CLIENT SUCCESS COORDINATORStance Health Solutions • Tustin, CA, US

CLIENT SUCCESS COORDINATOR

Stance Health Solutions • Tustin, CA, US

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Job 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)

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Client Coordinator • Tustin, CA, US