
Client Transition Specialist
Planet Pharma · Commercial & Professional Services
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Job Description:
Position Summary
The Client Transition Specialist supports client transition activities related to next-generation data assets. This role serves as an operational resource responsible for coordinating transition deliverables, supporting issue resolution, facilitating communication across stakeholders, and helping ensure a positive client experience throughout the transition process.
Key Responsibilities
Client Transition Support
Support client transition activities related to data assets, including national and subnational assets and future patient-level assets. Assist with onboarding, migration, and implementation activities.
Monitor transition milestones and track open items through completion.
Issue Resolution
Investigate and resolve routine client inquiries and first-line service issues.
Escalate complex items to appropriate support teams and monitor follow-up through closure.
Cross-Functional Coordination
Partner with Go-to-market, Project Management, Commercial, Client Services, Data Operations, and Development Teams.
Coordinate activities needed to support successful client transition execution.
Client Communication
Develop effective working relationships with client contacts and provide information as needed to address questions tied to the transition to the Next Generation data assets..
Provide practical updates regarding transition status, open items, and next steps.
Process Improvement
Identify opportunities to improve transition processes and enhance client experience.
Document repeatable steps, status updates, and lessons learned to support future transitions.
Qualifications
Bachelor’s degree or equivalent experience.
2-5 years of experience in Client Services, Project Management, Account Management, Data Operations, Commercial Operations, Market Research, or related fields.
Knowledge of National and/or Subnational products and services and/or pharmaceutical reports.
Strong communication, organization, follow-up, and problem-solving skills.
Ability to manage multiple priorities and deadlines.
Experience using Microsoft Excel, PowerPoint, Microsoft Office applications, Smartsheet, and other visualization tools.
High learning agility.
Preferred Qualifications
Experience supporting pharmaceutical, biotech, or healthcare clients.
Ability to work effectively in a cross-functional and matrixed environment.
Pay Rate Range: $25-32/hr depending on experience