EDI Experience Manager – B2B SaaS

Prompt Therapy Solutions Inc

EDI Experience Manager optimizing workflows between technical EDI nuances and service delivery in B2B SaaS. Supporting clients and enhancing internal processes for enhanced support team efficiency.

Posted 7/20/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates a strong analytical mindset with the ability to troubleshoot and optimize EDI workflows while effectively communicating complex technical information to clients. Proficient in MS Excel and capable of thriving in fast-paced, dynamic environments, ensuring customer satisfaction and loyalty.

Highest-signal resume keywords

EDI File FormatsAnalytical MindsetMS Excel ProficiencyCustomer Experience (CX) SupportClinical Development Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

TroubleshootingProcess OptimizationWorkflow DesignData ManagementMedical Billing Operations

Soft Skills

ProactiveSelf-MotivatedAdaptabilityExceptional CommunicationProfessional Composure

Industry Keywords

B2B SaaSRehab ClinicianSLPOTPTCOTAPTARCM Follow UpClaim ReviewEnrollment Mechanics

About the role

Key responsibilities & impact

Bridge the gap between technical EDI/Enrollment nuances and the design of high-efficiency workflows that optimize service delivery
Develop a deep understanding of EDI and Enrollments while streamlining internal processes to ensure efficient support engine
Translate complex technical findings into clear client guidance
Represent guidance in live client conversations when needed
Assist in liaising between customers and engineering team
Focus on optimizing EDI support workflows and establishing necessary processes
Report to the Senior Manager of CX, EDI, EDU, and SMB/MM BSM
Establish yourself as a key contributor within 3 months
Build genuine EDI/Enrollment subject-matter depth over time
Promote customer satisfaction and loyalty by understanding and delivering value to each customer’s unique needs
Audit existing processes to proactively identify opportunities to use AI to accelerate EDI processes and workflows
Support EDI engineering ticket creation, review and prioritization
Take on tasks beyond defined job responsibilities as required

Requirements

What you’ll need

Experience as a Rehab Clinician, such as SLP, OT, PT, COTA, or PTA
Willingness to build technical fluency in EDI file formats and enrollment mechanics over time
Must have a highly analytical mindset and with superior ability to troubleshoot/test use cases and issues in software
Proactive, self-motivated and ability to use resources available to learn quickly and autonomously
Experienced in thriving within dynamic work settings that demand adaptability and efficiency
Proven ability to handle multiple projects, shift gears quickly, and meet deadlines while maintaining professional composure.
Ready to embrace a fast-paced environment, with occasional requirements to work beyond standard hours
Passionate about establishing processes
Highly Proficient in MS Excel
Exceptional written and verbal communication skills
No prior EDI/Enrollment experience required; comprehensive training will be provided.
Prior startup and/or B2B SaaS technology organization experience
Experience in any function of clinical development or medical billing operations (clinical operations, data management, biostatistics, system management, information management, medical monitoring, RCM follow up, claim review and submission, etc.)
Prefer 1-3 years of experience on a Support or CX Team
Understanding and learning software must be a passion of yours
Highly motivated to work in a fast paced, dynamic environment where you will need to work outside normal working hours at times

Benefits

Comp & perks

Competitive salaries
Remote/hybrid environment
Potential equity compensation for outstanding performance
Flexible PTO
Company-wide sponsored lunches
Company paid disability and life insurance benefits
Company paid family and medical leave
Medical, dental, and vision insurance benefits
Discounted pet insurance
FSA/DCA and commuter benefits
401k
Complimentary subscription to digital fitness classes and wellness content
Recovery suite at HQ – includes a cold plunge, sauna, and shower