Client Experience Specialist
Personalis, Inc. is transforming the active management of cancer through breakthrough personalized testing. As a Client Experience Specialist, you will support the company’s clinical testing operations, ensuring a seamless experience for patients and oncology offices by managing test orders and communications.
Responsibilities
- Manage inbound and outbound communication with patients, physicians offices and pathology labs using Salesforce/Service Cloud (CRM)
- Follow up with physicians offices to gather missing test requisition form information and document interactions ensuring accurate and complete case management and resolution
- Coordinate timely procurement of tissue samples required for testing
- Manage patient mobile phlebotomy appointments and specimen collection logistics
- Provide support to patients by addressing questions and concerns regarding clinical testing
- Communicate efficiently and clearly with customers regarding the status of testing and reporting
- Collaborate with internal teams including accessioning, laboratory operations and clinical staff to ensure patient reports are delivered within expected turnaround times
- Partner with the clinical sales team to provide customer support and address inquiries
- Work closely with the billing team to obtain patient medical records and insurance
- Monitor and resolve any service related issues, proactively escalating to management as needed
- Ensure accurate and complete data entry into Salesforce, LIMS (Laboratory Information Management Systems) and the clinical ordering portal
- Contribute to continuous improvement efforts and participate in special projects or initiatives as assigned
Skills
- Bachelor of Science or related degree is preferred
- A minimum of 0-3 years of experience in a physician/patient facing role is required
- Excellent verbal and written communication skills
- Exceptional organizational and time management skills
- Ability to manage multiple priorities in a results driven setting
- Strong attention to detail and accuracy of information
- Familiarity with clinical workflows, diagnostic testing or laboratory operations is a plus
- Prior experience with Salesforce/Service Cloud, LIMS and G Suite preferred
Benefits
- Annual performance-based bonus (or a sales incentive plan)
- Long-term incentive units (equity)
- Full range of medical, financial, and/or other benefits
Company Overview