Process Optimization Lead - CS Training & Compliance

Caris Life Sciences; Phoenix (AZ); On-site; USD 70,000 - 100,000; Full time

Job summary

Caris Life Sciences is seeking an Optimization Specialist to lead the development, execution, and continuous improvement of CS workflows, training, and processes. The role focuses on driving operational consistency, efficiency, and regulatory compliance across the Account Liaison function, with autonomy and alignment to internal standards.

The ideal candidate has 5+ years in customer support with training experience, HIPAA knowledge, and strong MS Office proficiency.

Qualifications

• 5+ years of experience in customer support with at least 1 year of training experience.
• Knowledge of HIPAA regulations and patient data privacy requirements.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and business internet applications.
• Ability to work independently, prioritize workload, and meet deadlines.

Responsibilities

• Independently develop, maintain, and update SOPs, job aids, and training materials in accordance with quality and documentation standards.
• Conduct root cause analysis to identify operational inefficiencies and implement sustainable solutions that streamline workflows and reduce manual or repetitive tasks.
• Own the design, execution, and rollout of process improvements aligned with organizational goals and regulatory requirements.
• Execute process changes in compliance with Caris Quality DOT and Change Control procedures.
• Continuously assess process performance and quality metrics, initiating enhancements to improve accuracy, efficiency, and scalability.
• Analyze data to support operational initiatives, technology enhancements, and system implementations.
• Deliver onboarding and ongoing training for CS Account Liaisons to ensure consistent knowledge transfer.
• Develop and facilitate training sessions for field sales teams regarding workflow updates.

Skills

Customer support

Training experience

HIPAA knowledge

MS Office

Education

Bachelor’s degree

Tools

Visio

LMS

Job description

Caris Life Sciences is seeking an Optimization Specialist to lead the development, execution, and continuous improvement of CS workflows, training, and processes. The role focuses on driving operational consistency, efficiency, and regulatory compliance across the Account Liaison function, with autonomy and alignment to internal standards.

The ideal candidate has 5+ years in customer support with training experience, HIPAA knowledge, and strong MS Office proficiency.