Client Success Specialist II
Job Summary
The Client Success team nurtures our client relationships following the master staffing agreement process by the Sales team. Client Services matches the demand of our clients with our supply of HCPs. They confirm the assignments between client and HCP with job confirmation documents. The Client Success Specialist II is responsible for overseeing the daily aspects for a successful HCP placement. This role will be responsible for assisting and coordinating the placement process with scheduling and interviewing of an HCP with a client. The position plays an important role in increasing efficiency and consistent communication with the clients and healthcare professionals (HCPs).
Essential Functions of the Job
- Be a champion for Avant Healthcare Professionals goals, our people and our mission, exemplifying our values, while supporting Avant’s strategic business building initiatives
- Under the directive of Client Success Management, oversee the HCP placement process including coordinating practice and client interviews
- Escalate HCP and client related issues to the appropriate Client Success Manager for potential intervention and further assistance
- Present a professional demeanor while engaging with our customers
- Maintain detailed notes in the Avant database for HCP practice interviews and client interviews
- Follow up on interview outcomes within the designated timeframe of 24-48 hours post interview and provide updates to the HCPs regarding job offerings or declinations
- Review existing reports used by the CSS team to confirm they accurately capture productivity and daily workflow, and ensure they are consistently maintained
- Assist the department in achieving monthly, quarterly, and annual goals for healthcare professional placements and assignment starts
- Aid in maintaining Standard Operating Procedures (SOPs) related to internal processes
- Assist and maintain Standard Operating Procedures (SOPs) related to internal processes
- Other duties as assigned
Marginal Functions of the Job
- Other duties as assigned
Normal Work Schedule
This is a full-time position. Standard business hours are Monday through Friday 8:00 AM to 5:00 PM. Additional time outside of these hours may be needed to complete the essential functions of the job.
Education, Training, and Experience
- Associate degree required; Bachelor’s degree preferred; or equivalent combination of education and experience
- 2+ years of customer service experience required and/or similar experience
- 2+ years of administrative or clerical experience
- Healthcare experience a plus
- High proficiency in computer software applications and Microsoft Office (Word, Excel, PPT, Databases)
Required Licenses, Certifications, and Other Specific Requirements of Law
- Health Insurance Portability and Accountability Act (HIPAA) certification and ability to obtain and maintain
Physical Demands
- Stationary desk work for extended periods at a time
- Regularly required to communicate
- Infrequent lifting of office supplies up to 20 lbs.
Work Environment
This job operates in a professional office environment. This role routinely operates standard office equipment.
Statement of Responsibility for Confidential Data
Has access to, and requires daily use of, confidential records.
Proprietary Information and Non-Conflict Agreement
Required.
Smoking/vaping and the use of tobacco products
Are prohibited on all Company premises, including indoor and outdoor areas, parking lots, and Company-owned vehicles.
As part of our employment process, candidates who receive a conditional offer may be required to undergo pre-employment drug testing.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.