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Billing Coordinator

2 months ago

Portland, Oregon, United States Cerbo Full time
Job Overview

Company Background

Cerbo is a rapidly expanding healthcare software-as-a-service (SaaS) organization dedicated to enhancing the medical field by promoting holistic health and personalized treatment. Our flagship product, Cerbo EHR, is a cloud-based electronic health records (EHR) and patient portal solution utilized by healthcare facilities nationwide and internationally. Originating as a side project for developers, Cerbo has evolved into a premier EHR platform for functional medicine and clinics that operate on membership or cash-based models. Our unique beginnings shape our approach, emphasizing that success transcends mere financial gain; it is about delivering exceptional products, maintaining integrity, and supporting both our clients and our team.

Position Summary

The clinics we partner with vary significantly in size, from solo practitioners to larger teams with over 100 staff members. Our billing department plays a crucial role in the onboarding process for new clients, which includes managing deposits, monitoring our waitlist, and establishing client billing subscriptions.

In addition to setting up monthly billing subscriptions, our team is responsible for reviewing changes in clinic staffing and adjusting subscriptions as necessary. This process is currently manual, making it essential for candidates to possess a keen attention to detail when handling data entries.

Our billing department also manages client cancellations, which involves preparing tools for data extraction, providing clients with necessary instructions, and finalizing both their EHR and billing accounts.

Key Responsibilities

  • Track modifications to user accounts and update billing subscriptions accordingly.
  • Assist clients via email or phone with inquiries regarding invoices, information updates, and staffing changes.
  • Maintain records in our internal client management system and oversee new client onboarding paperwork.
  • Support the processing of client cancellation requests.

Qualifications

  • Strong attention to detail and accuracy.
  • Ability to seek clarification when necessary.
  • Experience in customer service is advantageous.
  • Comfortable navigating ambiguity; experience in a startup or growth environment is preferred.
  • Project management capabilities.
  • Demonstrated ability to master complex processes.
  • Detail-oriented with a process-driven mindset.
  • Exemplary 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 contributions.
  • Short-term and long-term disability insurance.
  • Paid time off.
  • Comprehensive remote work tools and processes.

Cerbo is an equal opportunity employer and values diversity within our workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.