Note: The job is a remote job and is open to candidates in USA. HealthMark Group provides health IT solutions, and Purview delivers software-driven healthcare solutions for secure access to medical images and records. The Revenue Operations Associate will manage billing, contract setup, accounts receivable, collections, client account maintenance, and financial reporting while identifying process improvements and revenue recovery opportunities.
Responsibilities
- Generate and issue accurate, timely invoices for Purview clients
- Own mid-month and end of month billing cycles
- Set up new client contracts and ensure billing terms are correctly reflected in billing systems
- Process adjustments to transactions on existing accounts, including credits, corrections, and billing changes
- Maintain and leverage Maxio (SaaSOptics) for billing, invoicing, deferred revenue, and subscription management
- Own accounts receivable for the Purview book of business, tracking aging and following up on outstanding balances
- Perform collections outreach to clients with past-due accounts, balancing firmness with a client-first approach
- Meet defined KPIs around invoicing accuracy, days sales outstanding (DSO), and collections performance
- Coordinate with the HealthMark accounting team to reconcile Purview's billing and AR numbers within overall company financials as part of the month end close
- Field and process inbound client requests for account changes, such as name revisions, billing address updates, and contact changes
- Own responses to a billing and accounts email inbox. Triage and delegate requests to the appropriate department if necessary
- Ensure account records stay accurate and current across billing and CRM systems
- Partner with Account Management and Client Advocacy teams when account changes intersect with the broader client relationship
- Review billing and AR data with a business mindset - checking that numbers look reasonable and flagging anomalies rather than passing them through unchecked
- Analyze billing, collections, and account trends to identify opportunities for process improvement or revenue recovery
- Support ad hoc reporting and analysis requests from the HealthMark accounting team
Skills
- We are looking for someone detail oriented, curious, and eager to learn the finance side of the business
- High personal accountability for the accuracy of numbers
- Good to great Excel skills, including comfort with formulas, pivot tables, and organizing data
- Strong numbers orientation and attention to detail; comfortable working with financial data day to day
- Ability to look at data with a business lens - spotting when something doesn't look right rather than simply processing it
- Analytical mindset with the curiosity to dig into trends and surface opportunities
- Strong written and verbal communication skills for handling client account requests professionally
- Self-sufficient and organized, with the ability to manage recurring deadlines and KPI-driven work
- Desire to improve processes and grow with the organization, not simply perform tasks
- Entry-level background or coursework in accounting or finance is helpful, though not required
- Experience with Maxio (SaaSOptics) is a strong plus
- Prior exposure to billing, invoicing, collections, or accounts receivable in any capacity
- Experience leveraging AI to improve processes
Benefits
- Gain hands-on, foundational experience across billing, contracts, collections, and financial reporting.
- Work directly with the HealthMark accounting team and build cross-functional finance exposure early in your career.
- Grow your analytical and business judgment skills in a role that goes beyond data entry.
- Contribute to a mission-driven organization improving access to medical information and supporting better patient outcomes.
- Join a collaborative team where curiosity, initiative, and attention to detail are valued and rewarded.
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