Client Services Rep 1 (FCR Planner) at IQVIA

Taguig City, National Capital Region, Philippines

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Life SciencesIndustries

Requirements

2+ years of customer service or equivalent
Previous work experience in catering to US clients, preferably in a phone-based Customer Service role
Relevant audit experience is preferred
Pharma Industry experience is a plus
Familiarity with US cultural norms and practices
Bachelor's Degree Required
Proficiency in PC applications, Microsoft Office suite (Word, Excel, PowerPoint, Teams) and Outlook
Knowledge in SharePoint, Salesforce and Smartsheet preferred
Proficiency in using phone systems such as Twilio, CRM software and other relevant technology preferred
Able to work during US standard business hours and be flexible on work schedule and/or extended hours
Expert on analysis and information gathering to resolve problems on routine matters
Ability to multi-task/plan numerous meetings simultaneously while demonstrating strong attention to detail
Comfortable working in a fast-paced team environment and independently
Exceptional customer service skills
Strong sense of urgency and ability to effectively problem solve
Excellent communication skills, both oral and written

Responsibilities

Collaborate as an integral part of the client Core Team (meeting planners, logistics planner, speaker bureau planners, etc.)
Review all aspects of planning to ensure within client’s business rules and budgetary requirements
Assess accuracy of Management Fee applied tied to the program type
Review Speaker Travel expenses to ensure no discrepancy between itinerary vs travel charges
Review Speaker Honorarium to ensure Speaker is paid correctly
Accurately plot venue/caterer charges to the specific FCR approved calculator to flag any overage on approved cost per person
Accurately move charges to their applicable budget category following client’s business rules
Review and resolve attendance discrepancies as needed
Ensure all expenses match between systems (EFX and Centris) and document approved exemptions
Obtain necessary documents (receipts) uploaded in the meeting and other related documents
Communicate timely with meeting planner, speaker bureau planner, logistics planner, vendors related to task completion and inquiries
Apply client business and compliance rules throughout the financial close & review process
Trigger or escalate items that can impact risk on meeting compliance
Ensure understanding of system functionalities related to job function
Liaise with relevant internal and external stakeholders to ensure up-to-date information
Comply with timekeeping standards & policies in Sprout, PSA ensuring accurate work hours logged
Other related team tasks may be assigned

Skills

Key technologies and capabilities for this role

Financial AuditingBudget ReviewCompliance CheckingData ReconciliationExpense TrackingReceipt ManagementEFX SystemCentris SystemTransfer of Value ReportingSpeaker Honorarium Processing

Questions & Answers

Common questions about this position

What is the salary for the Client Services Rep 1 (FCR Planner) position?

This information is not specified in the job description.

Is this a remote position or what is the location requirement?

This information is not specified in the job description.

What skills or experience are required for this role?

Candidates need 2+ years of customer service or equivalent experience, previous work with US clients preferably in phone-based customer service, relevant audit experience preferred, pharma industry experience a plus, and familiarity with US cultural norms.

What is the team structure like for this position?

The role is part of IQVIA’s Speaker Bureau team, which consists of dedicated meeting professionals including meeting planners, logistics planners, speaker bureau planners, and other roles supporting meeting execution as an integral part of the client Core Team.

What makes a strong candidate for the FCR Planner role?

Strong candidates have 2+ years in customer service with US clients in phone-based roles, audit experience, pharma background, and familiarity with US cultural norms to effectively collaborate with the core team and ensure financial compliance.

IQVIA

Advanced analytics and clinical research services

About IQVIA

IQVIA provides advanced analytics, technology solutions, and clinical research services specifically for the life sciences industry. Their services utilize extensive data resources and technology to create connections within healthcare, allowing clients to gain insights that help speed up the development and marketing of new medical treatments. This process is facilitated by their IQVIA Connected Intelligence™ system, which offers quick and flexible insights. IQVIA stands out from competitors by focusing on patient privacy, employing various technologies to protect individual data. The company's goal is to enhance healthcare outcomes by supporting biotech, pharmaceutical, and medical device companies, as well as researchers and government agencies, in understanding diseases and advancing medical science.

Durham, North CarolinaHeadquarters

1998Year Founded

$3,526MTotal Funding

POST_IPO_EQUITYCompany Stage

Cybersecurity, Biotechnology, HealthcareIndustries

10,001+Employees

Risks

Rapid advancement of cancer vaccines may disrupt traditional clinical research models.

Proliferation of disparate technological solutions causes technology overload in clinical trials.

Generative AI technologies face challenges in adoption due to data privacy concerns.

Differentiation

IQVIA leverages advanced analytics and big data for life sciences solutions.

The company offers privacy-enhancing technologies to protect individual patient data.

IQVIA's AI Assistant provides rapid, actionable insights for healthcare and life sciences.

Upsides

Increased adoption of decentralized clinical trials enhances patient-centric study designs.

AI-driven drug discovery accelerates identification of potential drug candidates.

Expansion of telemedicine facilitates remote patient monitoring and data collection.

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