Billing Assistant

The Company Cerbo is a high-growth healthcare SaaS company, doing our part in the medical market to support holistic lifestyles and personalized medicine. Our software – Cerbo EHR – is a cloud-based electronic health records (EHR) and patient portal software system. Healthcare offices across the country – and some around the world – use Cerbo for most everything they do in their day-to-day. Cerbo originally started as a developer’s nights-and-weekends project. And has grown into one of the leading EHR systems for functional or “root cause” medicine and membership- or cash-based clinics. Because of our unique origins, we often approach things a bit differently. That is, success for us is not just about the bottom line. It’s more about providing a great product, operating with integrity, and supporting our clients and our team. During the past four years our team has grown and thousands of practitioners use our product. To this end, we’re looking for a Billing Assistant to join our growing team. About the Job The clinics we represent range in size from a solo practitioner to 100+ staff. Our billing team navigates the initial stages of bringing on a new client including deposits, staying on top of our waitlist, and setting up client billing subscriptions. In addition to creating their monthly subscriptions, the billing team reviews changes to clinic staffing and updates their subscriptions accordingly. This is currently a manual process, as such, this role is best suited for someone who is meticulous when it comes to data entries that are analogous. Cancellations are also processed by our billing department. This involves setting up the tools for downloading data, providing the client with instructions, and closing out both their EHR and billing accounts. Primary Responsibilities Monitor edits to user accounts and update billing subscriptions accordingly Provide customer support via email or phone when clients make inquiries about their invoices, need their information updated, and/or have questions about navigating changes to their staff Update records in our internal client management software, and issue/ track new client sign up paperwork Assist with processing client cancellation requests Qualifications Natural inclination for being meticulous Comfortable asking for clarity when needed Customer service experience is a plus Be comfortable with ambiguity; startup/growth environment experience preferred Project management skills Proven ability to gain proficient with complex processes Detail-oriented and adopt a process-oriented mindset And above all, work ethic, common sense, and follow-through! Experience with the following systems/skill sets is a plus, but not required. ActiveCampaign Adobe Sign Chargeover Data Entry Excel FreshDesk HTML/CSS Quickbooks Hubspot Compensation & Benefits Competitive compensation based on experience Comprehensive health, dental and vision benefits 401(k) with matching company contribution Short-term disability & long-term disability insurance Paid Time Off and company holidays Full suite of remote working tools and processes Location: 100% Remote We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status . Experience Requirements Entry Level