CLIENT SUCCESS COORDINATOR at Stance Health Solutions

Tustin, California, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Jan, 26

Salary

0.0

Posted On

25 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Communication Skills, Relationship Management, Collaboration Skills, Attention to Detail, Project Management, Problem-Solving Skills, Systems-Thinking, Microsoft Office, Sales Order Management, Inventory Management, Medicare Guidelines, Administrative Tasks, Client Satisfaction, Data Entry, Appointment Scheduling

Industry

Hospitals and Health Care

Description

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)

Responsibilities

The Client Success Coordinator ensures the completion of sales orders for products dispensed in closets and off-site locations while supporting Client Success Navigators. This role involves a variety of administrative tasks to provide exceptional service and create a positive experience for clients.