Finance Optimization Advocate - ELITE Dental Alliance
Finance Optimization Advocate - ELITE Dental Alliance
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Job description
About Elite Dental Alliance
Summary/Objective
Reporting to the Vice President of Operations the Finance Optimization Advocate plays a pivotal role in ensuring the organizations financial stability through healthy cash flow management and process optimization. The role also involves analyzing and auditing reports to ensure accurate and timely cash flow.
Essential Functions
Perform vendor payment audits to ensure administrative fees are accurate current and reflected in .
Collaborate with vendor success teams to guide payment collections and resolve paymentrelated inquiries or complaints.
Conduct membership payment audits to ensure fees are uptodate and accurately reflected in HubSpot and payment gateways.
Collaborate with member sales and support teams to provide guidance on payment features and processes.
Responsibilities & Duties
Receive record and process vendor fees in compliance with company policies.
Prepare invoices for overdue vendor fees and perform comprehensive report assessments for accuracy before importing into sales data.
Coordinate with the Vendor Loyalty Program Manager to address member inquiries about loyalty program redemptions.
Track membership redemptions using HubSpot Tickets.
Process payments in line with company protocols based on redemption receipts and renewal dates.
Receive record and process membership fees in adherence to company policies.
Manage special condition payments in accordance with company policies.
Proactively identify opportunities to enhance vendor and member experiences streamline reporting and optimize payment processes.
Conduct outbound collection calls to members with pastdue balances by engaging in empathetic and professional conversations to recover payments and resolve account issues.
Serve as the primary point of contact for members regarding overdue accounts providing clear communication and solutions to address outstanding balances.
In collaboration with the finance sales and vendor success team work closelyto investigate and resolve billing discrepancies or disputesto prevent future delinquencies.
This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.
Job requirements
Education & Experience
Bachelors or Associates Degree in Auditing Accounting Business or Finance preferred.
35 years experience in accounts receivable or related financial roles is desirable.
Proficiency in Microsoft Office Suite (Word Excel Outlook) required.
Experience with HubSpot or similar CRM and Work OS systems preferred.
Strong verbal and written communication skills with excellent interpersonal abilities.
Demonstrated ability to prioritize and manage multiple tasks in a fastpaced environment.
Proven ability to work with crossfunctional teams and complete projectbased objectives as needed.
Selfmotivated with a strong sense of ownership and attention to detail.
Travel
No travel is expected for this position.
Work Environment
This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers phones photocopiers filing cabinets and fax machines.
Physical Demands
This is a largely sedentary role; however some filing may be required. This would require the ability to lift files open filing cabinets and bend or stand as necessary.
Position Type & Expected Hours of Work
This is a full time nonexempt position. Days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m. There will be an inoffice requirement of 5 days per week during the 1st 3 months of employment. Once appropriate skills are acquired there is the potential to work hybrid; 3 days inoffice (typically Monday Thursday and Friday). Some flexibility in hours is allowed based on managements approval.
All done!
Your application has been successfully submitted!
Employment Type
Full-Time
