Onboarding Billing Consultant
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Job Description
Onboarding Billing Consultant guiding US healthcare practices through CollaborateMD billing implementation. Leading workflows, training, go-live readiness, and transition to Customer Success.
Responsibilities:
- Own assigned CollaborateMD onboarding engagements from internal handoff and customer kickoff through configuration, training, go-live, early stabilization, and transition to Customer Success
- Serve as the primary customer point of contact and billing and RCM subject matter expert
- Review Sales discovery, customer goals, claim volume, billing workflows, purchased solutions, stakeholders, timelines, and risks
- Build and manage onboarding project plans, milestones, dependencies, action items, commitments, risks, and escalations
- Lead customer meetings and maintain clear communication about progress, decisions, responsibilities, risks, and next steps
- Lead billing consultation and working sessions and recommend practical workflows
- Guide customers through charge entry, claim creation and submission, claim status, rejections and denials, payment posting, ERAs and EOBs, patient balances, statements, collections, accounts receivable follow-up, and operational reporting
- Explain how payer enrollment, credentialing, clearinghouse requirements, interfaces, and data readiness affect claim submission and reimbursement timelines
- Review billing configuration and workflow decisions for accuracy and readiness
- Support test-claim and production-claim readiness, interpret results, correct issues, and establish rejection-monitoring processes
- Establish and apply go-live readiness criteria
- Review early production activity for risks and coordinate resolution or documented transition
- Manage client or provider waves for billing-company and multi-entity customers
- Document customer decisions, workflows, risks, dependencies, and follow-up actions
- Lead structured transition to Customer Success
- Respond to customer and internal questions and coordinate technical, enrollment, product, or support needs
- Contribute billing expertise to customer resources, playbooks, training materials, and process improvements
- Maintain current knowledge of CollaborateMD billing functionality and medical billing practices
Requirements:
- High school diploma or GED required; associate degree or relevant billing certification preferred
- At least two years of hands-on experience in medical billing, revenue cycle management, or a closely related role
- Working knowledge of the medical claim lifecycle, including payer, provider, enrollment, clearinghouse, claim, remittance, and patient-responsibility workflows
- Ability to investigate billing issues, identify likely root causes, and explain recommended actions in clear, practical language
- Comfort facilitating virtual working sessions and teaching customers with different levels of billing and technology experience
- Strong written communication and documentation skills
- Ability to manage multiple customer onboarding projects, maintain accurate plans and timelines, follow through on commitments, and prioritize customer-impacting issues
- Patient, supportive communication style and ability to guide customers through unfamiliar or complex processes
- Comfort learning and using practice management, medical billing, CRM, project-management, and collaboration tools
- Experience using medical billing or practice management software preferred; CollaborateMD experience is a plus
- Experience supporting medical practices, medical billing companies, or multi-provider organizations preferred
- Familiarity with professional claims preferred; institutional claims experience is a plus
- Experience delivering customer training, workflow consultation, software onboarding, or software-enabled process improvement preferred
- Experience with Salesforce, TaskRay, ChurnZero, or comparable customer-management tools preferred
- Must be eligible to work without sponsorship in the United States
Benefits:
- Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid
- Continued investment in your professional development
- Day 1 access to a robust health and wellness benefits package, including an annual wellness stipend
- 401k with up to a 4% match and immediate vesting
- Flexible and generous (FTO) time-off
- Employee Stock Purchase Program
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