[Remote] Patient Services Operations Specialist - CRM Exp in Healthcare Required

Note: The job is a remote job and is open to candidates in USA. PRO-spectus is seeking a Patient Services Operations Specialist to support the Patient Services team and help drive operational excellence across patient support, technology enablement, reporting, and program execution. This role will support day-to-day Patient Services operations, workflow coordination, Salesforce implementation and migration activities, patient coordinator team support, marketing survey oversight, reporting, and cross-functional process improvement.ResponsibilitiesSupport Patient Services operations, including workflow coordination, issue tracking, escalation support, and operational assistance for patient coordinator team membersSupport Patient Services leadership in monitoring operational priorities, case progression, program expectations, and team workflow needsServe as an operational partner for Salesforce implementation and migration activities, including requirements gathering, user acceptance testing, workflow validation, data review, training support, adoption, and post-launch stabilizationPartner with internal stakeholders to translate patient services workflows, patient coordinator needs, provider interactions, and program requirements into clear business and functional requirementsAssist with the development, documentation, and optimization of standard operating procedures, process flows, job aids, training materials, and quality expectationsSupport patient coordinator onboarding, training reinforcement, knowledge-sharing, and process clarification to promote consistent execution across the teamUsing Tableau and Salesforce, monitor operational data, dashboards, scorecards, audits, and reports to identify trends, risks, gaps, and opportunities for improvementPrepare and maintain routine reporting related to patient services activity, program performance, case status, team productivity, survey results, and other operational metricsSupport execution of marketing surveys or patient/provider feedback initiatives, including tracking participation, monitoring data quality, summarizing results, and escalating insightsCollaborate with Market Access, Clinical Adherence, Pharmacy, Revenue Cycle Management, Technology, and Client Services teams to support an integrated patient access experienceIdentify opportunities to streamline workflows, reduce manual effort, improve data integrity, and strengthen the patient, provider, and client experienceSupport business reviews, leadership updates, client-facing materials, and internal presentations by gathering data, organizing insights, and preparing clear summariesCreate high-quality reports and presentations for client stakeholders and internal leaders using Microsoft PowerPoint and WordServe as a resource for operational questions, system issues, process clarification, and complex case support as appropriatePromote a culture of accountability, compassion, collaboration, and continuous improvement within the Patient Services teamMaintain confidentiality and compliance with all applicable policies, procedures, and requirements related to patient information, client programs, and company operationsPerform other duties and responsibilities as assigned to support Patient Services and broader PRO-spectus business prioritiesSkillsStrong understanding of patient services, patient access, reimbursement support, case management, or healthcare operationsExperience supporting team workflows, training reinforcement, escalation management, quality review, or operational coordinationAbility to work effectively in a hands-on operational support role while managing priorities, details, and cross-functional requestsStrong analytical skills with the ability to review data, identify trends, validate information, and translate findings into actionable recommendationsExperience with CRM or case management platforms; Salesforce Health Cloud, Life Sciences Cloud, or similar patient services technology experience preferredComfort supporting technology implementation, migration, system testing, process documentation, and user adoption initiativesProficiency with Microsoft Excel, PowerPoint, Word, and reporting tools; Tableau or Salesforce reporting experience neededStrong written and verbal communication skills, including the ability to prepare clear reports, updates, presentations, and process documentationExcellent organizational skills with the ability to manage multiple priorities, deadlines, stakeholders, and operational detailsHigh attention to detail and commitment to data accuracy, process consistency, and quality outcomesAbility to work cross-functionally and build trusted relationships with internal teams, leadership, and external stakeholdersSound judgment, professionalism, discretion, and ability to handle confidential patient, provider, client, and business informationDemonstrated ability to problem-solve, adapt to change, and support teams through evolving business or technology needsCommitment to PRO-spectus' mission of improving access to care and delivering a compassionate, patient-centered experienceBachelor's degree in Healthcare Administration, Business, Life Sciences, Information Systems, or related field preferred; equivalent experience may be consideredMinimum of 3–5 years of experience in patient services, patient access, reimbursement support, specialty pharmacy, hub services, healthcare operations, or a related fieldSalesforce Expertise: Minimum 2 years of experience with patient data platforms, such as Salesforce Health Cloud, Life Sciences Cloud, or similar systemsTechnical Skills: Proficiency in Tableau, Microsoft Excel, and PowerPointExperience supporting training, quality, operations, escalation management, reporting, or project support preferredExperience supporting Salesforce implementation, CRM migration, case management technology, reporting, or process improvement initiatives strongly preferredExperience working with life sciences, specialty therapies, medical benefit reimbursement, rare disease, cell and gene therapy, drug/device programs, or complex access models preferredBenefitsRobust medical, dental, and vision plansLife insurance and disability coverageTax-advantaged savings accountsEmployee Assistance ProgramHome office benefitsUnique perks like an Employee Ownership ProgramPaid time offHolidaysBereavement leave401(k)-retirement plan with employer matchingPerformance-based bonus opportunityCompany OverviewPRO-Spectus is a healthcare advisory firm that specializes in the pharmaceutical, medical device, and diagnostic healthcare industries. It was founded in 2008, and is headquartered in San Diego, California, USA, with a workforce of 51-200 employees. Its website is https://www.pro-spectus.com/.