📌 Core Information
🔹 Job Title: Client Engagement Representative
🔹 Company: SOLUTIONREACH, INC.
🔹 Location: Lehi, Utah, United States
🔹 Job Type: Full-time, Hybrid
🔹 Category: Software Development
🔹 Date Posted: May 29, 2025
🔹 Experience Level: 5-10 years
🔹 Remote Status: On-site (Hybrid)
🚀 Job Overview
Key aspects of this role include:
- Retaining clients requesting termination of services
- Quickly identifying and relating with clients on a personal level
- Discovering underlying reasons for cancellation requests and overcoming objections
- Working in a fast-paced, evolving environment with big goals and a focus on non-stop learning
ASSUMPTION: This role requires a high level of adaptability, strong communication skills, and the ability to work well under pressure in a dynamic environment.
📋 Key Responsibilities
✅ Retain clients requesting termination of services by quickly identifying and relating with clients on a personal level
✅ Discover underlying reasons for cancellation requests and overcome objections to resolve concerns
✅ Consistently meet or exceed goals and quotas in a performance-based compensation structure
✅ Collaborate with the team to achieve departmental and company-wide objectives
ASSUMPTION: This role involves frequent client interaction, problem-solving, and a high degree of autonomy in managing client relationships.
🎯 Required Qualifications
Education: Bachelor's degree in a related field (e.g., Business, Communications, or a similar discipline) or equivalent experience
Experience: At least 4 years of experience in a retention or sales environment
Required Skills:
- Proven problem-solving skills and the ability to think critically
- Demonstrated strong written and verbal communication skills
- Proficient in Microsoft Word and Excel, with strong computer skills and attention to detail
- Tech-savvy with an understanding of medical practice needs
- Experience with Salesforce
- Strong organizational, communication, and time management skills
- High energy drive, sense of responsibility, and urgency
Preferred Skills:
- Previous experience in healthcare or a related industry
- Fluency in a second language (Spanish, for example)
ASSUMPTION: Candidates with experience in a similar role, strong communication skills, and a proven track record of meeting or exceeding goals will be well-suited for this position.
💰 Compensation & Benefits
Salary Range: $60,000 - $80,000 per year (Based on industry standards for a mid-level retention/sales role in the software development industry in Utah)
Benefits:
- Health, dental, and vision insurance
- 401(k) plan with company match
- Paid time off (vacation, sick, and holidays)
- Employee assistance program
- Tuition reimbursement
- Employee discounts on products and services
Working Hours: Full-time, hybrid schedule (50% on-site, 50% remote)
ASSUMPTION: The salary range provided is an estimate based on industry standards and may vary depending on the candidate's experience and qualifications.
📌 Applicant Insights
🔍 Company Context
Industry: Software Development, specifically focused on patient relationship management, patient outreach, automated patient messaging, online reputation management, patient engagement, and patient communication
Company Size: 501-1,000 employees (Medium-sized company with a startup-like culture)
Founded: 2000 (Over 20 years of experience in the industry)
Company Description:
- Solutionreach is a technology company focused on improving patient care and practice profitability through better communication
- The company offers a suite of products and services designed to help practices improve the patient experience, connect with patients, and increase revenue
- Solutionreach is committed to creating a work environment that fosters innovation, collaboration, and continuous learning
Company Specialties:
- Patient Relationship Management
- Patient Outreach
- Automated Patient Messaging
- Online Reputation Management
- Patient Engagement
- Patient Communication
Company Website: www.solutionreach.com
ASSUMPTION: Solutionreach is a well-established company in the patient communication software industry, with a strong focus on innovation and continuous improvement.
📊 Role Analysis
Career Level: Mid-level, with opportunities for growth and advancement within the company
Reporting Structure: Reports directly to the Department Director
Work Arrangement: Hybrid schedule (50% on-site, 50% remote)
Growth Opportunities:
- Advancement to a senior or management role within the department
- Transition to a different role within the company, such as sales or account management
- Professional development opportunities, including training and workshops
ASSUMPTION: This role offers opportunities for career growth and development within the company, as well as the chance to work in a dynamic and innovative environment.
🌍 Location & Work Environment
Office Type: Modern, collaborative office space with a focus on employee comfort and productivity
Office Location(s): 2600 N Ashton Blvd, Lehi, UT 84043, US
Geographic Context:
- Lehi, Utah is a rapidly growing city with a strong tech industry and a high quality of life
- The office is located near major highways and public transportation, with ample parking available
- The area offers a variety of dining, shopping, and entertainment options
Work Schedule: Full-time, hybrid schedule (50% on-site, 50% remote) with flexible hours and the opportunity for occasional remote work
ASSUMPTION: The Lehi office provides a modern and collaborative work environment, with easy access to amenities and a strong focus on employee well-being.
💼 Interview & Application Insights
Typical Process:
- Phone call with the Manager of Talent Acquisition
- Zoom interview with the Hiring Manager
- Zoom interview with the Department Director
Key Assessment Areas:
- Communication skills and the ability to build rapport with clients
- Problem-solving skills and the ability to think critically
- Adaptability and the ability to work well under pressure
- Sales and negotiation skills
Application Tips:
- Tailor your resume and cover letter to highlight your relevant experience and skills
- Be prepared to discuss specific examples of your problem-solving skills and ability to build rapport with clients
- Research the company and be ready to discuss how your values align with their mission and culture
ATS Keywords: Client Retention, Sales, Dispute Resolution, Problem Solving, Communication, Microsoft Word, Microsoft Excel, Attention to Detail, Tech Savvy, Organizational Skills, Time Management, Salesforce, Goal Achievement, Adaptability, Team Player, Client Relationship
ASSUMPTION: The interview process for this role is designed to assess the candidate's communication skills, problem-solving abilities, and cultural fit within the company.
🛠️ Tools & Technologies
- Salesforce
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Customer Relationship Management (CRM) software
- Communication and collaboration tools (e.g., Zoom, Slack)
ASSUMPTION: This role requires proficiency in Salesforce and Microsoft Office Suite, as well as the ability to quickly learn and adapt to new tools and technologies.
👔 Cultural Fit Considerations
Company Values:
- Fast Evolution
- Big Goals
- Non-stop Learning
- Differences
Work Style:
- Collaborative and team-oriented
- Adaptable and flexible
- Focused on continuous learning and improvement
- Committed to achieving big goals and driving results
Self-Assessment Questions:
- How do you handle working in a fast-paced, evolving environment?
- Can you provide an example of a time when you had to overcome a significant challenge or objection to achieve a goal?
- How do you approach learning and adapting to new tools, technologies, or processes?
- How do you build rapport and establish strong relationships with clients?
ASSUMPTION: Candidates who are adaptable, results-driven, and committed to continuous learning will be well-suited for this role and the company's culture.
⚠️ Potential Challenges
- Working in a fast-paced, evolving environment with frequent changes in priorities and direction
- Managing a high volume of client interactions and maintaining strong communication skills under pressure
- Meeting or exceeding goals and quotas in a performance-based compensation structure
- Adapting to new tools, technologies, or processes as the company evolves and grows
ASSUMPTION: This role presents unique challenges that require strong communication skills, adaptability, and a commitment to continuous learning and improvement.
📈 Similar Roles Comparison
- Unlike traditional sales or retention roles, this position focuses on client engagement and problem-solving rather than new business development
- This role requires a strong understanding of medical practice needs and the ability to communicate effectively with healthcare providers and their patients
- Career progression in this role may include advancement to a senior or management position within the department, or transition to a different role within the company
ASSUMPTION: This role is unique within the company and the industry, offering a blend of client engagement, problem-solving, and sales skills.
📝 Sample Projects
- Developing and implementing a new client retention strategy to improve client satisfaction and reduce churn
- Collaborating with the marketing team to create targeted campaigns to re-engage at-risk clients
- Analyzing client data to identify trends and opportunities for improvement in the client engagement process
ASSUMPTION: These sample projects illustrate the range of responsibilities and opportunities for innovation and growth in this role.
❓ Key Questions to Ask During Interview
- Can you describe the typical day-to-day responsibilities of this role?
- How does the company support the professional development and growth of its employees?
- What are the biggest challenges facing the department or company, and how can this role contribute to addressing them?
- How does the company measure success in this role, and what are the key performance indicators (KPIs) used to evaluate performance?
- What is the company's approach to work-life balance, and how does this role fit into that philosophy?
ASSUMPTION: These questions are designed to provide insight into the day-to-day responsibilities, company culture, and growth opportunities for this role.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your relevant experience and skills
- Prepare examples of your problem-solving skills and ability to build rapport with clients
- Research the company and be ready to discuss how your values align with their mission and culture
- Follow up with the hiring manager one week after submitting your application to express your continued interest in the position
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
