1. Liaison Role

• Act as a point of contact between Account Managers, the Accounting Department, clients, and vendors regarding purchase orders and product returns.

2. Management of Returns for Clients

• Collect and document reasons for returns.
• Process returns with vendors and provide return details to clients within 24 hours of the request.
• Categorize returns for reporting metrics and improvement programs.
• Educate clients on how to prevent repeat return issues.
• Create credit memos for clients and retrieve credit memos from vendors for submission to the Accounting Department.

3. Licensing and Vendor Account Setup for New Clients

• Oversee all aspects of client setup for the STEADFAST Medical program with a goal of placing the first order within 10 business days of license receipt.
• Submit all licensing and necessary paperwork to vendor partners within 7 business days of receiving the license.
• Send follow-ups and reminders to clients at scheduled intervals to minimize the "days to implement."
• Set up each facility for ordering controlled substances within 30 days of receiving required client documentation.
• Maintain license connections and handle renewals for all facilities.
• Configure clients in the technology platform before their scheduled training.
• Collaborate with the Implementation Specialist to ensure seamless and timely account activation.

4. Cross-Department Collaboration

• Participate in cross-training with different departments to enrich skills and prepare for advancement opportunities.