EDI / Integrations Project Assistant at Direct Customer Solutions LLC

Description

Direct Customer Solutions, LLC

Job Title: EDI / Integrations Project Assistant
Job Type: Full-time

Classification
Exempt

Job Type

Full-time

Reports to

Manager, Corporate Communications and Sales

Job Description:

Summary/Objective

The EDI / Integrations Project Assistant supports the coordination of client and TPA onboarding, ongoing partner relationships, and EDI-related initiatives in support of DCS’s 340B/PHS programs. This role provides administrative and operational support to project analysts, managers, and other team members to ensure smooth communication, documentation, and task tracking across stakeholders. This is not a technical or sales role but instead provides essential support to ensure timelines, deliverables, and documentation are well-managed and maintained.

Essential Functions

Partner & Client Support

• Support day-to-day communications with TPAs, covered entities, and pharmacies under the guidance of project leads.
• Assist in scheduling and preparing materials for onboarding sessions and requirement-gathering meetings.
• Help maintain partner contact lists, file schedules, and communication plans.

Project Coordination

• Assist with tracking project plans, milestones, and issues/risks logs.
• Prepare meeting agendas, take detailed meeting notes, and maintain decision/action logs.
• Support user acceptance testing coordination by tracking test cases, logging defects, and following up with stakeholders.
• Help maintain go-live checklists and documentation for implementation and post-launch reviews.

Operational & Administrative Support

• Monitor incoming service tickets and assist with initial triage and assignment to relevant teams.
• Track and document file exceptions and communications between internal teams and external partners.
• Help maintain project documentation including playbooks, process overviews, and FAQs.

Data Quality & Compliance Assistance

• Support periodic data review efforts (e.g., eligibility and replenishment reconciliations) by gathering inputs and organizing results.
• Log technical questions and assist in routing them to subject matter experts; help track resolutions.

Cross-Functional Collaboration

• Work closely with lead project analyst, the EDI team, and IT to support delivery of partner requirements.
• Assist finance and operations teams with data preparation and formatting tasks in Microsoft D365.
• Contribute to reporting efforts by compiling status updates and project summaries.

Success Metrics

• Timeliness and accuracy of documentation and follow-up
• Meeting coordination effectiveness and stakeholder feedback
• Responsiveness to internal and external inquiries
• Contribution to reduced issue backlogs and improved onboarding processes

Competencies

1. Organizational & Administrative Support
2. Communication & Documentation
3. Time Management & Prioritization
4. Attention to Detail
5. Customer/Partner Service Orientation
6. Basic Business Analysis Skills
7. Accountability & Follow-Through
8. Collaboration & Teamwork
9. Foundational Technical Understanding (EDI, file types, systems)

Supervisory Responsibility

None

Work Environment

Remote/home office setting with standard office equipment.

Physical Demands

• Regularly required to communicate clearly (verbal and written)
• Occasional light lifting (up to 20 pounds)

Position Type / Work Hours

Full-time, Monday–Friday during standard business hours. Occasional evening or weekend support may be needed for critical implementations.

Travel

Minimal, but may include occasional local or overnight travel for onsite meetings or support.

AAP/EEO Statement

DCS Solutions, LLC is an equal opportunity employer. We provide equal employment opportunities to all qualified persons without regard to race, creed, color, religious belief, gender, sexual orientation, age, national origin, disability, veteran status or any other status protected by law.  

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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Requirements

Requirements

Required Education & Experience

Associate’s degree or equivalent work experience in Business, Health Administration, Information Systems, or a related field.

1–2 years of experience in administrative, project coordination, or client support roles.

Strong communication and documentation skills.

Organized and detail-oriented with ability to follow through on tasks independently.

Preferred Qualifications

Exposure to healthcare, pharmacy, or EDI-related environments.

Familiarity with 340B programs and/or TPAs (e.g., Macro Helix, Sentry, Verity).

Basic understanding of EDI file types or data exchange concepts.

Experience using Microsoft D365 or similar tools.