Job Intake & Optimization Specialist

These individuals are focused on two primary data responsibilities include providing real-time job order data and managing client/customer data.

General Responsibilities

  • Job order entry – imports – utilizing VMS download options, filtering through an appropriate field-mapping tool and/or workbook and uploading job orders into CRM on a defined daily or weekly schedule to ensure speed and accuracy based on Triage’s sales strategic client priorities; ensure appropriate descriptions are attached to every job; ensure jobs are updated and removed on a daily basis in this process.
  • Review the data entry – client and job orders – of fellow data management specialists. Looking for trends, accuracy, and missed opportunities.
  • Analyze how data is coming in, be organized so that it can easily be used.
  • Work on cross-functional teams with other coordinators, sales managers, sales coordinators, compliance coordinators, and financial analysts. Being a team player and working well with others is crucial.
  • Attention to detail is paramount. Therefore, this person must be able to look at the minute details to make sure it is being recorded and stored properly.
  • This person must have the ability to solve data problems as they arise.
  • Understanding of other team members’ responsibilities and flexibility to help out when needed.


Required Skills

  • The ability to work across multiple technologies to ensure job details are transitioned from one system to another with accuracy and on schedule
  • Quality assurance – answering the why, making the connection by and between the data and departments, and looking for trends analysis.
  • Detail-oriented
  • Logical thinking
  • Strong technical background (Excel)
  • Excellent written and verbal communication skills
  • Ability to build rapport and team focus
  • Ability to balance multiple priorities from multiple stakeholders
  • Ability to adapt to changing situations
  • Self-motivated, dependable, organized
  • Ability to share information and see connections and trends in data


Education and Experience

  • The minimum education required for this position is a High School diploma. An associate degree is preferred.
  • Relevant business experience preferred
  • Knowledge of medical terminology preferred but not necessary



Triage offers a competitive and comprehensive benefits package that spans medical, financial, and quality of life benefits.

  • Medical, dental, vision insurance
  • 401K with company match
  • Flex PTO
  • Paid Holidays
  • Free Parties
  • Work with great people

Job Intake & Optimization Specialist

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