Customer Success Analyst – Accounts Receivable and Claims Denials Appeals

This is a fully remote position, open to applicants in Brazil.

📋 Description

• Proactively oversee a client portfolio, prioritizing accounts based on their significance and growth opportunities.

• Ensure adherence to departmental processes and playbooks.

• Maintain updated interactions and action plans within the CRM system.

• Engage in Customer Success team activities and promote ongoing process enhancements.

• Develop quarterly account strategies with objectives aligned with client goals.

• Define success metrics and formulate action plans to meet business targets.

• Advise clients on optimal practices for utilizing the solutions effectively.

• Conduct training and enablement sessions for clients.

• Facilitate strategic meetings and present performance analytics.

• Cultivate relationships with decision-makers, ranging from operational staff to executive leaders.

• Perform regular on-site visits as needed.

• Serve as the main point of contact and advocate for customers within ZG.

• Identify and map decision-makers at all levels within each account.

• Monitor account health metrics to prevent customer dissatisfaction and attrition.

• Recognize opportunities for expansion and direct them according to company protocols.

⛳️ Requirements

• Minimum of 3 years of experience in hospital accounts receivable, claims denial appeals, or medical billing audits.

• Proficient in reviewing payer remittance statements.

• Skilled in identifying and categorizing administrative and technical claim denials.

• Experience in preparing and submitting appeals.

• Competence in reconciling payments and managing overdue accounts.

• Proven ability to build relationships with managers and executive leadership.

• Capability to translate operational data into financial implications.

• Intermediate to advanced skills in spreadsheet applications, including pivot tables, VLOOKUP, and filters.

• Strong verbal and written communication skills with clarity and assertiveness.

• Must reside in São Paulo or the surrounding metropolitan area.

• Willingness to travel frequently for business purposes.

• Equipped for remote work in a home-office environment.

• Experience in Customer Success, account management, implementation, or consulting within healthtech or hospital management software is advantageous.

• Experience in negotiating claim denials directly with payers is beneficial.

• Knowledge of hospital systems such as Tasy, MV, and Smart is a plus.

• Familiarity with data analysis, BI tools, and AI applications is an advantage.

🏝️ Benefits

• Flexible Caju benefits card (meal and food allowances).

• Health insurance coverage.

• Dental insurance plan.

• Workplace fitness program.

• Day off on your birthday.

• Home-office stipend.

• Partnerships with educational institutions (IPOG and WiseUp).

• Access to Wellhub/Gympass.

• 40-hour workweek, including a 2-hour lunch break and flexible working hours.