Customer Services Associate

Job Id: 260796

Job Title: Customer Services Associate
Location: On-site Only
Schedule: Monday–Friday | 7:00 AM – 3:30 PM
Pay Rate: $25 – $27 per hour
Duration: Contract approximately 5-6 months

About the Role:

We are seeking a Customer Services Associate to join our team and support the end-to-end workflow of order processing issue resolution and customer service in a highly regulated environment. This is a fully on-site position with no remote or hybrid options.

You’ll play a critical role in ensuring timely and accurate processing of client orders with a focus on outbound communication data entry document management and dashboard monitoring. Ideal candidates are detail-oriented analytical and highly adaptable professionals with strong communication and problem-solving skills.

Key Responsibilities:

• Order Processing & Management

  • Manage the entire order lifecycle in Salesforce.com (SFDC) for assigned accounts and OAEs

  • Process and update orders flag issues and follow up on missing or inaccurate information

  • Communicate with ordering providers and pathology to obtain required documents/specimens

• Document Handling

  • Upload received documents and route to appropriate internal teams

  • Clear dashboards by faxing necessary documents to clients/pathology

  • Review specimens and resolve any order discrepancies

• Client Communication

  • Make outbound calls to follow up on current orders and confirm or clarify missing documents

  • Answer inbound client inquiries via phone or email

  • Forward physician call-back requests to the appropriate party (e.g. Pathologist Sales MSL)

• Portal & Account Management

  • Set up and manage portal user accounts and perform password resets

  • Create and maintain accurate contact and account records in Salesforce

  • Assist with basic IT support for client portal issues

• Monitoring & Reporting

  • Track open tasks issues and order statuses via CS Dashboard

  • Handle QNS (Quantity Not Sufficient) and inappropriate sample cases proactively

Required Qualifications:

• Strong attention to detail and critical thinking skills

• Excellent problem-solving adaptability and communication abilities

• Ability to work independently and manage multiple tasks efficiently

• Office experience with a focus on account or customer management is preferred

• Comfort with making frequent outbound calls and navigating follow-up procedures

• Familiarity with Salesforce.com CRM is a plus

Technology & Systems Used:

• Salesforce.com CRM (primary system)

• Faxing software and email platforms

• Internal dashboards and order management tools

This is an excellent opportunity for candidates looking to develop their client services and operations skills in a structured fast-paced environment. If you're organized tech-savvy and thrive on solving problems and supporting clients we encourage you to apply.