Customer Success Specialist - Data Entry

About the Role

The Customer Success Specialist I supports Concentra’s Operations, Sales, and Billing teams with existing account maintenance/management and removal of suspense transactions/revenue in a proprietary database while ensuring data integrity. This role focuses on delivering outstanding patient experience through efficient, high-quality healthcare data management.

Responsibilities

• Complete daily update cases for existing accounts and remove suspense transactions while meeting production requirements and ensuring data quality.
• Input data into a closed-loop proprietary database system and validate accuracy; reject submissions if data is incorrect.
• Identify missing data points, research, and locate necessary information to ensure complete and accurate entries.
• Review and process account updates according to state-specific guidelines and data requirements within defined standard operating procedures.
• Initiate email validation with customers for account verification in compliance with Concentra’s account set-up requirements.
• Build internal relationships with Operations, Sales, and Billing departments.
• Coordinate with Information Systems on technical issues that cannot be resolved through internal troubleshooting.
• Handle sensitive and confidential information (including HIPAA and PHI) in accordance with federal and state laws and company policies.

Qualifications

• High school diploma or GED equivalent; some college courses in Business Administration or a related field preferred.
• At least six months of experience performing data entry in multiple systems/applications simultaneously.

Skills

• Concentra Core Competencies: Service Mentality, Attention to Detail, Sense of Urgency, Initiative, and Flexibility.
• Ability to make decisions or solve problems using logic to identify key facts, explore alternatives, and propose quality solutions.
• Comfortable with technology and able to learn new systems/applications quickly.
• Skilled at multitasking in multiple systems/applications simultaneously.
• Strong interpersonal and communication skills; ability to read, write, and speak professionally.
• Ability to work effectively in a team environment as well as independently.
• Comfortable working in a high-demand environment and retaining new information quickly.

Benefits

• 401(k) Retirement Plan with Employer Match
• Medical, Vision, Prescription, Telehealth, and Dental Plans
• Life and Disability Insurance
• Paid Time Off and Extended Illness Days
• Colleague Referral Bonus Program
• Tuition Reimbursement
• Commuter Benefits
• Dependent Care Spending Account
• Employee Discounts

This role requires access to confidential and critical information, necessitating ongoing discretion and secure information management.