Healthcare Client Liaison - Referrals & Sales Support

Soleo Health Inc; Mobile (AL); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive Wages

401(k) with a Match

Referral Bonus

Paid Time Off

Great Company Culture

Paid Parental Leave Options

Affordable Medical, Dental, & Vision

Company Paid Disability & Basic Life

HSA & FSA options

Education Assistance Program

Job summary

Soleo Health Inc is seeking a Client Liaison to support the sales team and streamline referral processes in the Southern region. The role focuses on strengthening customer relationships and coordinating communications between field sales, patient access, and fulfillment centers.

The position requires 3–5 years in healthcare sales or customer service, strong MS Office skills, and excellent communication. Monday–Friday, on-site with competitive wages and comprehensive benefits.

Qualifications

• Bachelor's Degree or equivalent industry experience.
• Requires 3-5 years of experience in inside or outside sales and/or customer service within a healthcare office setting/environment.
• Proficient in Microsoft Suite (Excel, Word, PowerPoint, Outlook) a must
• Professionalism, Problem Solving, Supply Management, and Inventory Control
• Strong communication skills, both oral and written
• Office Management and experience working with Leadership a plus
• Healthcare or Medical field background a plus

Responsibilities

• Performs general administrative duties to include answering calls, photocopying, faxing, scanning, mail distribution, and sales supply inventory management.
• Assist TM with establishing, developing, and maintaining positive business and customer relationships including client facing interaction.
• Help expedite the resolution of customer issues to maintain satisfaction.
• Act as a general liaison between field sales and patient access, TCMC, and local fulfillment centers where appropriate.
• Monitor all referral platforms like Curaspan, Allscripts, Wellstar, Epic, etc. along with fax queues and emails for new referrals, orders etc.
• Communicate and monitor Insight and TEAMS threads to notify patient access of referrals in process and help establish order of priority.
• Facilitate sales team calls to review referral activity and status of pending patients.
• Establish platforms within TEAMS to assist with overall communication.
• Responsible for the coordination and scheduling of internal and external commercial meetings; gathers and prepares necessary agendas, materials, and handles all other logistics.
• Conducting sales field activities to support territory managers' initiatives.
• Retrieve medical policies to help advance prior authorizations.
• Create therapy specific customer collateral packages for territory managers.
• Facilitate the transmission of pertinent documents and reports to referral partners.
• Send acknowledgement and appreciation messages to referral partners after receiving a referral.

Skills

Microsoft Suite

Bachelor's degree

Healthcare sales

Communication

Education

Bachelor's Degree or equivalent

Tools

Curaspan

Allscripts

Wellstar

Epic

Job description

Soleo Health Inc is seeking a Client Liaison to support the sales team and streamline referral processes in the Southern region. The role focuses on strengthening customer relationships and coordinating communications between field sales, patient access, and fulfillment centers.

The position requires 3–5 years in healthcare sales or customer service, strong MS Office skills, and excellent communication. Monday–Friday, on-site with competitive wages and comprehensive benefits.