• Responsible for overall client relations, operational effectiveness, revenue generation & client retention • Establishes and maintains client account plans and ensures that action steps are implemented to achieve results in the areas of client satisfaction and retention • Accountable for the achievement of all designated goals and objectives in the areas of operational effectiveness, revenue generation, and other success factors • Proactively supports the development of client relationships and attends meetings & reviews as required • In partnership with the Directors, establish and maintain long–term relationships with clients at a global strategic level • Identifies and implements process improvement for operational effectiveness • Creates an environment for success through regular communication forums • Works closely with the Clients to assess any concerns about the planned program and associated business objectives • Performs Client performance analysis and develops optimization plans with Operations

Role Description The CLIENT SERVICES SPECIALIST is responsible for managing medical practice, payer communications, maintaining system and portal access, and ensuring accurate triage and resolution of client requests. This mid-level role requires strong judgment, organization, and communication skills, with the ability to work independently, coordinate across teams, and improve workflows. The position serves as a key operational bridge between clients and internal revenue cycle teams. Qualifications - Experience in medical billing workflows, claims processes, and payment posting. - Experience with medical payer portals (e.g., Availity, Office Ally, Medicare, Medicaid portals). - 1-3 years of experience in healthcare office management, medical billing, revenue cycle, medical credentialing, or medical administrative support. Requirements - Independent problem-solving and judgment. - Client-focused communication and relationship management. - Workflow triage and prioritization. - Cross-functional collaboration. - Process improvement mindset. - Strong documentation and accountability. - Strong written and verbal communication skills with the ability to professionally manage client-facing correspondence. - Excellent organizational, prioritization, and time management skills; able to manage competing priorities independently. - Proficiency with Microsoft Outlook, Excel, Google Workspace, and task/project tracking tools. - High attention to detail and strong documentation practices. - Demonstrated ability to handle sensitive information with discretion and professionalism. - This is a remote position. Benefits - 401(k) - Competitive salary - Dental insurance - Health insurance - Opportunity for advancement - Paid time off - Vision insurance

• Manage and prioritize a shared team queue, ensuring all client requests and issues are addressed accurately and within established timeframes • Handle a wide range of plan sponsor, advisor, and TPA requests from basic to complex- including plan-level changes and reconciliations • Take full ownership of each case from intake through resolution, ensuring all activities, updates, and issues are handled accurately and on time, with proactive identification and escalation of risks or gaps • Deliver a high level of service through responsive, clear, and solution-oriented communication • Collaborate with internal teams to resolve issues efficiently and ensure a seamless experience for clients • Participate in a structured phone schedule, handling inbound and outbound calls to support client needs and team service levels • Review client data for accuracy and maintain strict adherence to confidentiality and PII security standards • Demonstrate efficiency and flexibility in overseeing detailed processes within a fast-paced, high-volume environment with shifting priorities • Support team coverage needs, including assisting during high-volume periods and cross-functional tasks as needed • Participate in team meetings, training, and ongoing professional development • Maintain a professional demeanor and collaborate effectively with peers and leadership • Perform other duties as assigned

• Assign work responsibilities through global knowledge of operational functions to ensure flawless execution • Manage large ongoing projects composed of several smaller projects/jobs • Participate in Start of Work Meetings as assigned • Review estimates and budget to manage change • Hold meetings to review performance issues/concerns • Interface with internal customers to clarify project/job expectations • Provide project/job status, concerns, or risks • Create detailed work instructions/business guidelines • Audit various forms as requested by clients • Plan daily, weekly, monthly requirements for projects • Identify requests outside day-to-day activity that require change • Suggest process improvements individually or through focus groups • Follow up on project/job status with departments • Ensure a clean, organized, and safe work environment • Assist in training of team members as required