Home Builder Finance Banking Assistant providing support to Relationship Managers and handling customer requests. Duties include preparing documents, maintaining records, and assisting with service transactions.
About the role
- Client Services Specialist ensuring timely case resolution and managing account-level needs at Guardant Health. Requires strong collaboration with internal teams and attention to detail.
Responsibilities
- Access and navigate client/provider EMR systems (e.g., Epic, Cerner) to retrieve patient and clinical data
- Identify and resolve missing, incomplete, or incorrect information impacting case processing
- Document findings, actions taken, and resolutions in internal systems with precision and compliance
- Serve as the primary point of contact for assigned Key Accounts
- Provide proactive order follow-ups and reminders to ensure timely case progression
- Respond to client inquiries clearly and professionally
- Manage tissue sample requests from initiation through receipt and documentation
- Review pathology reports to extract relevant clinical information and support case resolution
- Partner with Sales, Client Services, Marketing, Billing, Software, and Clinical Operations to support account needs
- Participate in ongoing training to remain current on EMR systems, client protocols, and regulatory requirements.
Requirements
- Bachelor’s degree required
- Background in Biotechnology, Lifesciences, Healthcare with 5+ years of relevant experience working with healthcare providers
- Experience with EMR systems (Epic, Cerner, etc.) preferred
- Demonstrated experience handling PHI and working within HIPAA compliance standards
- Proven ability to communicate complex clinical or operational topics clearly
- Strong cross-functional collaboration skills
- High attention to detail with the ability to manage multiple concurrent tasks
- Experience generating and interpreting reports to support customer needs
- Proficiency in Salesforce, Microsoft Office Suite, JIRA, or comparable systems.
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Hybrid work arrangements
- Professional development opportunities
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