About the RoleWe are seeking a detail-oriented and customer-focused Customer Success Specialist to join our Clinical Trial Solutions (CTS) team.
This role serves as a primary point of contact for an assigned customer portfolio, responsible for coordinating order fulfillment activities, supporting customer outcomes, and ensuring accurate execution across internal teams.
The Customer Success Specialist operates with moderate independence, executing established processes while applying judgment to resolve non-routine issues, escalate risks, and maintain alignment across stakeholders. This role plays a critical part in driving customer satisfaction, retention, and operational excellence.
Key ResponsibilitiesCustomer Success & Relationship Support- Serve as the day-to-day contact for assigned customers, ensuring timely communication, accurate execution, and alignment with service expectations
- Support customer relationships by coordinating across internal teams (e.g., Procurement, Operations, Account Management) to deliver on client needs
- Proactively identify, communicate, and escalate service risks, fulfillment issues, or data discrepancies to ensure timely resolution
- Provide updates, status tracking, and issue follow-through to deliver a consistent, high-quality customer experience
- Partner with CTS Account Management to support broader client objectives and ongoing initiatives
Order Coordination & Execution- Intake, validate, and process customer requests in alignment with established procedures and compliance requirements
- Perform quality assurance checks on order data to ensure accuracy prior to fulfillment
- Maintain accurate documentation of customer requests, approvals, and escalation paths within internal systems
- Execute defined workflows while applying judgment to resolve inconsistencies or incomplete information
Pipeline Tracking & Reporting- Track and maintain pipeline activity for assigned accounts, ensuring CRM (SFDC) reflects accurate and up-to-date information
- Support revenue forecasting processes by maintaining data accuracy and identifying potential risks or gaps
- Generate routine reporting on customer activity, pipeline status, and operational performance
- Identify trends or recurring issues within assigned portfolio and escalate insights to leadership
Cross-Functional Collaboration & Business Support- Collaborate with internal partners (e.g., Data Insights, Procurement, Implementation teams) to ensure seamless execution
- Support business initiatives aligned to CTS growth, operational efficiency, and customer experience
- Identify opportunities to improve workflows, data accuracy, and customer processes; contribute to continuous improvement efforts
- Support execution of small-scale initiatives or process enhancements, partnering with leadership and cross-functional teams
QualificationsEducation & Experience- Bachelor's degree in business, Life Sciences, or related field preferred (not required)
- 2-4 years of experience in customer success, account coordination, supply chain, or client services
- Experience in pharmaceutical, clinical trials, or healthcare environments preferred
Skills & Capabilities- Customer Focus: Ability to manage client interactions and deliver high-quality service
- Execution & Accuracy: Strong attention to detail with ability to manage multiple priorities
- Problem Solving: Ability to assess issues, determine next steps, and escalate when needed
- Collaboration: Effectively works across teams to achieve shared goals
- Communication: Clear, professional written and verbal communication
- Technical Skills: Proficiency in Microsoft Office; experience with CRM tools (e.g., Salesforce)
What Success Looks Like- Executes responsibilities independently with limited supervision
- Applies judgment in resolving non-routine operational challenges
- Maintains high standards of accuracy and responsiveness across customer interactions
- Contributes to customer retention through consistent execution and proactive communication
- Supports team and business priorities through collaboration and continuous improvement
We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here.
Our Base Pay Range for this position$61,400 - $102,400
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