Client Access & CRM Operations Associate

Vizient, Inc.; Chicago (IL); On-site; USD 45,000 - 77,000; Full time

Benefits offered by this job

Incentive eligible

Job summary

Vizient, Inc. in Chicago, IL is seeking a client access specialist to support client inquiries, ensure data integrity across systems, and maintain CRM records.

You will troubleshoot registration and access issues, coordinate with Support, IT, and Product teams, and help keep workflows efficient while delivering high-quality service to healthcare clients.

Qualifications

• Bachelors degree preferred and 2+ years of experience.
• Client service experience in a professional environment.
• Strong written and verbal communication and data accuracy.
• Ability to work across teams and systems.
• Familiarity with CRM systems preferred.

Responsibilities

• Handle incoming client inquiries via phone and email with timely support.
• Assist clients with website registration, password resets, and access.
• Collaborate with Support, Product, IT to troubleshoot access issues.
• Document interactions in CRM with accuracy and completeness.
• Create/update/deactivate client records across systems.
• Coordinate data mapping audits to prevent issues.
• Route inquiries to sales or account teams when needed.
• Maintain SOPs and support continuous improvement.
• Perform additional administrative tasks as needed.

Skills

Client service

CRM experience

Data accuracy

Communication skills

Team collaboration

Education

Bachelor's degree preferred

Tools

CRM platforms

Single sign-on concepts

Job description

When you're the best, we're the best. We instill an environment where employees feel engaged, satisfied and able to contribute their unique skills and talents while living and working as their authentic selves. We provide extensive opportunities for personal and professional development, building both employee competence and organizational capability to fuel exceptional performance through an inclusive environment both now and in the future.

Summary:

In this role, you will support client access and maintain contact data integrity across multiple systems. You will serve as a primary point of contact for client inquiries, troubleshoot registration and access issues, and collaborate with internal teams to ensure timely resolution. You will also maintain accurate Customer Relationship Management (CRM) records, support data reconciliation efforts, and contribute to efficient workflows that enhance the client experience.

Responsibilities:

• Manage incoming client inquiries through the shared phone line and inbox, providing timely and professional support.
• Assist clients with website registration, password resets, and access issues across Vizient Strategy Intelligence platforms.
• Collaborate with Support, Product Development, and IT teams to troubleshoot complex access issues and track resolution tickets.
• Document client interactions in CRM systems, ensuring data accuracy, completeness, and integrity.
• Create, update, and deactivate client contact records to reflect organizational and role changes across systems.
• Partner with Enterprise Contact Data Management to reconcile new and modified contact records and resolve discrepancies.
• Coordinate organization and client ID mapping audits with internal teams to prevent registration and access issues.
• Route inquiries outside of access support to appropriate sales, account, or internal teams.
• Maintain workflow documentation and standard operating procedures to support consistent processes and continuous improvement.
• Perform additional administrative and operational tasks as needed.

Qualifications:

• Relevant degree preferred.
• 2 or more years of relevant experience required.
• Experience providing client service or support in a professional environment.
• Strong written and verbal communication skills with a client-focused approach.
• Excellent organizational skills, attention to detail, and commitment to data accuracy.
• Strong analytical, troubleshooting, and problem-solving abilities.Ability to collaborate effectively across teams, systems, and business functions.
• Familiarity with CRM platforms, contact data management, and single sign-on concepts preferred.
• Experience troubleshooting website registration, login, or access issues preferred.
• Commitment to delivering high-quality service and supporting healthcare clients.

Estimated Hiring Range:

At Vizient, we consider skills, experience, and organizational needs in our compensation approach. Geographic factors may adjust the range estimate and hires typically fall below the top range. Compensation decisions are tailored to individual circumstances. The current salary range for this role is $45,100.00 to $76,500.00.

This position is also incentive eligible.

Vizient has a comprehensive benefits plan! Please view our benefits here:

http://www.vizientinc.com/about-us/careers

Equal Opportunity Employer: Females/Minorities/Veterans/Individuals with Disabilities

The Company is committed to equal employment opportunity to all employees and applicants without regard to race, religion, color, gender identity, ethnicity, age, national origin, sexual orientation, disability status, veteran status or any other category protected by applicable law.