Patient Payment Specialist

About the role

The Patient Payment Specialist processes payment requests, reconciles reporting, and works with Concierge Coordinators to obtain accurate data for timely participant payments. The role follows defined procedures and liaises with internal stakeholders to troubleshoot payment issues.

Responsibilities

• Process, audit, and reconcile participant payment expenses in compliance with study-specific travel policies and applicable banking requirements
• Prepare financial reports, forecasts, and presentations for internal stakeholders
• Serve as a liaison between Professional Services and Finance on billing reconciliation, ticket resolution, and financial process improvement
• Support the rollout of new financial technologies, reporting tools, and service delivery enhancements
• Escalate financial compliance issues or payment discrepancies in a timely and documented manner
• Process high-volume of participant payment expenses weekly, reviewing and auditing data for compliance and accuracy against study-specific travel policies
• Create and maintain participant records to ensure accurate customer reporting
• Create and maintain internal expense trackers
• Compile and upload sensitive banking information for wire transfers
• Manage study-specific Travel Policy compliance for expense forms
• Enter weekly payments into the accounting system
• Serve as point of contact for internal stakeholders to troubleshoot and resolve payment issues and customer billing reconciliation
• Audit and analyze expense data to ensure accurate and understandable documentation and reporting
• Support the rollout of new technologies and utilization of new software

Qualifications

• Associate's degree in business administration, finance, or accounting, or equivalent experience
• 2+ years of experience in a financial coordinator role or similar
• Accounts Payable experience preferred
• Proficiency with common business and reporting software; ability to quickly learn internal systems and platforms
• Comfortable operating across a range of digital tools — including Microsoft 365 and emerging AI-assisted technologies — with the adaptability to pick up new systems quickly
• CRM, SharePoint, and Smartsheet experience preferred
• Understanding of fundamental accounting principles
• Strong written and oral communication skills
• Highly organized and planful; adept at prioritization and follow-up
• Ability to handle sensitive participant and financial information with discretion and in accordance with data privacy requirements
• Ability to learn new technology and processes quickly and confidently
• Ability to troubleshoot, determine best solutions, and escalate process issues when necessary
• Energized by strict deadlines; proven ability to manage stressful, time-sensitive situations
• Good Clinical Practice (GCP) certification preferred