In-Clinic Enrollment Specialist (LCSW/MSW) (Sandy Springs, GA)

🏢 Summary: Senior leadership role responsible for building and leading the account management function to drive revenue growth across healthcare client portfolios. The position combines direct ownership of key accounts with team leadership, cross-functional collaboration, and scalable process development. Focused on retention, expansion, onboarding, and strategic client engagement within a fast-growing health-tech environment. 🗂️ Requirements: 10+ years account management or client success experience, 5+ years leadership experience managing revenue-driven teams, Experience in healthcare services, health IT, or value-based care, Proven management of complex multi-stakeholder client relationships, Strong knowledge of healthcare operations and billing workflows, Understanding of payer/provider dynamics, Bachelor's degree or equivalent experience, Ability to travel 30-50% for client visits 📃 Skills: Healthcare, HealthIT, Billing, Revenue, Onboarding, AccountManagement, ClientSuccess, ValueBasedCare, QBR, CRM 🏢 Description: About Jaan Health/Phamily Jaan Health is a leading AI-based care management company serving healthcare providers. For nearly a decade, the company has leveraged its easy-to-use, proprietary technology to enable health systems, medical groups, and ACOs to deliver high-quality, high-ROI proactive care to hundreds of thousands of previously underserved patients. Phamily, the company's core technology platform, has transformed chronic disease management with clinically tested AI and easy-to-use technology that enables physicians and care teams to offer high-touch, individualized patient care that has been proven to reduce investment in extra labor and the overall cost of care. Phamily helps ensure healthcare providers are compensated fairly for providing high-quality care between office visits, while improving the lives of patients with chronic diseases. Job/Role Description: The Director of Account Management will lead and build the account management function that drives growth for Jaan Health's client relationships, including medical groups and network partners. This is a critical, commercially oriented, revenue-driving role. The Director of Account Management will work cross-functionally with the Marketing, Sales, Delivery, Solutions, and Product teams to deliver client results and revenue growth. The Director will be a player-coach, taking accountability for priority accounts directly while also building and leading a team of Account Managers to drive growth across the entire client portfolio. This is a high-impact, high-visibility role at a pivotal moment in Jaan Health's growth. Key Responsibilities: - Take accountability to drive revenue growth across existing clients to achieve the Company's revenue targets. - Own the end-to-end client relationship for a portfolio of medical groups and networks — driving adoption, satisfaction, retention, and revenue expansion. - Lead and develop the account management team, setting direction, building processes, and coaching toward high performance. - Serve as the executive escalation point for client issues, resolving complex challenges with urgency and professionalism. - Partner with Sales on renewal and upsell opportunities, contributing to revenue growth and contract expansion. - Oversee new client onboarding and launch processes, ensuring clients go live on time and achieve early milestones. - Collaborate with Product and Clinical teams to surface client feedback, advocate for platform improvements, and close experience gaps. - Build scalable account management playbooks, QBR frameworks, and success metrics that can grow with the business. - Monitor account health across the portfolio using data and proactive engagement to mitigate churn risk. Requirements: - 10+ years of account management or client success experience, preferably in healthcare services, health IT, or a value-based care setting. - 5+ years of leadership experience building and driving teams to hit revenue targets. - Proven track record of managing complex, multi-stakeholder client relationships. - Strong understanding of healthcare operations, including billing workflows and payer/provider dynamics. - Exceptional communication, presentation, and organizational skills. - Ability to thrive in a fast-paced, high-growth startup environment with limited structure. - Bachelor's degree or equivalent experience. - Ability to travel 30-50% of the time for client visits to develop relationships, conduct monthly/quarterly business reviews, and drive revenue growth. Preferred Requirements: - Experience working in a health-tech or healthcare services growth company. - Experience working with healthcare provider organizations. Work Style & Logistics: We are a fast-growing, early-stage company with a bold mission and significant work ahead; every employee must embody growth company DNA, including high velocity, strong ownership, comfort with ambiguity, resilience, and a growth mindset. Employees are expected to design scalable approaches while anticipating future business needs and delivering measurable results. The culture is built on five principles: Care, Curiosity, Clarity, Co-Creation, and Craftsmanship. Compensation & Benefits: - Competitive compensation based on experience and impact. - Comprehensive medical, dental, and vision coverage for employees and dependents at a low cost. - Generous Paid Time Off: up to 35 paid days off each year, including 12 vacation days, up to 9 sick/wellness days, 12 paid company holidays, and 2 paid give-back days. - HSA and FSA account options. - 401(k) with company match after 6 months of full-time employment (100% match on the first 3% contributed and 50% match on the next 2% contributed). - Collaborative, mission-driven team environment focused on transforming healthcare at scale. Equal Employment Opportunity: Phamily is an equal opportunity employer committed to creating an inclusive environment for all employees. Employment decisions are made without regard to legally protected characteristics.

🏢 Summary: Opportunity for a Licensed Clinical Social Worker to work as an Integrated Behavioral Health Consultant within a primary care setting, delivering brief, evidence-based interventions under the Primary Care Behavioral Health model. The role focuses on collaborative, team-based care, supporting patients with behavioral, emotional, and physical health concerns. Full-time schedule with competitive salary and comprehensive benefits. 🗂️ Requirements: Master's degree in Social Work, Psychology, Counseling, or related field, Current LCSW licensure, Strong clinical assessment and brief intervention skills, Ability to work in a multidisciplinary primary care team, Experience in integrated care setting (preferred), Proficiency with telehealth technology, Commitment to culturally competent and trauma-informed care, Reliable attendance and schedule adherence 📃 Skills: LCSW, Assessment, Psychotherapy, Telehealth, CareCoordination, Psychoeducation, IntegratedCare, BehavioralHealth 🏢 Description: Integrated Behavioral Health Clinician (BHC) - Licensed Clinical Social Worker (LCSW) Praxis Health is seeking a Licensed Clinical Social Worker to join integrated care teams. This role follows the Primary Care Behavioral Health (PCBH) model — consultative, collaborative, and focused on brief, functional interventions to improve overall health outcomes. Position Summary The Integrated Behavioral Health Consultant is a core member of the primary care team who works collaboratively with medical providers and support staff to address patients' behavioral health needs within the primary care setting. This role is embedded in the primary care clinic and provides brief, evidence-based interventions, psychoeducation, care coordination, and consultation to support patients experiencing a wide range of behavioral, emotional, and physical health concerns. What We Offer: - Salary: $110,000 - $115,000 per year DOE - Comprehensive Benefits Package: Health insurance, retirement plans, generous paid time off, and more - Integrated Care Model: Collaborative experience with primary care providers and other health professionals Schedule Monday - Friday, 8am - 5pm or 4 days per week, ensuring patient contact hours are 36 per week Minimum Qualifications - Educational Qualifications: Master's degree in Social Work, Psychology, Counseling, or a closely related field. - Licensure Requirements: Current licensure as a Licensed Clinical Social Worker (LCSW) - Experience working in an integrated care setting preferred but not required. - Strong clinical assessment and intervention skills with a focus on brief, solution-focused therapy. - Ability to work collaboratively within a multidisciplinary team and communicate effectively with primary care providers. - Comfortable with using telehealth technology for remote patient care. - Flexible and adaptable to changing work environments and patient populations. - Commitment to providing culturally competent and trauma-informed care. - Will attend work regularly and on time, as scheduled.

🏢 Summary: Client Success Manager role focused on supporting healthcare clients using EDI and revenue cycle management tools, acting as the primary escalation point and driving successful onboarding, issue resolution, and retention. The position involves troubleshooting claims and data issues, collaborating with cross-functional teams, and maintaining accurate reporting in Salesforce. Ideal candidates have healthcare EDI experience and a strong understanding of billing and claims processes. 🗂️ Requirements: Bachelor's degree in healthcare administration, information technology, or equivalent experience, 2+ years of experience in account management or customer support within healthcare EDI, Deep understanding of EDI standards and protocols, Strong knowledge of healthcare billing and claims processes, Ability to troubleshoot rejected claims and data discrepancies, Experience using Salesforce for documentation and reporting, Willingness to travel up to 20% 📃 Skills: EDI, Healthcare, Billing, Claims, Salesforce, CRM, RevenueCycle, DataAnalysis, Troubleshooting 🏢 Description: About the Role We're looking for a Client Success Manager to join our growing team. This position plays a crucial role in managing and supporting healthcare customers who utilize Office Ally tools in their day-to-day operations. This position serves as the primary escalation point for their assigned clients, collaborates with the Sales Account Management team on communications and projects, oversees implementations and solutions, provides proactive support and resolves issues, and drives client retention. What You'll Do Client Relationship Management - Build and maintain strong relationships with healthcare clients, understanding their specific nuances in conducting business each day. - Serve as the primary escalation point for providers, promptly addressing their inquiries, concerns, and requests with the highest level of professionalism. - Conduct proactive client outreach based on the schedule outlined by Client Services leadership. Onboarding - Partner with the onboarding team to ensure a seamless transition for clients. - Partner with the Learning Experience team to ensure clients have access to all training resources necessary to perform at an optimal level. Transaction Support - Troubleshoot and resolve issues, including rejected claims and data discrepancies. - Assist clients in optimizing their processes to enhance efficiency and reduce errors. Documentation and Reporting - Utilize Salesforce to maintain accurate records of interactions with clients and issue resolutions. Collaboration and Cross-Functional Teamwork - Collaborate with internal teams, including IT/Engineering, Sales, compliance, and client support, to deliver comprehensive solutions and resolve client issues. - Contribute to the development and improvement of both internal systems and processes as well as products. What You'll Need - Bachelor's degree from a four-year college or university in healthcare administration, information technology, or an equivalent combination of education and experience. - 2+ years of related experience and/or training in account management or customer support within healthcare EDI. - Deep understanding of EDI standards, protocols, and healthcare industry practices, and familiarity with healthcare billing and claims processes. Nice to Have - Familiarity with EDI software and systems is a plus. Travel Requirements - This role requires up to 20% of travel, which may include client meetings, team gatherings, or company events. Travel will typically be scheduled in advance and supported by the company. Pay Transparency Office Ally is committed to fair and equitable compensation practices in alignment with pay transparency laws. Compensation for this position may vary based on individual skills, experience, and location. In addition to base pay, employees may be eligible for performance-based bonuses and a comprehensive benefits package, including medical, dental, and vision coverage, 401(k) with company match, paid time off, and other benefits. Actual compensation will be determined considering the candidate's qualifications, relevant experience, and internal equity. $55,000—$65,000 USD Why You'll Love Working at Office Ally At Office Ally, your work has a direct impact on healthcare providers and their ability to deliver exceptional care. We're driven by a mission to simplify healthcare administration, making it easier for providers to focus on what they do best—helping patients. As an employee, you'll be at the heart of efforts to deliver exceptional service and software solutions to clients in the healthcare space. EEO Note Office Ally is an Equal Opportunity Employer and does not discriminate against any employee or applicant on the basis of age, color, disability, gender, national origin, race, religion, sexual orientation, veteran status, or any classification protected by federal, state, or local law.

🏢 Summary: The offer is for a Client Success Manager responsible for managing healthcare clients using cloud-based revenue cycle and EDI solutions. The role focuses on client relationship management, onboarding support, troubleshooting claims and data issues, and cross-functional collaboration to improve processes and systems. It combines account management with deep healthcare EDI expertise to drive client retention and operational efficiency. 🗂️ Requirements: Bachelor's degree in healthcare administration, information technology, or equivalent combination of education and experience, Minimum 2 years of experience in account management or customer support within healthcare EDI, Strong understanding of EDI standards and protocols, Knowledge of healthcare billing and claims processes, Ability to use Salesforce for documentation and reporting, Willingness to travel up to 20% 📃 Skills: EDI, HealthcareEDI, Salesforce, ClaimsProcessing, RevenueCycleManagement, EligibilityVerification, PaymentProcessing, DataExchange 🏢 Description: About the Role We're looking for a Client Success Manager to join our growing team. This position plays a crucial role in managing and supporting healthcare customers who utilize Office Ally tools in their day-to-day operations. This position serves as the primary escalation point for assigned clients, collaborates with the Sales Account Management team on communications and projects, oversees implementations and solutions, provides proactive support, resolves issues, and drives client retention. What You'll Do Client Relationship Management - Build and maintain strong relationships with healthcare clients, understanding their specific nuances in conducting business each day. - Serve as the primary escalation point for providers, promptly addressing their inquiries, concerns, and requests with professionalism. - Conduct proactive client outreach based on the schedule outlined by Client Services leadership. Onboarding - Partner with the onboarding team to ensure a seamless transition for clients. - Partner with the Learning Experience team to ensure clients have access to all training resources necessary to perform at an optimal level. Transaction Support - Troubleshoot and resolve issues, including rejected claims and data discrepancies. - Assist clients in optimizing their processes to enhance efficiency and reduce errors. Documentation and Reporting - Utilize Salesforce to maintain accurate records of interactions with clients and issue resolutions. Collaboration and Cross-Functional Teamwork - Collaborate with internal teams, including IT/Engineering, Sales, compliance, and client support, to deliver comprehensive solutions and resolve client issues. - Contribute to the development and improvement of internal systems, processes, and products. What You'll Need - Bachelor's degree from a four-year college or university in healthcare administration, information technology, or an equivalent combination of education and experience. - 2+ years of related experience and/or training in account management or customer support within healthcare EDI. - Deep understanding of EDI standards, protocols, and healthcare industry practices. - Familiarity with healthcare billing and claims processes. Nice to Have - Familiarity with EDI software and systems is a plus. Travel Requirements - Up to 20% travel, including client meetings, team gatherings, or company events. Compensation and Benefits Compensation may vary based on individual skills, experience, and location. In addition to base pay, employees may be eligible for performance-based bonuses and a comprehensive benefits package, including medical, dental, and vision coverage, 401(k) with company match, paid time off, and other benefits. Actual compensation will be determined considering the candidate's qualifications, relevant experience, and internal equity. Equal Opportunity The employer is an Equal Opportunity Employer and does not discriminate on the basis of age, color, disability, gender, national origin, race, religion, sexual orientation, veteran status, or any classification protected by law.

🏢 Summary: The Client Success Manager supports healthcare clients using cloud-based revenue cycle and EDI solutions, acting as the primary escalation point and driving successful onboarding, issue resolution, and retention. The role combines client relationship management with technical troubleshooting of claims and data transactions. It requires strong knowledge of healthcare EDI standards, billing processes, and collaboration with cross-functional technical teams. 🗂️ Requirements: Bachelor’s degree in healthcare administration, information technology, or equivalent experience, 2+ years of experience in account management or customer support within healthcare EDI, Strong knowledge of EDI standards and protocols, Understanding of healthcare billing and claims processes, Ability to troubleshoot rejected claims and data discrepancies, Experience collaborating with technical and cross-functional teams, Willingness to travel up to 20% 📃 Skills: EDI, Healthcare, Billing, Claims, Salesforce, RevenueCycle, Troubleshooting, DataAnalysis 🏢 Description: About the Role We're looking for a Client Success Manager to join our growing team. This position plays a crucial role in managing and supporting healthcare customers who utilize Office Ally tools in their day-to-day operations. This position serves as the primary escalation point for their assigned clients, collaborates with the Sales Account Management team on communications and projects, oversees implementations and solutions, provides proactive support and resolves issues, and drives client retention. What You'll Do Client Relationship Management Build and maintain strong relationships with healthcare clients, understanding their specific nuances in conducting business each day. Serve as the primary escalation point for providers, promptly addressing their inquiries, concerns, and requests with the highest level of professionalism. Conduct proactive client outreach based on the schedule outlined by Client Services leadership. Onboarding Partner with the onboarding team to ensure a seamless transition for clients. Partner with the Learning Experience team to ensure clients have access to all training resources necessary to perform at an optimal level. Transaction Support Troubleshoot and resolve issues, including rejected claims and data discrepancies. Assist clients in optimizing their processes to enhance efficiency and reduce errors. Documentation and Reporting Utilize Salesforce to maintain accurate records of interactions with clients and issue resolutions. Collaboration and Cross-Functional Teamwork Collaborate with internal teams, including IT/Engineering, Sales, compliance, and client support, to deliver comprehensive solutions and resolve client issues. Contribute to the development and improvement of both internal systems and processes as well as products. What You'll Need Bachelor's degree from a four-year college or university in healthcare administration, information technology, or an equivalent combination of education and experience. 2+ years of related experience and/or training in account management or customer support within healthcare EDI. Deep understanding of EDI standards, protocols, and healthcare industry practices, and familiarity with healthcare billing and claims processes. Nice to Have Familiarity with EDI software and systems is a plus. Travel Requirements This role requires up to 20% of travel, which may include client meetings, team gatherings, or company events. Travel will typically be scheduled in advance and supported by the company. Pay Transparency Office Ally is committed to fair and equitable compensation practices in alignment with pay transparency laws. Compensation for this position may vary based on individual skills, experience, and location. In addition to base pay, employees may be eligible for performance-based bonuses and a comprehensive benefits package, including medical, dental, and vision coverage, 401(k) with company match, paid time off, and other benefits. Actual compensation will be determined considering the candidate's qualifications, relevant experience, and internal equity. $55,000—$65,000 USD EEO Note Office Ally is an Equal Opportunity Employer and does not discriminate against any employee or applicant on the basis of age, color, disability, gender, national origin, race, religion, sexual orientation, veteran status, or any classification protected by federal, state, or local law.

🏢 Summary: The Client Success Manager role focuses on supporting healthcare clients using EDI and revenue cycle management solutions, serving as the primary escalation point and ensuring smooth onboarding, issue resolution, and ongoing optimization. The position involves close collaboration with cross-functional teams to resolve claims and data issues while driving client retention and satisfaction. It requires strong knowledge of healthcare EDI standards, billing, and claims processes. 🗂️ Requirements: Bachelor's degree in healthcare administration, information technology, or equivalent experience, Minimum 2 years of experience in account management or customer support within healthcare EDI, Strong understanding of EDI standards and protocols, Knowledge of healthcare billing and claims processes, Ability to troubleshoot rejected claims and data discrepancies, Experience maintaining client records in CRM systems, Willingness to travel up to 20% 📃 Skills: EDI, Healthcare, Billing, Claims, Salesforce, CRM, RevenueCycleManagement, DataAnalysis, Troubleshooting 🏢 Description: About the Role We’re looking for a Client Success Manager to join our growing team. This position plays a crucial role in managing and supporting healthcare customers who utilize Office Ally tools in their day-to-day operations. The role serves as the primary escalation point for assigned clients, collaborates with Sales Account Management on communications and projects, oversees implementations and solutions, provides proactive support, resolves issues, and drives client retention. What You'll Do Client Relationship Management - Build and maintain strong relationships with healthcare clients, understanding their specific business operations. - Serve as the primary escalation point for providers, addressing inquiries, concerns, and requests professionally. - Conduct proactive client outreach based on schedules outlined by Client Services leadership. Onboarding - Partner with the onboarding team to ensure a seamless client transition. - Collaborate with the Learning Experience team to ensure clients have access to necessary training resources. Transaction Support - Troubleshoot and resolve issues, including rejected claims and data discrepancies. - Assist clients in optimizing processes to enhance efficiency and reduce errors. Documentation and Reporting - Utilize Salesforce to maintain accurate records of client interactions and issue resolutions. Collaboration and Cross-Functional Teamwork - Work with IT/Engineering, Sales, compliance, and client support teams to deliver comprehensive solutions. - Contribute to the improvement of internal systems, processes, and products. What You'll Need - Bachelor's degree in healthcare administration, information technology, or an equivalent combination of education and experience. - 2+ years of related experience in account management or customer support within healthcare EDI. - Deep understanding of EDI standards, protocols, and healthcare industry practices. - Familiarity with healthcare billing and claims processes. Nice to Have - Familiarity with EDI software and systems. Travel Requirements - Up to 20% travel for client meetings, team gatherings, or company events. Pay Transparency Compensation may vary based on skills, experience, and location. In addition to base pay, employees may be eligible for performance-based bonuses and a comprehensive benefits package, including medical, dental, and vision coverage, 401(k) with company match, and paid time off. Salary range: $55,000—$65,000 USD. Why You'll Love Working Here Your work directly impacts healthcare providers and their ability to deliver exceptional care. The role contributes to simplifying healthcare administration and delivering high-quality service and software solutions to healthcare clients.

🏢 Summary: The Client Success Manager role focuses on managing and supporting healthcare clients using EDI and revenue cycle management solutions, acting as the primary escalation point and ensuring successful onboarding, issue resolution, and retention. The position involves troubleshooting claims and data issues, collaborating cross-functionally, and maintaining accurate reporting in Salesforce. It requires strong expertise in healthcare EDI standards, billing processes, and client account management. 🗂️ Requirements: Bachelor's degree in healthcare administration, information technology, or equivalent experience, 2+ years of experience in account management or customer support within healthcare EDI, Deep understanding of EDI standards and protocols, Knowledge of healthcare billing and claims processes, Ability to manage client escalations and resolve transaction issues, Willingness to travel up to 20% 📃 Skills: EDI, Salesforce, Healthcare, Billing, Claims, RevenueCycle, Cloud, CRM 🏢 Description: About the Role We’re looking for a Client Success Manager to join our growing team. This position plays a crucial role in managing and supporting healthcare customers who utilize Office Ally tools in their day-to-day operations. The role serves as the primary escalation point for assigned clients, collaborates with Sales Account Management on communications and projects, oversees implementations and solutions, provides proactive support, resolves issues, and drives client retention. What You’ll Do Client Relationship Management - Build and maintain strong relationships with healthcare clients, understanding their specific business operations. - Serve as the primary escalation point for providers, addressing inquiries, concerns, and requests professionally. - Conduct proactive client outreach based on schedules outlined by Client Services leadership. Onboarding - Partner with the onboarding team to ensure a seamless transition for clients. - Partner with the Learning Experience team to ensure clients have access to necessary training resources. Transaction Support - Troubleshoot and resolve issues, including rejected claims and data discrepancies. - Assist clients in optimizing processes to enhance efficiency and reduce errors. Documentation and Reporting - Utilize Salesforce to maintain accurate records of client interactions and issue resolutions. Collaboration and Cross-Functional Teamwork - Collaborate with IT/Engineering, Sales, compliance, and client support teams to deliver comprehensive solutions and resolve issues. - Contribute to the development and improvement of internal systems, processes, and products. What You’ll Need - Bachelor’s degree from a four-year college or university in healthcare administration, information technology, or an equivalent combination of education and experience. - 2+ years of related experience and/or training in account management or customer support within healthcare EDI. - Deep understanding of EDI standards, protocols, and healthcare industry practices. - Familiarity with healthcare billing and claims processes. Nice to Have - Familiarity with EDI software and systems. Travel Requirements - Up to 20% travel for client meetings, team gatherings, or company events. Pay Transparency Compensation may vary based on skills, experience, and location. Employees may be eligible for performance-based bonuses and a comprehensive benefits package, including medical, dental, and vision coverage, 401(k) with company match, and paid time off. Salary range: $55,000—$65,000 USD. EEO Note The company is an Equal Opportunity Employer and does not discriminate on the basis of legally protected characteristics.

🏢 Summary: The offer is for a Client Success Manager responsible for supporting healthcare clients using EDI and revenue cycle management tools, acting as the primary escalation point and ensuring successful onboarding, issue resolution, and client retention. The role combines healthcare EDI expertise, claims processing knowledge, and cross-functional collaboration to optimize client operations and resolve transaction issues. It requires experience in healthcare EDI environments and strong technical understanding of billing and claims workflows. 🗂️ Requirements: Bachelor's degree in healthcare administration, information technology, or equivalent experience, 2+ years of experience in account management or customer support within healthcare EDI, Deep understanding of EDI standards and protocols, Knowledge of healthcare billing and claims processes, Ability to troubleshoot rejected claims and data discrepancies, Experience using Salesforce for documentation and reporting, Willingness to travel up to 20% 📃 Skills: EDI, HealthcareEDI, ClaimsProcessing, RevenueCycleManagement, Salesforce, Billing, DataAnalysis, Troubleshooting 🏢 Description: About the Role We’re looking for a Client Success Manager to join our growing team. This position plays a crucial role in managing and supporting healthcare customers who utilize Office Ally tools in their day-to-day operations. This position serves as the primary escalation point for assigned clients, collaborates with the Sales Account Management team on communications and projects, oversees implementations and solutions, provides proactive support and resolves issues, and drives client retention. What You’ll Do Client Relationship Management - Build and maintain strong relationships with healthcare clients, understanding their specific nuances in conducting business each day. - Serve as the primary escalation point for providers, promptly addressing their inquiries, concerns, and requests with the highest level of professionalism. - Conduct proactive client outreach based on the schedule outlined by Client Services leadership. Onboarding - Partner with the onboarding team to ensure a seamless transition for clients. - Partner with the Learning Experience team to ensure clients have access to all training resources necessary to perform at an optimal level. Transaction Support - Troubleshoot and resolve issues, including rejected claims and data discrepancies. - Assist clients in optimizing their processes to enhance efficiency and reduce errors. Documentation and Reporting - Utilize Salesforce to maintain accurate records of interactions with clients and issue resolutions. Collaboration and Cross-Functional Teamwork - Collaborate with internal teams, including IT/Engineering, Sales, compliance, and client support, to deliver comprehensive solutions and resolve client issues. - Contribute to the development and improvement of both internal systems and processes as well as products. What You’ll Need - Bachelor's degree from a four-year college or university in healthcare administration, information technology, or an equivalent combination of education and experience. - 2+ years of related experience and/or training in account management or customer support within healthcare EDI. - Deep understanding of EDI standards, protocols, and healthcare industry practices, and familiarity with healthcare billing and claims processes. Nice to Have - Familiarity with EDI software and systems is a plus. Travel Requirements - Up to 20% travel, including client meetings, team gatherings, or company events. Compensation and Benefits - Compensation range: $55,000—$65,000 USD. - Eligible for performance-based bonuses. - Comprehensive benefits package including medical, dental, and vision coverage. - 401(k) with company match. - Paid time off and additional benefits. EEO Note Office Ally is an Equal Opportunity Employer and does not discriminate on the basis of age, color, disability, gender, national origin, race, religion, sexual orientation, veteran status, or any classification protected by federal, state, or local law.

🏢 Summary: Sales role focused on selling revenue cycle and practice management software to healthcare providers within the SMB segment. The position drives new business through inbound and outbound prospecting, manages the full sales cycle in Salesforce, and meets monthly booking targets. It requires healthcare B2B software sales experience and strong understanding of provider-side market dynamics. 🗂️ Requirements: 1+ years of healthcare sales or related experience, Proven B2B sales experience selling software solutions or services, Experience selling within the healthcare market or similar industries, Understanding of provider-side healthcare market dynamics, Ability to manage full sales cycle and meet sales targets, Experience using CRM systems for pipeline management 📃 Skills: Salesforce, CRM, B2B, SaaS, Healthcare, Prospecting, Cold-calling, Lead-generation, Pipeline-management, Product-demonstration 🏢 Description: About the Role We're looking for a Provider Account Executive to join our growing SMB sales team. As a Provider Account Executive, you will be focused on the healthcare space selling revenue cycle and practice management software to healthcare providers. You will play a crucial role in expanding our market presence and driving revenue growth within the small and medium-sized business segments. Leveraging your expertise in healthcare sales and your understanding of the needs unique to healthcare providers, you will manage both inbound and outbound campaigns to generate pipelines and drive to your monthly bookings quota. What You'll Do - Prospect and generate leads within the provider healthcare segment utilizing various channels including cold calling, emailing, networking events, and industry partnerships. - Engage with inbound/marketing leads efficiently to provide a positive customer interaction. - Initiate and maintain contact with potential clients, build rapport, and maintain ongoing relationships. - Utilize Salesforce to manage the sales pipeline efficiently, tracking leads from prospect to close. - Stay informed on market trends and industry developments to position products and services effectively. - Conduct thorough needs assessments to understand prospective clients' pain points, goals, and objectives. - Develop and present compelling product demonstrations and proposals that showcase the value proposition of the solutions. - Collaborate with internal teams including Marketing, Product, Revenue Operations, Client Support, Account Management, and Operations to ensure successful customer acquisition, cross-selling, onboarding, and implementation. - Maintain accurate and up-to-date records of sales activities, opportunities, and customer interactions using the CRM system. - Meet or exceed monthly and annual sales targets and objectives. What You'll Need - 1+ years of experience in healthcare sales or related experience. - Proven track record of success in B2B sales, with a focus on selling software solutions or services within the healthcare market or similar industries. - Demonstrated understanding of the provider side of healthcare and associated market dynamics. - Strong understanding of the unique challenges faced by healthcare organizations in the provider segment. - Excellent communication and presentation skills, with the ability to articulate complex concepts clearly and concisely. Nice to Have - Bachelor's degree in business administration, marketing, healthcare administration, or related fields. Compensation and Benefits Compensation may vary based on individual skills, experience, and location. In addition to base pay, employees may be eligible for performance-based bonuses and a comprehensive benefits package, including medical, dental, and vision coverage, 401(k) with company match, and paid time off. Salary Range: $55,000—$68,000 USD

🏢 Summary: The offer is for a Provider Account Executive responsible for selling revenue cycle and practice management software to healthcare providers in the SMB segment. The role focuses on generating and managing a sales pipeline, conducting product demonstrations, and closing deals to meet monthly and annual revenue targets. The position requires healthcare B2B sales experience and strong knowledge of provider-side market dynamics. 🗂️ Requirements: 1+ years of healthcare sales or related experience, Proven B2B sales experience selling software or services, Experience selling within the healthcare market or similar industries, Understanding of provider-side healthcare market dynamics, Ability to manage full sales cycle from prospecting to close, Experience using CRM systems for pipeline management 📃 Skills: Salesforce, CRM, B2B, SaaS, Healthcare, Prospecting, Cold-calling, Pipeline-management 🏢 Description: About the Role We're looking for a Provider Account Executive to join our growing SMB sales team. As a Provider Account Executive, you will be focused on the healthcare space selling revenue cycle and practice management software to healthcare providers. You will play a crucial role in expanding our market presence and driving revenue growth within the small and medium-sized business segments. Leveraging your expertise in healthcare sales and your understanding of the needs unique to healthcare providers, you will manage both inbound and outbound campaigns to generate pipelines and drive to your monthly bookings quota. What You'll Do - Prospect and generate leads within the provider healthcare segment utilizing various channels to include cold calling, emailing, networking events, and industry partnerships. - Engage with inbound/marketing leads efficiently to provide a positive customer interaction. - Initiate and maintain contact with potential clients, build rapports, and maintain ongoing relationships. - Utilize Salesforce to manage the sales pipeline efficiently, tracking leads from prospect to close. - Work to stay informed on market trends and industry developments to position our products and services efficiently. - Conduct thorough needs assessments to understand prospective clients' pain points, goals, and objectives. - Develop and present compelling product demonstrations and proposals that showcase the value proposition of our solutions to potential clients. - Collaborate with internal teams, including but not limited to: Marketing, Product, Revenue Operations, Client Support, Account Management and Operations, to ensure successful new customer acquisition, current customer cross selling and seamless onboarding and implementation. - Maintain accurate and up-to-date records of sales activities, opportunities, and customer interactions using our CRM system. - Meet or exceed monthly and annual sales targets and objectives. What You'll Need - 1+ years of experience in healthcare sales, or related experience. - Proven track record of success in B2B sales, with a focus on selling software solutions or services within the healthcare market or similar industries. - Demonstrated understanding of the provider side of healthcare and associated market dynamics. - Strong understanding of the unique challenges faced by healthcare organizations in the provider segment. - Excellent communication and presentation skills, with the ability to articulate complex concepts in a clear and concise manner. Nice to Have - Bachelor's degree in business administration, marketing, healthcare administration, or related fields. Pay Transparency Office Ally is committed to fair and equitable compensation practices in alignment with pay transparency laws. Compensation for this position may vary based on individual skills, experience, and location. In addition to base pay, employees may be eligible for performance-based bonuses and a comprehensive benefits package, including medical, dental, and vision coverage, 401(k) with company match, paid time off, and other benefits. Actual compensation will be determined considering the candidate's qualifications, relevant experience, and internal equity. $55,000—$68,000 USD EEO Note Office Ally is an Equal Opportunity Employer and does not discriminate against any employee or applicant on the basis of age, color, disability, gender, national origin, race, religion, sexual orientation, veteran status, or any classification protected by federal, state, or local law.