Client Onboarding Specialist

Strive Pharmacy • Mesa, AZ

2d • Onsite

About The Position

As a Client Onboarding Specialist with Strive Pharmacy, you will provide essential support, ensuring customers (providers) receive an exceptional experience as you guide them through our onboarding process, ending with a smooth hand-off to the sales teams. You will manage multiple projects including escalating issues to the appropriate teams and providing cross-functional feedback.

Requirements

• Pharmacy technician trainee license in the state you are located in/will be working out of
• A minimum of 1-2 years of customer service, customer onboarding, or relevant experience.
• Strong verbal and written communication.
• Exceptional organizational skills with a keen attention to detail.
• Ability to work independently and collaboratively.
• Be adaptable and open to experiment/learn as new processes are developed.
• Curious mindset with the confidence to voice your ideas.
• Proficiency in HIPAA compliance protocols, with a deep understanding of the importance of safeguarding sensitive patient information.
• Experience with Life File or a willingness to undergo training to acquire proficiency.
• Familiarity with CRM platforms, preferably HubSpot, with the ability to adapt quickly to new technologies.

Responsibilities

• Manage the onboarding process for new clinics in a timely manner with clear instructions, ensuring a seamless experience.
• Capture customer feedback to improve the onboarding process and experience.
• Work closely with internal teams such as Customer Success and Customer Experience, escalating issues to the appropriate teams, creating and updating customer education materials pertaining to the provider portal, and ensuring customer satisfaction.
• Assist with onboarding tasks such as creating Office Manager accounts after initial set-up, route inquiries from shared inbox and Slack channels to appropriate teams.
• Effectively utilize HubSpot CRM to meticulously track and manage onboarding progress.
• Create and maintain internal documentation and customer records with a focus in data integrity/cleanliness with the highest confidentiality and data security standards.

Benefits

• Employer-paid healthcare coverage, effective the 1st day of the following month of your hire date
• Free Strive compounded medications for employees based on a valid patient-specific prescription from a licensed healthcare provider
• Paid time off
• Sick time
• FSA and HSA options
• Parental leave
• 401(k) with employer matching
• Life insurance
• Vision and dental insurance
• Veterinary insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed