Program Lead, Client Services

Knipper HEALTH

13h•$32 - $38

About The Position

YOUR PASSION, ACTIONS & FOCUS is our Strength Become one of our Contributors Join the CareTria Team! The Client Services Program Lead is accountable for managing a base of clients, acting as the primary contact for ongoing business. The Program Lead is focused on the on-going execution of client programs and partners with the Account Manager (AM) on implementations of new programs. The Program Lead serves as the day-to-day contact for all activities surrounding the scope and health of business with the client. The Program Lead, Client Services is also responsible for working with Management to ensure all actions performed by the client team are in compliance with the Prescription Drug Marketing Act regulations (PDMA), internal standard operating procedures, and client-specific business rules.

Requirements

Associate’s or Bachelor’s degree preferred, however, equivalent certificate training and/or experience may be considered.
Approximately two to four years’ experience in customer service environment, with demonstrated ability to lead projects with minimal over-site while showing success in interacting and collaborating with internal and external stakeholders.
Strong working knowledge of Microsoft Outlook, Microsoft Word and Power-Point, advanced knowledge of Microsoft Excel (Pivot Tables Charts, Graphs, etc.).
Quick learner with strong systems aptitude
Strong organization, analytical, both written and verbal communication and team building skills
Effectively communicate to provide solutions for clients to achieve client and company objectives.
Strong time-management, attention to details and prioritizing skills
Punctual, dependable with a positive attitude
Ability to use sound judgment and maintain professionalism in a deadline-driven environment.
Support leadership in identifying potential business and system challenges, and present suggested resolutions.

Responsibilities

Serve as a liaison between the client and internal departments to transform the client’s business needs into functional and operational instructions.
Work with CareTria functional departments (i.e., Contact Center, Centralized Team, Mail Center, Operations, etc.) to ensure client programs, documentation, and setups have been completed.
Responsible for executing new and existing programs to completion and at expected level of quality
Ongoing review of business rules and trackers to identify and correct inaccuracies and close gaps in program(s).
Review the daily dashboard, reports and file uploads for trends to ensure assigned programs are performing as expected.
Support AM and/or Sr. Program Lead in the creation of client business review presentations.
Prepare work orders and/or review work orders prepared by team members.
Respond to client escalations as necessary and escalate to management if needed.
Manage and support all change controls, system tickets and scorecards needed to support the business or changes to the business. Ensure statuses are tracked and updated accordingly.
For Sample Accountability program, monitor and review Sales Representative’s sampling activities, transaction documentation and reported activities to ensure adherence to business rules and regulatory requirements.
Respond timely to inquiries and requests via inbound phone calls, voice messages, and email messages from Client, Sales Representatives, Home Office and internal stakeholders.
Research and provide recommendations to resolve business and/or system challenges.
Escalate/request internal Quality Event submission (QE) and provide necessary and timely assigned/required follow-up.
In conjunction with the Account Manager or Sr. Program Lead review monthly invoicing and work directly with the Finance department to resolve billing inconsistencies.