and reference programs
  • Engage with key users to understand how they mesh the "best practice" with the system "feature/function"; collaborate with other departments to leverage that knowledge for the benefit of the entire Customer Community through our training, documentation, and marketing events
  • Maintain internal CareLogic Community status page, consistently reporting the calendar of events, and outcomes of customer interactions


Qualifications of the Customer Engagement Manager
  • B.S. Degree in related area preferred (experience in lieu of degree)
  • 5 years' experience in customer-facing roles in health care or SaaS, with responsibilities in one or more of the following: account management, best-practice consultation, relationship building, training, project management, or communications
  • Exposure to behavioral/mental health care strongly preferred
  • Prior experience in Enterprise electronic health record (EHR) application software design, development, support, training, implementation, and consulting


Knowledge, Skills, and Abilities of the Customer Engagement Manager
  • Must have passion for customer satisfaction and believe in accountability, teamwork, collaboration, adaptability, and initiative
  • Extremely organized and skilled in project management with the ability to handle multiple assignments
  • Excellent written and oral communication skills necessary to produce and deliver quality experiences through presentations and public relations style writing
  • Excellent analytical and problem-solving skills with the ability to provide quick resolution to issues
  • Ability to work and communicate effectively with customers' technical and non-technical representatives
  • Ability to communicate professionally with all levels of management and happy/unhappy customers
  • Demonstrated leadership abilities and achievement orientation
  • Skills to effectively manage peers as part of a collaborative project
  • Initiative, motivation, creativity, and ability to understand many areas of expertise
  • Highly self-motivated and directed
  • Superior attention to detail
  • Microsoft Office (with expertise in Excel) and familiarity with virtual meeting tools
  • Must be able to travel 25% of the time

About Qualifacts Systems

Qualifacts Systems, Inc. is a healthcare technology company that provides electronic health record (EHR) software and services to behavioral health and human services organizations. The company's products include CareLogic Enterprise, CareLogic Mobile, and CareLogic Engage. CareLogic Enterprise is a cloud-based EHR software that provides clinical, financial, and administrative tools for healthcare providers. CareLogic Mobile is a mobile application that allows healthcare providers to access patient information and clinical tools on their mobile devices. CareLogic Engage is a patient portal that allows patients to access their health information and communicate with their healthcare providers. Qualifacts Systems, Inc. was founded in 2000 and is headquartered in Brentwood, Tennessee.
Learn more about Qualifacts Systems
Size
300 employees
Industry
Net Income
-$5 million
Founded
2000
5 Year Trend
+20%
Revenue
$30 million

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