CareTria

Role Description The Client Solutions Manager has the responsibility to understand customer needs and business challenges and to formulate solutions that integrate a combination of service offerings. This individual will work to increase penetration into existing customer accounts and identify potential opportunities for all Knipper Health Pharmacy Programs to provide additional solutions to client needs. Establish and maintain client relationships to ensure continuous growth. Responsible for delivery of creative client solutions; ensuring quality execution and the overall health of client relationships. Remote opportunity supporting our Custom Pharmacy Solutions Business Unit. Responsibilities - Directly responsible for establishing strong, long-term working relationships with client contact(s) to ensure high level of client satisfaction is managed on an ongoing basis. - Ensures effective and timely internal and external communication within the account. - Develop & design solutions for customer projects based on requirements & industry standards. - Supervise business books and ensure perpetual client service and revenue growth. - Establish a deep familiarity with each client's strategic priorities, expectations, and challenges. - Develop and deliver presentations to existing customers to expand current business based on observations and customer objectives. - Partner cross-functionally to facilitate continuous improvement and/or to identify new services. - Establish regular touchpoints with clients to monitor client engagement. - Oversee client satisfaction process and take corrective action when weaknesses are identified. - Provide recommendations to continuously leverage technology for increased client value. - As the escalation point of contact, document issues and work cross-functionally to achieve timely resolution of issues that impact client deliverables related to customer service and/or customer satisfaction. - Responsible for maintaining, updating, and understanding all client to company interactions. - Monitor performance of all assigned accounts and facilitate timely intervention when appropriate. - Safeguard against revenue leakage while seeking and maximizing growth opportunities. - Monitor and provide updates on items impacting program financial health. - Ensure standards of financial control are maintained. Responsible to assure timely and accurate estimates, SOWs, invoicing, and reconciliation reporting are provided to the client. - Keep abreast of the status of client’s programs, including high-level variance tracking of schedule and budget and understanding of allocated resources. - Responsible for the development of QBR slides for assigned accounts. - Ensure cross-functional teams are kept up to date daily on all changes/updates that affect the client. - The above duties are meant to be representative of the position and not all-inclusive. Qualifications - Bachelor’s degree (BA/BS) or equivalent experience required. - 5 years + management experience with related industry experience. - Proven history of sales/revenue generation. - Pharmaceutical life cycle experience strongly preferred. - Strong passion for problem solving and customer service. - Strong management and organizational skills. - Demonstrated track record in achieving results. - Behavior consistent with CHART values. - Keen ability to develop solutions to satisfy both the customers and company’s needs. - Strong strategic and analytical abilities. - Approaches challenges with a “can do” attitude. - Is a champion for the customer. - Gains satisfaction from fixing problems and delighting customers. - A creative thinker that considers problems and opportunities from multiple angles. - Strong written and verbal communication skills. - Strong attention to detail. - Ability to travel to client locations (ground and air transportation). 30% regional travel to clients/prospective clients. Overnight, air travel approximately three times/month. - Ability to travel to and attend work industry sponsored trade shows both regional & national. - Advanced computer skills; Word, Excel, Power-Point and Visio. - Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Company Description CareTria is an equal opportunity employer.

Role Description The Account Specialist services a defined list of healthcare professionals in support of our client’s product promotional efforts primarily through outbound telephone calls. The Account Specialist will use an approved call guide, as well as marketing and sales aids, such as brochures and patient education sheets, to accomplish the sales objective for the specific target audience. Must be able to work the hours of 11:00am ET-8:00pm ET; Monday-Friday. Exciting new full-time remote opportunity! - Utilize training and approved materials to deliver comprehensive, skilled sales presentations based on program goals, target profiles, and target needs. - Successfully deliver presentations via multiple digital media and channels, i.e. co-browsing, video details, video and WebEx conferencing, phone, email, etc. - Understand and utilize Telephony (NICE, Genesys) and CRM (SalesForce) systems to maximize efficiency. Record information as outlined in business rules. - Contact and deliver presentations to a defined list of HCPs within assigned territories. - Organize and prioritize calls for existing or potential sales targets based on target potential and target needs. - Demonstrate product knowledge to detail and “up sell” all products in the portfolio and evaluate customer qualifications for offers according to business rules. - Responsible for building/confirming HCP demographics, including capturing profiling answers about the practice and servicing requests according to business rules. - Promote meaningful relationships and brand loyalty through engaged and informed conversation with customers via outbound/inbound phone calls, emails, or other digital channels. - Adhere to training, territory management, compliance, reporting, and regulatory requirements. - Be flexible, organized, and able to comply with changing business rules, processes, products, and literature offerings. - Produce positive business outcomes for clients by achieving or exceeding performance goals and objectives. - Understand and utilize Telephony and CRM systems to maximize efficiencies. - Capture information accurately and completely as outlined in the program business rules and update systems appropriately. - Able to balance priorities and work with team members to adjust workload to ensure coverage of all territories. - Prioritize and plan work activities, use time efficiently, set goals and objectives, and organize daily work schedule to ensure consistent coverage of accounts via the telephone based on established program objectives. - Share feedback about customer and sales rep request trends and overall suggestions for improvement with supervisor. - Handle potentially negative situations with customers with tact and diplomacy. - Investigate issues that cannot be resolved at the time of the initial call and follow through until resolution. - Escalate issues to the appropriate parties when necessary. Qualifications - One (1) year of demonstrated sales success in a business-to-business environment. - Bachelor’s Degree or equivalent combination of education and experience. - Call Center Experience. - Experience working in a highly regulated industry. - Experience working in a healthcare environment (e.g. hospital, healthcare practitioner office, clinic, etc.). - Experience with HIPAA, PDMA, cGMP, OPDP adverse events, and reportable product complaints. - Bi-lingual, English and Spanish. Requirements - Demonstrated motivation for sales, meeting sales goals, prospecting, and closing. - Proficiency in Microsoft Outlook, Excel, Word, and Teams. - Technically savvy with the ability to pick up new technology, processes, and procedures quickly. - Ability to create Wow Customer Experiences. - Excellent written and oral presentation skills. - Excellent active listening skills. - Ability to learn quickly, absorb diverse information, and demonstrate strong attention to detail. - Ability to quickly establish rapport/relationships to build trust and confidence over the telephone. - Demonstrates persistence and overcomes obstacles. - Demonstrated gatekeeper skills and the ability to navigate a physician’s office via the telephone. - Demonstrates accuracy and thoroughness. - Demonstrates the ability to promote quality and identify areas for improvement. Benefits - The expected base pay range for this position is $19.00- $23.75 an hour. - In addition to base pay, CareTria offers a comprehensive benefits package. - Full-Time benefits include access to health, dental, and vision insurance. - Retirement plan options. - Paid time off. - Paid parental leave. - Employee assistance programs. - Other perks. - Eligible employees may also have access to performance bonuses. Company Description CareTria is an Equal Opportunity Employer.

Role Description The Analyst, 3PL Accounts Receivable will play a key role in driving process improvements, improving cash flow for our clients, and ensuring accuracy and integrity of receivables data. The Accounts Receivable Analyst holds responsibility for invoicing review, reconciling accounts, and contributing to overall financial accuracy on behalf of CareTria 3PL clients. This role requires strong analytical skills, deep knowledge of AR best practices, and the ability to work cross-functionally with internal teams and external partners. Remote opportunity supporting our 3PL Business Needs. Responsibilities - Lead the analysis, validation, and timely processing of customer invoices for Order-to-Cash clients, ensuring accuracy, compliance, and adherence to service-level expectations. - Own and execute credit and collections strategies, pro-actively monitoring customer accounts to identify, assess, and mitigate risks related to non-payment, delayed payment, and credit exposure. - Oversee and analyze Accounts Receivable aging, ensuring compliance with established policies, identifying trends, and recommending corrective actions to improve cash flow and reduce DSO. - Drive collection efforts on past-due accounts by partnering directly with customers to resolve payment disputes, negotiate resolutions, and ensure timely receipt of funds. - Prepare, analyze, and deliver recurring and ad hoc financial statements and management reports, providing clear insights to leadership and stakeholders to support business decisions. - Investigate, resolve, and document complex accounts receivable discrepancies, escalations, and inquiries, ensuring accurate financial records and customer satisfaction. - Contribute to broader financial management and analysis initiatives, including trend analysis, forecasting support, and performance reporting related to receivables. - Ensure ongoing compliance with internal controls, company policies, and external regulatory and audit requirements, pro-actively addressing gaps or risks. - Play a key role in month-end close activities, including account reconciliations, variance analysis, and preparation of supporting documentation. - Serve as a primary point of support for internal and external audits related to Accounts Receivable, ensuring timely, accurate, and well-documented responses. - Identify, recommend, and assist in implementing process improvements and efficiencies within the Accounts Receivable function to enhance accuracy, scalability, and operational effectiveness. Qualifications - Bachelor’s degree in accounting, finance, or related field (preferred) or equivalent combination of education and experience. - Proficiency in accounting software (e.g., Oracle, Net-Suite, Quick-books, D365). - Excellent communication and interpersonal skills with internal and external customers. - Two years of previous accounts receivable experience preferred. - Two years of experience providing customer service to internal and external parties. - Proficiency in Microsoft Excel. Requirements - Familiarity with GAAP accounting principles. - Demonstrates strong data and information analysis. - Strong experience providing customer service to internal and external parties. - Knowledge of CRM and cloud-based software is preferred. - Strong time management, organizational skills, initiative, professional demeanor, and positive attitude. - Ability to work independently and meet timelines. - Ability to promote a positive team environment. Benefits - Access to health, dental, and vision insurance. - Retirement plan options. - Paid time off. - Paid parental leave. - Employee assistance programs. - Other perks. - Eligible employees may also have access to performance bonuses.

Role Description The Customer Service Representative I (CSR) is an important member of our Contact Center team that creates and maintains customer relationships, understands products and services, researches inquiries, assembles and communicates information, verifies customers’ understanding of information, answers and records customer inquiries. Must be able to work the full time hours of Monday-Friday 8:30am -5:00pm ET. Fully remote role. - Promote meaningful relationships and brand loyalty through engaged and informed conversation with customers (health-care providers, office staff, patients, pharmacists, and pharmaceutical sales representatives). - Respond to immediate customer questions, requests, concerns and needs. - Manage a high volume of inbound and/or outbound contact with customers via telephone, email, and chat. - Investigate issues that cannot be resolved at the initial point of contact and follow through until issue resolution. - Escalate issues according to department protocol. - Share feedback and assist management in enhancing the programs in order to provide the best customer service. - Maintain accurate data in systems, and update as necessary. - Utilize work-flows and scripting materials to inquire and help identify barriers with customers. Qualifications - High school diploma/GED or equivalent combination of education and experience. - One (1) year of work experience in a customer service or customer-focused role. - Experience in a medical or pharmaceutical environment preferred. - Ability to provide consistently high-quality of customer service required. - Excellent written and oral communication skills with high level of professionalism. - Excellent interpersonal, organizational and active listening skills, with an ability to create customer relationships. - Extensive keyboarding, switching from multiple applications and use of phone. - Excellent computer skills required, including strong Microsoft Excel capability. Requirements - Must be able to work full time hours of Monday-Friday 8:30am -5:00pm ET. - Fully remote role. Benefits - Access to health, dental, and vision insurance. - Retirement plan options. - Paid time off. - Paid parental leave. - Employee assistance programs. - Performance bonuses for eligible employees. - Other perks.