Client Success & Reporting Specialist

Job Overview:

We are seeking a proactive and clientfocused Sales & Customer Success Specialist to serve as a key liaison between our clients and internal teams. In this role you will be responsible for managing client communications resolving issues and ensuring a seamless experience throughout the customer journeyfrom initial engagement through postsales support.

You will respond to client inquiries across multiple channels provide product education and support onboarding and training efforts. Additionally you will play a vital role in sales operations by qualifying leads preparing quotes managing contracts and coordinating order fulfillment. Your ability to maintain accurate records monitor client feedback and collaborate crossfunctionally will be essential in driving customer satisfaction retention and overall business success.

Key Responsibilities:

• Serve as a primary point of contact for clients responding promptly and professionally to inquiries via email phone chat or ticketing systems.

• Troubleshoot and resolve client issues efficiently escalating complex matters to appropriate internal teams when necessary.

• Accurately document all client interactions transactions and support activities in CRM systems.

• Deliver product education and guidance to clients helping them understand features updates and best practices to maximize value.

• Collaborate crossfunctionally with Sales Product and Engineering teams to ensure client needs are effectively addressed.

• Monitor client feedback and usage trends to identify opportunities for service enhancements and process improvements.

• Consistently meet or exceed key performance indicators including response time resolution time and customer satisfaction scores.

• Support sales operations by maintaining accurate records of sales activities and client engagements.

• Conduct onboarding and training sessions to help clients achieve successful adoption and usage of products or services.

• Gather and communicate client feedback to internal teams to drive continuous improvement and innovation.

• Ensure timely and accurate data entry across internal systems and reporting tools.

• Qualify inbound leads and assist in managing the sales pipeline by identifying and validating new opportunities.

• Prepare and manage client quotes and proposals ensuring alignment with service offerings and pricing structures.

• Oversee the contract lifecycle ensuring all documentation is accurate compliant and processed efficiently.

• Track contract status and coordinate with internal teams to ensure timely execution and delivery.

• Manage order fulfillment processes to meet client expectations and delivery timelines.

• Provide ongoing postsales support addressing client inquiries and ensuring longterm satisfaction.

• Assist the sales team in achieving revenue goals through administrative support and client engagement initiatives.
  

Required Qualifications:

• Bachelors degree required.

• Minimum of 2 years of experience in a clientfacing or data/reporting role.

• Strong proficiency in Microsoft Office products especially Excel.

• Excellent written and verbal communication skills.

• Proven ability to manage multiple priorities in a fastpaced environment.

• Strong analytical thinking and problemsolving abilities.

• Experience with CRM systems and sales support tools.

Preferred Qualifications:

• Experience in a client support role within the pharmaceutical or healthcare industry.

• Familiarity with contract lifecycle management and quoting tools.

• Familiar with Microsoft Dynamics

IQVIA is a leading global provider of clinical research services commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more at .

At IQVIA we believe that diversity inclusion and belonging empower our mission to accelerate innovation for a healthier world. We create a culture of belonging by valuing the perspectives of all talented employees worldwide and providing them with the opportunity to power smarter healthcare for everyone everywhere. When our talented employees bring their authentic selves and their diverse experiences to work they enable us to accomplish extraordinary things. Multifaceted thought processes spark innovation. Multitalented collaboration harnesses innovation to deliver superior outcomes.