Partnership Operations Coordinator in Westborough, Massachusetts at United Medical Systems

Location: Westborough, MA

General Statement of Expectations:

In the performance of their assigned tasks and duties all employees are expected to: perform quality work within deadlines with or without direct supervision; interact professionally with other employees, customers and patients; work effectively as a team contributor on all assignments; work independently while understanding the necessity to communicate and coordinate work efforts with others within and outside of the organization.

Job Summary:

The Partnership Operations Coordinator provides administrative and operational support to maintain accurate CRM data, manage documentation workflows, and support partnership and project tracking activities. Responsibilities include updating and maintaining CRM records, tracking the progress of opportunities through multiple business units, and facilitating document execution. The Partnership Operations Coordinator will maintain and organize project trackers to monitor partnerships through their lifecycle including partnership formation, onboarding and buying out partners, business growth activities, and partnership closures. In addition, they will conduct background research to support the ongoing health of partnerships, participate in process improvement initiatives, and compile documentation for reporting and review packets.

Primary Responsibilities/Duties/Functions/Tasks:

Maintain and update CRM system with accurate physician and contact information, including email addresses, onboarding/offboarding dates, and status changes

Add new physicians to the CRM and ensure all required documentation and data fields are complete and up to date

Prepare, upload, and manage documents, mainly through Adobe Sign, ensuring timely distribution and signature collection

Track document status and follow up as needed to ensure completion of agreements and forms

Maintain, update, and organize project trackers to reflect real-time progress on partnership activities (e.g., new partner admissions, partner buyouts, site expansions)

Input and maintain detailed records related to new partnership formations and expansion initiatives

Conduct background research and data validation to support periodic reviews of partnership health

Compile, organize, and format documents and data into comprehensive packets for internal review or reporting

Ensure accuracy, consistency, and integrity of all data across systems and trackers

Identify and resolve discrepancies in data or documentation

Support cross-functional coordination by providing timely updates and organized reporting materials

Maintain confidentiality of sensitive physician, partnership, and business information

Qualifications:

High School Diploma required; associate or bachelors degree preferred

Extreme attention to detail and a high level of accuracy

Strong organizational and time - management skills

Ability to manage multiple tasks and deadlines simultaneously

Proficiency with Microsoft Excel, Outlook, and basic office tools

Prior administrative or data-entry experience

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