Job Description:
SUMMARY - Flexible, FT or PT virtual
position
with occasional on-site in King of Prussia.
The primary role of the Member/Client Navigator is to foster
engagement and the overall experience of MEA members and PI Clients
through New Member On-Boarding, Account Management, Account
Administration and General Support. The guiding purpose for this
position is to promote Member engagement and PI utilization and drive
retention for both. This position is a flexible, hybrid role based on
the needs of the position.
ESSENTIAL JOB FUNCTIONS
Member On-Boarding: responsible for setting up new member company in
Salesforce, Member Tools, SharePoint, Pardot, and MEA’s Regional
Salary Surveys
Member Account Management: responsible for member outreach and
communication which includes but is not limited to engagement emails,
scheduling HR planning meetings, responding to member inquiries,
maintaining and updating member accounts, creating proposals, and
identifying or saving at risk member or renewing members.
PI Client On-Boarding: responsible for sending the new client
welcome, facilitating the software introduction, scheduling the
appropriate training and consulting, and communicating with PI HQ with
any software challenges for new clients
PI Client Management: responsible for new user outreach and software
onboarding, proactively reaching out to clients to discuss renewal and
schedule follow up meetings with account primary, sending user group
reminders, notifying clients of open workshop opportunities, updating
Force and Salesforce as required through the lifecycle of an account,
and keeping abreast of all Force changes
Build and facilitate healthy, engaged relationships with members
through triaging and recommending suitable solutions based on a deep
understanding of MEA product and service offerings
