Customer Success Coordinator (2239)

Title: Client Success Coordinator

Location: Remote or Dallas-Based

For over 20 years, PSG has been singularly focused on helping our clients navigate the complex and ever-changing challenges of drug management. Through our leading pharmacy intelligence and technologies, we save our clients billions of dollars every year with an unwavering commitment to serving as an advocate and strategic partner to our clients.

We are currently seeking a Client Success Coordinator to support the rapidly growing Artemetrx team. Artemetrx is PSG’s robust data and analytics platform that integrates pharmacy and medical claims data to help our healthcare payer clients better manage pharmaceutical costs. The right candidate will be a highly organized, great communicator with the ability to foster a positive client experience and Artemetrx Client Success team. The growth path for this position is to become a Customer Success Manager.

Responsibilities

• Coordinate with clients and internal resources to schedule meetings and assist with capturing meeting notes and deliverables
• Manage the client deliverable tracker, which entails capturing new requests, tracking completion, assisting with prioritization, and providing status updates internally and externally
• Development of agendas and presentations for ongoing client meetings, to ensure the most important topics are discussed, and meetings are organized and well-executed
• Deliver prompt and professional service to our customers through verbal and written communications
• Create and/or maintain project plans
• Build and maintain client implementation plans; coordinating with internal and external resources to ensure timely completion of tasks; identifying risks to implementations and supporting the mitigation of those risks
• Develop and maintain reporting including, but not limited to, software utilization and hours worked on accounts
• Manage account and contact information in Salesforce and support the management of contact lists for purposes of marketing and product communications
• Track service level agreements (SLAs) and performance against those commitments
• Demonstrate new product capabilities to clients and conduct training
• Become a subject matter expert in the use of Artemetrx and maintain and aptitude for learning
• Other duties as assigned

Qualifications and Skills

• Associate or bachelor’s degree from an accredited organization; bachelor’s degree preferred
• Minimum of 3 years of experience in a professional setting, with demonstrated experience interacting with business stakeholders
• Experience either in pharmacy benefit management or healthcare software strongly preferred
• Demonstrated experience developing presentations, scheduling/conducting meetings, and developing reporting
• Project coordinator experience preferred
• Strong verbal and written communicator
• Proficiency in PowerPoint, Excel, Outlook, and Word
• Ability to travel up to 20% as needed

WHY JOIN EPIC? 

• Ranked #17 Top Global Broker by AM Best
• Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
• Awesome Benefits:  401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

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