Billing Assistant

Posted 5 Days Ago
Be an Early Applicant
Portland, OR
Entry level
Software
The Role
The Billing Assistant at Cerbo will manage client billing subscriptions, handle cancellations, and support client inquiries via email or phone. The role requires meticulous data entry, updating client management software, and assisting with new client paperwork while adapting to a fast-growing environment.
Summary Generated by Built In

 

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.

 

Top Skills

CSS
HTML
The Company
Portland, Oregon
35 Employees
On-site Workplace
Year Founded: 2010

What We Do

Cerbo is a leading HIPAA-compliant EHR system that is used by 1000’s of functional and integrative medicine, direct primary care, and cash-based practitioners. Created and designed to meet the needs of a busy medical practice, Cerbo is packed with features to make managing a practice seamless, so that practitioners can focus on delivering quality care to their patients. Cerbo offers functional charting, configurable patient portal, inventory management, secure messaging, integration with labs, and a simplified billing system

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