Client Transition Operations Specialist

Planet Pharma; Pennsylvania; Hybrid; USD 34,000 - 44,000; Full time

Job summary

Planet Pharma is seeking a Client Transition Specialist to coordinate transition deliverables for next-generation data assets and to support onboarding, migration, and implementation activities.

The role requires 2–5 years in client services or related fields, strong communication and organizational skills, and proficiency with Excel, PowerPoint, and Smartsheet. You will work with multiple teams to ensure a smooth transition and positive client experience.

Qualifications

• Bachelor’s degree or equivalent experience.
• 2–5 years of experience in Client Services, Project Management, Account Management, Data Operations, Commercial Operations, Market Research, or related fields.
• Knowledge of internal National and/or Subnational products and services and/or pharmaceutical reports.
• Strong communication, organization, follow-up, and problem-solving skills.
• Ability to manage multiple priorities and deadlines.
• Experience using Microsoft Excel, PowerPoint, Microsoft Office applications, Smartsheet, and other visualization tools.
• High learning agility.

Responsibilities

• Support client transition activities related to internal data assets, including national and subnational assets and future patient-level assets.
• Assist with onboarding, migration, and implementation activities.
• Investigate and resolve routine client inquiries and first-line service issues.
• Escalate complex items to appropriate support teams and monitor follow-up through closure.
• Partner with Go-to-market, Project Management, Commercial, Client Services, Data Operations, and Development Teams.
• Coordinate activities needed to support successful client transition execution.
• Develop effective working relationships with client contacts and provide information as needed to address questions tied to the transition to the Next Generation data assets.
• Provide practical updates regarding transition status, open items, and next steps.
• Identify opportunities to improve transition processes and enhance client experience.
• Document repeatable steps, status updates, and lessons learned to support future transitions.

Skills

Strong communication

Organization

Follow-up

Problem-solving

Prioritization

Learning agility

Education

Bachelor’s degree or equivalent experience

Tools

Excel

PowerPoint

Microsoft Office

Smartsheet

Job description

Planet Pharma is seeking a Client Transition Specialist to coordinate transition deliverables for next-generation data assets and to support onboarding, migration, and implementation activities.

The role requires 2–5 years in client services or related fields, strong communication and organizational skills, and proficiency with Excel, PowerPoint, and Smartsheet. You will work with multiple teams to ensure a smooth transition and positive client experience.