Executive, Chargebacks & Memberships

• Run a membership error report daily to prioritize workload
• Assign COT - Assign customers (trading partners) Classes of Trade using the class of trade schema (SOP)
• Verify that trading partner ID's being submitted are active by using DEA/HIN, etc websites.
• Verify trading partner is eligible for contract. - Validate customer eligibility via membership rosters provided, communication with customers/wholesalers, downloads from customers provided websites, etc.
• Utilize the Advanced Membership Tool to upload customers when available
• Adding/adjusting members in Flex Manually for Trading Partners not eligible for the AMM tool functionality
• Adjust/correct eligibility dates on trading partners to cover invoice dates for chargeback lines. We like to use the start date on the membership list if provided
• Activate eligibility sets to apply updates/changes made to trading partners so chargeback lines will process for the membership errors resolved
• Provide backup coverage for Membership Analyst.
• Perform ad hoc membership maintenance as requested.
• Perform ad hoc analysis & duties as required.
  

Qualifications

Skills Required

Analytical Skills

• Ability to interpret and resolve membership errors.
• Perform ad hoc analysis and identify trends or discrepancies.
  

Attention to Detail

• Ensuring accuracy in eligibility dates, trading partner IDs, and contract validation.
  

Technical Proficiency

• Experience with tools like:
• Advanced Membership Tool (AMM)
• Flex System
• DEA/HIN databases
• Comfortable working with spreadsheets, databases, and possibly CRM or ERP systems.
  

Process-Oriented Thinking

• Following SOPs for assigning Classes of Trade.
• Understanding and applying eligibility rules and schemas.
  

Communication Skills

• Coordinating with customers, wholesalers, and internal teams.
• Providing backup support and documenting processes clearly.
  

Problem-Solving

• Troubleshooting chargeback issues and membership discrepancies.
  

Time Management

• Prioritizing daily workload based on error reports and ad hoc requests.
  

🎓 Qualifications

Education

• Bachelor’s degree in Business Administration, Healthcare Management, Data Analytics, or a related field (preferred but not always mandatory).
  

Experience

• 1–3 years in a membership operations, contract administration, or chargeback analyst role.
• Experience in pharmaceutical, healthcare, or distribution industries is a plus.
  

Certifications (Optional But Beneficial)

• Lean Six Sigma (for process improvement)
• Data analysis or Excel certifications
• CRM or ERP system training (e.g., SAP, Salesforce)