Client Services Coordinator - Account Support & CRM

RXinsider LTD.; Milwaukee (WI); Hybrid; USD 58,000 - 63,000; Full time

Job summary

SPS Health, LLC in Milwaukee/Denver hybrid role supports the LTC Client Services Team with administrative support, account management coordination, and client relations. You will maintain client records in Salesforce or CRM, schedule meetings, prepare quarterly business reports, onboard new clients, respond to inquiries, and collaborate with internal partners to meet deadlines and resolve issues.

This full-time role requires a Bachelor’s degree and at least 1 year in customer service or account

Qualifications

• Bachelor’s Degree or equivalent strongly preferred.
• Minimum of 1 year experience in customer service or account management roles.
• Preferable experience in the pharmacy or pharmacy benefit management industry.
• Preferable experience with managing customer interaction via Salesforce or another CRM tool.

Responsibilities

• Maintain accurate client records in Salesforce, Monday.com, or other platforms.
• Schedule Meetings.
• Quarterly Business Report building and other projects.
• Help organize and maintain client-facing documents, proposals, contracts and other key materials.
• Collaborate with Account Manager to onboard new clients, scheduling or documentation as necessary.
• Assist with routine client interactions, including responding to inquiries, providing updates, and helping address issues and concern.

Skills

Customer service

Communication

Attention to detail

Time management

Education

Bachelor’s Degree or equivalent

Tools

Salesforce

CRM tools

Microsoft Office

Job description

SPS Health, LLC in Milwaukee/Denver hybrid role supports the LTC Client Services Team with administrative support, account management coordination, and client relations. You will maintain client records in Salesforce or CRM, schedule meetings, prepare quarterly business reports, onboard new clients, respond to inquiries, and collaborate with internal partners to meet deadlines and resolve issues.

This full-time role requires a Bachelor’s degree and at least 1 year in customer service or account