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EDI Experience Manager

Bridge technical EDI/enrollment knowledge with efficient support workflows for a healthcare SaaS company's Client Success team. Provide hands-on EDI help desk support (80%), represent topics in client calls, optimize processes, audit for AI opportunities, and liaise with engineering; requires rehab clinician experience and analytical mindset.

About the job

Key Responsibilities

  • Develop and maintain a deep understanding of our RCM/Clearinghouse capabilities to effectively respond to incoming customer inquiries across our single-channel support system.
  • Be each customer’s champion by providing ongoing support via the EDI help desk platform helping them find solutions to their inquiries (Clearinghouse rejections, EDI Rules, ERA/EDI Application Help, etc).
  • Build genuine EDI/Enrollment subject-matter depth over time as this role is expected to grow into more technical ownership.
  • Represent EDI/Enrollment topics directly to clients in scheduled onboarding meetings and ad hoc meetings as appropriate.
  • Support development and update of the internal and external EDI knowledge base to help scale our help desk support.
  • Promote customer satisfaction and loyalty by understanding each customer’s unique (and evolving) needs, delivering value, and exceeding expectations in each support ticket.
  • Learn, adopt, establish processes and workflows that allow the EDI team to run like a well oiled machine.
  • Audit existing processes to proactively identify opportunities to use AI to accelerate EDI processes and workflows.
  • Support EDI engineering ticket creation, review and prioritization.
  • Take on tasks beyond the defined job responsibilities as required, demonstrating adaptability and a willingness to contribute to various aspects of the team's goals.

Minimum Requirements

  • Experience as a Rehab Clinician, such as SLP, OT, PT, COTA, or PTA.
  • Willingness to build technical fluency in EDI file formats and enrollment mechanics over time.
  • Must have a highly analytical mindset and with superior ability to troubleshoot/test use cases and issues in software.
  • Proactive, self-motivated and ability to use resources available to learn quickly and autonomously.
  • Experienced in thriving within dynamic work settings that demand adaptability and efficiency.
  • Proven ability to handle multiple projects, shift gears quickly, and meet deadlines while maintaining professional composure.
  • Ready to embrace a fast-paced environment, with occasional requirements to work beyond standard hours.
  • Passionate about establishing processes.
  • Highly Proficient in MS Excel.
  • Exceptional written and verbal communication skills.
  • No prior EDI/Enrollment experience required; comprehensive training will be provided.

Preferred Qualifications

  • Prior startup and/or B2B SaaS technology organization experience.
  • Experience in any function of clinical development or medical billing operations (clinical operations, data management, biostatistics, system management, information management, medical monitoring, RCM follow up, claim review and submission, etc.).
  • Prefer 1-3 years of experience on a Support or CX Team.
  • Able to communicate effectively across teams.
  • Understanding and learning software must be a passion of yours.
  • Highly motivated to work in a fast paced, dynamic environment where you will need to work outside normal working hours at times.
  • Be comfortable owning your own workload.
  • Experience with Zendesk or similar customer support software.
  • Knowledge of e-clinical systems and technologies (e.g. EMR, RTM, HEP, CRM, HIEs, etc).

Perks

  • Competitive salaries.
  • Remote/hybrid environment.
  • Potential equity compensation for outstanding performance.
  • Flexible PTO.
  • Company-wide sponsored lunches.
  • Company paid disability and life insurance benefits.
  • Company paid family and medical leave.
  • Medical, dental, and vision insurance benefits.
  • Discounted pet insurance.
  • FSA/DCA and commuter benefits.
  • 401k.
  • Complimentary subscription to digital fitness classes and wellness content.
  • Recovery suite at HQ – includes a cold plunge, sauna, and shower.

Skills

Edi, Enrollment, Rcm, Clearinghouse, Ms Excel, Zendesk, Emr, Rtm, Hep, CRM, Hies, AI, Customer Support

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