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SalaryAbout Wisdom
Wisdom blends industry expertise with advanced technology to make dental practices work better for everyone involved. We believe dentistry is about people, and we exist to make the future of dentistry stronger and more sustainable for dentists, their teams, and the patients they serve. We match administrative teams with expert billers and custom-built technology to take on the heavy lifting of dental billing while maximizing dentists’ time in-office, and their bottom line.
Wisdom is backed by Juxtapose, a leading technology and service investment company which partners with experienced entrepreneurs to build category-defining tech companies. We are a fully distributed, remote-first team with employees across the US.
About The Role
The Operations Specialist of Client Onboarding will play a pivotal role in welcoming and guiding new customers to the Wisdom suite of AR services. You’ll be responsible for maintaining and enhancing the onboarding process to provide new clients with a world-class onboarding and service experience: gathering background information for each new client, coordinating their onboarding experience for their first 30 days, and setting them up for future financial success. This role involves building relationships with our customers, providing regular progress updates to Operations leadership, collaborating with internal operations, sales, and technology teams, and working across multiple projects simultaneously.
This is a full time, fully remote role reporting to the Client Experience Manager, Kendra Glacken.
What You’ll Do
Act as one of the faces of Wisdom for new customers, building relationships and providing personalized support
Manage the full administrative onboarding process for new customers including implementation documents, logins, permissions, and claims testing
Receive and track client documentation and data required for the onboarding process, and follow up with customers as necessary to ensure the onboarding process is completed promptly to enable revenue generation
Resolve client issues within our established SLA (including light IT troubleshooting and guidance)
Collaborate and coordinate with third party vendors to enable the onboarding process and ensure ongoing viability
Identify opportunities for additional services and facilitate upsell process
Perform regular reporting and updates to company leadership on onboarding performance metrics, identifying common roadblocks and progress to goals
Evaluate existing processes to identify areas for improvement in efficiency, and collaborate with cross-functional teams to implement process enhancements and streamline workflows
We’d Love to Hear From You If You Have
At least 3 years of dental billing experience with a strong knowledge of third-party dental billing and claims processing
Demonstrated success working in a remote, distributed team
At least intermediate level of expertise with Google Workspace (Google Docs, Sheets, Calendar, etc)
Excellent interpersonal skills with the ability to interact effectively with all levels of team members, clients, and other departments with a very high level of knowledge, skill, service, and compliance
Strong written communication skills
Strong analytical, critical thinking, and organizational skills with an attention to detail
Demonstrated ability to work in a team-oriented environment
Demonstrated ability to work with a high degree of independence; must be proactive and take initiative to drive results
Knowledge of and ability to comply with HIPAA, HITECH, and patient confidentiality policies
Perks and Benefits
Unlimited paid time off
Competitive medical, dental, and vision coverage
Company funded short-term disability coverage
Remote-first culture
401k plan
Wisdom is an equal opportunity employer. We provide employment opportunities without regard to age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected status in accordance with applicable law.
