Client Onboarding Specialist

Strive pharmacy; Mesa (AZ); On-site; USD 48,000 - 52,000; Full time

Job summary

Strive Pharmacy is seeking a Client Onboarding Specialist to guide clinics through onboarding, ensuring a smooth hand-off to sales and a seamless, positive experience.

Based in Mesa, AZ, this onsite role leverages HubSpot CRM to track progress and maintain data integrity, with HIPAA compliance at the core of daily operations.

Join Strive to help providers access personalized compounded medications and become part of a compassionate, patient-focused team.

Qualifications

• Pharmacy technician trainee license in the state you are located.
• A minimum of 1-2 years of customer service onboarding or relevant experience.
• Strong verbal and written communication.
• Exceptional organizational skills with a keen attention to detail.
• Ability to work independently and collaboratively.
• Be adaptable and open to experiment/learn as new processes are developed.
• Familiarity with HIPAA compliance and CRM platforms.

Responsibilities

• Manage onboarding for new clinics with timely, clear instructions.
• Collect customer feedback to improve the onboarding process.
• Cross-functional collaboration with Customer Success/Experience, updating education materials for the provider portal.
• Onboarding task support: creating Office Manager accounts and routing inquiries to appropriate teams.
• CRM utilization: track onboarding progress in HubSpot and maintain internal documentation with data security.

Skills

Strong verbal & written communication

Organizational skills

Independent & collaborative

Adaptable & eager to learn

Curious mindset

Education

Pharmacy technician trainee license (state you are located in)

Tools

HubSpot CRM

Job description

Strive Pharmacy is a personalized compounding pharmacy built on a simple conviction: medicine should fit the patient, not the other way around. We started Strive because we believed the pharmaceutical industry was overdue for a more human approach—one that prioritizes individualized care, clinical nuance, and genuine partnership with patients and providers.

Compounding gives us the tools to do that. Every formulation we prepare is built to the specific needs of a specific person, and every interaction we have is guided by that same commitment to personalized care.

We're growing, and we're looking for people who share that conviction. If you're ready to be part of a pharmacy that takes the work seriously and the people even more seriously, we'd like to meet you.

Mission:

Strive exists to disrupt an industry long overdue for a more personal approach to care. We put the human element at the center of everything: every formulation, every patient interaction, every provider partnership. We're not just a compounding pharmacy. We're a team on a mission to change what personalized healthcare looks and feels like.

Position Type: Full-Time

Position Overview:

As a Client Onboarding Specialist with Strive Pharmacy, you will provide essential support, ensuring customers (providers) receive an exceptional experience as you guide them through our onboarding process, ending with a smooth hand-off to the sales teams. You will manage multiple projects including escalating issues to the appropriate teams and providing cross-functional feedback

Key Responsibilities:

• Manage Onboarding: Facilitate the onboarding process for new clinics in a timely manner with clear instructions, ensuring a seamless experience.
• Collect Feedback: Capture customer feedback to improve the onboarding process and experience.
• Cross-functional Collaboration: Work closely with internal teams such as Customer Success and Customer Experience, escalating issues to the appropriate teams, creating and updating customer education materials pertaining to the provider portal, and ensuring customer satisfaction.
• Onboarding Project Support: Assist with onboarding tasks such as creating Office Manager accounts after initial set-up, route inquiries from shared inbox and Slack channels to appropriate teams.
• CRM Utilization: Effectively utilize HubSpot CRM to meticulously track and manage onboarding progress. Create and maintain internal documentation and customer records with a focus in data integrity/cleanliness with the highest confidentiality and data security standards.

Required Qualifications:

• Experience:
  • Pharmacy technician trainee license in the state you are located in/will be working out of
  • A minimum of 1-2 years of customer service, customer onboarding, or relevant experience.
• Skills:
  • Strong verbal and written communication.
  • Exceptional organizational skills with a keen attention to detail.
  • Ability to work independently and collaboratively.
  • Be adaptable and open to experiment/learn as new processes are developed.
  • Curious mindset with the confidence to voice your ideas.
• Other:
  • Proficiency in HIPAA compliance protocols, with a deep understanding of theimportance of safeguarding sensitive patient information.
  • Experience with Life File or a willingness to undergo training to acquire proficiency.
  • Familiarity with CRM platforms, preferably HubSpot, with the ability to adapt quickly to new technologies.

This position is primarily based in an onsite work environment. The role requires regular periods of sitting, standing, and computer use, with occasional lifting as needed. Reasonable accommodations may be made for individuals with disabilities.

$48,000 - $52,000 USD

Join Us in Making an Impact:

At Strive, the work is real and the impact is direct. Every role here contributes to a patient experience that's more personal, more attentive, and more human than what most people have come to expect from a pharmacy.

Strive Pharmacy offers a comprehensive benefits package, including:

• Employer-paid healthcare coverage, effective the 1st day of the following month of your hire date
• Free Strive compounded medications for employees based on a valid patient-specific prescription from a licensed healthcare provider
• Paid time off
• Sick time
• FSA and HSA options
• Parental leave
• 401(k) with employer matching
• Life insurance
• Vision and dental insurance
• Veterinary insurance

Culture:

Culture isn't an afterthought at Strive. It's something we actively build. We foster a collaborative, engaging workplace where employees have opportunities to connect, celebrate, and build meaningful relationships with their colleagues. We're committed to supporting the personal and professional growth of every employee, both inside and outside the workplace.

EEO:

Strive Pharmacy is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristics as outlined by federal, state or local laws.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Strive Pharmacy’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.