From Intake to Outcomes, CareMetx is dedicated to supporting the patient journey by providing hub services, innovative technology, and decision-making data to pharmaceutical, biotechnology, and medical device innovators.

Job Title: Client Onboarding Specialist

POSITION SUMMARY:

As a Client Onboarding Specialist at CareMetx, LLC, you will play a crucial role in ensuring that our clients fully understand and utilize our prior authorization solution to improve practice efficiency and patient access to treatments. The ideal candidate is an excellent communicator with strong organizational skills and a commitment to delivering outstanding customer service. 

PRIMARY DUTIES AND RESPONSIBILITIES:

• Manage the onboarding process for new clients, ensuring a smooth and efficient transition to PX Technology’s prior authorization solution. 
• Conduct detailed needs assessments to understand client requirements and tailor the onboarding process accordingly. 
• Provide comprehensive training sessions to medical practice staff on our prior authorization software. 
• Guide clients through the setup and configuration of the software, addressing any technical issues that arise. 
• Collaborate with internal teams, including product development and customer support, to resolve any client concerns promptly. 
• Ensure all necessary data and system integrations are completed accurately and on time. 
• Build and maintain strong relationships with clients, acting as their primary point of contact during the onboarding process. 
• Monitor client progress and provide ongoing support to ensure successful adoption of the software. 
• Gather client feedback and provide insights to internal teams to drive continuous improvement of our solutions. 
• Create and maintain detailed documentation of the onboarding process, including client-specific configurations and training materials. 
• Reports on onboarding progress, client satisfaction, and any issues encountered to the Director of Account Management. 
• Performs any other duties as assigned by management.

EXPERIENCE AND EDUCATIONAL REQUIREMENTS:

• Bachelor’s degree in Healthcare Administration, Information Technology, Business, or a related field preferred. 
• Minimum of 3 years of experience in client onboarding, implementation, or customer success roles, preferably in the healthcare or software industry. 
• Experience with prior authorization processes and medical practice administration is highly desirable. 
• Proficient in Microsoft Office Suite and CRM software. 

MINIMUM SKILLS, KNOWLEDGE AND ABILITY REQUIREMENTS:

• Excellent communication and interpersonal skills. 
• Strong organizational and project management skills. 
• Technical proficiency with software implementation and troubleshooting. 
• Ability to explain complex concepts in a clear and concise manner. 

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is regularly required to sit
• The employee must occasionally lift and/or move up to 10 pounds.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

Schedule

Must be flexible on schedule and hours

Some travel may be required

CareMetx considers equivalent combinations of experience and education for most jobs. All candidates who believe they possess equivalent experience and education are encouraged to apply.

At CareMetx we work hard, we believe in what we do, and we want to be a company that does right by our employees. Our niche industry is an integral player in getting specialty products and devices to the patients who need them by managing reimbursements for those products, identifying alternative funding when insurers do not pay, and providing clinical services.

CareMetx is an equal employment opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against based on race, color, sex, sexual orientation, gender identity, religion, disability, age, genetic information, veteran status, ancestry, or national or ethnic origin.