Client Operations Specialist

Brault • San Dimas, CA

2d

About The Position

The Client Operations Specialist is responsible for supporting client onboarding and assists Client Managers with day-to-day tasks and special assignments. Working closely with the Director of Client Experience, this role ensures timely communication, accurate reporting, and high-quality service delivery.

Requirements

• Advanced knowledge of MS Word and Excel
• Strong analytical and problem-solving skills (reporting, identifying trends, risk areas).
• Basic knowledge of payment posting and accounting
• Knowledge of medical billing: denials, appeals, secondary billing and refunds
• Detail oriented
• Strong customer focus with ability to resolve patient disputes
• Strong communication skills (client-facing, written, and verbal)
• Client relationship skills such as escalation management and conflict resolution.
• Ability to manage multiple clients and priorities simultaneously
• Ability to interpret financial and operational data
• Bachelor’s degree preferred in related field
• 2-4 years’ experience in healthcare operations, billing, or revenue cycle.
• 1-3 years’ experience in client services or account management.
• Proficient medical billing computer platforms.
• Familiarity with Service Level Agreements and KPI tracking

Nice To Haves

• Experience with Athena IDX preferred

Responsibilities

• In conjunction with the Director of Client Experience, manages the onboarding and setup of new clients.
• Serves as primary point of contact for routine client requests and updates.
• Responsible for month End close, and creation and distribution of reports
• Preparation and analysis of standard reports and spreadsheets
• Track chart flow all the way thru posting in the billing system
• Track performance of contracted payors
• Maintain provider file and its unique set-up
• Track payment patterns and fluctuation of Accounts Receivable
• Tracking collection agency assignments and its performance
• Track and analyze daily Key Indicators and Service Level Agreement for Clients as assigned.
• Identify and report possible risk areas and provide suggestions for solution
• Attend meeting calls during month end, contract review, provider enrollment review and accounts receivable review
• Ad hoc reports as requested from clients and client managers
• Financial hardship request reviews from patients

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees