Role overview

Qualifications

Strong organizational skills with the ability to manage multiple workflows simultaneously
Excellent written communication skills and professional email etiquette
Proficiency with software platforms (e.g., Salesforce, onboarding or EHR systems)
High attention to detail and a consistent ability to follow structured processes

Responsibilities

Manage provider onboarding by sending templates, tracking progress, and ensuring timely follow-up
Create accounts in software platforms and maintain accurate onboarding records
Support sales by entering inbound lead data into Salesforce and sending email templates to prospects
Review visit summaries for errors, escalate issues when necessary, and document findings in line with established processes

Key facts

Remote from: Mexico
Full time
English

Hard skills

Salesforce E-MDs (EMR/EHR System) Online Communication Process Management

Other skills

Detail Oriented
Organizational Skills

About the company

OperationsArmy

Company details

Links

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Job description

Job Title: Provider Intake Specialist
Location: Fully Remote

Apply here: https://operationsarmy.com/application

Role Summary

We are seeking a detail-oriented and proactive Healthcare Provider Intake Specialist to support onboarding, sales, and documentation workflows. This role requires excellent written communication, strong organizational skills, and the ability to follow structured processes with accuracy and consistency.

Key Responsibilities

Manage provider onboarding by sending templates, tracking progress, and ensuring timely follow-up
Create accounts in software platforms and maintain accurate onboarding records
Support sales by entering inbound lead data into Salesforce and sending email templates to prospects
Review visit summaries for errors, escalate issues when necessary, and document findings in line with established processes

Qualifications

Strong organizational skills with the ability to manage multiple workflows simultaneously
Excellent written communication skills and professional email etiquette
Proficiency with software platforms (e.g., Salesforce, onboarding or EHR systems)
High attention to detail and a consistent ability to follow structured processes

Apply here: https://operationsarmy.com/application

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