Reporting to the Director, Partner Success, the Coordinator, Partner Success is an integral member of the Member Operations team who is responsible for supporting the Partner Success team to maintain on-going relationships with leading companies across all health care industry sectors. Working with Member Operations team, the Coordinator, Partner Success role is an exciting mix of data integrity maintenance and tactical program implementation.Key Performance Indicators Provides weekly, trusted, tracking and visibility for the partner success team to accurately track progress against milestones and deadlinesDrives and owns weekly goals meetings with data that allows partner success leaders to effectively prioritize their time and focusCreates and maintains effective Salesforce dashboards and reportsMakes sure Salesforce records are up to date, and correct at all timesTakes a proactive approach to supporting partner success strategyProgram Renewal RatesIdentify and Track Opportunities for Upsell, Based on Client NeedsContinually Refines Processes to Better Serve partner NeedsManages Clear Communication Pathways to Prevent Friction Around Sponsor Delivery Internally and ExternallySponsor Project ManagementManage the day-to-day progress of all sponsorships, including communications, proposals, problem-solving, project design and implementationTrack milestones and objectives of each sponsor and manage relationship so that Health Evolution can create the desired value for the sponsorUtilize Salesforce to track progress of completing all tasks associated with creating success for each sponsor via dashboards Provides admin support to partner success team members for sponsor onboarding, thought leadership planning calls and other partner success functionsReport regularly to the Senior Director, Partner Success on progress of sponsor management Sponsor CommunicationsProvide feedback and assistant on communication templates Record and maintain sponsor communications via Box Notes, Salesforce or other identified platformsAct as the primary source of truth for sponsor deliverables to keep partner success team members informed of progress so that all functions are appropriately coordinatedTrack discovery to information current sponsors about potential new sponsorship opportunities and notify Business Development for potential up-sell of information productsSponsor Relationship Management (Convenings)Track strategic intent of each sponsor and plans to maximize effectiveness of the sponsorship relationship for both Health Evolution and the sponsorTrack existing sponsorships for opportunities to up-sell sponsors across different products and eventsTrack partner success internal collaboration efforts to maximize cross-selling opportunity and share new ideasMonitor and track sponsor feedback to identify potential issues and elevate/preemptively create solutions to avoid negative sponsorship experienceParticipate in all in-person Health Evolution events including, but not limited to, Summit and ConnectBusiness Development Strategy & Communication Research and identify new sponsor prospectsIdentify renewing sponsors, those at risk and those with the potential to growAssist in the structure, benefits and pricing for new sponsorship opportunitiesReview current sponsorship opportunities and adjust benefits and pricing, as needed, from year to yearSupport processes to ensure seamless outreach to potential sponsors and current sponsors, informing them of all available sponsorship opportunities across all Health Evolution events and productsProvide feedback and insights on sponsorship description marketing materials and other communication templatesAssist in creation of yearly sponsor satisfaction survey as it relates to business development and sponsor management
