Customer Success Specialist – Spravato

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

📋 Description

• Support the onboarding process for new clients by organizing meetings, collecting and tracking necessary documentation, and coordinating with internal teams on subsequent actions.

• Keep onboarding checklists, client tracking systems, and project timelines current and organized.

• Engage in client calls, document action items, monitor follow-ups, and keep stakeholders updated.

• Oversee a portfolio of 25 or more accounts while ensuring accuracy, efficiency, and adherence to deadlines.

• Attend regular A/R meetings alongside the Customer Success Manager and Account Managers.

• Aid in the setup of systems, which includes enrollment with clearinghouses, payer mapping, and validating connectivity.

• Securely maintain records of system logins, access credentials, and platform-specific information.

• Monitor the health of client accounts and alert internal teams and management to any issues.

• Gather and organize data for client meetings.

• Professionally communicate with clients through email, phone, and video conferencing.

• Collaborate with billing, utilization review, and benefits verification teams to address client inquiries and concerns.

• Contribute to special projects and initiatives aimed at continuous process improvement.

• Undertake additional projects and responsibilities as assigned.

⛳️ Requirements

• Minimum of 3 years’ experience in medical billing, A/R management, or client onboarding, ideally in behavioral health or multi-specialty practices.

• Previous experience in a client-facing capacity supporting Spravato® and/or ketamine treatment programs is essential.

• Strong understanding of professional medical billing workflows.

• Familiarity with CollaborateMD and Kipu EMR is a significant advantage.

• Knowledge of ASAM and LOCUS billing criteria is highly sought after.

• Outstanding attention to detail with the capability to adhere to structured processes while adjusting to changing client needs.

• Excellent communication skills and the ability to thrive in a team-oriented, cross-functional setting.

• Proficient in Microsoft Office, particularly Outlook, Word, and Excel.

• A professional home working environment, including reliable phone and internet access.

• Capacity to perform in a fast-paced, dynamic, and at times, high-pressure setting.

• Capability to sit for extended periods and work on a computer.

• Ability to lift and carry items weighing up to 10 pounds occasionally.

🏝️ Benefits

• Opportunities for career advancement.

• Continuous training and development programs.

• A transparent work environment.

• Team events both virtually and in-person.

• Competitive benefits packages.

• Paid holidays.

• Paid time off.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• 401(k) plan.

• Eligible employees may take part in company bonus programs.