The role of an Onboarding Analyst is to provide an unforgettable welcome. We take pharmacies to that moment of first success when logging on. An Onboarding Analyst collects necessary documentation, explains our services, and helps the pharmacy navigate our solutions. Under general direction, specific duties include the following. Other duties may be assigned. This position reports directly to the Onboarding Manager.
Essential Duties & Responsibilities
Onboard new and existing clients via Onboarding/Implementation process by performing the following:
Collect contracts from assigned clients
Outbound calls to assigned accounts to welcome clients to the program
Explain the implementation process and set proper expectations
Schedule integration meetings
Outbound calls to launch assigned accounts
Schedule product training
Provide coherent, focused, and specific guidance to clients
Identify impediments and resolve any barriers to launch
Communicate with internal data team for data resolution issues
Create, review, analyze and document any projects as assigned by OBA Lead or Onboarding Manager
Cross collaborate with Project Managers, Pharmacy Trainers and IIS Integration Managers
Develop and implement workflow improvements by performing the following:
Writing internal informational and procedural documentation
Updating existing documentation
Identifying and submitting enhancement requests for CRM software
Writing and updating client-facing templates
Creating and/or closing onboarding support related cases
Qualifications
KNOWLEDGE & REQUIREMENTS
Be able to work well with people of various backgrounds and education levels and establish cooperative working relationships with all coworkers.
Timely and effectively communicate information to and consult with others in order to complete work assignments.
Act in a responsible, trustworthy and ethical manner that considers the impact and consequences of one’s actions or decisions
Communicate ideas, thoughts, and facts in writing through the use of proper grammar, spelling, document formatting and sentence structure.
Identify and respond to current and future clients’ needs; provide excellent client service.
Evaluate and analyze problems or tasks from multiple perspectives; adaptively employ problem solving methods to find creative or novel solutions; use logical, systematic and sequential processes to solve problems.
Complete assigned job tasks in an accurate and timely manner.
Carefully prepare for meetings and presentations; follow up with others to ensure that agreements, tasks or commitments have been fulfilled.
Experience working with healthcare professionals in a clinical setting.
Experience resolving issues that do not have clear answers.
Basic computer skills, including Microsoft Office suite and Salesforce.
Highly motivated and possessed excellent interpersonal, problem solving, and technical skills.
High sense of urgency and accountability
Adaptable, friendly, and ability to work with a team.
Excellent attendance.
Travel Requirements: Domestic and/or International, up to 25%
Education & Experience Requirements
Minimum years of work experience: 2 years
Minimum level of education or education/experience: Associates or equivalent work experience
Physical Requirements
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.
Frequent sitting in stationary position at a desk
Occasional standing, walking, stooping, kneeling, squatting, and climbing stairs
Occasional twisting of body
Occasional reaching by extending hands and arms in any direction
Occasional lifting, pulling, or pushing
The hiring range for this position is $19.75 to $24.70 per hour. The actual base pay offered will consider candidate’s geographic location, job related knowledge, experience, and skill amongst other potential factors. There may be a bonus or commission, and/or a long-term incentive that will be provided as part of the compensation package, along with medical, financial and/or other benefits, depending on the level and position offered.
Seniority level
Entry level
Employment type
Full-time
Job function
Information Technology
Industries
Hospitals and Health Care
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