Client Support/Account Management

About the Role

This role serves as the primary point of contact for an assigned portfolio of hospital clients. It combines client relationship management, analytical problem-solving, and account research to ensure accuracy and satisfaction. Ideal for someone who enjoys working with both people and data.

Responsibilities

• Manage and support an assigned portfolio of hospital clients, serving as the primary point of contact for questions, requests, and issue resolution.
• Build strong client relationships through proactive communication, follow-up, and ongoing account support.
• Research and resolve account discrepancies, payment variances, balance concerns, and account maintenance requests.
• Review, reconcile, and validate account information across multiple systems to ensure accuracy.
• Generate, analyze, and distribute client reporting related to account activity and performance.
• Identify trends, discrepancies, or data integrity concerns and partner with internal teams to investigate and resolve issues.
• Conduct regular client meetings to review open items, account concerns, reporting results, and operational updates.
• Collaborate with Operations, IT, Finance, and other internal departments to resolve complex client issues.
• Maintain detailed documentation of client interactions, account updates, and issue resolutions.
• Assist with special projects, reporting initiatives, and process improvement efforts.

Requirements

• 2+ years of experience in client support, account management, customer success, financial services, healthcare operations, banking, billing, or a related field.
• Experience managing ongoing client relationships, assigned accounts, or a book of business.
• Strong attention to detail and ability to investigate and resolve account-related issues.
• Experience reviewing reports, account data, payment information, or financial records.
• Strong communication skills with the ability to explain information clearly to clients and internal stakeholders.
• Ability to prioritize multiple requests and manage competing deadlines independently.
• Proficiency with Microsoft Office, including Excel.

Preferred Qualifications

• Experience with account reconciliations, billing support, payment investigations, or financial operations.
• Experience working with healthcare, revenue cycle, patient accounts, banking, financial services, logistics, transportation payables, or customer account management.
• Experience analyzing reports and identifying discrepancies within account or payment data.
• Bachelor's degree in Business, Accounting, Finance, Healthcare Administration, or related field (preferred but not required).

Ideal Backgrounds

• Client Services
• Customer Success
• Account Management
• Banking Operations
• Financial Services
• Revenue Cycle
• Billing Operations
• Reimbursement Support
• Transportation Payables
• Healthcare Administration
• Operations Support
• Client Account Management

Skills

Preferred experience with:

• Microsoft Excel
• Account reconciliation
• Reporting and data review
• Payment tracking and validation
• CRM systems
• Financial or operational reporting
• Issue investigation and resolution

Why This Role?

This role offers the opportunity to combine relationship management, problem-solving, financial analysis, and client support in a growing healthcare organization. Successful individuals will enjoy building client partnerships, researching account issues, working with data, and helping clients achieve successful outcomes.

Job Type & Location

This is a Contract to Hire, fully remote position based out of Dallas, TX.

Pay

The pay range for this position is $26.00 - $26.00/hr.

Benefits

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital insurance
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)