Client Success & Onboarding Specialist

Versiti, Inc.; Milwaukee (WI); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

PTO & Holidays

Disability insurance

Life insurance

401(k) with 7% match

Discount programs

Job summary

Versiti, Inc. seeks a Customer Care Coordinator to support hospital partners across service lines, ensuring accurate data, timely fee updates, and smooth onboarding.

The role collaborates with internal teams to maintain data integrity, drive effective business reviews, and deliver consistent customer experiences. Responsibilities include coordinating fee schedules, onboarding, reporting, and Salesforce support, with focus on cross-functional coordination and process improvement.

Qualifications

• Bachelor's degree in life sciences, marketing, business development, business, or related field preferred
• 1-3 years experience in project management or project coordination within cross-functional teams preferred
• 1-3 years experience in healthcare, medical devices, laboratory testing, or related field preferred
• 1-3 years experience with integrated business software and CRM systems preferred

Responsibilities

• Coordinate contractual fee adjustments and fee lift tracking for timely implementation
• Perform regular audits to support billing data accuracy and applicable terms
• Investigate billing discrepancies and coordinate resolutions with internal stakeholders
• Maintain fee tracking, reporting, and supporting documentation
• Provide reporting on fee implementation and pricing trends
• Maintain customer data and tracking documents to support accuracy
• Coordinate Business Reviews and Executive Business Reviews with internal stakeholders
• Collaborate on customer reporting and data needs, including Power BI
• Recommend improvements to enhance data accuracy and efficiency
• Coordinate customer onboarding and changes in customer status across systems
• Support onboarding activities and coordinate with internal stakeholders
• Maintain accurate customer information and documentation
• Support customer needs and service issues with cross-functional teams
• Collaborate with Client Success, Marketing, Finance, Operations, Legal, and service lines
• Support Salesforce Service Console and other customer systems
• Engage in processes that support knowledge transfer and continuous improvement
• Maintain records, reports, and files pertinent to responsibilities
• Understand Versiti products and services for customer interactions
• Uphold customer service standards and compliance requirements
• Perform other duties within scope of role
• Ensure regulatory and SOP compliance
• Operate within standard policies and procedures

Skills

Project coordination

Cross-functional teamwork

Healthcare experience

CRM software

Education

Bachelor's degree in life sciences, marketing, business development, or related field

Tools

Power BI

CRM systems

Microsoft Office

ERP systems

Job description

Versiti, Inc. seeks a Customer Care Coordinator to support hospital partners across service lines, ensuring accurate data, timely fee updates, and smooth onboarding.

The role collaborates with internal teams to maintain data integrity, drive effective business reviews, and deliver consistent customer experiences. Responsibilities include coordinating fee schedules, onboarding, reporting, and Salesforce support, with focus on cross-functional coordination and process improvement.