Client Liaison

Soleo Health; Morrisville (NC); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Competitive Wages

401(k) with a Match

Referral Bonus

Paid Time Off

Great Company Culture

Paid Parental Leave Options

Affordable Medical, Dental, & Vision

Company Paid Disability & Basic Life

HSA & FSA Options

Education Assistance Program

Job summary

Soleo Health in Morrisville, NC, is seeking a Client Liaison to support the sales team, streamline referral processes, and coordinate internal and external communications within a healthcare setting. This role assists Territory Managers with referral tracking, customer interactions, and field activity support, while serving as a liaison between field sales, patient access teams, and fulfillment centers.

You will work with TM, patient access, and fulfillment staff to maintain strong partner

Qualifications

• Bachelor's Degree or the equivalent industry experience.
• 3-5 years of experience in inside or outside sales and/or customer service within a healthcare office setting/environment.
• Proficient in Microsoft Suite (Excel, Word, PowerPoint, Outlook).
• Professionalism, problem solving, supply management, and inventory control.

Responsibilities

• Performs general administrative duties (calls, photocopying, faxing, scanning, mail distribution, sales supply inventory).
• Assist Territory Manager with establishing, developing, and maintaining positive business and customer relationships including client-facing interaction.
• Help expedite the resolution of customer issues to maintain satisfaction.
• Act as a liaison between field sales and patient access, and local fulfillment centers where appropriate.
• Monitor referral platforms (e.g., Curaspan, Allscripts, Wellstar, Epic) and related queues for new referrals and orders.
• Communicate and monitor TEAMS/Insight threads to notify patient access of referrals in process and establish priority.
• Facilitate sales team calls to review referral activity and status of pending patients.
• Establish platforms within TEAMS to assist with overall communication.
• Coordinate internal and external meetings; gather agendas and materials, manage logistics.
• Conduct sales field activities to support territory managers.
• Retrieve medical policies to help advance prior authorizations.
• Create therapy-specific customer collateral for territory managers.
• Transmit pertinent documents/reports to referral partners.

Skills

Communication skills

Customer service

Team collaboration

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Description

Soleo Health is seeking a Client Liaison to support our core business needs in Morrisville, NC. Join us in Simplifying Complex Care!

Soleo Health Perks:

• Competitive Wages
• 401(k) with a Match
• Referral Bonus
• Paid Time Off
• Great Company Culture
• Paid Parental Leave Options
• Affordable Medical, Dental, & Vision Insurance Plans
• Company Paid Disability & Basic Life Insurance
• HSA & FSA (including dependent care) Options
• Education Assistance Program

The Position:

The Client Liaison provides vital administrative and operational support to the sales team, helping to streamline referral processes, enhance customer relationships, and coordinate internal and external communications. This role assists Territory Managers with referral tracking, customer interactions, and field activity support, while serving as a liaison between field sales, patient access teams, and fulfillment centers. Responsibilities include managing referral platforms, facilitating meetings, creating customer collateral, and ensuring timely communication with referral partners to maintain high levels of satisfaction and operational efficiency. Responsibilities Include:

• Performs general administrative duties to include but not limited to answering calls, photocopying, faxing, scanning, mail distribution, and sales supply inventory management.
• Assist TM with establishing, developing, and maintaining positive business and customer relationships including but not limited to client facing interaction.
• Help expedite the resolution of customer issues to maintain satisfaction.
• Act as a general liaison between field sales and patient access, TCMC, and local fulfillment centers where appropriate.
• Monitor all referral platforms like Curaspan, Allscripts, Wellstar, Epic, etc. along with fax queues and emails for new referrals, orders etc.
• Communicate and monitor Insight and TEAMS threads to notify patient access of referrals in process and help establish order of priority.
• Facilitate sales team calls to review referral activity and status of pending patients.
• Establish platforms within TEAMS to assist with overall communication.
• Responsible for the coordination and scheduling of internal and external commercial meetings; gathers and prepares necessary agendas, materials, and handles all other logistics.
• Conducting sales field activities to support territory managers' initiatives.
• Retrieve medical policies to help advance prior authorizations.
• Create therapy specific customer collateral packages for territory managers.
• Facilitate the transmission of pertinent documents and reports to referral partners.
• Send acknowledgement and appreciation messages to referral partners after receiving a referral.

Schedule:

Standard business hours Monday-Friday 8:30am-5pm, 40 hours per week

Requirements

• Bachelor's Degree or the equivalent industry experience.
• Requires 3-5 years of experience in inside or outside sales and/or customer service within a healthcare office setting/environment.
• Proficient in Microsoft Suite (Excel, Word, PowerPoint, Outlook) a must
• Professionalism, Problem Solving, Supply Management, and Inventory Control
• Strong communication skills, both oral and written
• Office Management and experience working with Leadership a plus
• Healthcare or Medical field background a plus

About Us:

Soleo Health is an innovative national provider of complex specialty pharmacy and infusion services, administered in the home or at alternate sites of care. Our goal is to attract and retain the best and brightest as our employees are our greatest asset. Experience the Soleo Health Difference!

Soleo's Core Values:

• Improve patients' lives every day
• Be passionate in everything you do
• Encourage unlimited ideas and creative thinking
• Make decisions as if you own the company
• Do the right thing
• Have fun!

Soleo Health is committed to diversity, equity, and inclusion. We recognize that establishing and maintaining a diverse, equitable, and inclusive workplace is the foundation of business success and innovation. We are dedicated to hiring diverse talent and to ensuring that everyone is treated with respect and provided an equal opportunity to thrive. Our commitment to these values is evidenced by our diverse executive team, policies, and workplace culture.

Soleo Health is an Equal Opportunity Employer, celebrating diversity and committed to creating an inclusive environment for all employees. Soleo Health does not discriminate in employment on the basis of race, color, religion, sex, pregnancy, gender identity, national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an organization, parental status, military service or other non-merit factor.

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