Healthcare Client Success & Data Coordinator

Versit; Milwaukee (WI); On-site; USD 55,000 - 72,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Plans

PTO and Holidays

Short- and Long-term disability

Life insurance

401(k) with 7% match

Job summary

Versiti is seeking a Customer Care Coordinator within the Client Success team in Milwaukee. The role supports onboarding, business reviews, fee schedules, and cross-functional coordination to ensure accurate customer data and timely service delivery.

Responsibilities include maintaining data accuracy, collaborating with internal teams, and supporting Salesforce Service Console. A 1–3 year track record in project coordination or healthcare is preferred.

Qualifications

• Bachelor's Degree from an accredited college or university in life sciences, marketing, business development, business, or a related field preferred
• 1-3 years Experience in project management or project coordination within cross functional teams preferred
• 1-3 years Experience in healthcare, medical devices, laboratory testing, or a related field preferred
• 1-3 years Experience with integrated business software and CRM systems preferred
• Demonstrated ability to report on project status, deliverables, and results required
• Strong attention to detail, ability to maintain accurate customer and business data, and willingness to perform repetitive data entry tasks required

Responsibilities

• Fee Schedule and Fee Lift Support - Coordinate contractual fee adjustments and fee lift tracking to ensure fee changes are accurately and timely implemented
• Perform regular audits to support accuracy of billing, customer data, and applicable contractual terms across systems
• Investigate billing and fee discrepancies and coordinate resolution with appropriate internal stakeholders
• Maintain applicable fee tracking, reporting, and supporting documentation
• Provide reporting on fee implementation and applicable customer pricing trends
• Data and Business Review Support - Maintain customer data and tracking documents to support accuracy and fulfillment of customer requirements
• Coordinate Business Reviews and Executive Business Reviews, including collection, organization, and preparation of information from internal stakeholders
• Partner with internal stakeholders on customer reporting and data needs, including Power BI where applicable
• Recommend improvements that enhance data accuracy, usefulness, and efficiency
• Customer Maintenance and Onboarding Support - Coordinate customer maintenance across applicable systems, including new customer setup, changes in customer status, and fee schedule assignments
• Support assigned customer onboarding activities and coordinate with appropriate internal stakeholders
• Maintain accurate customer information and supporting documentation
• Customer Care and Cross Functional Support - Support customer needs and service issues and coordinate appropriate follow through with internal stakeholders
• Collaborate with Client Success, Business Development, Marketing, Finance, Operations, Legal, service line teams, and other internal stakeholders as appropriate
• Support Salesforce Service Console and other applicable customer systems
• Participate in applicable operating mechanisms to support collaboration, knowledge transfer, and continuous improvement
• General Responsibilities - Maintain required records, reports, and files related to areas of responsibility
• Acquire and maintain a thorough understanding of applicable Versiti products and services
• Uphold Versiti customer service standards
• Maintain appropriate knowledge of technical, regulatory, and legal developments applicable to assigned responsibilities
• Understand and perform responsibilities in accordance with applicable regulatory and compliance requirements
• Comply with applicable standard operating policies and procedures
• Perform other duties as required or assigned that are reasonably within the scope of this job classification
• Performs other duties as required or assigned which are reasonably within the scope of the duties in this job classification
• Understands and performs in accordance with all applicable regulatory and compliance requirements
• Complies with all standard operating policies and procedures

Skills

Project coordination

Cross-functional collaboration

Attention to detail

Communication skills

Education

Bachelor's Degree in life sciences/marketing/business

Tools

PowerBI

CRM systems

Microsoft Office

Job description

Versiti is seeking a Customer Care Coordinator within the Client Success team in Milwaukee. The role supports onboarding, business reviews, fee schedules, and cross-functional coordination to ensure accurate customer data and timely service delivery.

Responsibilities include maintaining data accuracy, collaborating with internal teams, and supporting Salesforce Service Console. A 1–3 year track record in project coordination or healthcare is preferred.