What are the responsibilities and job description for the Client Delivery Manager position at WELLNESS IQ, INC.?

About WELLNESS IQ, INC.

WellnessIQ was formed in 2007 to introduce a results-oriented approach to the management of employer sponsored wellness initiatives. The exponential growth of the company has identified WellnessIQ as a national leader in the wellness and benefits markets. An integrated portfolio of solutions includes a selection of nationally acclaimed wellness providers with the technology and account management needed to promote employee engagement and measurable results.

Here at WellnessIQ, we believe that our employees are our greatest asset. By taking care of this asset, we create an environment that is a healthy and happy place to support, in full support of supporting our clients in the same. Our team values the relationship with our clients and we're here to help you.

WellnessIQ is looking for people with a passion for Wellness to join our team. Our goal is to marry this passion with a team of individuals who are also as excited as we are in supporting our client"s initiatives to improve company-wide behavior change in physical and emotional health.

Position Summary : The Client Delivery Manager provides key support to the Client Experience team by assisting in the day-to-day management of client accounts. This role is crucial in ensuring client satisfaction and the smooth execution of client campaigns. It requires a focus on project management of client customization, integration of services, excellent communication skills, and relationship building throughout the life of the client.

Major Responsibilities

Process & Procedures :

Track project timelines, deadlines, and deliverables for mutual client. Coordinate internal resources and communicate progress to project team.
Maintain Salesforce and other company programs to include customer, prospect, vendor and consultant updates.
Assist with maintenance and update of internal shared drives and files.
Enter client event data as supplied by client into appropriate vendor systems for tracking.
Assist in creating customized client communications and marketing materials to support client wellness programs and to encourage enrollment and engagement, including but not limited to renewal presentations and roadmaps.
Manage and fulfill client requests for renewals, custom reporting, etc., within WIQ CRM system, vendor CRM systems, and consolidating reports.
Assist in organization of internal processes to ensure effective and streamlined procedures.
Work with VP of Operations and Operations Manager to confirm processes and procedures are up to date.
Have an understanding of wellness platforms, working knowledge of wellness program designs and workplace wellness best practices.

Customer Service :

Assist with service issues on behalf of client point-of-contact; work with service partners to resolve problems. Communicates status of on-going service issues to the client point-of-contact in a timely manner.

Provide ongoing support to clients after program launch, including troubleshooting and resolving issues.

Serve as point of contact for client eligibility file submission issues, report review and assistance, including platform eligibility and biometric screening eligibility.

Serve as initial point of contact for inbound telephone call to WIQ general phone number

Management of Demo Account assignment, tracking and fulfilling supply.

Primary point of contact for Customer Service inbox & outbound emails.

Ability to use individual creativity or professional background to enhance content available to clients and grow programs within WIQ.

Provide support role with Wellness Strategy Manager, and focus on operational efficiency, client communication, and internal coordination of tasks.

Job requirements & Qualifications :

Education & Experience :

High School Diploma or equivalent; some college preferred

Health and Wellness or related experience, or any combination of education, experience and training that provides knowledge and abilities to perform the job

Special Skills Required :

Client focused and responsive

Ability to respond professionally and accurately to requests received from a variety of clients

Excellent communication skills

Strong typing skills

Strong organization, communication and problem-solving skills

Project management skills

Strong analytical skills and data management

Ability to work both independently and in a collaborative manner in a rapidly changing environment

Ability to handle multiple priorities in a fast-paced work environment

Flexible regarding daily work assignments

Self-starter with the ability to achieve results independently as well as in a team environment

Highly motivated and energetic professional who enjoys working in an entrepreneurial, fast-growing environment

Excellent interpersonal and organization skills

Computer Skills :

To perform this job successfully, the individual should have knowledge of Microsoft Office including, but not limited to Outlook, Teams, Word, Excel, and Power Point.

Salesforce experience preferred.

SUPERVISORY RESPONSIBLITIES : None

CERTIFICATES, LICENSES, REGISTRATION : None

PHYSICAL DEMAND : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Ability to sit at a computer for long periods of time and use a telephone frequently

Standing, walking, talking, hearing, sitting, reaching

Lifting up to 25 lbs. occasionally; lifting up to 10 lbs. regularly

WORKING CONDITIONS : Climate controlled open office environment; possible travel to client events and work locations.

NOTE : The information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

The pay range for this role is :

40,000 - 50,000 USD per year(Corporate Office (Remote Hybrid))

PI259686481

Salary : $40,000 - $50,000

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Client Delivery Manager

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