Client Access & CRM Operations Specialist

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

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.