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Client Relationship Manager - Remote, (1633)

Department: CLIENT RELATIONS MANAGMNT
Location: Rio Rancho, NM

Scheduled Shift: Monday-Friday varied upon business needs.

Location: Remote

JOB SUMMARY:
Service and monitor customer accounts with a high degree of professionalism. Retain client
accounts and prospect for new business within assigned territory. Build and maintain internal
and external client relationships. Coordinate communication within all departments of TriCore
as it relates to servicing customers. Provide ongoing service and problem solving to customer
base. Promote and maintain a positive image of the laboratory within the community. Provide
customer training as needed. Requires travel.

ESSENTIAL FUNCTIONS:
1. Establish, build, monitor and retain relationships with our customers.
2. Monitor and assist in ensuring customer accounts are appropriately built.
3. Support customer related “client billing” initiatives to ensure they are correct and current.
4. Document and resolve customer issues, assist with new client account monitoring and
monitor, identify, and resolve all service issues.
5. Meet and communicate with all assigned customers according to the assigned monthly call
cycle. Provide all necessary support to retain and grow existing clients. Grow healthcare
accounts to meet or exceed sales objectives of the organization.
6. Prepare and submit proposals for new accounts as necessary and consistent with pricing
policy and review procedure.
7. Manage requirements within and including the Laboratory Service Agreement contracts.
8. Use a high degree of independent judgment when solving problems and assisting customers.
9. Establish, build and retain relationships with customers and TriCore Leadership.
10.Address customers concerns with the goal of increasing satisfaction.
11.Provide training to customers on problem trends, in completing requisitions, contacting
TriCore reading reports and invoices, connectivity solutions, and courier services for
sponsor clients. If appropriate, provide training and consulting services to clients on
OSHA or phlebotomy.
12.Attend, participate, and/or facilitate meetings as requested by TriCore,
13.Assist in developing appropriate marketing tools, as needed.
14.Install and troubleshoot TriCore Portal, TriCore Direct and printers. Assist with delivery
of supplies, requisition forms, courier services, and customer training.
15.Ensure all appropriate personnel are notified of system modifications and that those
changes are documented. Follow up on changes to ensure user needs are being met.
16.Analyze and assist internal and external clients with the implementation and installation
of outreach connectivity. Analyzes client workflow processes and procedures to recommend
appropriate Outreach solution.
17.Identify and communicate system or operation problems in assigned application IT or
JD 169. (version 3.0). Client Relationship Manager. Effective starting 6/9/2022. Approved and current
Page 1 of 4.
The information contained in this document is proprietary, confidential, and protected from disclosure under applicable law. Unauthorized duplication is prohibited
customer hospital IT.
18.Coordinate solutions hardware and peripheral equipment issues for customers.
19.Support installs of connectivity by coordinating schedule with both client and Outreach
Applications Analysts.
20.Maintain expertise in relevant computer systems such as Antrim, Rhodes, Sunquest,
PowerPath, Sales Force, Epic, Cerner and Liberty.
21.Check client centrifuges according to procedure. Complete appropriate paperwork for
current and new accounts: physician acknowledgements, printer installation, special
pricing, connectivity, etc.
22.Disseminate information to customers and employees as appropriate.
23.Maintain and record in Sales Force.
24.Maintain high standards of technical knowledge of testing, testing changes and M.D.
Specialties.
25.Submit weekly and monthly mandatory reports as deemed necessary by management.
26.Provide feedback to Marketing and Tech Support, TriCore Operations in developing
effective and professional sales and training materials for capabilities and services.
The above statements describe the general nature and level of work being performed by individuals
assigned to this classification. This is not intended to be an exhaustive list of all responsibilities
and duties required of personnel so classified.

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