Customer Onboarding Specialist

RXinsider LTD.; Irving, Northern (TX, KY); Hybrid; USD 33,000 - 55,000; Full time

Job summary

McKesson is seeking a Customer Onboarding Specialist to serve as the primary contact for new pharmacy and specialty customers in the US. You will manage end-to-end onboarding, ensure pricing, regulatory, and credit requirements are met, and coordinate across Credit, Contract Administration, Regulatory, Finance, Training, and Support teams.

Ideal candidates bring 3–5 years of experience in project management, sales support, or operations, and strong communication, Excel, and reporting skills.

Qualifications

• 0–2 years of relevant experience.
• 3–5 years in project management, sales support, operations, or administration.
• Strong interpersonal, oral, and written communication, project management and business acumen.
• Proficient in Microsoft Excel, Word, PowerPoint, Project and Outlook.
• Pharmaceutical industry experience a plus

Responsibilities

• Analyze and end-to-end implement new customers.
• Ensure pricing, regulatory, and credit requirements are met to release new business accounts.
• Act as onboarding lead coordinating with relevant departments.
• Ensure SLAs are met by internal partners for timely account release.
• Provide onboarding progress reports and ad hoc requests; present insights for decision-making.
• Gather, analyze, and summarize data from SAP, Smartsheet, and Salesforce to drive reporting.

Skills

Project management

Sales support

Operations

Administration

Communication

Business acumen

Education

Degree or equivalent

Tools

Smartsheet

Tableau

SQL

MS Access

SAP

Salesforce

Job description

McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve – we care.

What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow’s health today, we want to hear from you.

We are seeking a Customer Onboarding Specialist supporting our Pharmacy and Specialty distribution customers. Applicants can be located anywhere in the US, with a preference of the Dallas/Fort Worth, TX area as well as LaVergne, TN are ideal.

Role Summary

The Customer Onboarding Specialist serves as the primary point of contact for clients/customers that have committed to utilizing McKesson as their wholesaler of choice. Uses in-depth knowledge of compliance and business rules, deep knowledge of buying group and GPO partners, and technical expertise to drive and increase successful onboarding of new business opportunities. Holds direct responsibility for implementation and quality assurance of new business accounts and logistics. Ensures best practices are exercised in documentation of all new business account requirements. May handle escalations and coordinate across functional areas of the company, including Credit, Contract Administration, Regulatory, Finance, Training, and/or Support.

Key Responsibilities

• Responsible for the analysis and end-to-end implementation of new customers
• Ensure that all requirements for pricing, regulatory, and credit are met to release new business accounts for ordering
• Acts as the onboarding lead and works with all departments of McKesson directly related to new customer implementations
• Will ensure all SLAs are met by all internal partners to release an account in a timely manner
• The Customer Onboarding Specialist is responsible for providing first contact support, advocacy, and issue resolution with internal and external stakeholders/customers
• Work collaboratively with business partners and stakeholders to provide onboarding progress reports, ad hoc request, special projects, and providing actionable insight for strategic decision-making
• Ensure all workflow submissions are accurate and timely for new business onboardings
• Perform detailed analyses and review of processes/transactions with a strict adherence to SOX compliance, business rules of supporting business partners, and other company policies
• Responsible for gathering, analyzing, and summarizing data from a variety of reporting resources, including SAP, Smartsheets, and Salesforce to drive consolidated analyses and reporting to field sales and customers
• Proactively seek ways to continuously improve processes to achieve greater efficiencies and better controls
• Work to facilitate business problem solving and present hypotheses and recommendations to leadership
• Additional duties support new customer implementations as assigned
  
  

Minimum Requirement

Typically, minimum 0-2 years of relevant experience. May have degree or equivalent.

Critical Skills

• Typically has 3-5 years of experience in project management, sales support, operations, or administration.
• Strong interpersonal, oral, and written communication, project management and business acumen.
• Proficient personal computer skills, including Microsoft Excel, Word, PowerPoint, Project and Outlook.
  
  

Additional Knowledge & Skills

• Pharmaceutical industry experience a plus
• Smartsheet, Tableau, SQL, MS Access knowledge a plus
  
  

Expected Competencies

• High degree of self-motivation and ability to work independently in a high stress, fast-paced, quality-oriented environment
• Strong organizational skills and ability to manage multiple implementations at one time
• Positive, professional demeanor and presentation in all internal and external interactions
• A strong attention to quality, detail, and confidentiality
• Excellent visual and textual communication skills that translate into comprehensive and effective meetings and documents for internal use or distribution to customers
• Ability to manage effective meetings; keeping them on track, focused and encouraging active participation
• A fast learner with an innovative and positive approach
  
  

Working Conditions

• General Office
  
  

Physical Requirements

• General office demands
  
  

This position offers the possibility of a hybrid work arrangement based on recent updates to our in-office/work‑from‑home model. If located in DFW area, the selected candidate may be expected to work on‑site at our Las Colinas office a minimum of two (2) days per week, with the remaining days worked remotely. Specific in‑office days may be designated according to team needs and business priorities.

We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here.

Our Base Pay Range for this position

$24.14 - $40.23

McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson’s (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind:

McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application.

McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates.

McKesson job postings are posted on our career site: careers.mckesson.com.

McKesson is an Equal Opportunity Employer

McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson’s full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page.

McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) [e-mail] or (Canada) [e-mail]. Resumes or CVs submitted to this email box will not be accepted.

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