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Client Services Representative
Client Services RepresentativeTotal Ancillary • Dallas, Texas, United States, 75247
Client Services Representative

Client Services Representative

Total Ancillary • Dallas, Texas, United States, 75247
[job_card.variable_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

About Total Ancillary

Total Ancillary specializes in biologics technology and biologics management which drives efficiencies in the podiatry and wound care supply chain. Total Ancillary’s mission is to improve a patient’s quality of care through optimal products, treatments, and education.

What's in it for you?

  • Competitive salary / commission package.
  • Comprehensive benefits package, including medical, dental, and vision insurance.
  • 401(k) retirement plan
  • Employee Referral Bonuses
  • Car allowance and fuel reimbursement for sales roles
  • Ongoing training and development opportunities.
  • A dynamic and collaborative work environment.
  • Opportunity to make a meaningful impact in the medical industry.

Position Summary :

The Client Services Representative (CSR) develops and maintains relationships with assigned clients to ensure satisfaction and retention. This role serves as a primary liaison between clients and internal teams, ensuring client needs are clearly understood, issues are resolved promptly, and services consistently meet expectations.

Responsibilities of the Role :

  • Serve as the main point of contact for assigned client accounts, ensuring consistent communication and high levels of satisfaction
  • Develop a deep understanding of clients’ business models, goals, and challenges to proactively identify solutions that align with their needs
  • Maintain a regular cadence of meetings and check-ins to review performance, discuss opportunities, and ensure client retention
  • Collaborate cross-functionally with internal teams (Sales, Operations, Compliance, and Revenue Cycle) to address client issues and deliver timely, accurate resolutions
  • Analyze client data, performance trends, and feedback to recommend process improvements and program enhancements
  • Support contract renewals, pricing discussions, and new service proposals by preparing quotes and assisting with RFP responses
  • Track account health, monitor performance metrics, and escalate potential risks or unmet needs to leadership
  • Train client contacts and their teams on processes, systems, or program updates to drive success and compliance
  • Participate in client onboarding, ensuring a smooth transition from implementation to steady-state management
  • Maintain accurate and up-to-date records of client communications, issues, and deliverables
  • Perform other duties as assigned and deemed appropriate by management.

    • Requirements of the Role :

  • High school diploma or equivalent
  • Minimum of 4 years of experience in account management, client services, or related customer-facing role
  • Proficiency in CRM tools and Microsoft Office Suite (Excel, Word, PowerPoint)
  • Proven ability to manage multiple client relationships and prioritize competing demands
  • Strong communication and interpersonal skills, with the ability to build trust and credibility with clients and internal stakeholders
  • Experience interpreting data and translating trends into recommendations
  • Experience working in a growth-oriented environment with the ability to adapt to changes
  • Strong organizational skills with attention to detail
  • Possesses self-motivation to meet deadlines with minimal supervision

    • Preferred Qualifications :

  • Bachelor’s degree in Business, Communications, Healthcare Administration, or a related field preferred
  • Experience in the healthcare industry

    • Total Ancillary is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability or any other legally prohibited criteria.

    Total Ancillary participates in E-Verify.

    PIf7add9b57940-30511-39076664

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    Client Service Representative • Dallas, Texas, United States, 75247

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