CLIENT SUCCESS COORDINATOR

Job Description

Job Description

Description : Primary Purpose :

The Client Success Coordinator is responsible for ensuring completion of sales orders for products dispensed in

closets and off site locations. The Client Success Coordinator will act as a primary resource and support for the

Client Success Navigators by ensuring the system accurately reflects what is being done in the field. This role will

perform a variety of administrative tasks within the Client Success Department that support the overall goals providing exceptional service and creating a positive experience for clients.

Client Success - Essential Functions

Essential functions within scope for this role, but are not limited to, the following :

• Serve as a key point of contact for Navigators within Client Success
• Make outgoing calls to Grand Pad Patients and schedule appointments by creating sales orders
• Create and confirm sales orders based on paperwork collected from various closet locations and subcontractors
• Possess an in depth understanding of Medicare / Medi-Cal guidelines, scope of services and contracted insurances
• Create accounts, templates and schedule of visits for Navigators at respective sites / closets Manage

inventory for each closet location within Brightree and ensure transfers are completed timely and accurately

Requirements :

Minimum Qualifications