Talent.com
Client Liaison
Client LiaisonSoleo Health • Altamonte Springs, FL, US
Client Liaison

Client Liaison

Soleo Health • Altamonte Springs, FL, US
29 days ago
Job type
  • Full-time
Job description

Client Liaison

Soleo Health is seeking a Client Liaison to support our Sales team in Altamonte Springs, FL. Join us in Simplifying Complex Care!

Soleo Health Perks :

  • Competitive Wages
  • 401(k) with a Match
  • Referral Bonus
  • Paid Time Off
  • Great Company Culture
  • No Weekends or Holidays
  • Paid Parental Leave Options
  • Affordable Medical, Dental, & Vision Insurance Plans
  • Company Paid Disability & Basic Life Insurance
  • HSA & FSA (including dependent care) Options
  • Education Assistance Program

The Position :

The Client Liaison provides vital administrative and operational support to the sales team, helping to streamline referral processes, enhance customer relationships, and coordinate internal and external communications. This role assists Territory Managers with referral tracking, customer interactions, and field activity support, while serving as a liaison between field sales, patient access teams, and fulfillment centers. Responsibilities include managing referral platforms, facilitating meetings, creating customer collateral, and ensuring timely communication with referral partners to maintain high levels of satisfaction and operational efficiency.

Responsibilities Include :

  • 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.
  • Schedule :

    Monday-Friday 8 : 30am-5 : 00pm

    Requirements :

  • Bachelor's Degree or the equivalent industry experience.
  • Requires 3-5 years of experience in inside or outside sales and / or customer service within a healthcare office setting / environment.
  • Proficient in Microsoft Suite (Excel, Word, PowerPoint, Outlook) a must
  • Professionalism, Problem Solving, Supply Management, and Inventory Control
  • Strong communication skills, both oral and written
  • Office Management and experience working with Leadership a plus
  • Healthcare or Medical field background a plus
  • About Us :

    Soleo Health is an innovative national provider of complex specialty pharmacy and infusion services, administered in the home or at alternate sites of care. Our goal is to attract and retain the best and brightest as our employees are our greatest asset. Experience the Soleo Health Difference!

    Soleo's Core Values :

  • Improve patients' lives every day
  • Be passionate in everything you do
  • Encourage unlimited ideas and creative thinking
  • Make decisions as if you own the company
  • Do the right thing
  • Have fun!
  • Soleo Health is committed to diversity, equity, and inclusion. We recognize that establishing and maintaining a diverse, equitable, and inclusive workplace is the foundation of business success and innovation. We are dedicated to hiring diverse talent and to ensuring that everyone is treated with respect and provided an equal opportunity to thrive. Our commitment to these values is evidenced by our diverse executive team, policies, and workplace culture.

    Soleo Health is an Equal Opportunity Employer, celebrating diversity and committed to creating an inclusive environment for all employees. Soleo Health does not discriminate in employment on the basis of race, color, religion, sex, pregnancy, gender identity, national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an organization, parental status, military service or other non-merit factor.

    Keywords : Now Hiring, Hiring Now, Immediately Hiring, Hiring Immediately, Client Liaison

    Create a job alert for this search

    Client Liaison • Altamonte Springs, FL, US

    Related jobs
    Private Client Banker Corner Lakes Orlando, FL

    Private Client Banker Corner Lakes Orlando, FL

    JPMorganChase • Orlando, Florida, USA
    Full-time
    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships doing the right thing exceeding expectations and having ...Show more
    Last updated: 13 days ago • Promoted
    Databricks - USLI Alliance Relationship Associate Director

    Databricks - USLI Alliance Relationship Associate Director

    Florida Staffing • Orlando, FL, US
    Full-time
    Databricks USLI Alliance Relationship Associate Director.At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and tak...Show more
    Last updated: 4 days ago • Promoted
    Client Solutions Manager

    Client Solutions Manager

    Robert Half • Orlando, Florida, USA
    Full-time
    Business development : Develop and grow your own client base by marketing our services for full time placement solutions using your proven. Client Solutions Manager will participate in local associat...Show more
    Last updated: 4 days ago • Promoted
    Wholesale Payments Client Success Team Leader - Client Onboarding for CRE

    Wholesale Payments Client Success Team Leader - Client Onboarding for CRE

    Truist • Orlando, FL, US
    Full-time
    A leadership position responsible for managing an industry-leading group that delivers Wholesale Payments solutions to clients. This role is critical in improving client relationships and supporting...Show more
    Last updated: 21 hours ago • Promoted • New!
    Client Relationship Representative

    Client Relationship Representative

    Alphabe Insight Inc • Orlando, Florida, USA
    Full-time
    Client Relationship Representative.This role involves managing client accounts addressing inquiries and coordinating with internal departments to deliver seamless logistical support.Maintain strong...Show more
    Last updated: 30+ days ago • Promoted
    Manager Operations & Client Relations

    Manager Operations & Client Relations

    High Street Resources • Orlando, FL, US
    Full-time
    To own client relationships end-to-end, coordinate the internal team of bookkeepers and analysts, and ensure financial deliverables are accurate, timely, and client-ready.This is a leadership role ...Show more
    Last updated: 20 days ago • Promoted
    Client Advisor

    Client Advisor

    RELX • Orlando, FL, US
    Full-time
    Are you ready to drive client success and maximize value? Are you passionate about building strong client relationships and delivering innovative solutions?. LexisNexis Legal & Professional, which s...Show more
    Last updated: 5 days ago • Promoted
    VP, Client Initiatives - TJX

    VP, Client Initiatives - TJX

    Florida Staffing • Altamonte Springs, FL, US
    Full-time
    Reporting to the SVP, General Manager - TJX, the VP, Client Development Leader is responsible for partnering closely with the client and the business to drive strategic initiatives that positively ...Show more
    Last updated: 5 days ago • Promoted
    Client Support Manager

    Client Support Manager

    Tait • Orlando, FL, US
    Full-time
    TAIT partners with artists, brands, IP holders and place makers to bring culture-defining, never-before-seen experiences to life. With a legacy of innovation spanning over 45 years, TAIT has grown f...Show more
    Last updated: 30+ days ago
    Client Operations Associate

    Client Operations Associate

    Finexio • Orlando, FL, US
    Full-time
    Quick Apply
    AP Payments as a Service, the leading embedded payments approach for business the business payments.Finexio simplifies the way businesses process and receive B2B payments by integrating electronic ...Show more
    Last updated: 30+ days ago
    Strategic Client Associate, USA

    Strategic Client Associate, USA

    Causaly • Orlando, FL, US
    Full-time
    Founded in 2018, Causalys AI platform for enterprise-scale scientific research redefines the limits of human productivity. We give humans a powerful new way to find, visualize and interpret biomedic...Show more
    Last updated: 21 days ago • Promoted
    Client Relationship Executive - RCMS Managed Services

    Client Relationship Executive - RCMS Managed Services

    Florida Staffing • Orlando, FL, US
    Full-time
    Brand Management, Marketing and Sales Director.At PwC, our people in brand management, marketing and sales focus on collaboration to develop and execute strategic sales and marketing initiatives.Th...Show more
    Last updated: 4 days ago • Promoted
    Client Service Manager

    Client Service Manager

    OneRail • Orlando, FL, US
    Full-time
    Quick Apply
    OneRail is seeking a proactive and driven Customer Success Manager / Client Service Manager who thrives on delivering exceptional customer success in a rapidly evolving logistics technology startup.A...Show more
    Last updated: 30+ days ago
    Supervisor, Client GL

    Supervisor, Client GL

    FirstService Residential • Maitland, FL, US
    Remote
    Full-time
    Perform functions to, supervise, monitor and provide direction to a team of Accountants in the preparation, review and revision of accurate monthly Financial Statements for an assigned group of Con...Show more
    Last updated: 7 days ago