Staff Accountant

🏢 Summary: The Senior People Operations Specialist role focuses on scaling and optimizing People Operations infrastructure, including benefits administration, HRIS management, leave processes, and people analytics in a high-growth healthcare technology environment. The position emphasizes process improvement, automation, AI-enabled solutions, and compliance while supporting the full employee lifecycle. This role combines operational execution with data-driven decision-making to enhance employee experience and organizational efficiency. 🗂️ Requirements: 5+ years of experience in benefits administration, HRIS management, leave administration, or People Operations, Strong knowledge of employee benefits programs, retirement administration, and leave management, Experience administering FMLA, ADA, COBRA, disability, and state leave programs, Hands-on experience with HRIS platforms (ADP, Rippling, UKG and/or Paylocity), Experience managing employee data, workflows, and HR systems configurations, Experience supporting HR compliance, audits, and regulatory reporting (EEO-1, unemployment claims, workers’ compensation), Ability to manage sensitive and confidential employee information 📃 Skills: HRIS, ADP, Rippling, UKG, Paylocity, FMLA, ADA, COBRA, EEO-1, Analytics, AI, Reporting, Compliance, DataGovernance, Automation 🏢 Description: Iterative Health is a healthcare technology and services company powering the acceleration of clinical research to transform patient outcomes. We built a leading performance-driven network of 100+ sites across the US, Europe, India, and Australia, conducting research directly in the communities where care is delivered across gastrointestinal, hepatology, obesity, and cardiology. By combining deep clinical trial expertise with cutting-edge AI, we connect sponsors' scientific ambitions with high-performing research teams that expedite and expand access to novel therapeutics for patients in need. The Senior People Operations Specialist is a critical individual contributor responsible for helping scale and optimize the infrastructure that supports the employee experience. This role serves as a subject matter expert in benefits administration, leave management, HR systems, people analytics, compliance, and operational excellence. This is an opportunity for someone who enjoys building, improving, and modernizing People Operations processes in a high-growth environment. The ideal candidate is equally comfortable supporting employees, leveraging data to drive decisions, and identifying opportunities to streamline and automate workflows. Over the next year, this person will play a key role in helping modernize our People infrastructure through process optimization, automation, AI-enabled solutions, and the implementation of new benefits, tools and technologies. Quick Facts Hybrid work environment with in-office collaboration two days per week in either NYC or Boston office New York pay range: $90,000—$130,000 USD Where You'll Drive Impact Benefits & Leave Administration - Administer employee benefit programs, including medical, dental, vision, life insurance, disability, retirement, wellness, and voluntary benefits. - Serve as the primary point of contact for employee benefits inquiries and issue resolution. - Manage benefit enrollments, qualifying life events, terminations, and annual open enrollment processes, partnering with brokers, vendors, and HRIS providers. - Support benefit administration, audits, benchmarking, vendor evaluations, and program enhancements. - Serve as a resource for employees and managers throughout the leave process. - Partner with third-party leave administrators, HR Business Partners, managers, and payroll to support leave administration and ensure compliance. HRIS Management & Employee Lifecycle - Serve as the primary administrator for the company’s HRIS, ensuring employee data accuracy and security. - Configure and support system workflows, business processes, security roles, reporting, and integrations. - Manage employee lifecycle transactions, including hires, transfers, promotions, compensation changes, and terminations. - Support onboarding and offboarding processes and coordinate with payroll, finance, and vendors. - Develop and maintain process documentation, data governance standards, and system procedures. - Maintain employee records, including I-9s, licenses, certifications, and required documentation. People Analytics, Compliance & Reporting - Develop and maintain People metrics, dashboards, and reporting on headcount, hiring, retention, turnover, engagement, and leave utilization. - Leverage HR technology, AI, and analytics tools to improve reporting capabilities and support data-driven decision-making. - Support workforce planning, reporting, and strategic initiatives. - Support HR compliance activities and regulatory reporting, including EEO-1 reporting, unemployment claims, workers’ compensation, and compensation reporting. - Assist with employee compliance programs, handbook administration, policy updates, training programs, and compliance communications. - Maintain compliant employee records and support I-9 administration and documentation reviews. - Monitor regulatory changes and update policies, processes, and communications to ensure compliance. - Identify opportunities to improve processes and leverage AI and automation. What You Bring to the Team - 5+ years of experience in benefits administration, HRIS management, leave administration, or People Operations. - Strong knowledge of employee benefits programs, retirement administration, and leave management. - Experience administering FMLA, ADA, COBRA, disability, and state leave programs. - Experience working within HRIS platforms such as ADP, Rippling, UKG, and/or Paylocity. - Strong organizational skills and attention to detail. - Ability to manage multiple priorities in a fast-paced environment. - Strong communication and interpersonal skills. - Ability to handle sensitive and confidential information with professionalism. - Proactive and process improvement focused approach. Benefits That Support You - Hybrid work environment with in-office collaboration two days per week. - Comprehensive medical, dental, and vision coverage, with up to 80% of premiums covered. - Mental health and wellness support. - HSA or FSA options and commuter FSA contributions. - Unlimited PTO, 12 company holidays, and company-wide shutdown between Christmas and New Year’s. - 401(k) program with company match up to 3%. - Weekly in-office lunch benefit. - 100% company-paid short-term and long-term disability coverage. - Annual wellness and professional development stipend. - And more.

🏢 Summary: Finance & Accounting Associate role supporting multi-entity finance operations, including GAAP-based consolidated reporting, government contract accounting, cost accounting, and financial planning. The position involves managing close processes, reconciliations, forecasting, compliance, and implementing AI-driven automation tools within finance workflows. It offers ownership in building scalable financial infrastructure across government contracting and investment-related entities. 🗂️ Requirements: Bachelor's degree in Accounting, Finance, or related field, 3–5 years of accounting and finance experience, Experience with multi-entity structures, government contracting, or investment entities, Strong knowledge of U.S. GAAP including consolidation, revenue recognition, and leases, Knowledge of cost accounting and DCAA compliance, Advanced Microsoft Excel skills, Ability to work on-site in Tysons, VA five days a week 📃 Skills: GAAP, Consolidation, RevenueRecognition, Leases, CostAccounting, DCAA, Excel, PowerQuery, PowerPivot, Deltek, QuickBooks, PowerBI, Tableau, Claude, ChatGPT, Dynamics365 🏢 Description: Overview: Axlerator is hiring a Finance & Accounting Associate to play a key role in supporting finance operations and operational reporting across a diverse portfolio of entities. The ideal candidate will be comfortable navigating the distinct accounting, compliance, and reporting requirements of each entity type — including GAAP-based consolidated reporting, and cost accounting standards. This position is designed for an accounting and finance professional who is ready to take on complex, multi-entity responsibilities, and contribute to financial frameworks that drive operational excellence and support portfolio management initiatives. This is a unique opportunity to build and shape a finance and accounting structure with a new mission and perspective — one that is actively investing in and operating multiple businesses across government contracting and public markets. This role requires the ability to work out of Tysons, VA five days a week. Key Responsibilities Execute monthly, quarterly, and year-end close processes across all entities in accordance with U.S. GAAP, including consolidated financial statements and intercompany eliminations. Perform complex account reconciliations and variance analysis across the consolidated group and at the individual entity level. Manage cost accounting and project-based reporting, cost tracking, invoicing, and government-required reporting and multi-entity accounting and group-level reporting. Support budgeting, multi-year forecasting, and rolling cash flow projections at the entity and consolidated group level, with KPI dashboards and variance reporting. Develop and implement frameworks for AI adoption and automation within finance operations, leveraging tools such as Claude, ChatGPT, Power BI, and Tableau to modernize workflows. Demonstrated experience leveraging AI tools and advanced Excel capabilities — including Power Query, Power Pivot, and automated workflows — to streamline financial processes, reduce manual effort, and improve reporting efficiency. Enhance and maintain accounting policies and internal controls ensuring compliance with U.S. GAAP, and government contracting standards; support external audits inquiries. Mentor and develop Junior Associate-level team members while collaborating cross-functionally with operations, finance, and executive leadership to build scalable financial infrastructure. Qualifications Education & Experience Bachelor's degree in Accounting, Finance, or a related field. Master's degree in Accounting, Finance, or a related field; Preferred CPA, and/or CMA certification; Preferred 3-5 years of accounting and finance experience with exposure to multi-entity structures, government contracting, or investment entities; public accounting background preferred Strong working knowledge of U.S. GAAP, including Consolidation, Revenue Recognition, and Leases, Cost Accounting, and DCAA compliance; familiarity with SEC reporting concepts is preferred Systems & Tools — Preferred/Required Microsoft Excel (advanced) — pivot tables, financial modeling, and complex formula proficiency. Deltek Costpoint or Deltek Vantagepoint; Preferred. QuickBooks Online and/or QuickBooks Enterprise Suite; Preferred. Power BI or Tableau for financial dashboards and data visualization; Preferred. AI productivity tools including Claude and ChatGPT integrated into finance workflows; Preferred. Additional ERP exposure (e.g., Microsoft Dynamics 365 Business Central) preferred Soft Skills & Professional Attributes Demonstrated initiative and ownership mindset; comfortable operating in a fast-moving, multi-entity environment with high attention to detail and commitment to accuracy. Strong communicator who can translate financial insights for both technical and non-technical audiences; collaborative, self-directed, and comfortable championing AI and automation tools. Integrity, confidentiality, and sound professional judgment in handling sensitive multi-entity and government contracting financial data. This role sits at the intersection of government contract accounting and modern finance operations — with real ownership over how both are built and run. Benefits We Offer: 100% Medical, Dental & Vision Coverage for Employees Educational Benefits for Career Growth Paid Time Off (Including Holidays) Employee Referral Bonus 401K Matching Flexible Spending Accounts: Healthcare (FSA) Parking Reimbursement Account (PRK) Dependent Care Assistant Program (DCAP) Transportation Reimbursement Account (TRN) Salary Range $75,000—$90,000 USD

🏢 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.

🏢 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.