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Billing Coordinator
2 weeks ago
Company Background
Cerbo is a rapidly expanding healthcare software-as-a-service (SaaS) provider dedicated to enhancing holistic health practices and personalized medical care. Our flagship product, Cerbo EHR, is a comprehensive cloud-based electronic health records (EHR) and patient management system utilized by healthcare providers nationwide and internationally. Originating as a developer's side project, Cerbo has evolved into a leading EHR solution for functional medicine and cash-based clinics. Our unique beginnings shape our approach, emphasizing product excellence, integrity, and robust support for our clients and team members.
Position Summary
The clinics we serve vary in size, from solo practitioners to large teams of over 100 staff members. Our billing department plays a crucial role in onboarding new clients, managing deposits, maintaining our waitlist, and establishing client billing subscriptions.
In addition to setting up monthly billing, the team also monitors staffing changes within clinics and adjusts billing subscriptions as necessary. This process is currently manual, making attention to detail and accuracy essential for success in this role.
Our billing team is also responsible for processing cancellations, which includes preparing data for download, providing clients with necessary instructions, and finalizing both EHR and billing accounts.
Key Responsibilities
- Track modifications to user accounts and update billing subscriptions accordingly.
- Deliver customer support via email or phone for inquiries regarding invoices, information updates, and staffing changes.
- Maintain records in our internal client management system and manage new client onboarding paperwork.
- Assist in processing client cancellation requests.
Qualifications
- Strong attention to detail and accuracy.
- Ability to seek clarification when needed.
- Experience in customer service is advantageous.
- Comfortable working in a dynamic, startup environment.
- Project management capabilities.
- Proven ability to navigate complex processes efficiently.
- Detail-oriented with a process-driven mindset.
- Demonstrated work ethic, common sense, and follow-through.
Preferred Skills
- Familiarity with ActiveCampaign, Adobe Sign, Chargeover, Data Entry, Excel, FreshDesk, HTML/CSS, Quickbooks, and Hubspot is a plus.
Compensation and Benefits
- Competitive salary based on experience.
- Health and dental insurance.
- 401(k) plan with company matching.
- Short-term and long-term disability coverage.
- Paid time off.
- Comprehensive remote work tools and processes.
Cerbo is an equal opportunity employer, committed to fostering a diverse and inclusive workplace. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
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