Finance & Accounting Coordinator

🏢 Summary: The Finance & Accounting Coordinator oversees daily financial and accounting operations within a fast-paced law firm environment, ensuring accurate transaction processing, cash flow monitoring, and financial recordkeeping. The role supports attorneys and leadership with reporting, budgeting, payroll coordination, and settlement disbursements while maintaining strict compliance and confidentiality. This position combines hands-on bookkeeping with operational financial oversight. 🗂️ Requirements: Associate's or Bachelor's degree in Accounting, Finance, Business Administration, or related field, Experience in accounting, bookkeeping, or finance coordination, Strong knowledge of bookkeeping and financial recordkeeping principles, Proficiency in QuickBooks, Proficiency in Microsoft Excel, Ability to process and reconcile financial transactions, Ability to maintain confidential financial information, Experience with bank reconciliations and cash flow monitoring 📃 Skills: QuickBooks, Excel, Accounting, Bookkeeping, Payroll, Reconciliation, ACH, WireTransfers, CashFlow, FinancialReporting, Banking, Invoicing 🏢 Description: Why Work For Us Altman Nussbaum Shunnarah Trial Attorneys is a rapidly growing personal injury law firm based in Boston with offices across the nation. We handle complex cases and provide each attorney and staff with the support they need enabling us to best serve our clients. Our attorneys and staff pride themselves on their skill set, experience, compassion, and commitment. We are dedicated to giving our clients the utmost attention and care while fighting for them to get what they deserve. At Altman Nussbaum Shunnarah Trial Attorneys, we take a real approach. We are innovative, always finding ways to be better, and have a go-getter mentality across the board. Each team member plays a critical role in our mission. We know our people are what makes us great. If you're looking for a career where you can help make a difference in the lives of others alongside a supportive team, we encourage you to apply! What We Value Client Commitment Integrity A Will to Win Teamwork Personal Accountability Passion Position Summary The Finance & Accounting Coordinator oversees and supports the daily financial and administrative operations of the law firm. This role is responsible for managing accounting activities, transaction processing, cash flow monitoring, financial recordkeeping, invoice and payment management, and operational financial support. The position serves as a key financial contact for attorneys, firm leadership, vendors, and staff while ensuring accuracy, accountability, confidentiality, and compliance in all financial matters. The ideal candidate is highly organized, detail-oriented, dependable, and capable of managing both high-level financial oversight and day-to-day administrative financial tasks in a fast-paced legal environment. Key Responsibilities - Manage and support all day-to-day financial operations and accounting activities of the firm - Maintain accurate financial records, transaction logs, and supporting documentation - Record, reconcile, and organize financial transactions in QuickBooks and internal tracking systems - Process and reconcile checks, wire transfers, ACH payments, deposits, and vendor payments - Monitor daily cash balances across multiple bank accounts - Track all incoming and outgoing funds with complete accuracy and accountability - Assist with invoice processing, payment scheduling, and timely disbursements - Manage partner distributions, attorney fee payments, operational expenses, rent, utilities, and vendor accounts - Support payroll review and processing activities - Transfer funds between accounts as needed to maintain operational cash flow - Reissue or correct payments and checks when necessary - Track settlement disbursements and attorney fee allocations - Verify accuracy of financial transactions and supporting documentation - Maintain organized financial records for audit, compliance, and reporting purposes - Provide attorneys and firm leadership with account balances, payment updates, and financial reporting information - Respond to finance-related inquiries from attorneys, vendors, and internal staff - Assist leadership with budgeting, financial planning, and operational reporting - Monitor firm cash flow and proactively ensure sufficient funding for firm obligations - Maintain strict confidentiality regarding all financial, legal, and client information - Provide administrative and operational support related to finance functions as needed - Ensure all financial processes are completed accurately, efficiently, and in compliance with firm policies and procedures Qualifications - Associate's or Bachelor's degree in Accounting, Finance, Business Administration, or related field preferred - Previous accounting, bookkeeping, finance/accounting coordination, or administrative support experience preferred - Experience in a law firm or professional services environment is a plus - Strong knowledge of bookkeeping and financial recordkeeping principles - Proficiency in QuickBooks and Microsoft Office Suite, especially Excel - Strong organizational, multitasking, and time-management skills - Excellent attention to detail and accuracy - Strong communication and interpersonal skills - Ability to handle confidential financial and legal information professionally - Ability to work independently and collaboratively in a team environment - Willingness to learn and adapt to firm financial procedures and operational processes Preferred Skills - Experience managing law firm settlement disbursements and attorney fee payments - Familiarity with payroll processing and bank reconciliations - Understanding of cash flow management and operational accounting - Strong analytical and problem-solving abilities Work Environment - Professional law firm office setting - Fast-paced and deadline-driven environment - High level of confidentiality and accountability required - Collaborative role supporting attorneys, leadership, vendors, and administrative staff Compensation Salary Range: $70,000-$80,000 Benefits package includes medical, dental, and vision options and PTO.

🏢 Summary: Full-time, on-site Case Manager role supporting attorneys in personal injury pre-litigation and some litigation cases. The position focuses on managing case files, drafting and reviewing legal documents, handling medical records, and maintaining communication with clients and insurance providers. Ideal for candidates with legal case management experience who thrive in a fast-paced, detail-oriented environment. 🗂️ Requirements: Minimum 1 year Legal Case Manager experience, Experience drafting and reviewing legal documents, Experience managing medical records, Understanding of personal injury cases, Proficiency in Microsoft Office (minimum 2 years), Strong verbal and written communication skills, Ability to work 100% on-site 📃 Skills: Microsoft, FileVine, Litigation, Pre-litigation, Documentation, MedicalRecords, CaseManagement 🏢 Description: Why Work For Us Alexander Shunnarah Trial Attorneys is a rapidly growing personal injury law firm with offices across the nation. We handle complex cases and provide each attorney and staff with the support they need to best serve our clients. Our team prides itself on skill, experience, compassion, and commitment, giving clients the utmost attention and care while fighting for what they deserve. What We Value - Client Commitment - Integrity - A Will to Win - Teamwork - Personal Accountability - Passion Are you ready to make a significant impact in personal injury cases? We are seeking a dedicated and detail-oriented Case Manager to support attorneys through all phases of pre-litigation and some litigation. This is a 100% on-site position. What You'll Do: - Manage personal injury pre-litigation and some litigation cases, providing essential support to attorneys and clients. - Work closely with attorneys throughout all phases of pre-litigation to ensure smooth case progression. - Maintain effective communication with clients, providers, and insurance companies, handling inquiries and updates. - Manage documents, deadlines, and case details with strong organizational skills and a proactive approach. What You Need: Experience: - Minimum 1 year of Legal Case Manager experience required; 3–5 years preferred. - Proven ability in drafting and reviewing legal documents. - Experience in medical records management and understanding personal injury cases (highly preferred). Technical Skills: - Proficiency in Microsoft Office (2 years required). - Familiarity with FileVine or other case management systems (preferred). - Excellent verbal and written communication skills. What You Get: - Full-time position with opportunities for growth. - Dental, vision, and health insurance. - Supplemental insurance and paid time off. - Supportive, collaborative work environment focused on professional development. Alexander Shunnarah Trial Attorneys is committed to a diverse and inclusive workplace and is an equal opportunity employer.

🏢 Summary: Full-time on-site Legal Assistant role supporting attorneys in personal injury pre-litigation and some litigation matters. The position involves managing case files, drafting legal documents, handling medical records, and communicating with clients and insurance companies. Ideal for candidates with prior legal assistant or case management experience in a fast-paced environment. 🗂️ Requirements: Minimum 1 year Legal Assistant or Case Manager experience, Experience drafting and reviewing legal documents, Experience managing medical records, Understanding of personal injury cases, Proficiency in Microsoft Office (minimum 2 years), Strong verbal and written communication skills, Ability to work 100% on-site 📃 Skills: Microsoft, FileVine, Office, CaseManagement, LegalDrafting, MedicalRecords 🏢 Description: Why Work For Us Alexander Shunnarah Trial Attorneys is a rapidly growing personal injury law firm with offices across the nation. We handle complex cases and provide each attorney and staff with the support they need to best serve our clients. Our attorneys and staff pride themselves on their skill set, experience, compassion, and commitment. We are dedicated to giving our clients the utmost attention and care while fighting for them to get what they deserve. What We Value - Client Commitment - Integrity - A Will to Win - Teamwork - Personal Accountability - Passion Are you ready to make a significant impact in personal injury cases? We're looking for a dedicated and detail-oriented Legal Assistant to support our attorneys through all phases of pre-litigation and some litigation. This is a 100% on-site position. What You'll Do: - Manage personal injury pre-litigation and some litigation cases, providing essential support to attorneys and clients. - Work closely with attorneys throughout all phases of pre-litigation to ensure smooth case progression. - Maintain effective communication with clients, providers, and insurance companies, handling inquiries and updates. - Manage documents, deadlines, and case details effectively. What You Need: Experience: - Minimum 1 year of Legal Assistant or Case Manager experience required; 3–5 years preferred. - Proven ability in drafting and reviewing legal documents. - Experience in medical records management and understanding personal injury cases (highly preferred). Technical Skills: - Proficiency in Microsoft Office (2 years required). - Familiarity with FileVine or other case management systems (preferred). - Excellent verbal and written communication skills. What You Get: - Full-time position with opportunities to grow and contribute to impactful cases. - Dental, vision, and health insurance, plus supplemental insurance and paid time off. - A collaborative and supportive team environment focused on professional development. Alexander Shunnarah Trial Attorneys is committed to a diverse and inclusive workplace and is an equal opportunity employer.

🏢 Summary: Staff Accountant role supporting day-to-day accounting operations, month-end and year-end close, and financial reporting within a healthcare technology environment. The position involves working with NetSuite and a Clinical Trial Management System (CTMS) to manage financial data, sponsor payments, and reconciliations. It offers a hybrid work model and comprehensive benefits while contributing to financial compliance and operational efficiency. 🗂️ Requirements: Bachelor's degree in Accounting, Finance, or related field, 2–3 years of accounting experience, Proficiency in NetSuite ERP, Experience with general ledger and account reconciliations, Experience with cash transactions and bank reconciliations, Strong Microsoft Excel skills (pivot tables, VLOOKUP), Experience with expense reports and credit card expenditure analysis 📃 Skills: NetSuite, CTMS, Excel, ERP, GeneralLedger, Reconciliations, VLOOKUP, PivotTables, SOX 🏢 Description: The Staff Accountant plays a key role in ensuring the accuracy and efficiency of financial operations. Reporting to the Director of Accounting, this role supports day-to-day accounting functions, month-end and year-end close processes, and financial reporting across the organization. The position requires collaboration with cross-functional teams and contributes to financial compliance and operational excellence initiatives. Quick Facts - Hybrid work environment with in-office collaboration two days per week in either NYC or Boston office - Comprehensive medical, dental, and vision coverage with up to 80% of premiums covered - Mental health and wellness support - Health HSA or FSA options and commuter FSA contributions - Unlimited PTO, 12 company holidays, and company-wide shutdown between Christmas and New Year - 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 Where You'll Drive Impact Accounting & Financial Operations - Handle day-to-day accounting duties including bank transactions and cash applications - Prepare journal entries and account reconciliations accurately and on time - Assist with month-end and year-end close processes, including journal entries, accruals, and reconciliations - Utilize NetSuite for accounting operations, reporting, and general ledger activities - Support external audits by preparing documentation and schedules - Learn and use the Clinical Trial Management System (CTMS) to support research financial operations - Post sponsor study payments within the research CTMS - Ensure accuracy and quality control of financial data collection for clinical research trials in CTMS - Collaborate with research operations and site network teams on financial reporting tied to clinical trial activity - Support cost analysis initiatives and cross-functional financial reporting - Maintain information files and process administrative paperwork - Identify and implement process improvements across accounting workflows What You Bring to the Team - Bachelor's degree in Accounting, Finance, or related field; CPA or progress toward CPA preferred - 2–3 years of accounting experience - Proficiency in NetSuite ERP for general ledger and reporting - Experience with cash transactions and bank reconciliations - Familiarity with expense reports and credit card expenditure analysis - Strong knowledge of Microsoft Excel, including pivot tables and VLOOKUP - Strong analytical and problem-solving skills - Ability to work independently and collaboratively in a fast-paced environment Preferred Qualifications - Experience in healthcare, biotech, or healthcare technology industry - Familiarity with clinical research operations or sponsor payment workflows - Experience supporting external audits or SOX compliance activities - Exposure to multi-entity or intercompany accounting environments

🏢 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.