Source Job

• Serve as a trusted guide for clients during onboarding, ensuring each group starts on time.
• Answer questions and resolve issues across channels related to benefit administration and compliance.
• Problem-solve with urgency when setup or configuration issues arise, ensuring programs start accurately.

Vitable is a health benefits platform that aims to make healthcare better for employers of everyday workers. They bring accessible, high-quality care to over 85 million uninsured and underinsured Americans and are growing rapidly, looking for eager team members who are hungry for change.

• Support intake, review and tracking of client services issues.
• Create and maintain process documentation and workflow maps.
• Identify manual processes and propose improvement opportunities.

Judi Health is an enterprise health technology company providing solutions for employers and health plans. They offer a full-service health benefit management solutions on a secure platform to rebuild trust in healthcare in the U.S.

• Respond to inbound clinic inquiries via phone, email, and chat for customer support.
• Assist clinics with product selection, order processing, and documentation to support workflows.
• Maintain clean documentation in ticketing systems and contribute to knowledge base updates.

Verse Medical builds modern software infrastructure to connect providers, payors, and patients to deliver high-quality care at home. It is a well-funded Series C company backed by top venture firms, with a fast-growing team driven by a mission to heal a fragmented healthcare system.

• Own complex complaint investigations end-to-end, including cases from regulators, bank partners, and executive escalations
• Act as an SME and escalation point for junior specialists, providing guidance on nuanced cases and best practices
• Identify opportunities to improve workflows, tools, and processes based on frontline insights

Chime is a financial technology company, not a bank, that aims to make banking services helpful, easy, and free. They empower members to take control of their finances through user-friendly tools. Chime has a deeply entrepreneurial culture, encouraging every team member to see themselves as stewards of its mission to help everyday Americans unlock their financial progress.

• Act as a primary point of contact for customer inquiries across support channels.
• Troubleshoot and resolve first-line issues with accuracy, empathy, and efficiency.
• Own and manage escalated cases, including sensitive issues such as medical complaints, ensuring timely and appropriate resolution.

Roo's mission is to empower animal healthcare professionals with opportunities to earn more and achieve greater flexibility in their careers and personal lives. They have built the industry-leading veterinary staffing platform, connecting Veterinarians, Technicians, and Assistants with animal hospitals for relief work and hiring opportunities, with over 20,000 veterinary professionals in their network.

• Serves as a key interface with external customers during the sales process.
• Administers and maintains the QS use of the Hubspot Customer Relationship Management (CRM) system.
• Documents, standardizes, and improves key sales operational processes.

Metrum Research Group partners with pharmaceutical and biotech companies to solve complex drug development challenges using advanced quantitative sciences, including pharmacometrics, modeling, and simulation. They are a collaborative, mission-driven team.

• Handle complex customer issues across banking, credit, and payments via multiple channels, requiring thorough investigation and high-quality answers.
• Guide VIP accounts through multi-step processes and handle sensitive scenarios like frozen accounts with discretion and professional judgment.
• Coordinate cross-functionally with engineering and compliance teams, file bug reports, and qualify high-value sales leads with rigor.

Flex is building an AI-native private bank for business owners, re-architecting the entire financial system from banking to payments into a single intelligent system. It is a high-growth startup with nine-figure revenue, moving fast with small teams, exceptional people, and a culture of extreme ownership and real impact.

• Manage compliance issues through identification and resolution.
• Design and maintain compliance workflows and controls.
• Analyze data to identify risks and improve processes.

HealthEquity's mission is to save and improve lives by empowering healthcare consumers. We are passionate about providing a solution that allows American families to connect health and wealth. They value their employees as individuals and encourage a welcoming and inclusive environment.

• Lead complex customer implementations and develop clinical workflows.
• Build customer relationships to ensure programs meet requirements.
• Train and educate customers on product offerings and value proposition.

BioIntelliSense is decoding human physiology and pioneering proactive monitoring to improve healthcare outcomes. They are a remote-first, lean start-up with a global BioTeam that is growth-oriented, collaborative, and passionate about their mission.

• Develop and analyze workflows for new client launches and existing program optimization.
• Ensure business rules reflect customer’s needs and align with system functionality.
• Communicate with customers and internal stakeholders.

CareTria helps clients with healthcare and pharmacy benefits. They value your passion and actions, seeking contributors to their team focused on client satisfaction.

• Supervise and lead clinical team members delivering services to a portfolio of customers
• Ensure high-quality, timely delivery of clinical services, including assessment, ongoing care management, crisis intervention and safety planning, and care coordination
• Lead your team through rapid change and evolution as we evolve our approach to care to maximize impact for our customers and members

Spring Health is a mental healthcare company that aims to eliminate every barrier to mental health. They partner with over 450 companies, from startups to multinational Fortune 500 corporations, providing care for 10 million people.

• Keep operations running accurately; own and execute back-end processing tasks.
• Look for ways to improve and propose solutions to reduce friction.
• Document and communicate clearly, producing clean, clear operational artifacts.

Tem is rebuilding the energy transaction, making it transparent and fair. They aim to put power back in the hands of customers and address access to low-cost electricity. With a $75 million Series B funding, Tem is scaling internationally with AI-driven infrastructure.

• Develop, foster, and maintain relationships with customer accounts.
• Serve as the client’s advocate, including monitoring and supporting all activity and managing problem resolution.
• Ensure effective communication with clients regarding new edits and system issues and upgrades.

Cotiviti is a healthcare analytics company that helps payers improve their financial performance through data-driven solutions. It is a mid-size company that values proactive problem-solving and strong communication.

• Coordinate & Communicate: Act as a primary point of contact for client inquiries.
• Data Integrity: Manage and audit client accounts with a high degree of accuracy.
• Administrative Support: Assist leadership with report generation, document management, and ensuring compliance across multiple digital platforms.

Sentry Credit provides collections operations services. They focus on ensuring precision and high standards for compliance in a fast-paced environment.

• Orchestrate implementations, capture critical details, and distill complex discussions into crisp takeaways and action items.
• Maintain real-time, accurate documentation in Salesforce and Asana. Capture decisions with laser focus.
• Co-manage 10–15 healthcare customers, ensuring retention and contract expansion through tight execution and professional presence.

IMPaCT unlocks the power of the grassroots community health workforce. They have built the largest and most scientifically-proven Community Health Worker platform in the country, used across 22 states by 70+ organizations. They provide competitive compensation and equity grants, comprehensive benefits and plenty of opportunities for team-building and fun.

• Manage daily data entry requirements and Intake process for new and existing patients
• Oversee daily operations of incoming document fax server along with identify and file documentation within customer relationship management (CRM) system
• Provide review and quality check of incoming documents, associated data entry and organization

Cala Health is dedicated to freeing people from the burden of chronic disease by creating non-invasive prescription therapies. They have a pioneering technology that can be applied across neurology, cardiology, and so much more.

• Manage day‑to‑day client relationships and support issue resolution.
• Lead Client Business Reviews with Sales and highlight return on investment.
• Conduct periodic Workflow Assessments, including planning sessions and user shadowing.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. They operate across a range of markets, from financial services to healthcare, automotive, agrifinance, insurance, and many more industry segments, with a team of 23,300 people across 32 countries.

• Manage the end-to-end provider enrollment process to ensure all clinicians are fully vetted and ready for patient care.
• Serve as the primary power user for CAQH ProView, managing profile data, re-attestations, and troubleshooting technical enrollment issues.
• Investigate sanctions alerts and NPDB queries to ensure adverse findings are precisely documented and escalated.

Scan.com is a digital health scale-up making diagnostics accessible, fast, and transparent. The company is a profitable, high-growth startup with hundreds of patients served daily, backed by over $70M in VC funding and fostering an innovative, inclusive culture.

• Own and manage a high-volume portfolio of automated customer accounts, focusing on ticket management, onboarding, and reporting to ensure a seamless customer experience.
• Monitor customer health signals, usage trends, and engagement patterns to proactively identify risk, own renewals, and track key metrics like SLA adherence.
• Design and improve customer-facing workflows, enablement materials, and lifecycle strategies by translating recurring issues into scalable solutions like FAQs and automation rules.

rePurpose Global is a VC-backed tech startup dedicated to driving sustainable innovation in the packaging industry through a B2B software platform. We are a small, global team with members across multiple continents, fostering a fast-paced and impact-driven work environment.

• Lead customer implementations through workflow discovery and change management.
• Help customers prioritize and design new workflows.
• Monitor usage data and proactively reach out to customers for engagement.

LeanTaaS creates software solutions combining lean principles, predictive and prescriptive analytics, and machine learning to transform hospital and infusion center operations. The company has raised more than $300 million from top-tier investors and has been named among the top 100 AI companies in the world.