Regional Client Success Leader | Training & Support

NeoGenomics Laboratories, Inc.; Aliso Viejo (CA); Hybrid; USD 60,000 - 76,000; Full time

Job summary

NeoGenomics Laboratories, Inc. is seeking a Client Success Specialist to support regional sales teams and clients in a hybrid role based in Aliso Viejo or Carlsbad, CA.

You will train and lead regional teams, coordinate client needs with Sales, Client Services, and Operations, and help manage projects while ensuring exceptional customer service.

A bachelor’s degree is preferred and 2+ years in customer service or sales support; proficiency with MS Office and data entry required.

Qualifications

• Bachelor’s degree preferred but not required.
• 2+ years’ experience in customer service/sales support.
• Excellent typing, data entry, and customer service skills.
• Proficient with MS Office programs and database management.
• Ability to manage multiple projects and adapt to changing procedures, policies, and work environment.

Responsibilities

• Must demonstrate proficiency in all Core Responsibilities of a Client Services Advocate.
• Prioritizes tasks as necessary to maintain a streamlined workflow within their region to resolve issues in a timely and efficient manner
• Stays up-to-date on new test offerings and changes of procedures
• Monitors and maintains quality and productivity objectives along with other key indicators on a routine basis
• Assesses and responds to situations where standard protocol has failed in resolving customer or sales issues and works to resolve issues with other departments.
• Able to assist clients with account set-up, LIS user access and user issues, online ordering assistance, and IT concerns
• Responsible for coordinating sales support processes and implementations as well as providing administrative support to the sales team
• Spearhead new client “Fresh Start” and at-risk client “Case Management Monitoring” programs within their regions.
• Participate in sales meetings (conference and live) to include assigned regional meetings, and disseminates pertinent information to regional teams
• Training new and existing clients on Neo systems to reduce delays and outbound calls to clients; and can serve as a NeoGenomics Application Support specialist

Skills

Customer service

Sales support

Data entry

MS Office

Communication

Organizational skills

Education

Bachelor's degree

Tools

MS Office

Database management

Job description

NeoGenomics Laboratories, Inc. is seeking a Client Success Specialist to support regional sales teams and clients in a hybrid role based in Aliso Viejo or Carlsbad, CA.

You will train and lead regional teams, coordinate client needs with Sales, Client Services, and Operations, and help manage projects while ensuring exceptional customer service.

A bachelor’s degree is preferred and 2+ years in customer service or sales support; proficiency with MS Office and data entry required.