CLIENT SUCCESS COORDINATOR bei Stance Health Solutions

Description

Primary Purpose:

The Client Success Coordinator is responsible for ensuring completion of sales orders for products dispensed in

closets and off site locations. The Client Success Coordinator will act as a primary resource and support for the

Client Success Navigators by ensuring the system accurately reflects what is being done in the field. This role will

perform a variety of administrative tasks within the Client Success Department that support the overall goals providing exceptional service and creating a positive experience for clients.

Client Success - Essential Functions

Essential functions within scope for this role, but are not limited to, the following:

• Serve as a key point of contact for Navigators within Client Success

• Make outgoing calls to Grand Pad Patients and schedule appointments by creating sales orders

• Create and confirm sales orders based on paperwork collected from various closet locations and subcontractors

• Possess an in depth understanding of Medicare/Medi-Cal guidelines, scope of services and contracted insurances

• Create accounts, templates and schedule of visits for Navigators at respective sites/closets Manage

inventory for each closet location within Brightree and ensure transfers are completed timely and accurately

• Partner with management and purchasing to ensure items needed within closets are reordered

• Provide paperwork required to Navigators in order to complete and execute sales orders (ie prescriptions, sleep studies, LMN) as requested

• Create and maintain site log with pertinent information (ie key contacts, addresses, schedule, inventory kept onsite, HCPC listings)

• Share information gathered with Manager to enhance internal processes which will result in greater client satisfaction

• Assists Customer Care with transitions of members for coverage

• Perform other duties as assigned

Requirements

Minimum Qualifications

• 2+ year of Customer Service Experience

• High School diploma or GED (Two years college or equivalent work experience preferred)

• Effective verbal and written communication skills, flexing content and style to varying audiences

• Strong relationship management and collaboration skills

• Excellent attention to detail

• Ability to work independently and manage multiple projects and deadlines Creative problem-solving skills

• Systems-thinking: understanding, communicating, and influencing decisions that have downstream and cross-stream impacts in the organization

• Able to operate office equipment including computers and supporting word processing,

• spreadsheet, and database applications. Working knowledge of Microsoft Office (i.e. Word, Excel, Outlook)