Client Services Associate

SAGA Diagnostics • Morrisville, NC

1d

About The Position

SAGA Diagnostics is seeking a dedicated and passionate Client Services Associate (CSA) to join our growing team. In this role, you will provide exceptional support to our customers, the SAGA Clinical Laboratory, and our Sales Representatives. You’ll be the first point of contact for clients, ensuring smooth communication, accurate information, and timely resolution of issues.
The CSA will possess the ability to communicate professionally and effectively with all individuals, including external customers and internal SAGA personnel. You excel in a working environment that is fast paced, requires multi-tasking, includes problem solving and immediate responsiveness.
We are building a world-class Client Services team committed to delivering A+ service. If you thrive in a fast-paced environment, multi-tasking, and enjoy problem-solving we’d love to hear from you.

Requirements

• 1+ year(s) experience Client Services/Customer Support or a similar role
• Experience in handling confidential PHI with discretion and maintaining confidentiality
• Proficiency in MSOffice (Word, Excel, PowerPoint, Teams)
• Experience in Salesforce.com or similar CRM software
• Self-starter with excellent phone manners, strong written/verbal communication skills
• Exceptional organizational skills and proven success in team environments

Nice To Haves

• Background in Healthcare, Biotechnology, or Start Ups is a plus

Responsibilities

• Handle inbound calls from oncologists, patients, vendors, and clinical staff
• Set up accounts and client information in Salesforce.com
• Educate clients on ordering processes and specimen requirements
• Coordinate kit orders and shipments to clients
• Work with clients to resolve missing or ambiguous test order data
• Provide updates on testing status, including delays
• Partner with Sales for onboarding and maintaining new clients
• Identify and escalate potential issues to minimize impact on clients and patients
• Create and resolve case records in Salesforce.com (including HIPAA-protected patient information)
• Maintain professional relationships with colleagues across departments
• Support data entry and quality control efforts
• Ensure compliance with SAGA SOPs, CLIA, CAP, and HIPAA regulations
• Assist Sales and Marketing with client recruitment and retention initiatives
• Contribute to special projects as assigned

Benefits

• Competitive Compensation and company wide benefits plan
• Opportunities for career advancement and professional development.
• A collaborative and innovative work environment dedicated to improving oncology outcomes.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees