Provider Account Executive

🏢 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: 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 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: 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: Enterprise sales leadership role focused on driving new payer acquisition and strategic expansion for electronic billing and digital payment solutions in the Property & Casualty insurance market. The position involves managing complex SaaS sales cycles, positioning EDI and payment infrastructure solutions, and collaborating cross-functionally to expand enterprise accounts. 🗂️ Requirements: 5+ years of enterprise B2B sales experience, Experience in Property & Casualty insurance, claims systems, clearinghouse, EDI, or digital payment solutions, Experience selling workflow-driven SaaS or platform solutions, Knowledge of Workers' Compensation and Auto payer environments, Understanding of claims intake, bill review, adjudication, remittance (835), EDI (837), and payment operations, Ability to engage senior executives across Claims, Finance, Operations, and IT, Experience managing multi-stakeholder enterprise sales cycles, Pipeline management and forecasting experience using Salesforce or similar CRM 📃 Skills: SaaS, EDI, Salesforce, 837, 835, CRM, eBill, ProPay 🏢 Description: About Us At Office Ally, we've been revolutionizing healthcare administration since our inception. What started as a clearinghouse focused on simplifying insurance claims processing for healthcare providers has grown into a full-suite healthcare technology company. We offer a range of affordable, cloud-based revenue cycle management solutions –from eligibility verification and claims management to revenue recovery and payment processing –that help healthcare organizations of all sizes streamline operations and reduce administrative burdens so they can focus on what matters most: patient care. In April 2026, Office Ally acquired Jopari Solutions, Inc, a leader in straight-through electronic claims processing for Property & Casualty (P&C), Commercial, and Government healthcare. Jopari brings deep industry expertise and innovative enterprise payment solutions that are transforming how disbursements are handled across the insurance ecosystem. Together, we are expanding our capabilities across the full healthcare transaction lifecycle, connecting claims, payments, and data exchange to deliver a more seamless and efficient experience for providers, payers, and partners. At the core of our company are four key values that guide our mission and work: Ownership: We take pride in our responsibilities, driving results and taking accountability for the success of our projects. Empowerment: We believe in giving our team the autonomy and support to make decisions that lead to innovative solutions. Innovation: We continuously seek new and better ways to improve healthcare administration, embracing creativity and forward-thinking technology. Transparent Communication: Open, honest communication is at the heart of our collaborations, internally and with our clients, ensuring alignment and trust. About the Role We're seeking a quota-carrying enterprise sales leader to drive new payer acquisition and strategic expansion across the Property & Casualty market, including Workers' Compensation and Auto casualty claims. This role is responsible for selling Jopari's electronic billing clearinghouse (eBill) and digital payment platform (ProPay) to insurance carriers, TPAs, state funds, risk pools, and self-insured / self-administered employers. The VP will position Jopari as the infrastructure partner for electronic bill intake (837), remittance management (835), and multi-modal digital payments—modernizing payer workflows while improving provider experience and operational efficiency. The ideal candidate has deep experience selling into P&C payer environments and a strong understanding of claims intake, bill review, EDI workflows, and payment operations. What You'll Do Enterprise New Business Development Drive new logo acquisition and expansion across Workers' Compensation and Auto casualty payers. Proactively build pipeline through targeted prospecting, industry engagement, and strategic account planning. Own complex, multi-stakeholder sales cycles from discovery through contract execution. Maintain disciplined pipeline management and accurate revenue forecasting. Solution Positioning & Deal Execution Lead consultative discovery to understand payer claims workflows, cost structures, and modernization priorities. Position Jopari's eBill clearinghouse and ProPay payment platform as the end-to-end infrastructure for electronic bill intake, EDI processing, remittance, and digital disbursement. Engage and influence senior decision-makers, including C-suite, VP, Director, and senior operational leaders across Claims, Finance, and IT within payer organizations. Develop executive-level presentations that clearly articulate ROI, electronic adoption growth, cost reduction, and operational impact. Partner with Sales Engineering, Product, and Implementation to support demonstrations, technical evaluations, and solution design. Lead negotiations and contracting in coordination with internal stakeholders. Cross-Functional Collaboration & Expansion Partner with Customer Success to identify cross-sell and expansion opportunities within existing accounts. Collaborate with Marketing and leadership on account-based initiatives and strategic messaging. Provide market feedback to inform product development and go-to-market strategy. Sales Process & CRM Discipline Follow established sales processes, qualification frameworks, and governance standards. Maintain rigorous CRM hygiene, including opportunity management, forecasting, activity tracking, and reporting. Provide accurate forecasts, deal updates, and pipeline visibility to Leadership. What You Need 5+ years of enterprise B2B sales experience, preferably within Property & Casualty insurance, claims systems, clearinghouse, EDI, or digital payment solutions. Demonstrated success selling complex, workflow-driven SaaS or platform solutions into Workers' Compensation and Auto payer environments. Strong understanding of claims intake, bill review, adjudication, remittance (835), EDI (837), and payment operations. Proven ability to engage and influence senior executives across Claims, Finance, Operations, and IT. Experience navigating multi-stakeholder enterprise buying cycles. Strong pipeline management and forecasting discipline using Salesforce or similar CRM. Nice to Have Bachelor's degree preferred or equivalent experience. 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.Office Ally Pay Transparency$150,000—$165,000 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 Office Ally employee, you'll be at the heart of our efforts to deliver exceptional service and software solutions to our 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.