Onboarding Billing Consultant

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

📋 Description

• Take ownership of assigned CollaborateMD onboarding projects, managing the process from internal handoff and customer kickoff through configuration, training, go-live, early stabilization, and transition to Customer Success.

• Act as the main customer liaison and subject matter expert for billing and revenue cycle management.

• Assess customer objectives, claim volumes, billing processes, purchased solutions, stakeholders, timelines, and potential risks.

• Create and oversee onboarding project plans, including milestones, dependencies, commitments, risks, escalations, and status updates.

• Facilitate customer meetings and ensure effective communication with stakeholders.

• Conduct billing consultations and working sessions, providing workflow recommendations based on customer business models, staffing, payers, and CollaborateMD usage.

• Assist customers with charge entry, claim creation and submission, claim status, rejections, denials, payment posting, ERAs, EOBs, patient balances, statements, collections, accounts receivable follow-up, and reporting.

• Clarify how payer enrollment, credentialing, clearinghouse requirements, interfaces, and data readiness impact claims and reimbursements.

• Review billing configurations and workflow choices for providers, payers, claim settings, billing rules, remittance workflows, and reporting.

• Support test-claim and production-claim readiness, resolving any workflow or configuration issues.

• Define go-live readiness criteria and verify configuration, enrollment, clearinghouse dependencies, training, workflows, and production-claim readiness.

• Monitor early production activities and coordinate responses to billing risks until resolution or transition.

• Manage client or provider waves for billing-company and multi-entity clients.

• Record decisions, workflows, risks, dependencies, and follow-up actions.

• Oversee a structured transition to Customer Success.

• Coordinate technical, enrollment, product, and support needs while maintaining accountability for onboarding.

• Share billing expertise to enhance customer resources, playbooks, training materials, and process improvements.

• Stay updated on CollaborateMD functionalities and medical billing practices.

⛳️ Requirements

• A high school diploma or GED is required; an associate degree or relevant billing certification is preferred.

• Minimum of two years of practical experience in medical billing, revenue cycle management, or a related field.

• Familiarity with the medical claim lifecycle, including payer, provider, enrollment, clearinghouse, claim, remittance, and patient-responsibility workflows.

• Ability to investigate billing issues, identify probable root causes, and communicate recommended actions in clear, practical terms.

• Comfort in leading virtual working sessions and educating customers with varying levels of billing and technology experience.

• Excellent written communication and documentation skills, including the ability to summarize workflows, risks, decisions, and next steps.

• Capacity to manage multiple customer onboarding projects, maintain accurate plans and timelines, fulfill commitments, and prioritize issues impacting customers.

• Supportive and patient communication style, capable of guiding customers through unfamiliar or complex processes.

• Willingness to learn and utilize practice management, medical billing, CRM, project management, and collaboration tools.

• Experience with medical billing or practice management software; familiarity with CollaborateMD is advantageous.

• Experience supporting medical practices, medical billing firms, or multi-provider organizations.

• Knowledge of professional claims; experience with institutional claims is a plus.

• Background in delivering customer training, workflow consultation, software onboarding, or software-enabled process improvement.

• Proficiency with Salesforce, TaskRay, ChurnZero, or similar customer management tools.

• Must be authorized to work in the United States without sponsorship.

🏝️ Benefits

• Flexibility to work from anywhere within your country of employment – in-office, remote, or hybrid.

• Ongoing investment in your professional growth.

• Immediate access to a comprehensive health and wellness benefits package, including an annual wellness stipend.

• 401k plan with up to a 4% match and immediate vesting.

• Flexible and generous (FTO) time-off policy.

• Employee Stock Purchase Program.