(Hybrid) Client Success Coordinator

AON PLC; Chesterfield (MO); Hybrid; USD 38,500 - 61,600; Full time

Benefits offered by this job

PTO and paid holidays

401(k) with match

Health & wellness programs

Job summary

Valued Pharmacy Services is seeking a Client Success Coordinator in Chesterfield, MO to bridge clients, prescription benefit consulting, and clinical program management. The role collaborates with analytics, consultants, and external partners to optimize prescription programs and ensure seamless clinical initiative integration.

Responsibilities include coordinating copay programs, assisting patient financial aid, managing IMM usage, and supporting client reporting with CRM and data integrity

Qualifications

• Bachelor’s degree or equivalent experience preferred.
• Certified Pharmacy Technician (CPhT) or similar healthcare credential preferred.
• 1–3 years in pharmacy/benefit management/healthcare preferred.

Responsibilities

• Specialty Copay Assistance Program: enroll in copay cards and audit specialty claims.
• Patient Assistance Program: locate financial assistance for eligible members.
• Individual Medication Management: identify new IMM drug utilizers and maintain CRM lists.
• Reporting: support client performance reviews and data aggregation.
• Data Integrity: monthly audits and collaborate with BI to fix data issues.
• CRM Management: monthly updates in Zoho to keep client records current.
• AI Alert Emails: weekly high-dollar claim alerts to brokers and clients.
• Case Management: collaborate with PBM partners to resolve issues.

Skills

Communication

Learning agility

People skills

Perseverance

Critical thinking

Tech skills

Education

Bachelor’s degree or equivalent experience

CPhT or healthcare credential preferred

Tools

CRM Zoho

Microsoft Office

Job description

Posting Description

Position Overview:

As a Client Success Coordinator at Valued Pharmacy Services, your role extends beyond traditional client management. You will be a pivotal link between our clients, prescription benefit consulting, and clinical program management. This dynamic position involves close collaboration with analytics, consultants, and external partners to optimize prescription benefit programs and ensure the flawless integration of clinical initiative

Principal Duties and Responsibilities / Essential Functions:

Specialty Copay Assistance Program (SCAP) – facilitates member and specialty pharmacy calls, enrollment in copay card programs, runs accumulator reports, performs daily auditing of specialty claims, triggers member letters, updates copay card program tracker with max dollar funds.

Patient Assistance Program – helps find financial assistance for specialty members that are either excluded from specialty benefit or enrolled in Direct Procurement Solutions (DPS).

Individual Medication Management (IMM) – identifies new IMM drug utilizers, sends member letters, updates, and maintains list in CRM Zoho.

Reporting – management of client and broker reporting requests, supports consultants in creation of client performance reviews, and aggregation of PBM and consulting outcomes.

Data Integrity – management of data platform integrity via monthly audits of eligibility, and missing or incorrect data in system, and collaboration with BI team to resolve errors.

CRM Management – maintenance of CRM Zoho via monthly updates of missing or modified information to ensure the most current status and documentation is captured in the system for each client.

AI Alert Emails – weekly emails to brokers and clients on identified high dollar claims, new specialty and new non-specialty high dollar claims, and other outliers in their utilization.

Case Management – collaboration with PBM partners to resolve advanced member issues, plan issues, reporting issues, etc.

Minimum Requirements for Education, Experience, and Certifications/Licenses:

Bachelor’s degree or equivalent experience, Certified Pharmacy Technician (CPhT), or other healthcare credentials preferred.

1-3 years’ experience in pharmacy, benefit management, healthcare, or related industry experience preferred.

Qualifications & Skills:

Basic Communication Skills: Ability to effectively communicate both verbally and in writing.

Learning Agility: Diligence to proactively expand abilities, resolve issues, or get past roadblocks.

People Skills: Ability to foster positive working relationships. Use of a communication style that enhances high levels of engagement.

Perseverance: Ability to follow-through, meet deadlines, and strive to exceed goals.

Critical Thinking Skills: Ability to look beyond the obvious, probe and provoke thoughts on alternative solutions.

Technology Skills: Ability to use or learn technology needed to perform role. To include but not limited to the Microsoft suite of applications: Teams, Excel, Word, Outlook, and PowerPoint.

Resiliency: Flexibility to embrace continuous change and remain positive in times of uncertainty or stress.

Basic Math Skills: Ability to apply basic mathematical concepts such as percentages, adding, subtracting, multiplying and division.

Ethics & Integrity: Ability to follow company confidentiality requirements as well as with HIPAA and other applicable government regulations.

Office and Travel Requirements:

Minimum of four days per week required in the NFP Rx Solutions office in Chesterfield, MO. One day per week with the option to work remotely from home.

No overnight travel required.

Physical Demands:

These physical demands are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

Able to work at a desk using computer equipment up to 95% of the time.

Able to lift and carry up to 15 pounds.

The information in this job description indicates the general nature and level of work performed by employees in this classification. It is not a comprehensive list of all duties, responsibilities and/or qualifications required of employees assigned to this position.

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, ultimately, we exist to be there for others. The base salary range for this position is $38,500 – $61,600. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.