PracticeTek

Customer Success Manager

• Respond to cases opened by clients as escalated by our Tier 1 Support reps.
• Conduct routine audits to uphold performance standards.
• Conduct reviews of steps taken to resolve claims or other RCM standard processes, determine root cause analysis on errors or delays in resolution and contribute to solutions to minimize future risk as well as expediting claim resolution.
• Provide collaboration and coordination between multiple stakeholders and clients to ensure efficient resolution of claim-level issues, requests and responses from either party.
• Other ad hoc activities and projects as assigned.

Customer Success Representative

Product Manager

• Define and execute the roadmap for RCM automation, AI agents, and clearinghouse integrations.
• Drive intelligent workflows spanning Eligibility (270/271), Claims (837), Status (277), Remittance (835), and Authorizations (278).
• Partner with RCM SMEs, Operations, Data, and Engineering to define problem statements, product requirements, and OKRs.
• Document and refine “Pre-Visit,” “Visit,” and “Post-Visit” RCM processes.
• Drive clean claim and payment posting rates through product-led automation and rules enforcement.
• Collaborate with engineering to architect intelligent, human-in-the-loop workflows for claim and denial resolution that evolve toward full automation through AI-driven learning.

Senior Product Manager – RCM

Customer Support

• Deliver exceptional phone and email service and support to end-users.
• Heavy call volume of 500+ calls and emails per week
• Consistently using active listening skills with a focus on capturing client needs and urgency
• Determine the best solution based on the issue and details provided by customers, utilizing internal resources.
• Identify and escalate priority issues per client specifications.
• Replicating issues reported by clients and working with Product and Development teams to deliver solutions
• Documenting actions taken on support incidents and logging resolutions in a clear and concise manner
• Lead generation for services and sales.
• Pass on any feedback or suggestions from customers to the appropriate internal team.
• On occasion, a willingness to travel to trade shows or events

Customer Support Specialist I

• Delivering excellent customer service through phone, email, and web-based support.
• Researching, troubleshooting, and resolving software and process-related issues quickly and accurately.
• Documenting support cases and resolutions thoroughly in our ticketing system.
• Providing workflow guidance and product best practices to clients, ensuring strong user adoption and satisfaction.
• Collaborating with internal teams to share client feedback that drives product improvements.

Customer Support Specialist 1

Account Executive

• Come learn and grow your SaaS Sales career with a group of motivated and driven professionals that want to see you succeed.
• Manage and develop strategic partnerships to ensure business outcomes.
• Schedule qualified appointments to demonstrate Gaidge product portfolio to dental professionals.
• Be part of a vibrant culture that loves to work hard and have fun!

Product Marketing

• Refine and revise ICPs, market segmentation, and buyer personas based on data, customer insights, and TAM/SAM analysis.
• Own positioning and messaging that clearly differentiates our solutions in a competitive market and resonates across all buyer stages.
• Partner with the Market Leader (Product), CPO, and Sales Leaders to drive portfolio strategy, roadmap alignment, and revenue acceleration, informing profitability optimization.
• Lead end-to-end GTM for new products, features, and packages —from business case collaboration with Product to launch and through post-launch optimization
• Develop and maintain value propositions, pricing & packaging strategies, and competitive differentiation frameworks.
• Ensure GTM readiness across product, sales, demand gen, customer success, and channel partners.
• Collaborate with performance marketing (demand generation) teams to design and execute integrated campaigns that deliver pipeline growth at compelling CAC & CLTV.

Senior Director of Product Marketing – Chiropractic

Sales Development Rep

• Perform outbound phone calls to prospects in an assigned territory
• Set online demos and create opportunities for Account Executives
• Overcome objections, build rapport, qualify prospects, and effectively communicate the value of our software and all its offerings to potential clients
• Meet or exceed the monthly quota of online software demos completed and daily activity targets
• Participate in weekly sales training and special purpose meetings, sharing best practices and knowledge about the professions we serve

Sales Development Representative

Analyst

• Develop and maintain a KPI framework for payments performance, giving leadership clear visibility into trends, risks, and opportunities.
• Deliver actionable insights on payments attachment, profitability, segmentation, onboarding, compliance, and go-to-market effectiveness.
• Build dashboards, reports, and models that translate complex data into clear, decision-ready insights for senior leadership.
• Lead cross-functional projects with Finance, BI, Engineering, Sales/Marketing, and Customer Success to drive operational efficiency and revenue growth.
• Monitor external payments and healthcare market trends, connecting them back to PracticeTek’s strategy and product performance.
• Ensure analysis and recommendations align with PCI, HIPAA, and other payment data security requirements.

Senior Payments Analyst

Onboarding Specialist

• Complete/Pass Pace Certification Exam
• Lead and execute onboarding projects
• Delivery online training to new and existing clients in a 1:1 & group training setting
• Teach continuing education courses at TopsFest
• Create curriculum: training documentation & videos
• Access client data & offer recommendations for better workflows
• Monitor NPS & CSAT scores outreach to customers to prevent churn
• Cross sell integrated services
• Present TopsOrtho curriculum in webinars
• Escalate Feature Requests as needed
• Collaborate with cross functional Tops teams for new training, webinar content
• Train new Tops team members for software proficiency
• Lead & mentor team members
• Work with leaders to evaluate & improve onboarding workflows for efficiency & customer experience improvements
• On occasion, a willingness to travel to tradeshows, events, or on-site customer onboarding

• Manage and resolve technical issues from our external Tier 1 support team
• Investigate and diagnose issues related to software, networks, and system configurations
• Act as the point of contact for escalated cases, ensuring clear communication with customers regarding troubleshooting steps and solutions
• Maintain accurate records of incidents and resolutions in the support ticketing system to ensure proper tracking and follow-up
• Work closely with Tier 2 and Tier 3 support teams, as well as other departments (e.g., development, product management), to resolve issues
• Develop and update documentation and knowledge base articles for common troubleshooting issues to assist other team members and improve response times

Customer Success Specialist I

Underwriter

• Develop and execute merchant underwriting policies aligned with sponsor bank and card brand standards
• Oversee merchant onboarding, credit and fraud risk assessments, and approval workflows
• Establish and maintain transaction monitoring, fraud detection, and credit risk frameworks
• Own end-to-end funding operations, including settlements, reserves, and reconciliation
• Build and mentor high-performing teams across underwriting, risk, and funding
• Serve as primary liaison with sponsor banks, processors, and networks
• Leverage analytics and data to drive decision-making and continuous improvement

Director, Payment Underwriting and Risk

• Make outbound calls and make contact with healthcare professionals to introduce Doctible
• Schedule qualified appointments for Account Executives to conduct demonstrations
• Learn about general business and professional sales, SaaS technology, and sales psychology through ongoing training
• Collaborate with Sales team and report to Sales Manager
• Work in-office (hybrid) 3 days per week in San Diego, CA and participate in company culture initiatives
• Help practices deliver care that’s simpler, smarter, and better by representing PracticeTek's Doctible software

Business Development Rep

• Perform outbound phone calls to prospects in an assigned territory
• Effectively utilize sales tools such as Aircall, HubSpot, Salesforce, and Outreach
• Overcome objections, build rapport, qualify prospects, and effectively communicate the value of our software
• Participate in weekly sales training and special purpose meetings, sharing best practices
• Contact warm prospect base in the assigned territory via telephone and email
• Work with customers and prospects and move them to purchase additional products
• Learn about all our services offering and the value-add they bring to the clinic
• Work closely with the client and internal departments to ensure smooth transition and onboarding

Account Development Representative

• Perform outbound phone calls to prospects in an assigned territory
• Effectively utilize sales tools such as Ring Central, Salesforce, and Outreach
• Overcome objections, build rapport, qualify prospects, and effectively communicate the value of our software and all its offerings to potential clients
• Participate in weekly sales training and special purpose meetings, sharing best practices and knowledge
• Contact warm prospect base in the assigned territory via telephone and email
• Work with customers and prospects and move them to purchase integrated Payments
• Learn about all our services offering and the value-add that they bring to the clinic
• Work closely with the client and internal departments to ensure smooth transition and onboarding

Account Development Representative – Payments

• Be process-driven: Perform outbound phone calls to prospects in an assigned territory.
• Utilize sales tools such as Ring Central, Salesforce, and Outreach.
• Communicate exceptionally: Overcome objections, build rapport, qualify prospects, and effectively communicate the value of our software and all its offerings to potential clients.
• Be collaborative and coachable: Participate in weekly sales training and special purpose meetings, sharing best practices and knowledge about the professions we serve.
• Contact warm prospect base in the assigned territory via telephone and email
• Work with customers and prospects and move them to purchase integrated Payments
• Learn about all our services offering and the value-add that they bring to the clinic
• Work closely with the client and internal departments to ensure smooth transition and onboarding

Account Development Representative, Payments

Director

• The Director of RCM Client Success will oversee day-to-day client service delivery for a growing, retail-focused healthcare RCM organization.
• This role is responsible for managing internal teams and external partnerships (including offshore resources) to ensure operational excellence and client satisfaction.
• PracticeTek requires an innovative leader who drives continuous process improvement and efficiency, while ensuring compliance with industry regulations and improving KPIs.
• The ideal candidate brings a strong background in revenue cycle leadership, with a focused customer retention strategy, management of global partner processes, work product driving measurable performance improvements, streamlining processes, and supporting scalable growth.
• This hands-on leader will play a key role in implementing best practices, employee mentorship and execute strategic initiatives.
• Career Opportunity: An ideal candidate has 10+ years of revenue cycle experience with 6+ years of progressive experience in revenue cycle management and client success and 6+ years of partnering with global team members.
• Adept at leading cross-functional teams, driving operational performance, and building long-term client relationships.
• Proven success in aligning RCM operations and implementation teams with strategic goals, optimizing workflow efficiencies, and mentoring high-performing teams.
• Passionate about delivering client value through data-driven insights, scalable process improvements, and collaborative leadership
• Job Duties: Provide leadership and direction to the RCM production operations team including onboarding, clearinghouse vendor relationships, billing, posting and AR follow up, both internal and offshore
• Ensure RCM vendor performance, including offshore vendor(s), including monitoring contractual commitments, RCM KPI performance and remediation of issues
• Identify, develop, and execute strategies to improve key RCM KPIs such as denial rates, aging AR, net collection rate and client satisfaction/NPS
• Collaborate with vendors and internal teams to drive the adoption of new technologies and best practices across all RCM functions
• Develop and execute on a roadmap of continuous improvement in revenue cycle processes, addressing gaps in operations and improving efficiency
• Optimize financial performance for clients and align with the company’s goals
• Track, analyze and report on key RCM metrics to executive leadership, identifying trends and making data-driven recommendations to improve performance
• Ensure all RCM activities adhere to federal, state and industry regulations including HIPAA and other patient confidentiality laws in collaboration with the RCM Quality Assurance Director including maintaining audit processes to identify and mitigate risks

Customer Success Representative

Senior Product Manager – RCM

Customer Support Specialist I

Customer Support Specialist 1

Account Executive

Senior Director of Product Marketing – Chiropractic

Sales Development Representative

Senior Payments Analyst

Onboarding Specialist

Customer Success Specialist I

Director, Payment Underwriting and Risk

Sales Development Representative

Account Development Representative

Account Development Representative – Payments

Account Development Representative, Payments

Director of RCM Services