About The Position

The Credentialing Specialist is an entry-level role focused on learning systems and handling account setup and change requests. The specialist completes assigned tasks, meets or exceeds productivity and quality goals, and provides efficient, accurate resolutions to internal and external customer requests. The role requires strong communication, organization, attention to detail, critical thinking, and a customer-focused approach, including appropriate urgency for time-sensitive issues and the ability to apply policies and procedures. Depending on team assignment, responsibilities include creating accounts, updating accounts and licenses, researching customer account requests, and resolving basic issues for sales representatives and internal customer service departments. The specialist uses CRM, DSP, SAP, Salesforce, NICE, and Microsoft applications, and collaborates with cross-functional teams within Customer Operations, Insights, CMD, and Contracts and Pricing. The position also involves attending meetings and training, acting on feedback, identifying process gaps or improvement opportunities, and communicating findings to team leadership.

Requirements

  • 3+ years of experience.
  • Excellent verbal and written communication skills.
  • Detail orientation and organizational skills.
  • Critical thinking and problem-solving skills.
  • Ability to handle customer requests, ask probing questions, and provide solutions based on policies and procedures.
  • Ability to retain and apply details about current processes and procedures.
  • Ability to work collaboratively in a team-oriented environment and communicate effectively with leadership.
  • Ability to accept and act constructively on feedback.
  • Ability to manage time, prioritize tasks, meet deadlines, and maintain quality.
  • Proficiency using CRM, DSP, SAP, Salesforce, and NICE platforms.
  • Basic knowledge of Microsoft applications.

Nice To Haves

  • Bachelor’s degree preferred, or a combination of education and relevant experience.

Responsibilities

  • Complete assigned tasks from NiC and CC1.
  • Meet or exceed productivity and quality goals.
  • Handle internal and external customer inquiries and requests efficiently and effectively.
  • Create accounts, make account updates, and process license updates, depending on team assignment.
  • Research and resolve customer account requests, making decisions based on KA and Procedure Flows.
  • Resolve basic issues for sales representatives and internal customer service departments.
  • Use applicable systems and applications to complete assigned work.
  • Communicate and collaborate with cross-functional departments to achieve shared company goals.
  • Manage time and prioritize tasks to meet deadlines without compromising quality.
  • Attend team meetings and trainings and participate constructively.
  • Identify trends, process gaps, and opportunities for improvement and communicate them to team leadership.
  • Maintain professionalism, composure, and a strong customer experience in all interactions.

Benefits

  • Paid time off, including vacation, holidays, and sick leave.
  • Medical, dental, and vision insurance for eligible employees.
  • 401(k) for eligible employees.
  • Eligibility to participate in short-term incentive programs.
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