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Soleo Health · 1 day ago

Client Liaison

United States

Full-time

Remote

Mid Level

3+ years exp

Soleo Health is an innovative national provider of complex specialty pharmacy and infusion services. The Client Liaison provides vital administrative and operational support to the sales team, streamlining referral processes and enhancing customer relationships.

BiotechnologyHealth CareService Industry

Responsibilities

Performs general administrative duties to include but not limited to answering calls, photocopying, faxing, scanning, mail distribution, and sales supply inventory management

Assist TM with establishing, developing, and maintaining positive business and customer relationships including but not limited to client facing interaction

Help expedite the resolution of customer issues to maintain satisfaction

Act as a general liaison between field sales and patient access, TCMC, and local fulfillment centers where appropriate

Monitor all referral platforms like Curaspan, Allscripts, Wellstar, Epic, etc. along with fax queues and emails for new referrals, orders etc

Communicate and monitor Insight and TEAMS threads to notify patient access of referrals in process and help establish order of priority

Facilitate sales team calls to review referral activity and status of pending patients

Establish platforms within TEAMS to assist with overall communication

Responsible for the coordination and scheduling of internal and external commercial meetings; gathers and prepares necessary agendas, materials, and handles all other logistics

Conducting sales field activities to support territory managers' initiatives

Retrieve medical policies to help advance prior authorizations

Create therapy specific customer collateral packages for territory managers

Facilitate the transmission of pertinent documents and reports to referral partners

Send acknowledgement and appreciation messages to referral partners after receiving a referral