Onboarding Billing Consultant

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

📋 Description

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

• Act as the main customer contact and a subject matter expert in billing and revenue cycle management (RCM).

• Analyze Sales discovery, customer objectives, claim volume, billing processes, purchased solutions, stakeholders, timelines, and potential risks.

• Create and oversee onboarding project plans, including milestones, dependencies, action items, commitments, risks, and escalations.

• Conduct customer meetings while ensuring transparent communication regarding progress, decisions, responsibilities, risks, and subsequent steps.

• Facilitate billing consultations and working sessions, offering practical workflow recommendations.

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

• Clarify how payer enrollment, credentialing, clearinghouse requirements, interfaces, and data readiness impact claim submission and reimbursement timelines.

• Evaluate billing configuration and workflow decisions for accuracy and preparedness.

• Support test-claim and production-claim readiness, interpret outcomes, rectify issues, and establish processes for monitoring rejections.

• Define and implement go-live readiness criteria.

• Monitor early production activities for risks and coordinate resolutions or document transitions.

• Manage client or provider groups for billing companies and multi-entity clients.

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

• Lead a structured transition to Customer Success.

• Address customer and internal inquiries, coordinating technical, enrollment, product, or support requirements.

• Provide billing expertise for customer resources, playbooks, training materials, and process enhancements.

• Stay updated on CollaborateMD billing functionalities and medical billing practices.

⛳️ Requirements

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

• A minimum of two years of direct experience in medical billing, revenue cycle management, or a closely related position.

• 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 clearly articulate recommended actions in practical language.

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

• Excellent written communication and documentation abilities.

• Capacity to manage multiple customer onboarding projects, ensuring accurate plans and timelines, following through on commitments, and prioritizing issues that impact customers.

• Patient and supportive communication style with the ability to guide 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 is preferred; familiarity with CollaborateMD is a plus.

• Background in supporting medical practices, medical billing companies, or multi-provider organizations is preferred.

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

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

• Familiarity with Salesforce, TaskRay, ChurnZero, or comparable customer management tools is preferred.

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

🏝️ Benefits

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

• Ongoing investment in your professional development.

• Immediate access to a comprehensive health and wellness benefits package starting on Day 1, which includes an annual wellness stipend.

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

• Generous and flexible (FTO) time-off policy.

• Employee Stock Purchase Program.