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Customer Relationship Coordinator (Madison, WI)

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Forte is the industry-leading provider of software and services in the critical areas of clinical trial management, clinical data management and research administration for cancer centers, academic medical centers and health systems.

Essential Duties  

  • Provide support for Customer Relationship Managers and Account Executives including assisting with scheduling, preparing for calls, meeting minutes, meeting follow-ups, and documentation in Salesforce
  • Assist with managing internal and external expectations, ensuring daily project deadlines and priorities are met within all teams/departments to meet or exceed customer expectations
  • Communicates all pertinent customer activity regularly to Customer Relationship Managers and Account Executives
  • Compile customer data from multiple sources and internal teams to provide overall picture of customer
  • Participates in both client and internal team communications and meetings
  • Manages multiple projects in support of both internal and external customers
  • Work in close collaboration with internal teams to best support our customers and improve our processes and offerings
  • Problem solves to reach workable solutions with little or no reinforcement (collecting, reviewing and routing information through proper channels)
  • Use listening skills to translate various communications to detailed and concise dissemination of information
  • Other duties as assigned

Job Qualification & Job Evaluation

Documentation:  The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


  • Bachelor’s degree, preferred. Equivalent relevant work experience will be considered.  


  • A minimum of 1-3 years previous experience in customer contact, customer success, and/or account coordination
  • Proficient in Microsoft Office; Word, Excel, PowerPoint, Outlook
  • Experience in clinical research or academic medical centers preferred
  • Experience using an enterprise CRM preferred

Knowledge, Skills & Abilities

  • Strong oral, written, and verbal communication, interpersonal, and relationship building skills
  • Excellent customer service skills
  • Strong organizational skills with a keen ability to prioritize and multi-task
  • Must be self-motivated
  • Process driven, encourage change, and have a demonstrated history of thinking outside the box
  • Ability to navigate through an environment of constant change and redirection
  • Strong administrative and data management skills
  • Ability to raise issues proactively and in a timely manner

Licenses & Certifications

  • None required

Job Requirements

  • Ability to lift 25 pounds


Forte Research Systems is an equal opportunity employer and does not discriminate on any basis prohibited by federal, state or local law.



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