Trading Partner Solutions Manager

Essential Job Duties

Client Engagement and Relationship Management

Acts as the primary relationship manager for assigned trading partners, developing trust and serving as strategic advisor.

Lead regular client meetings and monthly/quarterly business reviews, developing and presenting data-driven insights and growth recommendations that inform partner strategy.

Translate partner business needs into technical and operational solutions that align with company capabilities.

Insights and Solutions Delivery

Leverage performance data and market insights to inform client performance strategy and recommendations.

Identify opportunities for upsell and expansion based on client needs and market trends.

Partner with Product and Internal cross functional teams to align solutions with partner roadmap and growth strategies.

Provide actionable recommendations that help partners optimize processes, improve adoption, and achieve business goals.

Solutions & Technical Support

Act as a subject matter expert on partner workflows and solution offerings.

Oversee resolution of partner issues in coordination with Product, Operations, and Technical teams, ensuring alignment with business objectives.

Internal Collaboration & Strategy

Represent the “voice of the partner” to internal teams, ensuring feedback informs product and process improvements.

Collaborate with internal teams in developing scalable tools, templates, and processes to improve partner engagement.

Build strong, lasting relationships with partners, collaborating cross-functionally with internal teams, including Revenue Cycle Operations, Product, Engineering, and Technical Customer Care.

Assist when needed with the trading partner onboarding process, ensuring new partners are seamlessly integrated and equipped with the necessary resources and information.

Maintain trading partner accounts in Salesforce, ensuring accurate and up-to-date documentation of vendor relationships and operational metrics.

Expand trading partner knowledge base.

Other Job Duties

Other duties as assigned by supervisor or HHAeXchange leader.

Travel Requirements

Travel 10%-25%, including overnight travel

Required Education, Experience, Certifications and Skills

5+ years of experience in a client-facing role such as account management, analyst, solutions or technical account management role.

Bachelor's degree in Business, Information Systems, Healthcare Administration, or a related field (or equivalent experience).

Strategic thinker with the ability to develop and implement partnership strategies aligned with company goals.

Basic understanding of healthcare technology, data interoperability, or Electronic Data Interchange (EDI) is a plus.

Strong communication skills, both written and verbal, with the ability to build relationships and collaborate with internal and external stakeholders.

Demonstrated ability to manage multiple tasks and meet deadlines in a fast-paced environment.

Detail-oriented with excellent organizational and problem-solving skills.

Willingness to learn and grow in a collaborative, team-oriented environment.

Familiarity with healthcare regulations such as the 21st Century CURES Act or Medicaid revenue cycle (a plus but not required).

Proficiency in Microsoft Office (Excel, Word, Powerpoint, Visio, etc.)

Familiarity with CRM and reporting tools (e.g. SalesForce, Gainsight) a plus