June 2026 Director of Account Management

🏢 Summary: Full-time, on-site In-Clinic Enrollment Specialist (LCSW/MSW) role supporting Advanced Primary Care Management enrollment within medical group practices, combining clinical social work expertise with patient engagement and care coordination. The position focuses on enrolling eligible patients, conducting social needs screenings, and collaborating with providers using care management platforms and EHR systems. Offers competitive compensation, benefits, and a mission-driven healthcare environment. 🗂️ Requirements: Master's Degree in Social Work (MSW), Active LCSW or equivalent state licensure, 3+ years experience in healthcare, care management, or clinical social work, Experience in primary care or value-based care settings, Proven patient engagement and motivational interviewing experience, Experience addressing social determinants of health (SDoH), Proficiency with EHR systems and care management platforms 📃 Skills: EHR, Epic, Athena, APCM, SDoH, MotivationalInterviewing, CareManagement, Documentation 🏢 Description: In-Clinic Enrollment Specialist (LCSW/MSW) Location: On-site at Medical Group practices in Sandy Springs, GA, with some Remote documentation and coordination. Job Type: Full-Time 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 In-Clinic Enrollment Specialist serves as the on-site representative of Phamily's Advanced Primary Care Management (APCM) program within Medical Group practices. This role combines the clinical empathy and skill of a Licensed Clinical Social Worker (LCSW/MSW) with the operational purpose of patient engagement and enrollment. The specialist drives APCM enrollment in clinics, strengthens relationships between providers, patients, and care management, and ensures patients understand and benefit from ongoing care coordination services. This is a frontline, relationship-driven role essential to scaling Phamily's partnerships and embedding care management as a core component of every patient's healthcare journey. Key Responsibilities: Identify and engage eligible patients for APCM enrollment during in-office visits, leveraging Phamily's platform and eligibility data. Explain the purpose and benefits of care management, emphasizing continuity of care and partnership with their providers. Serve as the in-office liaison between Phamily's Care Management team and providers and clinical staff. Provide real-time updates to physicians and practice managers about patient enrollments, social needs identified, and care management follow-up activities. Conduct brief social needs screenings during patient encounters to identify barriers such as transportation, food insecurity, or housing instability. Provide resource referrals and warm handoffs to community organizations or Phamily care managers for complex cases. Track and report key metrics including number of patient interactions, enrollments completed, SDoH interventions, and provider engagement. Requirements: Education & Licensure: Master's Degree in Social Work (MSW) required. Active Licensed Clinical Social Worker (LCSW) or equivalent state licensure strongly preferred in Illinois. Experience: 3+ years in a healthcare, care management, or clinical social work setting. Experience working in primary care or value-based care environments preferred. Proven ability to communicate effectively with physicians, practice staff, and patients. Demonstrated success in patient engagement, motivational interviewing, and addressing SDoH needs. Skills & Competencies: Strong interpersonal and communication skills, with ability to build trust quickly. Comfort working in fast-paced, dynamic environments and adapting to evolving workflows. Proficiency with EHR systems (Epic, Athena, etc.) and care management platforms. Excellent organization and documentation habits. Empathetic, professional demeanor aligned with patient-centered care. Our Compensation & Benefits Competitive compensation commensurate with experience Potential to earn equity based on performance Remote-friendly work environment Medical, dental, and vision coverage for employees and dependents at a nominal cost Paid maternity leave FSA and Dependent Care account options 401(k) Eligibility after 6 months of full-time employment Collaborative, mission-driven work environment Equal Employment Opportunity Phamily is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other legally protected status.

🏢 Summary: Leadership role overseeing regional account management for post-sale revenue, retention, and expansion within a highly regulated 503A/503B healthcare environment. Responsible for AI-enabled forecasting, growth strategy, compliance-embedded execution, and executive customer engagement to drive predictable, scalable performance. Leads and develops high-performing teams while aligning cross-functional operations to ensure quality, regulatory adherence, and sustainable growth. 🗂️ Requirements: 10–15 years in account management, customer success, or post-sale commercial leadership, 1–2 years leading leaders, Bachelor’s degree or equivalent experience, Proven success improving retention and expansion in regulated or complex environments, Advanced proficiency in CRM and forecasting tools, Experience with AI-driven analytics for pipeline and performance management, Strong knowledge of compliance and risk management in regulated industries, Experience in healthcare, life sciences, or similar regulated industry (preferred) 📃 Skills: CRM, AI, Analytics, Forecasting, Automation, Segmentation, Scoring, Dashboards, Compliance, RiskManagement 🏢 Description: Position Summary: The Director, Account Management – East/Southeast leads regional post-sale revenue performance, retention, and expansion across the customer base, directly impacting predictable growth, customer lifetime value, and enterprise trust. This role owns strategy, operating cadence, and leader development, ensuring disciplined execution, accurate forecasting, and compliant delivery. Leveraging AI as a force multiplier, the leader scales insight generation, prioritization, and decision quality to accelerate speed, consistency, and outcomes. Operating within a hyper-growth, highly regulated 503A/503B environment, the role aligns customer commitments with quality, regulatory, and operational realities. Success requires strong strategic thinking, rigorous execution, and exceptional learning agility to navigate complexity, elevate standards, and deliver durable, scalable performance while building teams and institutionalizing repeatable systems. Responsibilities: Regional Account Revenue Ownership - Own regional retention and expansion performance through AI-enabled account strategies and disciplined execution. - Develop scalable expansion frameworks leveraging AI-driven segmentation and opportunity scoring. - Establish high-confidence forecasting systems using AI-enhanced analytics and performance dashboards. Account Management Team Leadership - Build and coach high-performing managers through structured development plans and performance analytics. - Drive rigorous performance management using data-backed interventions and AI tools. - Lead structured hiring, succession planning, and workforce planning initiatives. Customer Stewardship and Executive Engagement - Own senior-level customer relationships, leading strategic conversations and negotiations. - Ensure consistent delivery of customer commitments through disciplined account planning and performance tracking. - Design and execute retention programs leveraging predictive analytics and health scoring. Compliance-Embedded Account Execution - Standardize workflows using AI-enabled automation, playbooks, and performance metrics. - Collaborate cross-functionally with Operations, Quality, Finance, Legal, and Sales. - Embed compliance, quality, and contractual guardrails into all account activities. Forecasting, Renewal Discipline, and Predictability - Leverage AI and advanced analytics to inform strategy and enhance decision-making. - Build scalable systems and governance models supporting rapid growth. - Champion continuous improvement through innovation and process refinement. Knowledge and Skills: - Advanced proficiency in CRM platforms, forecasting tools, and AI-driven analytics. - Strong leadership capability in team development and organizational design. - Deep understanding of regulated business environments, risk management, and compliance alignment. - Exceptional communication and strategic thinking skills. Experience and Qualifications: - 10 to 15 years of experience leading account management, customer success, or post-sale commercial organizations, with at least 1 to 2 years leading leaders. - Demonstrated success improving retention and expansion in regulated or complex environments. - Experience in healthcare, life sciences, or similarly governed industries preferred. - Bachelor’s degree required or equivalent experience considered. Employee Benefits, Health and Wellness: Comprehensive benefits including medical, dental, and vision coverage, paid time off, 401(k) matching, wellness perks, IV therapy, and compounded medications. Physical Requirements: Requires frequent communication, prolonged stationary positioning, regular use of hands and computer equipment, and movement throughout the office and corporate campus. Regular standing, walking, reaching, balancing, stooping, kneeling, crouching, or crawling may be required.

🏢 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, product demonstrations, and pipeline management using CRM tools. It requires healthcare B2B software sales experience and the ability to meet monthly revenue targets. 🗂️ Requirements: 1+ years of healthcare sales or related experience, Proven B2B sales experience selling software or services, Experience selling within the healthcare market, Understanding of provider-side healthcare operations, Ability to manage sales pipeline and meet sales quotas, Experience using CRM systems for sales tracking 📃 Skills: Salesforce, CRM, B2B, SaaS, Healthcare, Prospecting, LeadGeneration, RevenueCycleManagement, PracticeManagement, PipelineManagement 🏢 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.

🏢 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.

🏢 Summary: The Provider Account Executive role focuses on selling revenue cycle and practice management software to healthcare providers within the SMB segment. The position drives revenue growth through inbound and outbound sales activities, pipeline management, and product demonstrations. It requires healthcare B2B software sales experience and strong understanding of provider-side market dynamics. 🗂️ Requirements: 1+ years healthcare sales or related experience, Proven B2B software sales experience, Experience selling within healthcare provider market, Understanding of provider-side healthcare market dynamics, Experience managing sales pipeline in CRM, Ability to conduct product demonstrations and needs assessments 📃 Skills: Salesforce, CRM, B2B, SaaS, RevenueCycle, PracticeManagement, ColdCalling, LeadGeneration, HealthcareSales 🏢 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 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 The company 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: 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.