Client Success & Onboarding Coordinator

ProAct, Inc.; City of Syracuse (NY); Hybrid; USD 25,000 - 27,000; Full time

Job summary

ProAct, Inc. provides day-to-day support for client and member services, coordinating internal support for customer service, account management, and QA. The role backs up a primary Account Manager when needed, ensuring issues are resolved and client needs are met.

Responsibilities include onboarding new clients, preparing PBM reports, on-site issue resolution, and coordinating educational events and meetings with clients and partners.

Qualifications

• High School Diploma or GED required.
• 2 years experience in Customer/Client Service required.
• Strong written and verbal communication; MS Office proficiency; valid driver's license.

Responsibilities

• Provide day-to-day support to client-facing teams and their responsibilities.
• Perform quality assurance audits to measure client satisfaction.
• Respond to client and member questions and ensure problems are resolved.
• Assist in onboarding of new clients, including enrollments and eligibility.
• Coordinate distribution of monthly, quarterly, and annual reports for PBM clients.
• Oversee on-site resolution of customer service issues for clients.
• Interface with external business partners for problem resolution.
• Assist in planning client educational forums and events.
• Attend on-site client service meetings and employee orientation meetings.

Skills

Communication

MS Office (Excel/Word)

Driver's license

Education

High School Diploma or GED

AS Degree preferred in Business Administration or related field

Job description

ProAct, Inc. provides day-to-day support for client and member services, coordinating internal support for customer service, account management, and QA. The role backs up a primary Account Manager when needed, ensuring issues are resolved and client needs are met.

Responsibilities include onboarding new clients, preparing PBM reports, on-site issue resolution, and coordinating educational events and meetings with clients and partners.