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Client Services Associate II
Guardant Health. Assist with training new hires, maintaining training checklists, and auditing new-hire work as needed .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills in a healthcare setting, with proficiency in Salesforce and Microsoft Office. Capable of managing complex inquiries and maintaining precise documentation while adapting to dynamic operational needs.
Highest-signal resume keywords
Customer Service ExperienceSalesforce CRM ProficiencyMicrosoft Office ExpertiseBilingual English/SpanishProblem Solving Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data EntryData VerificationDocumentation ManagementOrder-Entry Information RetrievalClient Communication
Soft Skills
Excellent Written CommunicationExcellent Verbal CommunicationMultitasking AbilityOrganizational SkillsSelf-Discipline
Tools & Technologies
Salesforce.comLIMSMicrosoft OfficeAI-Enabled Tools
Industry Keywords
PharmaDiagnosticMedical DeviceBiotechHealthcare
Tech Stack
Tools & technologiesSFDC
About the role
Key responsibilities & impact- Assist with training new hires, maintaining training checklists, and auditing new-hire work as needed
- Manage higher caseloads and/or complex territories based on business needs
- Answer common issues and inquiries and escalate to Client Services leadership when needed
- Receive and respond to phone, email, and web inquiries from physician offices, laboratories, hospitals, sales representatives, and patients
- Resolve cases quickly to contribute to territory volume growth
- Work in a team environment and contribute to department and company goals
- Maintain precise documentation of email, fax, phone communications, and follow-up activities
- Follow SOPs for data entry and data verification
- Enter and qualify new customer information in Salesforce.com and LIMS
- Contact physicians and medical personnel to obtain missing order-entry information
- Partner with the Clinical Lab to ensure client information is entered correctly
- Send or resend patient reports as requested
- Assist with administrative duties, kit ordering, and coordination of offsite phlebotomy services
- Communicate with clients, patients, and sales teams using Salesforce and integrated software platforms
- Achieve team and individual goals and monitor personal metrics
- Resolve customer complaints and escalated situations
- Work flexibly in a fast-paced, dynamic environment
Requirements
What you’ll need- 2+ years of experience working with customers in pharma, diagnostic, medical device, biotech or healthcare setting
- Solid experience using Microsoft Office
- Salesforce (CRM) experience is a plus
- Quick learner able to work collaboratively in an operationally complex multi-product environment and adapt to changing procedures and policies
- Excellent written and verbal communication skills with a high level of computer proficiency, preferably in a Mac environment
- Ability to multitask, work with self-discipline, good judgment, and independence
- Demonstrated ability to be an organized, detailed oriented problem solver and manage client facing escalated situations professionally
- Flexibility with respect to working hours based on client and company needs
- Bilingual English/Spanish is an asset
- Ability to travel to Guardant Health offices for trainings and meetings is required
- Ability to lift up to 25 pounds may be necessary
- Background screening including criminal history is required
- Ability to critically evaluate and responsibly leverage AI-enabled tools in accordance with company policies, ethical standards, and regulatory requirements
- Four-year college degree in Biological Sciences or similar discipline is preferred
Benefits
Comp & perks- Primarily remote work
- Travel to Guardant Health offices for trainings and meetings
- Reasonable accommodations for candidates with disabilities, long-term conditions, mental health conditions, or sincerely held religious beliefs