Client Transition Specialist

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

Job summary

Planet Pharma offers a Client Transition Specialist role focused on coordinating transition deliverables for next-generation data assets and ensuring a positive client experience.

You will support onboarding, migration, and implementation activities, monitor milestones, and resolve routine inquiries while interfacing with Go-to-market, Project Management, and Clinical teams.

Qualifications

• Bachelor’s degree or equivalent experience.
• 2-5 years in Client Services, PM, Account Management, Data Operations or related fields.
• Knowledge of national/subnational products or pharma reports.
• Strong communication, organization, follow-up and problem-solving skills.
• Ability to manage multiple priorities and deadlines.
• Experience with Excel, PowerPoint, Smartsheet or visualization tools.

Responsibilities

• Support client transition activities for data assets and onboarding.
• Monitor milestones and track items through completion.
• Investigate and resolve routine client inquiries and issues.
• Escalate complex items to appropriate teams and follow up.
• Coordinate with cross-functional teams and communicate status to clients.
• Identify opportunities to improve transition processes and document learnings.

Skills

Communication

Organization

Follow-up

Problem-solving

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Excel

PowerPoint

Microsoft Office

Smartsheet

Visualization tools

Job description

Position Summary

The Client Transition Specialist supports client transition activities related to next-generation data assets. This role serves as an operational resource responsible for coordinating transition deliverables, supporting issue resolution, facilitating communication across stakeholders, and helping ensure a positive client experience throughout the transition process.

Key Responsibilities

Client Transition Support

Support client transition activities related to data assets, including national and subnational assets and future patient-level assets. Assist with onboarding, migration, and implementation activities.
Monitor transition milestones and track open items through completion.

Issue Resolution

Investigate and resolve routine client inquiries and first-line service issues.
Escalate complex items to appropriate support teams and monitor follow-up through closure.

Cross-Functional Coordination

Partner with Go-to-market, Project Management, Commercial, Client Services, Data Operations, and Development Teams.
Coordinate activities needed to support successful client transition execution.

Client Communication

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.

Process Improvement

Identify opportunities to improve transition processes and enhance client experience.
Document repeatable steps, status updates, and lessons learned to support future transitions.

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 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.

Preferred Qualifications

• Experience supporting pharmaceutical, biotech, or healthcare clients.
• Ability to work effectively in a cross-functional and matrixed environment.

Pay Rate Range

$25-32/hr depending on experience