
Client Onboarding Specialist
Strive Compounding Pharmacy
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $48,000 - $52,000 per year
About the role
- Manage Onboarding: Facilitate the onboarding process for new clinics in a timely manner with clear instructions, ensuring a seamless experience.
- Collect Feedback: Capture customer feedback to improve the onboarding process and experience.
- Cross-functional Collaboration: Work closely with internal teams such as Customer Success and Customer Experience, escalating issues to the appropriate teams, creating and updating customer education materials pertaining to the provider portal, and ensuring customer satisfaction.
- Onboarding Project Support: Assist with onboarding tasks such as creating Office Manager accounts after initial set-up, route inquiries from shared inbox and Slack channels to appropriate teams.
- CRM Utilization: Effectively utilize HubSpot CRM to meticulously track and manage onboarding progress. Create and maintain internal documentation and customer records with a focus in data integrity/cleanliness with the highest confidentiality and data security standards.
Requirements
- Pharmacy technician trainee license in the state you are located in/will be working out of
- A minimum of 1-2 years of customer service, customer onboarding, or relevant experience.
- Strong verbal and written communication.
- Exceptional organizational skills with a keen attention to detail.
- Ability to work independently and collaboratively.
- Be adaptable and open to experiment/learn as new processes are developed.
- Curious mindset with the confidence to voice your ideas.
- Proficiency in HIPAA compliance protocols, with a deep understanding of the importance of safeguarding sensitive patient information.
- Experience with Life File or a willingness to undergo training to acquire proficiency.
- Familiarity with CRM platforms, preferably HubSpot, with the ability to adapt quickly to new technologies.
Benefits
- employer paid healthcare coverage available after 30 days of employment
- choice of an FSA/HSA
- voucher for new hire scrubs (if applicable)
- parental leave
- 401(k) plan with matching contributions
- weekends and holidays off
- FREE COMPOUNDED MEDS to employees and immediate family members.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer onboardingcustomer servicedata integrityHIPAA complianceCRM proficiencydocumentation managementOffice Manager account creationfeedback collectionproject supportattention to detail
Soft Skills
verbal communicationwritten communicationorganizational skillsindependencecollaborationadaptabilitycuriosityproblem-solvingcustomer satisfaction focuscreativity
Certifications
Pharmacy technician trainee license