Clinical Market Account Coordinator

Palmetto Infusion; Raleigh, Northern (NC, KY); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive Compensation

Dental and Vision Insurance

401K Retirement Plan

Paid Time Off

Tuition Assistance

Employee Discounts

EAP

Job summary

Palmetto Infusion in Raleigh, NC is seeking a Clinical Market Account Coordinator to support the Sales Account Manager by streamlining referral management, accelerating patient access, and coordinating with MDOs and internal teams for a seamless Palmetto Experience.

This role requires an active RN/LPN/CNS license, strong communication, and MS Office proficiency. Schedule is Monday–Friday, 8:00 AM–5:00 PM, with field time in Raleigh and surrounding areas.

Qualifications

• High school diploma or equivalent.
• Active RN, LPN, or CNS license in the state(s) of practice.
• 2 years of experience in sales, account management, or customer service in the healthcare industry.
• Proficient at partner programs (i.e.: MS Outlook, Word, Excel).
• Ability to cope with ambiguous, changing environment while under pressure in a calm manner.
• Must be able to work as a team member and develop productive and cooperative working relationships with all members of the Palmetto Infusion team.

Responsibilities

• Assist with managing customer relationships and reducing workload to allow for a focus on strategic initiatives and new business development.
• Leverage customer systems and tools to optimize referral management, communication, and satisfaction to drive performance improvements.
• Develop and implement communication strategies to minimize excessive outreach while maintaining strong relationships with internal teams and MDOs.
• Proactively address and resolve any customer concerns or issues, ensuring a positive experience for both MDOs and Palmetto Infusion.
• Work closely with internal teams and MDOs to streamline the referral process and reduce the time needed for patients to receive care.
• Spend time in the field with Sales Account Manager to understand market landscape and account dynamics, develop understanding of customer needs, foster strong relationships, and ensure in customers' understanding of Account Manager and Sales Account Coordinator roles.
• Review new referral documents to ensure all information is needed to support medical criteria for Insurance and administration purposes.
• Assure all labs are in chart and up to date according to protocol for the prescribed therapy.
• Assist Intake with welcome calls, as needed, to patients within 48 hours of referral and answering any pt questions.

Skills

Teamwork

Adaptability

MS Outlook

MS Word

MS Excel

Healthcare sales

Education

High school diploma or equivalent

RN/LPN/CNS license

Tools

MS Outlook

MS Word

MS Excel

Job description

Raleigh
4325 Lake Boone Trail
Suite 100
Raleigh, NC 27607, USA

Raleigh
4325 Lake Boone Trail
Suite 100
Raleigh, NC 27607, USA

Palmetto Infusion provides comprehensive ambulatory and home-based infusion services to both acute and chronically ill patients. Our centers care for people by providing patients and their families with a convenient, affordable, and safe place to receive infusion treatments. We strive for more than personal service – always delivering a warm and attentive health care experience that boosts patients’ state-of-mind, improves their health, and quality of life.

At Palmetto Infusion, we believe in creating an experience that goes beyond just a job. It's about being part of something bigger than yourself - a connected group of caretakers who work together to restore health and hope to our patients. We call it The Palmetto Experience, and we believe it's what sets us apart from other employers.

For our employees, The Palmetto Experience means we serve and support people in our purpose to restore health and hope, we build a culture of belonging and collaboration, we deliver on our promise to treat people with respect and empathy, and we strive to embrace change and search for new opportunities.

About the Role:

The Clinical Market Account Coordinator is responsible for providing support to the Sales Account Manager. This position will be solution oriented to offset customer challenges and accelerate the time from referral to patient in chair. This position will maximize data utilization and streamline customer outreach. This role will collaborate with the Sales Account Manager, Medical Doctors' Offices (MDOs), and other internal teams to ensure a seamless experience for our customers. This role will improve the efficiency and customer satisfaction of the Palmetto experience.

Schedule: Monday – Friday; 8:00 AM – 5:00 PM

Service Areas Included: Raleigh, NC and surrounding areas.

Minimum Qualifications:

Experience/Education:

• High school diploma or equivalent.
• Active RN, LPN, or CNS license in the state(s) of practice.
• 2 years of experience in sales, account management, or customer service in the healthcare industry.
• Proficient at partner programs (i.e.: MS Outlook, Word,Excel).
• Ability to cope with ambiguous, changing environment while under pressure in a calm manner.
• Must be able to work as a team member and develop productive and cooperative working relationships with all members of the Palmetto Infusion team.

Essential Functions:

• Assist with managing customer relationships and reducing workload to allow for a focus on strategic initiatives and new business development.
• Leverage customer systems and tools to optimize referral management, communication, and satisfaction to drive performance improvements.
• Develop and implement communication strategies to minimize excessive outreach while maintaining strong relationships with internal teams and MDOs.
• Proactively address and resolve any customer concerns or issues, ensuring a positive experience for both MDOs and Palmetto Infusion.
• Work closely with internal teams and MDOs to streamline the referral process and reduce the time needed for patients to receive care.
• Spend time in the field with Sales Account Manager to understand market landscape and account dynamics, develop understanding of customer needs, foster strong relationships, and ensure in customers' understanding of Account Manager and Sales Account Coordinator roles.
• Review new referral documents to ensure all information is needed to support medical criteria for Insurance and administration purposes.
• Assure all labs are in chart and up to date according to protocol for the prescribed therapy.
• Assist Intake with welcome calls, as needed, to patients within 48 hours of referral and answering any pt questions.

About the Benefits:

• Competitive Compensation
• Dental and Vision Insurance
• Company Life Insurance
• Voluntary Life and Disability Insurance
• Additional Voluntary Supplemental Plans
• Flexible Spending Account (Medical and Dependent Care)
• Health Savings Account
• 401K Retirement Plan
• Employee Assistance Program (EAP)
• Employee Discounts
• Ramsey SmartDollar Program
• Referral Program
• Tuition Assistance
• Paid Time Off
• 8 Paid Company Holidays

At Palmetto Infusion, we believe that patient advocacy is at the heart of everything we do, regardless of our roles within the organization. Each member of our team is dedicated to putting the needs and well-being of our patients first. Whether we're working directly with patients or supporting them behind the scenes, our commitment to being a compassionate advocate is paramount. We understand that every interaction, every decision, and every effort contribute to the quality of care our patients receive.

Together, we strive to ensure that every individual feels heard, supported, and empowered throughout their healthcare journey. This dedication to patient-centered care is what creates "The Palmetto Experience" — a standard of excellence that defines us and enriches the lives of those we serve.

Physical Demands:

• The physical demands described here are representative of those that must be met by an employee to successfully perform the primary functions of this job. While performing the duties of this job, the employee may be required to frequently stand, walk, sit, bend, twist, talk, and hear. There may be prolonged periods of sitting, keyboarding, reading, as well as driving or riding in transport vehicles. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include reading, distance, computer, and color vision. Talking and hearing are essential to communicate with patients, vendors, and staff.

OTHER

All employees must uphold the confidentiality of protected health information and follow all HIPAA policies. This position has access to sensitive information and a breach of information may be grounds for immediate termination.

We are an equal-opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Qualifications

Skills

Behaviors

Motivations

Education

Experience

Licenses & Certifications

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.