Customer Success Advisor, Dental RCM (34193)
About The Position
The Customer Success Advisor (CSA) is the primary operational leader for a portfolio of clients within a pod. This role combines deep Dental RCM expertise with client leadership and team direction to ensure consistent execution and strong results. This is an operations-first role with direct accountability for RCM performance, not a traditional relationship-only customer success position. The CSA acts as the bridge between clients, offshore delivery teams, and pod leadership—owning day-to-day performance, managing priorities, and resolving issues. This role is similar to a Billing Manager or front-line RCM leader within a DSO, operating in a tech-enabled managed services environment.
Requirements
- 4+ years of hands-on Dental RCM experience
- Experience as a Billing Manager, RCM Supervisor, or DSO team lead
- Deep familiarity with dental payers, portals, and denial workflows
- Proven ability to manage work through others, not just perform tasks
- Strong sense of ownership and accountability
- Comfortable leading without formal authority
- Detail-oriented and highly data-driven
- Calm under pressure with sound judgment
- Passionate about delivering results for dental providers
Responsibilities
- Serve as the primary point of contact for assigned clients
- Own client-level RCM performance and outcomes
- Translate client goals and issues into clear operational priorities
- Lead regular performance reviews using data-driven insights
- Act as an RCM expert across claims, follow-up, denials, and payments
- Diagnose payer, workflow, and data-related issues
- Recommend corrective actions and ensure execution
- Confidently manage and resolve client escalations
- Direct, prioritize, and coordinate work for offshore associates
- Ensure work queues align with client priorities and SLAs
- Enforce quality standards and adherence to defined processes
- Provide feedback and escalate performance concerns when necessary
- Monitor daily and weekly KPIs to identify risks and trends
- Use data to proactively drive improvements
- Partner with the Pod Leader on operational changes and initiatives
- Ensure accurate reporting and documentation
- Willing and able to step into RCM process execution when required
- Coach offshore teams through complex scenarios
- Support peer CSAs during peak workload or escalations
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
