Client Success Lead

Wisdom•New York, NY

1d•Remote

About The Position

Wisdom blends industry expertise with advanced technology to make dental practices work better for everyone involved. We believe dentistry is about people, and we exist to make the future of dentistry stronger and more sustainable for dentists, their teams, and the patients they serve. We match administrative teams with expert billers and custom-built technology to take on the heavy lifting of dental billing while maximizing dentists’ time in-office, and their bottom line. Coming from a fresh $21M Series A round of funding we are looking for exceptional candidates to help us build a category-defining company. Wisdom has employees across the US. This is an RCM expert role. We're building a company made entirely of revenue cycle experts, so let's be direct about the bar. This isn't an entry point into dental billing, and it isn't a role we train from scratch. We're hiring people who've already spent years inside the dental revenue cycle and who could sit across from a practice owner tomorrow and explain exactly why their money is sitting where it's sitting, and what they're going to do about it. Your day to day will center on insurance aging. But you'll be the person your offices turn to, which means you need to understand the whole revenue cycle, not just your slice of it. When a doctor asks why collections are down, the answer is rarely limited to claims. Our Client Success Leads own various parts of the revenue cycle. This seat centers on insurance aging, and you'll be accountable for the outcome, not just the task list. You'll manage a portfolio of around 10 clients. You'll specialize, but you should be genuinely conversant in all of it. Front end. Patient demographics and insurance setup, eligibility and benefit verification, in network status, frequencies, waiting periods, maximums and deductibles, treatment estimates and the financial conversation that follows. Coding and documentation. CDT coding, supporting documentation, narratives, radiographs and perio charting, predeterminations and preauthorizations. Claims. Clean claim validation, clearinghouse rejections versus payer denials, attachments, daily submission, and timely filing rules by payer. Denials, appeals, and AR. Reason code patterns, appeal strategy, payer escalation paths, state prompt pay rules, and aging management that actually moves the number. Contracts and credentialing. Fee schedules and PPO contracts, third party administrators, tax IDs and NPIs, credentialing and its downstream effect on claims, state timely filing regulations, reporting and the KPIs that matter, HIPAA and data security. Systems. Dental practice management platforms, clearinghouses, payer portals, and the reporting inside each of them. This is the standard we hire against, and the standard we measure against once you are here. Compensation and benefits This is a full time, fixed salary position. Your pay isn't commission based, so your income doesn't swing with the month, and your growth here is driven by how you perform. As a W2 employee you will also have access to: Healthcare coverage, including dental Retirement plan Paid time off and paid holidays Company provided computer and equipment Why Wisdom Pay you can count on. A full time, fixed salary seat, rather than contract work stitched together. Nothing here is commission based, so you are not managing around a fluctuating paycheck. The culture you hoped remote could be. Fast paced, high standards, and genuinely supportive. People here know how to get things done and they back each other up, without the drama of an office. Technology built for RCM experts. We invest in tools that take the repetitive work off your plate so your expertise goes where it actually matters. A leadership team that listens. Our leaders come from very different backgrounds, industries, and technical specialties, and that mix is deliberate. It is what builds a generational company instead of just a big one. Selective on purpose. We are not trying to become a company of thousands. We are building a deliberately small team of the best the field has to offer, so the people around you are as good as you are. Our quality program exists to make you sharper, not to catch you out. Room to grow. We're building the category, and the people who join us now are the ones who will lead it. How we hire Revenue Cycle Management assessment with a high score achieved 45-minute one-way video interview Scenario-based conversation with a member of our Operations hiring team Reference checks, followed by an offer Wisdom is an equal opportunity employer. We provide employment opportunities without regard to age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected status in accordance with applicable law.

Requirements

At least 5 years of dental revenue cycle management experience, with deep hands-on insurance AR and aging management.
A track record of carrying that work remotely and doing it well without daily oversight.
Deep knowledge of dental insurance plans, CDT coding, and how payers actually behave.
Proficiency in at least 2 dental practice management platforms. Dentrix, Eaglesoft, or Open Dental.
Availability for a full 8 hour day, Monday through Friday, standard business hours, clocked in our tools.
This seat is dedicated exclusively to Wisdom. No second billing book, no outside clients, and no commitments to another employer. Working for a direct competitor or a similar RCM company is not permitted.
A private, quiet, professional workspace with reliable internet, where patient information stays confidential and you can hold a client call on camera.
Exceptional communication and follow through, and genuine care for patient confidentiality and data security.

Nice To Haves

Multi office, group practice, or DSO experience.
Specialty billing depth in orthodontics, oral surgery, periodontics, or Medicaid.
Credentialing, fee schedule, or PPO contract experience.
A story about taking an AR book from neglected to clean, with numbers you can point to.
AADOM membership, FAADOM designation, or other revenue cycle credentials.

Responsibilities

Work insurance aging with a plan, not a list. Triage by payer, age, and dollar, protect timely filing windows, and fix root causes so the same denials stop coming back.
Own denials and appeals end to end, from the reason code to the plan language to the written appeal and the escalation if it comes to that.
Serve as the primary point of contact for your offices and their payers, and run a weekly huddle that leaves the client clear on exactly where they stand.
Set the metrics you hold yourself to, report them on a rhythm, and flag a slipping trend before the client ever notices it.
Partner with our product and technology team as we build the tools that take the repetitive work off your plate.