Clerk I – Account Set-Up and Maintenance

Elevait Solutions; Orlando (FL); Remote; USD 1,000 - 40,000; Full time

Job summary

A leading company seeks a 'Clerk I – Account Set-Up and Maintenance' for a full-remote role. The position emphasizes data accuracy and compliance within SAP and involves collaborating with various departments. Ideal candidates will have strong SAP skills, regulatory knowledge, and customer service experience.

Qualifications

• Proficient in SAP Customer Master Data and Microsoft Office.
• Strong analytical and troubleshooting skills required.
• Detail-oriented with effective communication skills.

Responsibilities

• Collect and validate data for New Account Packets.
• Collaborate with sales reps for pricing strategies.
• Troubleshoot Risk Evaluation Management System setups.

Skills

SAP Customer Master Data Management

Salesforce CRM Proficiency

Regulatory Compliance & Licensing Knowledge

Analytical Skills

Customer Service Skills

Tools

Microsoft Office Excel

Job description

Clerk I – Account Set-Up and Maintenance

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Clerk I – Account Set-Up and Maintenance

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Job Title: Clerk I – Account Set-Up and Maintenance

Location: Full Remote

Duration: Full-Time Potential to extend

Job Type: Temporary

Rate: 18.66

Top 3 Top Skills

• SAP Customer Master Data Management
• Hands-on experience with SAP for customer account setup, data entry, maintenance, and troubleshooting.
• Salesforce CRM Proficiency
• Ability to navigate and use Salesforce for customer integration and communication tracking.
• Regulatory Compliance & Licensing Knowledge
• Working knowledge of DEA regulations, state licensing (pharmacy, controlled substances, medical devices), and due diligence processes for account setup.

Position Summary

Under general direction of the Lead, the Customer Integration Specialist I plays a critical role in ensuring data accuracy and consistency across the region. This role is essential to customer profitability and is responsible for maintaining and updating all customer information in the IT systems (SAP/Star) for the assigned region.

Primary Duties And Responsibilities

• Collect and validate data for New Account Packets.
• Load customer data into SAP/Star using either New Account Packets or spreadsheets.
• Collaborate with sales reps and customers to implement retail pricing strategies, considering timing and profit margin impact.
• Coordinate with customers or category managers on item blocking strategies and implement independently.
• Generate customer-specific pricing reports.
• Troubleshoot Risk Evaluation Management System (REMS) program setups for regulated products (e.g., Isotretinoin, Clozaril, Clozapine, Fentanyl); make recommendations based on findings.
• Handle issues related to item qualifier programs based on definitions and eligibility.
• Collect, validate, and ensure licensing compliance (DEA, State Board of Pharmacy, Controlled Substances, Medical Devices).
• Ensure all customer setups comply with the CSRA Due Diligence process.
• Use pricing tools (e.g., COGS, program price codes, charge groups) to optimize company profit.
• Define and maintain setup information such as chain ID, owner ID, business type, substitution options, parent/child relationships, and output types.
• Provide guidance to the contract department during new customer setup to ensure data accuracy.
• Conduct audits and generate reports to verify key customer data fields.
• Perform daily maintenance and troubleshooting to ensure ongoing data accuracy.
• Follow approval protocols for critical business fields (e.g., COGS).
• Document all data setups, changes, and approvals in compliance with company procedures.
• Coordinate new product introductions and pricing with the National Replenishment Center (NRC) and Supply Chain teams.
• Resolve customer issues by investigating and analyzing root causes.
• Support regional associates with problem resolution and workload overflow.
• Communicate with internal departments (e.g., Delivery, Programs, Contracts, Sales, Finance, CSRA) at all levels.
• Own and manage all aspects of the customer file, including contracts/PVAs, routing, program compliance, and pricing setups.
• Verify authorization for account maintenance, including GPO affiliations, ProGenerics compliance, alternate service maintenance, and output settings.
• Perform additional related duties as assigned.
  
  

Minimum Skills, Knowledge, And Abilities

• Proficient in SAP Customer Master Data.
• Proven professional conduct with customers and colleagues.
• Strong analytical and auditing skills.
• Highly organized and detail-oriented.
• Effective written and verbal communication.
• Strong customer service background with proven problem-solving skills.
• Excellent interpersonal skills.
• Proficient in Microsoft Office (especially Excel and Word).
• Good understanding of contracts, DEA and state licensing, and company programs/services.
• Capable of working independently.
• Strong troubleshooting and resolution skills.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Contract

Job function

• Job function

  Management and Manufacturing

• Industries

  Staffing and Recruiting

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