Onboarding Analyst

Description

JOB SUMMARY

The role of an Onboarding Analyst is to provide an unforgettable welcome. We take pharmacies to that moment of first success when logging on. An Onboarding Analyst collects necessary documentation, explains our services, and helps the pharmacy navigate our solutions. Under general direction, specific duties include the following. Other duties may be assigned. This position reports directly to the Onboarding Manager.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Onboard new and existing clients via Onboarding/Implementation process by performing the following:
  • Collect contracts from assigned clients
  • Outbound calls to assigned accounts to welcome clients to the program
  • Explain the implementation process and set proper expectations
  • Schedule integration meetings
  • Outbound calls to launch assigned accounts
  • Schedule product training
  • Provide coherent, focused, and specific guidance to clients
  • Identify impediments and resolve any barriers to launch
  • Communicate with internal data team for data resolution issues
• Create, review, analyze and document any projects as assigned by OBA Lead or Onboarding Manager
• Cross collaborate with Project Managers, Pharmacy Trainers and IIS Integration Managers
• Develop and implement workflow improvements by performing the following:
  • Writing internal informational and procedural documentation
  • Updating existing documentation
  • Identifying and submitting enhancement requests for CRM software
  • Writing and updating client-facing templates
  • Creating and/or closing onboarding support related cases

Qualifications

KNOWLEDGE & REQUIREMENTS

• Be able to work well with people of various backgrounds and education levels and establish cooperative working relationships with all coworkers.
• Timely and effectively communicate information to and consult with others in order to complete work assignments.
• Act in a responsible, trustworthy and ethical manner that considers the impact and consequences of one’s actions or decisions
• Communicate ideas, thoughts, and facts in writing through the use of proper grammar, spelling, 
  document formatting and sentence structure.
• Identify and respond to current and future clients’ needs; provide excellent client service.
• Evaluate and analyze problems or tasks from multiple perspectives; adaptively employ problem solving methods to find creative or novel solutions; use logical, systematic and sequential processes to solve problems.
• Complete assigned job tasks in an accurate and timely manner.
• Carefully prepare for meetings and presentations; follow up with others to ensure that agreements, tasks or commitments have been fulfilled.
• Experience working with healthcare professionals in a clinical setting.
• Experience resolving issues that do not have clear answers.
• Basic computer skills, including Microsoft Office suite and Salesforce.
• Highly motivated and possessed excellent interpersonal, problem solving, and technical skills.
• High sense of urgency and accountability
• Adaptable, friendly, and ability to work with a team.
• Excellent attendance.
• Travel Requirements: Domestic and/or International, up to 25%

EDUCATION & EXPERIENCE REQUIREMENTS

• Minimum years of work experience: 2 years
• Minimum level of education or education/experience: Associates or equivalent work experience 

PHYSICAL REQUIREMENTS

The physical demands described here are representative of those that must be met by an employee 
to successfully perform the essential functions of this job.

• Frequent sitting in stationary position at a desk
• Occasional standing, walking, stooping, kneeling, squatting, and climbing stairs
• Occasional twisting of body
• Occasional reaching by extending hands and arms in any direction
• Occasional lifting, pulling, or pushing

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