Client Success Coordinator
2 months ago
Position Overview:
As a Client Success Coordinator specializing in Aggregate Spend, you will join the Aggregate Spend team within the MedPro Client Success division. This team is chiefly responsible for onboarding new clients and providing ongoing support, with Coordinators spearheading projects and acting as the primary point of contact for clients. Furthermore, the team participates in various internal initiatives and collaborates with other departments on cross-functional projects.
Work Expectations:
· Full-time: 40 hours per week; Exempt Position
· Temporary to Permanent Position
Benefits:
Comprehensive Medical, Dental, and Vision Insurance, Accident and Critical Illness Insurance, Short-Term Disability, Life and Long-Term Disability Insurance, Employee Assistance Program, and Health Advisory Service. Dependent Care Flexible Spending Account, Health Savings Account, 401(k) and 401(k) Roth, Profit Sharing, Generous Paid Time Off, 11 Paid Holidays, Opportunities for Professional Development & Growth, and Exceptional Company Sponsored Events.
Key Responsibilities:
· Analyze client data, provide recommendations, and assist with corrections and configuration adjustments as necessary.
· Support clients during annual reporting periods to ensure successful completion.
· Assist with testing and implementing new software versions.
· Collaborate with fellow Coordinators to create tools and strategies for enhanced success.
· Work with other MedPro departments on system improvements and bug resolutions.
· Customize client environments to meet specific business requirements.
· Coordinate support for technical, regulatory, and data management needs.
· Maintain detailed account information in a centralized repository for team reference.
· Generate and analyze reports to facilitate proactive client support.
· Lead support meetings both in-person and virtually.
· Conduct system training for clients, team members, and other MedPro resources.
· Develop and maintain expertise in Aggregate Spend business and compliance requirements.
· Learn and utilize the MedPro ComplianceReportingID application.
· Acquire proficiency in SQL to access Aggregate Spend databases.
· Manage communication and relationships with specific client accounts throughout all contract phases.
· Participate in proactive and ad hoc support meetings for clients.
· Provide vendor training on data capture and file format requirements.
· Serve as the primary support contact for client accounts.
· Work with client data files, application interfaces, and system reports.
Essential Qualities/Skills:
· Strong customer service orientation and proven ability to excel in a client-facing role.
· Effective verbal and written communication skills.
· Excellent prioritization and time management abilities - adeptly organize multiple tasks to meet deadlines.
· Strong analytical and decision-making capabilities.
· A desire to solve problems and innovate.
· Ability to thrive in a highly interactive environment with a diverse team.
· High level of computer literacy and capacity to learn new skills, techniques, software, and processes.
· Ability to maintain professionalism and confidentiality regarding sensitive client, prospect, or vendor information.
Technology/Software Proficiency:
· Familiarity with SQL and relational database principles.
· Proficient in Microsoft Office suite, especially in data manipulation using Excel.
· Experience with JIRA/Confluence is preferred.
Education and Experience:
· Bachelor's degree required in any field; preferably in business, technology, or compliance-related coursework.
· 2+ years of post-collegiate work experience; Account Management experience is preferred.
· Experience in the Pharmaceutical or Medical Device industry is preferred.
Travel Requirements:
· Minimal travel required.
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