Summary
Overview
Work History
Education
Skills
Timeline
Generic

Susan Webber

Marlton

Summary

Experienced Customer Onboarding Specialist skilled in guiding new clients through seamless onboarding processes. Excellent at building strong relationships, providing clear instructions, and ensuring customer satisfaction. Committed to enhancing the client experience and driving success from day one.

Overview

8
8
years of professional experience

Work History

Customer Onboarding Specialist

Mckesson Corporation
03.2023 - Current
  • Responsible for the analysis and end-to-end implementation of new customers
  • Communicates directly with Sales team daily to ensure all aspects of customer setups are accurately completed
  • Ensure that all requirements for pricing, regulatory, and credit are met to release new business accounts for ordering
  • Acts as the onboarding lead and works with all departments of McKesson directly related to new customer implementations
  • Will ensure all SLAs are met by all internal partners to release an account in a timely manner
  • Monitors customer satisfaction with new implementations and ensure performance exceeds customer expectations
  • Track quality metrics to ensure that implementations are completed at the expected high standard
  • Create and follow established processes and template guidelines that ensure implementation initiatives proceed according to established best practices
  • Effectively communicate product, price, promotion, and procedure information to customers and Sales team
  • Interfaces with all areas affected by the implementation which may include customers and other McKesson departments (Sales, DC Operations, Credit, Regulatory, Pricing)
  • Oversees/coordinates all aspects of implementation and serves as project lead between customers and various internal and external resources
  • Assess implementation issues and develops resolutions to meet productivity, quality, and customer satisfaction goals
  • Develops detailed implementation plans and status reports
  • Offboard customers who no longer wish to remain a part of McKesson
  • Track Health Mart contracting for both new and existing customers

Sales Support Coordinator

Mckesson Corporation
07.2017 - 03.2023
  • Collaborate with sales personnel/account managers to provide support for Northeast Retail Sales Team
  • Serve as a liaison between customers, field sales, credit, and distribution center operations, assisting with delivery issues, items, and special-order requests to ensure customer needs are met within contractual agreements
  • Handle account maintenance and updates to regulatory licenses, sales territory management, inventory clean-ups, and EDI set up
  • Issue research/resolution – internal BU’s, field sales and escalated customer service, returns, EDI/CRRB issue resolution
  • Document and confirm data accuracy in all systems including internal systems, CRM & Salesforce, BI Reports, HRIS, and financial systems, as well as, initiate account loading/changes, pricing updates/maintenance, preform credit and invoice research & other customer account management activities
  • Maintain, organize, and monitor customer files to include load forms, customer enrollments, licenses (DEA, Pharmacy, Controlled Substance)
  • Order and distribute customer equipment, maintain tracking system for customer equipment to include MM25’s, laptops, and scanners, as well as assist with delivery issues, perform credit, and invoice searches, item and special-order requests and other customers facing activities
  • Attend annual IdeaShare, providing customer training for ordering services, working with vendors to place customer orders, ensuring all customer orders are processed efficiently

Education

High School Diploma -

Manasquan High School
Manasquan, NJ
06-1995

Skills

  • Microsoft Office 365
  • Word
  • Excel
  • PowerPoint
  • Access
  • Outlook
  • SQL
  • Tableau
  • Smartsheet
  • CRM
  • Salesforce
  • SAP
  • AS400
  • Business Objects
  • Training
  • Willingness to learn
  • Teamwork
  • Teamwork and collaboration
  • Problem-solving
  • Attention to detail
  • Problem-solving abilities
  • Multitasking
  • Excellent communication
  • Organizational skills
  • Adaptability and flexibility
  • Interpersonal skills

Timeline

Customer Onboarding Specialist

Mckesson Corporation
03.2023 - Current

Sales Support Coordinator

Mckesson Corporation
07.2017 - 03.2023

High School Diploma -

Manasquan High School

Similar Profiles

CREATE PROFILE
Susan Webber