Citrus Health Group

Planner

• Execute a high volume of promotional pharmaceutical programs annually across one or two assigned client accounts
• Serve as the key point of contact for sales representatives and speakers
• Manage speaker confirmation, travel coordination, and honoraria processing
• Source and contract venues and coordinate audiovisual services
• Manage attendee communications and roster/data entry
• Ship meeting materials when applicable
• Set up and support web platforms such as Zoom and Microsoft Teams
• Ensure timely program closeouts, budget reconciliation, and compliance with client financial and regulatory requirements
• Respond professionally and efficiently to program-related inquiries or issues
• Participate in internal team meetings and contribute to process optimization
• Meet or exceed program KPIs
• Create and deliver program reports and status updates
• Anticipate potential issues and provide strategic, solution-oriented responses

Program Planner, Peer-to-Peer

Operations

• Own intake, prioritization, and resolution of IT service requests across ticketing system, email, and Teams
• Manage workload against defined service levels and business priorities
• Resolve technical issues across identity, collaboration platforms, and endpoint devices
• Identify recurring issues and contribute to process improvements and long-term solutions
• Collaborate with the internal IT team and external MSP partners to ensure service continuity
• Provide advanced operational support for Microsoft 365 services, including Outlook, Teams, OneDrive, and SharePoint
• Manage SharePoint and OneDrive access requests, permissions, file access, sharing, and synchronization issues
• Support adoption and effective use of collaboration tools and assist with governance standards
• Own onboarding: provision accounts, assign licenses, configure and ship laptops, coordinate delivery and readiness, and provide initial login, MFA, and environment setup support
• Execute offboarding: disable accounts, remove access, coordinate device return, tracking, and disposition
• Manage endpoint lifecycle by building, configuring, deploying, refreshing, and troubleshooting laptops
• Support Intune-managed device enrollment, compliance, policy alignment, and issue resolution
• Maintain ticket documentation, root-cause and resolution details, processes, SOPs, end-user documentation, and knowledge-base articles
• Streamline onboarding, device provisioning, and support workflows
• Enforce MFA, identity verification, secure account management, least-privilege access, and compliance processes
• Identify and escalate phishing, suspicious activity, and other security concerns

IT Operations Analyst

Client Services Representative

• Manage and develop existing medical communication client accounts, client portfolios, and therapeutic areas
• Achieve account forecasts and identify and secure new business opportunities
• Build and maintain strong client relationships
• Oversee and manage account teams to ensure high-quality and timely deliverables
• Lead strategic publication and medical communication planning initiatives
• Develop, present, and sell deliverables
• Ensure timely delivery of products and services to clients
• Develop project proposals and budgets with internal teams
• Review major deliverables for quality and client alignment
• Keep leadership informed of critical client and project updates and concerns
• Manage financial aspects of client relationships, including contracts, statements of work, purchase orders, invoices, forecasting, and reporting
• Prepare strategic, tactical, and project plans
• Lead client status meetings, project kick-offs, and debrief meetings
• Review project reports and communicate scope and cost changes
• Travel for client meetings and other events as needed
• Lead, mentor, train, and coach account team members
• Manage 1–2 direct reports, including feedback, goal setting, and performance reviews
• Participate in client presentations, selling, and communicating Citrus’s point of view and expertise
• Update stakeholders on project status and identify and nurture new business opportunities

Program Planner, Peer-to-Peer

IT Operations Analyst

Client Service Director