Membership Enrollment Coordinator
**conducts our customer/member onboarding which is an extremely detail-oriented, fast-paced, process-oriented role**
Do you have a passion for small business, helping them survive and thrive? Do you see all your customer interactions as the key to building strong business relationships, guiding them in their success by partnering with us?
Compliant Pharmacy Alliance Cooperative (CPA®), based in Wisconsin, is seeking a Membership Enrollment Coordinator to provide the overall administration and day-to-day services for CPA® Membership Onboarding, communicating directly with prospective, new, and existing members in a prompt, professional and accurate manner to build solid customer relationships and ensure exceptional onboarding experiences. This role navigates the complex independent pharmacy onboarding process, including account setup, credit review, and account changes throughout the pharmacy lifecycle.
This position will work 8am-5pm Central time, Monday-Friday as those are our open phone hours.
**This position will work remotely (work from home), but will need to be able to travel for meetings and trainings a few times a year. **
Essential Duties and Responsibilities
- Onboard new members joining CPA® by working directly with business owners to compile and complete all necessary forms, review documentation to ensure accuracy, and provide follow-up.
- Collaborate with the wholesaler on onboarding and account management issues to ensure accounts go live on target dates.
- Monitor the onboarding process and work with the wholesaler to avoid any issues that may inadvertently cause delay or disruption.
- Communicate status updates with the Sales and Member Services Teams frequently to ensure a smooth transition to CPA®.
- Document all interactions in the Customer Relationship Management (CRM) software.
- Audit account parameters for accuracy to ensure an exceptional transition.
- Assist new and current members through transfers of membership.
- Assist existing CPA® members acquiring or starting new store(s) to establish achievable timelines to ensure a successful transition/start.
- Process account changes with the wholesaler and CPA®.
- Maintain updated and accurate information in the CRM by ensuring accurate account setups and documenting sale and closure of pharmacies.
Qualifications
- Associates degree plus 1-3 years account management/coordination experience, or the equivalent combination of education and experience
- Must be proficient in the use of standard office equipment and Microsoft Office programs
- Outstanding professional written and verbal communication skills
- Excellent time management skills with the ability to effectively prioritize tasks
- Strong organizational, problem-solving, multi-tasking skills, attention to detail and accuracy
- Ability to build and maintain customer relationships
- Ability to work in a fast-paced environment, independently in a team environment with limited direct supervision
- Ability to occasionally travel for work, including out-of-town and overnight, for various meetings or professional development opportunities
- Ability to successfully complete the Company’s pre-employment screening process relevant to the position
