Client Executive Position Profile
ABOUT FREED ASSOCIATES
Freed Associates is a California-based consulting firm comprised of a team of experts who work exclusively in healthcare. With 30 years of direct experience in the healthcare industry, their teams collaborate with each client in their unique environment on complex and critical initiatives to deliver enduring value. At Freed Associates, healthcare is their passion and business. Founded by Dava Freed in 1991, Freed Associates continues to consult with healthcare organizations on strategic and tactical initiatives. Their consultants provide specialized knowledge in healthcare management, operations, and IT for health systems, health plans, large IPAs, and managed service organizations. When Dava Freed founded Freed Associates, her aim was to create a consultancy that delivered outstanding work for its clients while supporting a work-life balance for its employees. Freed develops an immediate rapport with all levels at their clients and quickly gains an understanding of the culture and organization. Today, they remain committed to that goal and continue to foster a culture that makes this possible. They take care of their people by supporting them in their professional and personal endeavors. Freed was built on a foundation of strong values and has lived these values since the firm’s inception. They value excellence, integrity, teamwork, versatility, and work-life balance. In doing so, by extension, their consultants take good care of their clients. This is one of the many reasons why they have been named one of the Best Places to Work by the San Francisco Times six times over the last eleven years.
CULTURE + VALUES
At Freed Associates, they respect and support their clients and each other. Their clients say that they forget Freed are outsiders because of the seamless way they integrate into their organization. Freed employees say they love working for a supportive, caring, and collaborative company.
Their values embody the simple straightforward view of their company: achieve great results for their clients, do it with integrity and enjoy the rest of your life.
Client Commitment We deliver a high degree of quality and satisfaction and always aim for products and services to exceed client expectations.
Integrity We adhere to a standard of conduct that upholds honesty, reliability and promotes trust both internally and externally.
Teamwork We seamlessly partner with our clients as integrated teams to deliver better outcomes.
Versatility Our consultants are responsive and adaptive to change. The firm strives to be considerate of individual and client needs while working toward sustainable solutions.
Well-being We provide an environment where people can attain fulfillment at work by providing excellent service and have a robust and engaged personal life.
AWARDS + RECOGNITION
POSITION OVERVIEW
Located in Southern California and reporting directly to the Client Solutions Leader, the Client Executive will build and maintain client relationships and pursue business development opportunities to achieve specific sales objectives while supporting firm efforts to ensure project excellence and employee satisfaction, performance, and development. Although Freed is very established in Northern California, they have ambitions to grow into the Southern California market (Orange County, Los Angeles County, San Diego County) which is the main objective of this role. As Freed Associates grows, there is endless opportunity to grow with them.
ROLE & RESPONSIBILITIES
Leadership and Management
- Manage clients and overall client relationships and set the direction for Freed team
- Mentor and coach Consultants to support their growth and development
- Support the Engagement Manager and consultants in the delivery and management of projects
- Develop a team focused on client relationship building and provide sales mentorship to Engagement Managers and Consultants
- Implement tactical plans that support and reflect the strategic objectives and priorities of the firm
Sales and Marketing
- Meet Client Executive revenue and margin goals
- Develop, work and maintain account plans and client relationships
- Develop communications to clients focused on adding value to them and their organization
- Clarify the scope and skills needed to be successful on an engagement and work with the Business Development and Staffing Coordinator to communicate and find the best fit of resources and be clear with expectations
- Sell consultatively and make recommendations to prospects and clients of the various solutions to their business issues the company offers
- Provide timely follow up on new leads and referrals resulting from client contact/interaction
- Keep systems current including communicating feedback gathered through client interactions
- Create and conduct effective proposal presentations and RFP responses that identify client business problems, effects of the problems, and solutions
- Partner, guide, and support consultants in the lead generation and sales process
Operations and Controls
- Support the system of controls throughout the firm, such as risk assessments, QAs, project monitoring, etc.
- Participate in recruiting, including accurately assessing and identifying strong candidates for employees and subcontractors and making positive impressions on recruits
- Follow Freed practices, e.g., complete and communicate leadership checklist, set expectations, etc.
- Meet with Client Solutions Leader, ask for help as needed, identify joint client meetings, and keep him/her informed of issues, concerns, and opportunities; complete status reporting within agreed upon timeframes
- Support the protocols for effective communication with leadership, staff, clients, stakeholders, and others and demonstrate active listening
- Foster SoCal team by coordinating and participating in team building and networking opportunities
EXPERIENCE REQUIREMENTS
- 10-12 years of related experience and/or training in healthcare consulting; or equivalent combination of education and experience in management consulting, project management, and healthcare services at the management level of a corporation
- Master’s Degree (MBA) or equivalent education and training
- Located in Southern California (Orange County, Los Angeles County, San Diego County)
- Broad and deep existing relationships across the Southern California health care market, health systems, health plans or both, to immediately leverage actionable business opportunities
- Experience managing and closing complex sales cycles using solution selling techniques
- Demonstrated ability to plan, communicate, present and influence credibly and effectively to all levels of the client organization, including executive and C-level
- Ability to manage/oversee sold work, in order to engage in a meaningful way with the client and consultants
- Deep knowledge of and fluency in healthcare for hospital/health systems, and health plans, with a domain expertise
- Executive level organizational, planning and management writing skills; superior oral communication skills
CRITICAL COMPETENCIES FOR SUCCESS
- Viewed as a leader and team player within the firm and with clients and prospects
- Establishes and builds relationships at all levels, both internally and externally
- Excellent active listening, negotiation and presentation skills
- Versatile problem solver and able to synthesize quickly and ask questions to learn more
- Thinks outside the box and individual comfort zone; ability to think through, recognize and acknowledge numerous different perspectives and points of view, adapts own behavior as needed
- Technologically adept
- Demonstrates area of expertise or subject matter excellence that adds value to clients and the team
- Independently accepts responsibility
- Demonstrates a high degree of integrity, respects others and a forthright demeanor
- Demonstrates, teaches, and advocates Freed values and culture
- Engaged and interested in making a difference; engenders positive thinking
- Stays current with healthcare industry knowledge
- Ability to lead and develop others
FOR MORE INFORMATION PLEASE CONTACT:
Title: Managing Director Email: kturrini@comharpartners.com Direct: (628) 629-6204 Mobile: (925) 639-6363
Title: Director
Email: gasad@comharpartners.com
Direct: (212) 202-0251
Mobile: (718) 210-5547
