Client Liaison

Soleo Health•Altamonte Springs, FL

About The Position

Soleo Health is seeking a Client Liaison to support our Sales team in Altamonte Springs, FL. Join us in Simplifying Complex Care! The Client Liaison provides vital administrative and operational support to the sales team, helping to streamline referral processes, enhance customer relationships, and coordinate internal and external communications. This role assists Territory Managers with referral tracking, customer interactions, and field activity support, while serving as a liaison between field sales, patient access teams, and fulfillment centers. Responsibilities include managing referral platforms, facilitating meetings, creating customer collateral, and ensuring timely communication with referral partners to maintain high levels of satisfaction and operational efficiency.

Requirements

Bachelor’s Degree or the equivalent industry experience.
Requires 3-5 years of experience in inside or outside sales and/or customer service within a healthcare office setting/environment.
Proficient in Microsoft Suite (Excel, Word, PowerPoint, Outlook) a must
Professionalism, Problem Solving, Supply Management, and Inventory Control
Strong communication skills, both oral and written

Nice To Haves

Office Management and experience working with Leadership a plus
Healthcare or Medical field background a plus

Responsibilities

Performs general administrative duties to include but not limited to answering calls, photocopying, faxing, scanning, mail distribution, and sales supply inventory management.
Assist TM with establishing, developing, and maintaining positive business and customer relationships including but not limited to client facing interaction.
Help expedite the resolution of customer issues to maintain satisfaction.
Act as a general liaison between field sales and patient access, TCMC, and local fulfillment centers where appropriate.
Monitor all referral platforms like Curaspan, Allscripts, Wellstar, Epic, etc. along with fax queues and emails for new referrals, orders etc.
Communicate and monitor Insight and TEAMS threads to notify patient access of referrals in process and help establish order of priority.
Facilitate sales team calls to review referral activity and status of pending patients.
Establish platforms within TEAMS to assist with overall communication.
Responsible for the coordination and scheduling of internal and external commercial meetings; gathers and prepares necessary agendas, materials, and handles all other logistics.
Conducting sales field activities to support territory managers' initiatives.
Retrieve medical policies to help advance prior authorizations.
Create therapy specific customer collateral packages for territory managers.
Facilitate the transmission of pertinent documents and reports to referral partners.
Send acknowledgement and appreciation messages to referral partners after receiving a referral.
Schedule: Monday-Friday 8:30am-5:00pm