Client Success Onboarding Specialist

Position: Client Success Onboarding Specialist
Type: Full-time
Location: Remote

Description of position:

This position is part of the onboarding team at Zealie. The purpose of this position is to help the onboarding team implement new clients that will be using Zealie for Boost, In-House Billing Support, or Full Service Billing. There are numerous tasks and steps that need to be completed with each onboarding and the Onboarding Specialist is a key part of that process. This position interacts with key Zealie Stakeholders in all areas of the company: Billing, Collections, VOB, UR, Pay Post, Payor Relations, Dev Team, and Medical Records. There will also be some interaction with the client we are onboarding through email . The onboarding process is a series of steps and tasks that need to be completed in a timely manner. We have Standard Operating Procedures for the set up process that are easy to learn and follow.

Daily Onboarding Tasks:
-Send the New Client Form for new clients to fill out so we can obtain needed information which includes: program information, staff roster, in network contracts, levels of care, payer portal access, EFT set up details, license, W9, SS4, liability insurance, medical director details, NPI, correct parent and facility name, accreditations, legacy data, audit details, EHR access, capacity and other facility details, current census.
-Update the Zion Tracker will key client information.
-Update the Centralized Sheet.
-Make sure we have all required documents and information from the client we are onboarding
-Coordinate needed information with Billing, Collections, VOB, UR, Pay Post, Payer Relations, Medical Records, and Boost.
-Create Kick-off meeting presentations.
-Update Client Team Drive with Contact Information and agenda topics.
-Ensure Onboarding Checklist items are completed during appropriate timelines.

The onboarding team continues to evolve and in an effort to support the various departments at Zealie the onboard process and tasks continues to evolve in effort to better support the various teams at Zealie and making the implementation process as easy as possible for the client we are onboarding.

Qualifications & Requirements
-Strong familiarity with email (Outlook/Gmail) and spreadsheets (Excel/Google Sheets).

• Strong attention to detail and ability to keep information accurate.
• Reliable internet connection and device.