Senior Product Manager

🏢 Summary: Leadership role responsible for scaling the Enterprise sales segment by managing and developing a team of Account Executives focused on complex B2B SaaS healthcare deals. The position drives go-to-market strategy, pipeline growth, and revenue forecasting while optimizing sales processes and tools. It requires strong expertise in enterprise sales methodologies and modern sales technologies within high-growth environments. 🗂️ Requirements: 8+ years Enterprise B2B SaaS sales experience, 4+ years managing quota-carrying sales teams, Experience with complex, multi-threaded enterprise sales cycles, Proven record of exceeding revenue targets, Fluency in MEDDPICC methodology, Fluency in Command of the Message framework, Experience with modern sales tech stacks, Ability to build strategic account plans and close enterprise deals, Understanding of SaaS economics, Ability to engage C-Suite stakeholders 📃 Skills: MEDDPICC, Command, Salesforce, Gong, SaaS, CRM, Forecasting, KPIs 🏢 Description: About the role: As a Director of Sales, you will play a pivotal role in scaling the Enterprise business. You will lead a team of high-performing Account Executives responsible for driving new business, expanding strategic accounts, and building long-term relationships with large healthcare organizations. This is a highly visible leadership position for a strategic, metrics-driven sales leader who thrives in fast-paced environments and excels at coaching teams through complex sales cycles. You will partner closely with cross-functional leaders across Marketing, Account Management, Product, and Finance to shape and execute the go-to-market strategy. Compensation: Base compensation may range from $165,000-$200,000 with a 50/50 variable component. Competitive equity and benefits are included as part of the total compensation package. Responsibilities: Sales Leadership & Execution - Lead and scale a team of quota-carrying Enterprise Account Executives, fostering a performance-driven and collaborative culture - Build and reinforce sales methodology grounded in MEDDPICC and Command of the Message - Set strategic account plans and partner on pipeline development, deal execution, and territory optimization - Develop and manage sales forecasts, territory plans, and KPIs to ensure consistent growth - Partner with Sales Enablement to onboard, coach, and develop team performance Strategy & Cross-Functional Collaboration - Partner with executive leadership to define and iterate on the go-to-market strategy for the Enterprise segment - Work with Revenue Operations to assess pipeline health, improve efficiency, and enhance forecasting accuracy - Collaborate with Marketing to inform campaign targeting and generate pipeline - Provide structured customer feedback to Product and GTM teams to influence roadmap and messaging - Engage with high-priority prospects and customers as an executive sponsor and strategic partner Process Optimization & Scale - Design and implement scalable, repeatable sales processes - Evaluate and refine sales tools and CRM workflows to increase productivity and visibility - Drive rigorous deal reviews and implement mutual action plans to reduce deal slippage and increase conversion - Leverage data to experiment, learn, and adapt tactics in a competitive market Qualifications: - 8+ years of experience in Enterprise B2B SaaS sales - 4+ years directly managing quota-carrying sales teams - Demonstrated success navigating complex, multi-threaded sales cycles within enterprise accounts - Track record of exceeding revenue goals and scaling sales teams in high-growth environments - Fluency in MEDDPICC, Command of the Message, and modern sales tech stacks (e.g., Salesforce, Gong) - Demonstrated ability to build strategic account plans and close enterprise deals - Deep understanding of SaaS economics and driving deal velocity while protecting margin - Exceptional communication, executive presence, and negotiation skills - Player-coach mentality with willingness to support deals directly when needed

🏢 Summary: Technical Solutions Manager responsible for onboarding enterprise customers by leading complex data migrations and building integrations into the platform. The role focuses on designing and executing end-to-end ETL processes, developing SQL and Python-based automation, and collaborating cross-functionally to ensure successful implementations. You will work hands-on with large, complex datasets and create scalable integration solutions to support workflow automation. 🗂️ Requirements: 6+ years of experience in data modeling and/or data migration with complex datasets, 4+ years of experience working directly with enterprise clients, Proven ability to write complex SQL queries, Proven ability to write Python scripts from scratch, Experience building bi-directional integrations between external and internal systems, Experience designing and optimizing end-to-end ETL processes, Familiarity with relational databases (PostgreSQL, MySQL, SQL Server, or Oracle), Experience managing multiple complex data projects simultaneously 📃 Skills: SQL, Python, ETL, PostgreSQL, MySQL, SQLServer, Oracle, DataModeling, DataMigration, DataPipelines, Integrations, SaaS 🏢 Description: About the role: As a Technical Solutions Manager your primary responsibility will be getting our Enterprise customers successfully onboarded onto the Medallion platform. You will directly build integrations, migrate large data into Medallion and develop documentation and tools to make these processes more efficient as the business grows. As part of your role, you will engage hands-on with customers during a critical phase in their customer journey and collaborate with colleagues in Customer Success, Operations, EPD, and Sales. You will work with complex and varied client data models, quickly assess data quality, and build tailored solutions to meet each client's migration needs. You will also build evergreen integrations between internal and external systems to support workflow automation. This role reports to the Head of Technical Solutions. Base compensation may land between $110,000-$140,000. In addition to base salary, equity and benefits are offered as part of the total compensation package. Responsibilities: - Support largest customers to strategize how they will migrate their existing data to the platform - Own the end-to-end data migration process, including data extraction from legacy systems, cleansing, transformation, and loading into target platforms - Engage directly with clients or stakeholders to gather data requirements, resolve data discrepancies, and communicate migration progress or risks - Become the SME on customers' data while tracking milestones throughout the implementation - Build evergreen integrations from scratch to support the automation of workflows - Write SQL queries for data extraction, transformation, and reporting, with a focus on clean, maintainable code - Work with complex and varied client data models, quickly assess data quality, and build tailored solutions to meet each client's migration needs - Set customer expectations and timelines, perform data validation, and migrate complex datasets into the platform - Identify blockers that could delay an implementation and partner with internal and external teams to resolve them - Build Python-based automation scripts for data ingestion, transformation, reconciliation, and migration validation - Partner with the EPD team to productize repetitive aspects of implementations that can be automated Requirements: - 6+ years of experience in data modeling and/or migration, ideally with complex data sets - 4+ years of experience working directly with enterprise clients - Proven experience writing complex SQL queries and Python scripts, not just modifying existing code - Ability to build bi-directional integrations between external and internal platforms - Ability to design, build, and optimize queries and data pipelines end-to-end, including ETL processes - Familiarity with relational databases (PostgreSQL, MySQL, SQL Server, or Oracle) in a migration or data pipeline context - Experience coordinating multiple complex data projects simultaneously

🏢 Summary: The offer is for a Staff Software Engineer role focused on leading high-impact projects, shipping production code from day one, and shaping technical direction within a healthcare technology platform. The position involves full-stack development, mentoring engineers, and influencing product and technical roadmaps. It requires strong ownership, autonomy, and collaboration across cross-functional teams. 🗂️ Requirements: 8+ years of software engineering experience, Experience leading and mentoring engineering teams, Experience in startup environment, Hands-on experience across frontend and backend systems, Experience with platform, services, data, or cloud infrastructure, Strong technical foundation, Ability to define and deliver technical solutions, Strong cross-functional collaboration skills 📃 Skills: Python, Django, React, JavaScript, TypeScript, Cloud, APIs, Databases 🏢 Description: About Medallion: At Medallion, we believe healthcare teams should focus on what truly matters—delivering exceptional patient care. That's why we've built a leading provider operations platform to eliminate the administrative bottlenecks that slow healthcare organizations down. By automating licensing, credentialing, payer enrollment, and compliance monitoring, Medallion empowers healthcare operations teams to streamline their workflows, improve provider satisfaction, and accelerate revenue generation, all while ensuring superior patient outcomes. As one of the fastest-growing healthcare technology companies—ranked No. 3 on Inc. Magazine's 2024 Fastest-Growing Private Companies in the Pacific Region, No. 5 on LinkedIn's 2024 Top Startups in the US, a Glassdoor Best Place to Work in 2024 & 2025, and featured on The Today Show—Medallion is revolutionizing provider network management. Our CEO, Derek Lo, has been named one of the Top 50 Healthcare Technology CEOs of 2024 by The Healthcare Technology Report. Backed by $130M in funding from world-class investors like Sequoia Capital, Google Ventures, Optum Ventures, Salesforce Ventures, Acrew Capital, Washington Harbour, and NFDG, we're on a mission to transform healthcare at scale. We prioritize candidate safety. Please be aware that official communication will only come from @medallion.co email addresses.About the role As a Staff Software Engineer, you will work closely with senior members of the team on a variety of high-impact projects, shipping production code during your very first week, getting steady exposure to a broad set of technologies, and rapidly taking on more responsibility. Expect to work with full autonomy, affect the company roadmap, and ship features that make a meaningful impact on the healthcare system. All on a supportive and experienced team of engineers, PMs, and designers. This role reports to one of our Engineering Managers and base compensation for this role may land between $190,000-$240,0000. In addition to base salary, Medallion offers equity, and benefits as part of the total compensation package. Many factors are considered when determining pay including: market data, geographic location, skills, qualifications, experience, and level. What you'll do Work on meaningful projects with business impact from your very first day. Scope and lead large projects, addressing ambiguity, creating plans, and ensuring technical excellence Help develop the team roadmap, balancing key technical and product tradeoffs Teach and mentor members of the engineering team, constantly modeling how great software should be developed Work within our tech stack, which includes Python and Django on the backend, and React, JavaScript, and TypeScript on the frontend Write a lot of code :) Requirements: Have 8+ years of experience as a software engineer Experience mentoring and leading teams, ideally in a startup environment Have worked in multiple functional areas – frontend, backend, platform, services, data, or cloud infrastructure. Have a strong technical foundation Strong ability to work cross functional to help define, build and deliver on product and tech objectives Care deeply about both technical success and product success Excellent communication skills #LI-Remote

🏢 Summary: Opportunity for an experienced Product Owner (Client Implementations) to lead client-specific implementation and integration projects within healthcare EDI and electronic payments. The role combines product ownership and technical project management, acting as the liaison between stakeholders and engineering to deliver well-defined, on-time solutions. Focused on healthcare transactions, APIs, and system integrations in an Agile environment. 🗂️ Requirements: 7+ years experience as Product Owner, Technical Project Manager, Business Analyst, or Implementation Manager, Experience working with engineering teams in Agile environments, Experience managing client-facing or implementation-driven projects, Ability to manage multiple concurrent projects and stakeholders, Experience with Jira, Confluence, Monday.com or similar tools 📃 Skills: Jira, Confluence, Monday.com, EDI, ANSI, X12, REST, JSON, XML, APIs, Guidewire, ClaimCenter, ContactManager, Webhooks, Middleware, Postman, SQL, CSV 🏢 Description: About the Role This is a great opportunity to join a growing company helping to transform the healthcare technology industry as our Product Owner (Client Implementations). In this role, you will participate in the implementation and integration for our customers and delivery of numerous products that are changing the face of electronic billing, electronic payments, and secure services for Property & Casualty and Healthcare payers and providers nationally. Join our engineering team building solutions that power healthcare EDI transactions. The Product Owner (Client Implementations) serves as the central point of coordination between internal stakeholders and engineering teams for client-specific projects. This role combines product ownership and technical project management responsibilities to ensure that implementation efforts are well-defined, properly scheduled, and efficiently delivered. This role translates business requirements into actionable engineering work, manages delivery timelines, and ensures successful client outcomes. What You'll Do Project Planning & Scheduling - Develop and maintain implementation timelines, milestones, and deliverables - Coordinate closely with engineering leads on capacity planning and work sequencing - Track progress and proactively manage blockers, scope changes, and delivery risks Engineering Liaison & Intake Management - Serve as the primary interface between internal stakeholders and engineering teams - Triage incoming requests and ensure requirements are well-defined and documented before reaching engineering - Protect the engineering team's focus by reducing ad hoc interruptions and unclear requests - Escalate only prioritized, well-scoped work items to engineering Stakeholder Management - Communicate status, timelines, risks, and trade-offs to internal stakeholders - Set and manage expectations around scope, delivery timing, and dependencies - Align cross-functional teams, including Sales, Customer Success, Operations Implementation Ownership - Ensure requirements are complete, validated, and aligned with platform capabilities - Identify gaps, dependencies, and risks early in the implementation lifecycle - Continuously identify opportunities to improve processes, delivery efficiency, and team effectiveness BRD Review & Translation - Review Business Requirements Documents (BRDs) for clarity, feasibility, and completeness - Translate BRDs into detailed user stories, tasks, and acceptance criteria - Partner with engineering to ensure requirements are technically actionable and implementation-ready What You'll Need - 7+ years of experience as a Product Owner, Technical Project Manager, Business Analyst, or Implementation Manager - Experience working directly with engineering teams in Agile environments - Strong background in managing client-facing or implementation-driven projects - Proven ability to manage multiple concurrent projects and stakeholder groups - Experience with tools such as Jira, Confluence, Monday.com, or similar Nice to Have - Familiarity with EDI integrations, including ANSI X12 transaction sets (e.g., 837, 835, 275, 277, 999) - Working knowledge of APIs (REST, JSON/XML, authentication methods) and ability to interpret API documentation - Working knowledge of the Guidewire platform, mainly Claim Center and Contact Manager - Understanding of system integration patterns (webhooks, middleware, batch vs real-time processing) - Experience with data formats and mapping (JSON, XML, CSV) and validating data flows - Solid understanding of the Agile SDLC and working in sprint-based development environments - Ability to use API testing tools (e.g., Postman) for validation and troubleshooting - Basic knowledge of SQL or data querying for troubleshooting and validation Benefits - Base salary range: $110,000—$130,000 USD - Performance-based bonuses - Medical, dental, and vision coverage - 401(k) with company match - Paid time off and additional benefits

🏢 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: 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 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.