Job Purpose
The Cardiac Documents Administrator supports the Sales and Cardiac Operations teams by coordinating referral documentation, maintaining accurate records, supporting physician communication workflows, and ensuring data integrity across operational systems.
This role helps improve referral processing, reporting accuracy, and operational effectiveness through administration of patient-related documentation, CRM maintenance, record tracking, and cross-functional coordination.
Key Responsibilities
- Assist in managing cardiac rehabilitation referrals, medical records, and treatment plan documentation for Medical Director review.
- Maintain spreadsheets, tracking tools, and documentation repositories to ensure completeness, accuracy, and timely follow-up.
- Generate, distribute, and maintain patient status reports for physicians, provider offices, and internal stakeholders.
- Support communication with patients and healthcare provider offices regarding documentation and administrative requirements.
- Maintain and audit CRM systems to ensure records are accurate, complete, and current.
- Assist with lead outreach activities and lead generation initiatives.
- Support Sales and Sales Operations teams with administrative coordination, reporting, and documentation management.
- Coordinate virtual and in-person meetings, including scheduling, materials preparation, and logistical support.
- Maintain organized records, files, and confidential documentation in accordance with company policies.
- Review documentation for completeness and escalate missing, inaccurate, or incomplete information when necessary.
- Assist with data entry, record verification, and quality assurance activities to support operational accuracy.
- Maintain confidentiality and safeguard sensitive business and healthcare-related information.
- Support marketing-related administrative initiatives, special projects, and departmental process improvements.
Requirements & Qualifications
Qualifications
Required Skills
- Strong attention to detail and organizational skills.
- Effective interpersonal, verbal, and written communication skills.
- Proficiency with Microsoft Excel, Word, Outlook, and other business software applications.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong time-management and administrative coordination skills.
- Basic problem-solving and critical-thinking abilities.
- Ability to quickly learn and navigate new software systems and databases.
- Ability to maintain confidentiality of sensitive information.
- Ability to work independently while collaborating effectively with cross-functional teams.
Preferred Experience
- Experience with CRM systems such as Salesforce or similar platforms.
- Familiarity with healthcare, medical device, or clinical operations environments.
- Experience with reporting, data tracking, and process documentation.
- Experience supporting sales, customer success, or operational teams.
Work Experience
- 0 to 2 years of administrative, operational, coordination, or support experience.
- Experience using Microsoft Office applications and business systems.
Education
- Associate's degree in Business Administration, Healthcare Administration, Communications, or a related field preferred.
- Bachelor's degree in Business Administration, Healthcare Administration, or a related field preferred.
Certifications
- Salesforce Associate Certification preferred.
- Microsoft Office Specialist (MOS) Certification preferred.
- Other relevant administrative, CRM, or business operations certifications preferred.
Location
Florida, US
Employment Type
Not specified
Experience Level
Entry Level
Remote work allowed
Yes
Posted
3 weeks ago