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Representative, Rx Client Reporting

External
inmar logoInmar · 4355 - Grand Prairie, TX (rx Whs)
Full-timeOn-site2w ago
ExcelSalesforce
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About the role

The Rx Client Reporting Representative working under the guidelines of the assigned manager and in collaboration with the client and other team members, performs analysis and reporting. The Rx Client Reporting Representative ensures all client reports are accurate and delivered within the clients' specified SLA. In addition to reporting, this position is responsible for creating and troubleshooting EDI files. Primary Accountabilities: Establish and foster an ongoing relationship with assigned clients Fulfill deliverables accurately and timely within the established SLA Responsible for analyzing data Interface with internal departments to identify and troubleshoot client issues Complete all assigned Salesforce cases within the established SLA Manage and maintain master data files and system parameters at a client level Work efficiently and accurately in an atmosphere of frequent interruptions Prioritize and manage multiple tasks requiring timely follow-up and completion of all projects. Proceed independently and carry our assignments to completion with minimal instruction Share best practices and make recommendations to customers and account managers Actively participate in client conference calls Understand clients' business objectives Create EDI files and when issues occur be able to troubleshoot Perform routine maintenance to ensure client is receiving all qualifying debit memos via EDI Research client issues with a sense of urgency based on the client' priority, resourcefulness and taking ownership of the issues until completion For those Salesforce cases requiring Operations to research, create an OPS Research case in SF and monitor through completion. Close OPS Research cases as Operations resolves Work as a team in a POD structure (AM, Reporting Representative and Rx Returns Representative) structure to provide an enhanced the client experience Understand the clients' policy and work with the Policy to update the clients' policy yearly Actively participate in client meetings and internal meetings Additional Responsibilities: Performs other duties as assigned Complies with all policies and standards Required Qualifications: Bachelors Bachelor's Degree preferred 1-3 years of related experience in one or more of the following fields: retail/manufacturer supply chain, transactional/data processing environments, and/or complex business account services required Must be proficient in and have advanced experience with Microsoft Office Products (Word, Excel, PowerPoint), Google products and Salesforce Physical Demands The physical demands described here are representative of those that must be met by an associate to successfully perform the major job responsibilities (essential functions) of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the major job responsibilities. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job. Use Hands to Handle Objects - Regularly Reach with Hands or Arms - Regularly Talk or Hear and Read Instructions - Regularly Stand, Kneel, or Stoop and Lift 20 Pounds - Occasionally View Items at a Close Range - Regularly Rarely : Job requires this activity up to 25% of the time Occasionally : Job requires this activity between 25% - 50% of the time Frequently : Job requires this activity between 50% - 75% of the time Constantly : Job requires this activity more than 75% of the time Individual Competencies Problem Solving: Completes routine and repetitive tasks where tasks are straightforward. Establish Focus: Communicates at a high level and is able to negotiate on a broad spectrum of matters. Analytical and Critical Thinking: Communicates using persuasion and authority. Communication: Contributes to strategy for their team. Collaboration: Creates internal alliances outside the immediate team or department. Effective Execution: Demonstrates support for innovation and organizational changes needed to improve effectiveness and efficiency. As an Inmar Associate, you: Put clients first and consistently display a positive attitude and behaviors that demonstrate an awareness and willingness to listen and respond to clients in order to meet their short-term and long-term needs, requirements and exceed their expectations. Treat clients and teammates with courtesy, consideration and tact; you also have the ability to perceive the needs of internal and external clients and communicate effectively with the objective of delighting and retaining the client. Build collaborative relationships and work cooperatively with others, inside and outside the organization, to accomplish objectives, develop and maintain mutually beneficial partnerships, leverage information and achieve results. Set and attain achievable, yet aggressive, goals with a sense of urgency and accountability. Understand that results are important and focus on turning mi


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Representative, Rx Client Reporting at Inmar