Account Liaison I
Caris Life Sciences
August 31, 2026
Remote friendly (Phoenix, AZ)
United States
Sales
Position Summary
The Account Liaison is responsible for obtaining information required to begin Caris testing, assisting with specimen acquisition, and communicating with clients throughout the testing process. Supports assigned accounts/territories and helps build relationships with field teams and clients. Requires independent judgment that impacts the client experience.
Job Responsibilities
- Resolve 100+ discrepancies per day timely and accurately.
- Quality check new case set-up (96%+ quality average).
- Manage service team distribution inbox: answer inbound calls and attach incoming documents to existing cases/patient folders.
- Assist team members to ensure completion of daily caseloads.
- Meet departmental deliverables and goals.
- Meet all regulatory agency requirements related to the role.
- Maintain accurate client and patient record documentation.
- Support ACT team and Caris Labs for rapid resolution of client issues.
- Build customer relationships via professionalism, reliability, and responsiveness.
- Respond to client inquiries (email/calls/fax) regarding clinical data, referral tests, analysis, and test ordering.
- Solve specimen/case discrepancy issues through problem-solving and analysis.
- Analyze information from Caris requisitions and resolve discrepancies.
- Use laboratory information system and CRM to enter, gather, and analyze data.
- Provide proactive communication on case concerns/issues.
- Evaluate client concerns/complaints/trends and recommend changes.
- Complete tasks/projects as assigned by management.
Required Qualifications
- High school diploma or equivalent.
- 1–3 years in a client services role using deductive reasoning.
- Proficient in Microsoft Office (Word, Excel, Outlook) and basic Internet use for business.
Preferred Qualifications
- 1–3 years customer support; 1–3 years laboratory experience.
- Bachelor’s degree.
- 1–3 years in physician office/hospital/healthcare setting.
- Proficiency in healthcare/medical terminology.
- Knowledge of HIPAA and patient data privacy.
Other
- Periodic travel; some evenings, weekends and/or holidays.
- Potential hybrid schedule after 3 months if eligible.
Physical Demands
- Sit/stand for long periods; repetitive motion; lift up to 30 pounds.
Training
- Job-specific, safety, and compliance training assigned based on job functions.
Conditions of Employment
- Successful completion of pre-employment process (criminal background check, drug screening, credit check for certain positions, and reference verification).
The Account Liaison is responsible for obtaining information required to begin Caris testing, assisting with specimen acquisition, and communicating with clients throughout the testing process. Supports assigned accounts/territories and helps build relationships with field teams and clients. Requires independent judgment that impacts the client experience.
Job Responsibilities
- Resolve 100+ discrepancies per day timely and accurately.
- Quality check new case set-up (96%+ quality average).
- Manage service team distribution inbox: answer inbound calls and attach incoming documents to existing cases/patient folders.
- Assist team members to ensure completion of daily caseloads.
- Meet departmental deliverables and goals.
- Meet all regulatory agency requirements related to the role.
- Maintain accurate client and patient record documentation.
- Support ACT team and Caris Labs for rapid resolution of client issues.
- Build customer relationships via professionalism, reliability, and responsiveness.
- Respond to client inquiries (email/calls/fax) regarding clinical data, referral tests, analysis, and test ordering.
- Solve specimen/case discrepancy issues through problem-solving and analysis.
- Analyze information from Caris requisitions and resolve discrepancies.
- Use laboratory information system and CRM to enter, gather, and analyze data.
- Provide proactive communication on case concerns/issues.
- Evaluate client concerns/complaints/trends and recommend changes.
- Complete tasks/projects as assigned by management.
Required Qualifications
- High school diploma or equivalent.
- 1–3 years in a client services role using deductive reasoning.
- Proficient in Microsoft Office (Word, Excel, Outlook) and basic Internet use for business.
Preferred Qualifications
- 1–3 years customer support; 1–3 years laboratory experience.
- Bachelor’s degree.
- 1–3 years in physician office/hospital/healthcare setting.
- Proficiency in healthcare/medical terminology.
- Knowledge of HIPAA and patient data privacy.
Other
- Periodic travel; some evenings, weekends and/or holidays.
- Potential hybrid schedule after 3 months if eligible.
Physical Demands
- Sit/stand for long periods; repetitive motion; lift up to 30 pounds.
Training
- Job-specific, safety, and compliance training assigned based on job functions.
Conditions of Employment
- Successful completion of pre-employment process (criminal background check, drug screening, credit check for certain positions, and reference verification).