The Rx Client Reporting Representative working under the guidelines of the Client Accounts Supervisor and in collaboration with the client and other team members, performs analysis and reporting. The Rx Client Reporting Representative ensures all client reports are accurate and delivered within the clients’ specified SLA. In addition to reporting, this position is responsible for creating and troubleshooting EDI files.
Primary Accountabilities:
Establish and foster an ongoing relationship with assigned clients
Fulfill deliverables accurately and timely within the established SLA
Responsible for analyzing data
Interface with internal departments to identify and troubleshoot client issues
Complete all assigned Salesforce cases within the established SLA
Manage and maintain master data files and system parameters at a client level
Work efficiently and accurately in an atmosphere of frequent interruptions
Prioritize and manage multiple tasks requiring timely follow-up and completion of all projects.
Proceed independently and carry our assignments to completion with minimal instruction
Share best practices and make recommendations to customers and account managers
Actively participate in client conference calls
Understand clients’ business objectives
Create EDI files and when issues occur be able to troubleshoot
Perform routine maintenance to ensure client is receiving all qualifying debit memos via EDI
Research client issues with a sense of urgency based on the client’ priority, resourcefulness and taking ownership of the issues until completion
For those Salesforce cases requiring Operations to research, create an OPS Research case in SF and monitor through completion. Close OPS Research cases as Operations resolves
Work as a team in a POD structure (AM, Reporting Representative and Rx Returns Representative) structure to provide an enhanced the client experience
Understand the clients’ policy and work with the Policy to update the clients’ policy yearly
Actively participate in client meetings and internal meetings
Required Qualifications:
Bachelor’s Degree required
2-3 years of related experience in one or more of the following fields: retail/manufacturer supply chain, transactional/data processing environments, and/or complex business account services
Must be proficient in and have advanced experience with Microsoft Office Products (Word, Excel, PowerPoint), Google products and Salesforce
Individual Competencies:
Problem Solving: Gathers and analyzes information to generate and evaluate potential solutions to problems, issues and challenges while weighing the accuracy and relevance of the facts, data and information.
Establish Focus: The ability to develop and communicate goals in support of the business; mission.
Analytical and Critical Thinking: Ability to tackle a problem by using a logical, systematic, sequential approach.
Communication: Giving and receiving messages and information in written, oral, and visual formats in a clear and concise way for a complete understanding of meaning and intent.
Collaboration: Works collaboratively with others to achieve group goals and objectives.
Effective Execution: Translates broad conceptual understanding of the company’s strategy into a tactical plan of how it will happen including who will take on which tasks in what sequence, how long those tasks will take, how much the tasks cost, and how each task affects subsequent activities.
