Client Access & CRM Operations Associate

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

Job summary

Vizient, Inc. in the United States is seeking a client access specialist to manage client inquiries, website registration, and CRM data integrity across multiple systems.

You will be the primary contact for inquiries, troubleshoot registration and access issues, and collaborate with internal teams to ensure timely resolution. The role emphasizes data accuracy, cross-team collaboration, and continuous improvement of workflows.

Qualifications

• Relevant degree preferred.
• 2+ years of relevant experience.
• Experience providing client service or support in a professional environment.

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.

Skills

Client service

Communication

Data accuracy

Troubleshooting

Team collaboration

Education

Relevant degree preferred

Tools

CRM platforms

SSO concepts

Job description

Company Culture

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.

Working at Vizient means shaping the future of healthcare, every day. Alongside our clients, we're building a healthier, more human healthcare system. We connect people, data, and solutions to enable healthcare organizations to improve financial sustainability, enhance system performance, and deliver better care.

Headquartered in Irving, Texas, with 11 offices across the United States, Vizient has more than 5,000 employees who bring deep expertise and a shared commitment to transforming healthcare. Together, we're solving some of the industry's most complex challenges while creating opportunities to learn, grow, and drive lasting change for healthcare organizations and the communities they serve.

Enterprise Portfolio

• Apexus - The exclusive contractor for 340B Drug Pricing Program, managed by the Health Resources and Services Administration.
• aptitude - The industry's first online direct contracting market, supporting self-contracting activity between hospitals and suppliers.
• Kaufman Hall - Leading healthcare advisory services to support our clients in achieving financial, clinical, and operational excellence.
• Provista - Proven supply chain partner specializing in extended, diagnostic, and preventive care facilities, including surgery centers, home health, and senior living.

Role 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.

Compensation

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.

Benefits

Vizient has a comprehensive benefits plan! Please view our benefits here: http://www.vizientinc.com/about-us/careers

Equal Opportunity Employer

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.