Client Success Specialist
Listed on 2026-01-23
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Business
Client Relationship Manager, Customer Success Mgr./ CSM
Are you motivated to participate in a dynamic, multi‑tasking environment? Do you want to join a company that invests in its employees? Are you seeking a position where you can use your skills while continuing to be challenged and learn? Then we encourage you to dive deeper into this opportunity. We believe in career development and empowering our employees. Not only do we provide career coaches internally, but we offer many training opportunities to expand your knowledge base!
We have highly competitive benefits with a variety HMO and PPO options. We have company 401k match along with an Employee Stock Purchase Program. We have tuition reimbursement, leadership development, and even start employees off with 16 days of paid time off plus holidays. We offer wellness courses and have highly engaged employee resource groups. Come join the Neo team and be part of our amazing World Class Culture!
Neo Genomics has an opening for a Client Success Specialist who wants to continue to learn in order to allow our company to grow.
This position is hybrid in Aliso Viejo or Carlsbad, CA.
Now that you know what we're looking for in talent, let us tell you why you'd want to work at Neo Genomics:
As an employer, we promise to provide you with a purpose driven mission in which you have the opportunity to save lives by improving patient care through the exceptional work you perform. Together, we will become the world's leading cancer reference laboratory.
The Client Success Specialist (CSS) is a regional lead able to provide training, leadership, and services for a specific regional sales team and clients that exist in a given region. The CSS will perform a greater number and/or more varied amount of complex or difficult tasks and assignments related to client management and sales assistance. The CSS will work closely with Sales, Client Services, and Operations utilizing their detailed knowledge of Neo Genomics testing and support services to help coordinate the client’s personalized needs within their assigned region.
CoreResponsibilities
- Demonstrate proficiency in all Core Responsibilities of a Client Services Advocate.
- Prioritize tasks as necessary to maintain a streamlined workflow within their region to resolve issues in a timely and efficient manner.
- Stay up-to-date on new test offerings and changes of procedures.
- Monitor and maintain quality and productivity objectives along with other key indicators on a routine basis.
- Assess and respond to situations where standard protocol has failed in resolving customer or sales issues and work to resolve issues with other departments.
- Assist clients with account set-up, LIS user access and user issues, online ordering assistance, and IT concerns.
- Coordinate sales support processes and implementations as well as providing administrative support to the sales team.
- Spearhead new client "Fresh Start" and at-risk client "Case Management Monitoring" programs within their regions.
- Participate in sales meetings (conference and live) to include assigned regional meetings, and disseminate pertinent information to regional teams.
- Train new and existing clients on Neo systems to reduce delays and outbound calls to clients; and can serve as a Neo Genomics Application Support specialist.
- Bachelor’s degree in Business Administration or related field is preferred but not required.
- 2+ years’ experience in customer service/sales support.
- Excellent typing, data entry, and customer service skills.
- Proficient with MS Office programs and database management.
- Experience managing multiple projects.
- Strong organizational skills and attention to detail.
- Ability to adapt to changing procedures, policies, and work environment.
- Ability to communicate effectively, both written and oral.
- Ability to work in a cross‑functional cross‑country team environment.
- Ability to work independently and as a team player.
- Ability to handle stressful situations and demonstrate a potential for strong problem‑solving skills.
- Ability to communicate testing information to both a technical and non‑technical audience.
Ability to travel as required by role (up to 20% of role). Some overnight travel may be required.
Seniority LevelEntry level
Employment TypeFull‑time
Job FunctionOther
IndustryHospitals and Health Care
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