Project Specialist, HCP Contracting

Role Description

The Project Specialist will work closely with the client to understand the program goals and objectives and provide a return on their investment throughout each aspect of the program. The Project Specialist would be able to manage multiple projects simultaneously, be very organized and feel comfortable having contact with the clients. They would be involved in and/or responsible for the following tasks, as well as administrative tasks such as providing strategic recommendations on the HCP contracting process and assisting the Customer Success team in preparing contracting SOP’s.

• Project management with consultative approach for virtual, hybrid or in person meetings
• Client, Financial, and HCP Management
• Manage multiple projects on tight timelines
• Adherence to various policies (i.e. confidentiality, sensitive communication, intellectual property)
• Interact with individuals and groups from business units and other areas of the organization, in addition to HCPs
• Become the main contact for customers and stakeholders for all assigned contract types
• Research HCP status and contract availability in client system
• Develop and monitor contract workflow from the initial phase through to completion
• Utilize client contracting templates to create contract, obtain approval, and finalize all necessary signatures to execute HCP contract
• Communicate with HCP regarding contracts, required information (e.g., missing information, clarification of information, documentation and obtain signatures)
• Ensure accuracy and appropriateness of HCP contract documentation and attachments; set-up new contracts; terminate expired contracts; and general maintenance of active contracts
• Utilize the client system to check on status of contracts
• Communicate contract updates to internal team throughout the lifecycle of the contract
• Complete client debarment process
• Manage HCP contract tracker
• Request and track CV’s, W9/W8
• Attend client update calls and liaison with the client and internal team on contract status and provide updates
• Ensure contracts are compliant with all client regulations
• Communicate issues as appropriate and align with internal stakeholders
• Escalate any issues or questions to the client compliance department
• Notify M&IW team members when contracts are complete and prompt logistics to begin
• Customize HCP Invoice template with program details and send out to HCP’s to complete, manage follow up with HCP’s to ensure invoices are received in a timely manner
• Work with client to gain approval on all invoices prior to payment
• Complete Fee for Service tracking grid
• Collaborate with HCP payments team to answer expense policy questions
• Complete final reconciliation process including preparing customer invoice and working through audit process with internal finance team
• Responsible for uploading final documentation into client systems
• Financial Management
• Full understanding of client financial internal requirements and deadlines
• Budget creation/management
• Manage all event related payment requests and processing
• Full audit and reconciliation of the hotel and other vendor invoices
• Cost savings worksheet creation and management
• Final invoice document management
• Reconciliation management including estimated invoice and final invoice requirements

Requirements

• Details of these areas are shared during interviews and monthly reviews:
• Cultural Excellence
• Role Expectations
• Emotional Intelligence

Qualifications

• College degree or equivalent experience
• Minimum 2 years of experience in HCP contracting
• Understanding of policies and issues pertaining to events with HCPs in attendance
• Knowledge of HCP payments: Fee for service (FFS), honoraria, and Expense reimbursement (NEER)
• Knowledge of virtual and hybrid event options
• Proven excellent oral and written communication skills in both internal and client-facing environments
• Demonstrated track record of successfully managing multiple projects simultaneously
• Experience working in a virtual office environment a plus
• Proficient in Microsoft Office systems (Outlook, Excel, OneNote, Word, and Power Point)
• Experience in Smartsheet
• Experience with database management programs (Cvent preferred)

Benefits

• Competitive salary
• Health, Dental, Vision and Life Insurance options
• 401K plan
• Paid holidays
• Accrued personal time off for vacation and sick leave
• Laptop, additional monitor, and mobile phone
• Global Giveback program for volunteer service
• Remote Office / Work from home, or option to work in our corporate headquarters located near Milwaukee