Salesforce Revenue Operations Specialist

CrispPhilippines

Remote Full-time

Clicking Apply Now takes you to AutoApply where you can tailor your resume and apply.

Experience Level

Entry Level

Qualifications

Proficient in Salesforce with a strong understanding of pipeline management. Demonstrated ability to ensure data accuracy and integrity. Excellent organizational skills and attention to detail. Strong communication skills in English, both written and verbal. Experience working in fast-paced environments, preferably with U. S. companies.

About the job

Are you passionate about maintaining organized and accurate systems?

Can you ensure data integrity across Salesforce pipelines while supporting dynamic internal teams?

Do you take pride in structuring opportunities, records, and processes to be error-free?

Final question: When confronted with a complex challenge, do you feel invigorated or overwhelmed?

At Crisp, our mission is to empower 10,000 law firms to collectively boost their revenue by $10 billion over the next decade. Our team operates with the fervor of a championship squad, where every member is expected to bring their A-game, take responsibility for their results, and drive impactful outcomes.

English Proficiency and Working Culture Note: Fluency in both spoken and written English is essential for this role to effectively collaborate with your U. S. counterparts. If you do not possess this skill set, we kindly ask you not to apply. Additionally, familiarity with the U. S. market and a fast-paced work environment will be crucial.

We are seeking a Salesforce Revenue Operations Specialist to contribute to the operational dynamics of our Renewals & Ascensions team, which handles opportunities within our existing client base.

This position is designed to guarantee that Salesforce opportunity data is accurately entered, organized, and managed promptly, enabling our client-facing teams to concentrate on generating revenue while ensuring a reliable pipeline.

This is a behind-the-scenes operational role that significantly influences revenue flow, forecasting accuracy, and inter-team collaboration.

If you thrive in structured environments, appreciate operational precision, and enjoy supporting high-performing teams, you will excel in this role.

** IMPORTANT: TO APPLY **

You will be assessed on your ability to follow instructions:

Kindly follow this Willo link (recorded interview platform) and respond to the questions provided.

About Crisp

Crisp is dedicated to transforming the legal industry by assisting law firms in boosting their revenue significantly. With a focus on teamwork and accountability, we strive to make a $10 billion impact over the next decade.

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Operations Specialist in Billing & Revenue Operations

hireframe

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Revenue Operations Systems Specialist

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Full-time|Remote|Remote — Philippines

Join our dynamic team as a Revenue Operations Systems Specialist, where your attention to detail will be crucial in enhancing our Sales and Marketing operations. As the internal expert on CRM platforms, mainly HubSpot and Salesforce, you will ensure data integrity, streamline automation processes, implement system improvements, and provide daily support.In this role, you will be a vital triage and hot-fix resource, addressing immediate system needs while collaborating on larger strategic projects. We are looking for a seasoned professional who thrives in a startup environment, is self-motivated, and is adept at navigating fast-paced settings with little oversight.

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Salesforce Revenue Operations Specialist

Crisp

Full-time|Remote|Philippines

Are you passionate about maintaining organized and accurate systems? Can you ensure data integrity across Salesforce pipelines while supporting dynamic internal teams? Do you take pride in structuring opportunities, records, and processes to be error-free? Final question: When confronted with a complex challenge, do you feel invigorated or overwhelmed? At Crisp, our mission is to empower 10,000 law firms to collectively boost their revenue by $10 billion over the next decade. Our team operates with the fervor of a championship squad, where every member is expected to bring their A-game, take responsibility for their results, and drive impactful outcomes. English Proficiency and Working Culture Note: Fluency in both spoken and written English is essential for this role to effectively collaborate with your U.S. counterparts. If you do not possess this skill set, we kindly ask you not to apply. Additionally, familiarity with the U.S. market and a fast-paced work environment will be crucial. We are seeking a Salesforce Revenue Operations Specialist to contribute to the operational dynamics of our Renewals & Ascensions team, which handles opportunities within our existing client base. This position is designed to guarantee that Salesforce opportunity data is accurately entered, organized, and managed promptly, enabling our client-facing teams to concentrate on generating revenue while ensuring a reliable pipeline. This is a behind-the-scenes operational role that significantly influences revenue flow, forecasting accuracy, and inter-team collaboration. If you thrive in structured environments, appreciate operational precision, and enjoy supporting high-performing teams, you will excel in this role. ** IMPORTANT: TO APPLY ** You will be assessed on your ability to follow instructions: Kindly follow this Willo link (recorded interview platform) and respond to the questions provided.

Mar 12, 2026

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Operations Supervisor - Healthcare Billing (Remote)

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Full-time|Remote|Remote — Manila, Metro Manila, Philippines

About the Company Our client operates a leading platform that connects Nurse Practitioners (NPs) with collaborating physicians across the United States. By streamlining a complex process, their service helps NPs meet state requirements and confidently launch their practices. The company is profitable, founder-led, and currently supports over 1,300 active providers nationwide. Role Overview The Operations Supervisor - Healthcare Billing will lead daily operations for the Billing and Customer Service teams. Reporting to the Director of Operations, this role acts as the main link between frontline staff and senior management. The supervisor is responsible for bringing structure, accountability, and consistency to a growing startup environment. Main Responsibilities Directly manage the Billing team and Customer Service Representatives Oversee daily workflows and ensure tasks are completed accurately and on time Monitor adherence to established processes and assign task ownership Serve as the first escalation point for team questions and customer-related issues Work with the Director of Operations to design workflows, improve processes, and enhance systems Collaborate with the Quality & Training Lead to identify training needs and address quality gaps Represent the Operations team in the absence of the Director of Operations What Success Looks Like Strong leadership presence and operational discipline Ability to manage personnel while ensuring effective execution of daily tasks Skill in transforming loosely defined tasks into structured, repeatable systems Adaptability in a service-driven, rapidly growing organization Ownership of daily operations, freeing up senior leadership for strategic work Location and Work Arrangement This is a remote position based in Manila, Metro Manila, Philippines.

Apr 18, 2026

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Medical Billing & Revenue Cycle Specialist - Mental Health Clinic

assist-world

Full-time|On-site|Philippines

Join our dedicated team at assist-world, an outpatient mental health clinic committed to providing comprehensive medication management services for individuals facing depression, anxiety, and various psychiatric disorders. We are on the lookout for a skilled Medical Billing & Revenue Cycle Specialist who will take charge of claims management, denial follow-ups, invoicing, reconciliation, and minimizing Accounts Receivable (A/R). This pivotal role ensures the financial stability and operational effectiveness of our practice.This position is intended for experienced professionals; we seek a proactive, analytical, and results-oriented individual who anticipates needs and completes tasks independently.Role Overview:● Medical billing● Claims submission & denial management● A/R reduction● Patient billing support● Revenue cycle optimizationOccasional administrative support will be required, including prior authorizations and call handling.The ideal candidate possesses the following traits:● Detail-oriented● Highly accountable● Solutions-focused● Comfortable with open communication● Results-driven, not sales-drivenCore Responsibilities:Medical Billing & Claims Management:● Accurately and promptly submit insurance claims● Follow up on claim denials and rejections● Resolve billing discrepancies● Track and reduce A/R balances● Reconcile payments with patient invoices● Monitor billing trends and identify patternsRevenue Cycle & Data Analysis:● Analyze billing data to uncover inefficiencies● Review claims performance metrics● Propose process enhancements● Maintain precise billing reports● Ensure adherence to payer requirementsPatient Billing Support:● Manage patient inquiries regarding eligibility and billing● Follow up on delayed or outstanding invoices● Communicate effectively with patients● Address billing issues professionally● Escalate complex matters as neededAdministrative Crossover Support:● Aid with prior authorizations● Assist with inbound call handling during staff shortages● Ensure organized documentationRequired Systems Experience:● Healthy (EHR)● ClaimMD (Clearinghouse)Experience with similar EHR and clearinghouse systems is acceptable. The candidate must be quick to adapt to new systems (cross-training will be provided).Required Qualifications:● 1-2+ years of medical billing experience (healthcare required)● Strong analytical skills● Excellent communication abilities

Mar 4, 2026

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Datacom

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Mar 17, 2026

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Healthcare Billing Specialist

Winning Assistants

Full-time|$5/hr - $7/hr|Remote|Remote — Philippines

Job Opportunity: Healthcare Billing SpecialistPosition Code: GJ-MHSEmployment Type: Full-Time (40 hours a week)Working Hours: 9:00 AM – 5:00 PM Pacific Daylight TimeWork Schedule: Monday to FridayCompensation: Starting at $5 - $7 per hour, based on experienceOur client is a reputable U.S.-based healthcare billing and management firm dedicated to delivering thorough medical billing, revenue cycle management, and administrative assistance to healthcare providers. Their goal is to enhance operational efficiency, maximize reimbursements, and provide outstanding patient service.Role OverviewWe are in search of a meticulous Healthcare Billing Specialist with substantial expertise in medical billing and revenue cycle management, especially within home health agencies. This position requires a professional capable of overseeing the entire billing workflow while assisting with administrative and patient-related tasks.Familiarity with ALORA software, home health billing processes, and the review of Notices of Admission (NOAs) is strongly preferred.Key ResponsibilitiesBilling & Revenue Cycle Management (Primary Focus)Oversee complete medical billing processes, including claim submissions, follow-ups, denials, and appealsAssess and manage NOAs (Notices of Admission) for accuracy and complianceConduct home health agency billing, ensuring compliance with payer regulationsUtilize ALORA software for billing, documentation, and tracking purposesConfirm insurance eligibility and benefitsEnsure claims are precise, complete, and compliant prior to submissionAim to meet a daily KPI of 45 claim follow-upsUpload, monitor, and organize Explanation of Benefits (EOBs)Administrative & Executive SupportPrepare and uphold reports, spreadsheets, and documentationAssist with administrative tasks and operational overflowProvide executive support to facilitate seamless daily operationsPatient & Reception SupportManage calls utilizing the Nextiva VoIP systemRespond to patient inquiries in a professional and timely mannerOffer receptionist-level support as neededTools & PlatformsPreferred experience with:Billing/EHR Systems: ALORA (highly preferred), eClinicalWorks (ECW), AdvancedMD, DrChrono, WebPT, Fair Bill, Elation, TheraBillCommunication Tools: Nextiva VoIPEssential Skills & QualificationsDemonstrated experience in medical billing and revenue cycle managementHands-on experience with home health billing and NOA reviewFamiliarity with ALORA software is a significant advantageExcellent attention to detail and strong organizational skillsExceptional communication and interpersonal abilities

Mar 24, 2026

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Full-time|On-site|Davao City, Philippines

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Apr 13, 2026

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Medical Billing and Appeals Specialist

CrewBloom

Full-time|Remote|Remote — Philippines

Join our team as a Medical Billing & Appeals Specialist where you will play a vital role in the submission of appeals for denied claims and assist in the daily billing operations of our organization. This position is perfect for individuals with a basic understanding of billing practices who are enthusiastic about expanding their skills.Key Responsibilities:Prepare and submit appeals for denied medical claims effectively.Analyze Explanation of Benefits (EOBs) and error codes to interpret claim denials.Assist in the accurate application of CPT and ICD codes under supervision.Support claims processing for workers’ compensation carriers.Contribute to various billing and administrative tasks as needed.Requirements:Fundamental knowledge of medical billing and appeals protocols.Familiarity with CPT and ICD coding systems.Ability to review and interpret EOBs and denial/error codes.Excellent written communication and typing capabilities.Meticulous attention to detail with a strong desire to learn and improve.Preferred Qualifications:Experience in Pain Management or Imaging specialties.Previous involvement in medical billing or revenue cycle positions.Minimum Technical and Work Environment Requirements:Internet Connectivity:Primary internet connection with a minimum speed of 15 Mbps.Backup internet connection with a minimum speed of 10 Mbps to ensure productivity during outages.Primary Device:Desktop or laptop must have:Intel Core i5 (8th generation or newer), Intel Core i3 (10th generation or newer), AMD Ryzen 5, or an equivalent processor.A minimum of 8 GB RAM.Backup Device:Must perform at or above the level of an Intel Core i3 processor.Must remain usable during power interruptions.A functioning webcam.A noise-canceling USB headset.A quiet, dedicated home office space.Peripherals and Workspace: A smartphone for communication and verification.Benefits:Join a vibrant team culture that values your contributions and fosters professional growth.Access daily learning and innovative opportunities to make a significant impact.Explore endless career advancement possibilities and resources.Engage in a fast-paced work environment with thrilling challenges.

Jan 28, 2026

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Rentokil Initial

Full-time|On-site|Muntinlupa, Metro Manila, Philippines

Rentokil InitialRentokil Initial is a global leader in business services, employing over 64,800 dedicated professionals across 90 countries. Our mission is to protect people and enhance lives, emphasizing pest control and hygiene improvement. With a commitment to excellence, we invest heavily in training, scientific research, innovation, and cutting-edge technology. Our culture is built on listening to feedback and acting on it to support our colleagues and customers. At Rentokil Initial, we uphold the principles of equality and fairness as fundamental rights for all employees, and we embody our core values of Service, Relationships, and Teamwork, as identified by our global workforce.AwardsRentokil Initial Philippines has been recognized as one of the top three most engaged workplaces in the Philippines, according to the Korn Ferry Employee Engagement Awards 2018.We also proudly received the Philippine Best Employer Brand Awards 2019.Explore more about us at careers.rentokil-initial.com

Mar 9, 2026

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Dental Billing Specialist - Remote Opportunity

berryvirtual

Full-time|Remote|Remote — Philippines

Join our dynamic team at berryvirtual as a Dental Billing Specialist, where you will play an essential role in the seamless management of the billing cycle. Your expertise in Revenue Cycle Management (RCM) and Accounts Receivable (A/R) will be crucial in ensuring the efficiency of our billing operations. You will handle claims processing, investigate denials, and perform comprehensive billing tasks all aimed at maximizing revenue for dental healthcare practices.Key Responsibilities: Comprehensive Revenue Cycle Management (RCM): Manage the entire billing cycle, from claims submission to final reimbursement, ensuring accuracy and efficiency at each stage. Accounts Receivable (A/R) Management: Monitor unpaid bills, conduct follow-ups on outstanding claims, and resolve collection challenges to enhance revenue. Claims Denial Investigation: Thoroughly investigate denied claims, pinpoint errors, and make necessary corrections before resubmission. Claims Resubmission: Oversee backend processes related to claim corrections and resubmissions to prevent delays in reimbursements. Document Compliance: Ensure all billing activities adhere to regulatory standards, including HIPAA compliance. Qualifications: Demonstrable experience in medical billing within the dental sector. Familiarity with claim denial management and collections practices. Excellent English communication skills, both written and verbal. Proficient in dental billing software (e.g., Eaglesoft, Dentrix, Denticon). Strong customer service orientation and critical thinking abilities. Knowledge of HIPAA regulations and commitment to patient data confidentiality. Exceptional problem-solving capabilities and ability to work independently. Willingness to accommodate US time zones (PST, EST, CST). High school diploma or equivalent is required. System and Work Setup Requirements: Internet: Minimum bandwidth of 25 Mbps with a reliable backup connection. Processor: Intel Core i5 7th Generation or higher (or equivalent). Memory: 8 GB RAM. Storage: 256 GB SSD or HDD with at least 50% free space. Webcam: 720p resolution or higher. Operating System: Windows 10 or later (or equivalent). Audio Equipment: Noise-canceling headphones or headset. Workspace: A dedicated, quiet, and organized workspace to ensure productivity. Benefits: Permanent remote work opportunities. Health Insurance coverage. 401k retirement plan options.

Jan 20, 2026

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Operations Support & Process Specialist - Remote

manilarecruitment

Contract|Remote|Remote — Philippines

Join a distinguished boutique law firm based in the US, known for its sophisticated legal solutions tailored for public and private companies, ultra-high-net-worth individuals, family offices, and aviation-focused businesses. The firm is recognized for its high-touch, relationship-driven approach, underpinned by precision, strategy, and trust.This is an exceptional opportunity to become part of a firm that places a premium on precision, accountability, and operational excellence. Your contributions will empower attorneys to concentrate on their clients by ensuring that the firm’s operations are accurate, efficient, and compliant.The primary focus of this role is execution. You will oversee client intake, billing support, document organization, and operational tracking. As you grow in this position, you will also assist in documenting workflows, maintaining internal process libraries, and supporting structured onboarding and training initiatives. While formal instructional design experience is not required, you must possess strong organizational skills, a process-oriented mindset, and the ability to translate operational workflows into clear documentation. This role is remote and requires availability during Mountain Time (U.S.).This position is a full-time, exclusive independent contractor engagement. It should not be interpreted as an employment agreement.

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Billing Specialist

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Full-time|Remote|Remote — Metro Manila, Philippines

Sangoma Technologies, a premier provider of business communication solutions, is seeking a meticulous and detail-oriented Billing Specialist to become an integral part of our finance team. With over 40 years in the industry, we pride ourselves on our innovative UCaaS solutions and our commitment to delivering exceptional customer satisfaction through precise billing practices. In this role, you will be tasked with ensuring timely and accurate invoicing, effectively managing billing inquiries, and providing support to our clients regarding their billing needs. If you excel in numerical accuracy and have a passion for outstanding customer service, we invite you to apply!Your Role:Generate and dispatch precise customer invoices promptly, adhering to company guidelines.Oversee billing modifications, credit notes, and account reconciliations as required.Examine accounts for inconsistencies and swiftly address issues to ensure client satisfaction.Manage customer billing queries and offer detailed explanations of charges and billing procedures.Maintain organized records of billing transactions and prepare regular reports for management.Collaborate with sales and customer service teams to collect necessary information for billing accuracy.Contribute to the enhancement of billing processes to improve efficiency and precision.

Jan 16, 2026

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Senior Accountant - Billing Specialist

hireframe

Full-time|Remote|Remote — Philippines

We are looking for a meticulous and driven Senior Accountant - Billing Specialist to take charge of our comprehensive customer billing processes. This pivotal role is essential for ensuring precise invoicing, prompt collections, and effective collaboration with our Sales, Customer Success, and Finance teams. The perfect candidate will possess a robust background in billing and accounts receivable, thrive in a dynamic environment, and excel in maintaining clear communication with both internal teams and customers.This position offers a permanent work-from-home arrangement, aligned with U.S. business hours.Key Responsibilities: Manage the entire customer billing cycle, which includes invoice generation, validation, and submission via customer portals. Address customer billing inquiries and resolve disputes quickly and professionally. Oversee accounts receivable (AR) aging and lead proactive collection efforts to ensure a healthy cash flow. Work closely with Sales and Customer Success teams to tackle billing and collections issues. Conduct monthly billing cycles, managing both subscription and usage-based invoicing. Perform weekly AR aging reviews and follow up on overdue invoices as necessary. Compile monthly billing and collections metrics for internal reporting and assist with month-end closing processes related to AR and bad debt. Independently execute scheduled and ad hoc billing runs, including invoices for new contracts. Engage directly with customers to manage overdue accounts and clarify invoice queries. Requirements: Demonstrated experience in billing and accounts receivable; prior experience in a SaaS or recurring revenue business model is highly preferred. Proficient in billing tools such as NetSuite (SuiteBilling and ARM), Salesforce, Celigo, and Excel; while NetSuite experience is advantageous, quick learners with a strong billing systems background are also encouraged to apply. Exceptional attention to detail with outstanding organizational and time management capabilities. Ability to manage sensitive customer communications with professionalism and assurance. Strong analytical abilities with proficiency in preparing clear and accurate billing reports. Capability to work autonomously while effectively collaborating with cross-functional teams.

Jul 16, 2025

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Medical Billing Denials & Appeals Specialist - Remote

remote-va

Full-time|Remote|Remote — Calabarzon, Philippines

Job Title: Medical Billing Denials & Appeals Specialist Schedule: Full-Time | Monday to Friday | 9:00 AM – 5:00 PMJob OverviewJoin our dynamic team as a Medical Billing Denials & Appeals Specialist. This remote role is essential for reviewing denied claims, engaging with insurance companies, and ensuring prompt follow-ups that maximize reimbursement outcomes. The ideal candidate will exhibit exceptional organizational skills, quick learning ability, and confidence in navigating medical billing systems while maintaining a professional rapport with insurers and internal teams.This is a truly remote position, welcoming applicants from all over the globe as long as they meet the necessary qualifications.Key ResponsibilitiesExamine and assess denied or rejected medical claims to identify underlying issues.Engage with insurance companies via telephone to follow up on denied claims and gather claim status updates.Compile and submit appeals with precise documentation and supporting evidence.Collaborate with clients or internal teams to collect essential patient or claim information.Maintain accurate billing system updates and thorough documentation of all follow-up actions.Adhere to insurance guidelines and medical billing regulations to ensure compliance.Work diligently to minimize claim aging and enhance reimbursement turnaround times.RequirementsExtensive experience in medical billing denials and appeals.Demonstrated ability to communicate clearly and professionally in fluent English (both verbal and written).Comfortable with making frequent outbound calls to insurance providers.A quick learner with the capacity to swiftly understand workflows and navigate billing systems.Detail-oriented, analytical, and exceptionally organized.Dependable, trustworthy, and able to work autonomously in a remote setting.Experience with medical billing or practice management systems is highly advantageous.

Feb 11, 2026

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Paraplanner, Admin & Operations Specialist

Hunt St

Contract|A$2K/mo - A$3K/mo|Remote|Remote — Metro Manila, Philippines

Location: Remote , Metro Manila, Philippines (Philippines-based candidates only) Role overview The Paraplanner, Admin & Operations Specialist supports the delivery of financial advice by preparing review documents, Statements of Advice (SOAs), Records of Advice (ROAs), and conducting technical research. This role helps ensure client administration processes are efficient and meet high standards. The position is remote, working directly with an Australian financial advisory firm as an independent contractor through Hunt St. What you will do Use AI tools to create, structure, and refine SOAs and ROAs in line with Australian regulations and industry practices. Review AI-generated documents for accuracy, compliance, and relevance before adviser approval. Research investments, insurance, superannuation, and strategies to strengthen advice content. Prepare annual review documents, portfolio reports, and client review packs. Analyze client financial data to develop scenarios and projections that support advice strategies. Ensure all documents comply with frameworks such as AFSL requirements and the Best Interests Duty. Work closely with advisers to refine strategies and accurately capture client goals. About the client The client is an Australian financial advisory firm focused on personalized advice that helps clients make informed, long-term decisions. The team values trust, transparency, and consistent service delivery.

Apr 29, 2026

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Medical Billing Specialist - Remote Opportunity

berryvirtual

Full-time|Remote|Remote — Philippines

As a Medical Billing Specialist, you will play an essential role in overseeing the entire billing cycle, encompassing Revenue Cycle Management (RCM) and Accounts Receivable (A/R) functions. Your expertise will be vital in ensuring seamless billing operations through claims processing, denial investigations, and comprehensive billing tasks aimed at maximizing revenue for healthcare providers.Key Responsibilities:Manage Complete Revenue Cycle: Oversee every phase of the billing cycle from claim submission to final payment, ensuring accuracy and efficiency at all stages.Accounts Receivable Oversight: Monitor and manage outstanding bills, proactively following up on claims and resolving collection matters to enhance revenue flow.Claims Denial Analysis: Investigate denied claims, pinpointing errors or necessary adjustments and resubmitting claims with the correct modifications.Claims Management: Handle backend operations related to claim resubmission, confirming accuracy and making necessary corrections to avoid reimbursement delays.Documentation Compliance: Ensure all billing practices adhere to regulatory standards and compliance requirements, including HIPAA regulations.Qualifications:Demonstrated experience in medical billing with a solid understanding of RCM and A/R processes.Familiarity with claim denial management and collections strategies.Excellent command of the English language, both written and verbal.Proficiency in remote office tools, EHR systems, and various communication platforms.Strong customer service orientation and analytical thinking skills.Knowledge of HIPAA regulations and the importance of safeguarding patient information.Exceptional problem-solving abilities with a capacity to work independently.Willingness to work during US time zones (PST, EST, CST).High school diploma or equivalent required.System and Work Setup Requirements:Internet: Minimum speed of 25 Mbps or higher, with a reliable backup connection available for outages.Processor: Intel Core i5 7th Generation or equivalent.Memory: 8 GB RAM.Storage: 256 GB SSD or HDD with at least 50% free space.Webcam: Minimum 720p resolution.Operating System: Windows 10 or later (or equivalent).Audio Equipment: Noise-canceling headset or earphones.Workspace: A quiet, organized workspace free from distractions to ensure productivity.Benefits:Permanent remote work opportunity.

Sep 4, 2025

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Billing Specialist - Remote (12-Month Contract, Philippines)

Turnitin LLC

Contract|Remote|Manila

Join Turnitin LLC as a Billing Specialist on a 12-month fixed contract. In this role, you will be responsible for managing billing processes, ensuring accuracy in invoicing, and providing exceptional support to our clients. Your attention to detail and strong analytical skills will be vital in maintaining our billing integrity.As a part of our remote team, you will collaborate with colleagues across the globe, contributing to our mission of promoting academic integrity.

Mar 24, 2026

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Conversions Operations Specialist

Agency

Full-time|$8/hr - $8/hr|On-site|Philippines

Conversions Operations SpecialistWHO ARE WE LOOKING FOR? We are on the lookout for a talented Conversions Operations Specialist! In this pivotal role, you will support a variety of processes that facilitate the onboarding of conversion plans to our clients’ platform. You will collaborate across multiple departments to enhance the onboarding experience and deliver exceptional service to plan sponsors. WHAT WILL YOU BE DOING? Review and document cash and in-kind asset transfers within the trust accounting system.Collaborate with sub-custodians to settle trades from the booking phase through to settlement for mutual funds, stable value funds, and ETFs.Conduct reconciliations of invested assets and cash activities between the trust accounting system and sub-custodian by designated deadlines. Partner with Implementation Managers and Investment teams to effectively transition new and conversion-qualified plans onto the client’s platform. Coordinate with receiving record keepers for the liquidation and transfer of plan assets from the client’s platform. Update, maintain, and review client data within CRM systems. Ensure effective collaboration with all internal teams to meet anticipated timelines. Assist in creating and maintaining comprehensive operating procedures related to assigned functions. REQUIREMENTS The Necessities Optimistic, flexible, creative, team-oriented, and results-driven individual with strong collaboration skills to work with both internal and external stakeholders. Solid understanding of the trading and settlement processes for mutual funds, stable value funds, and ETFs. Strong numerical aptitude and familiarity with cash and traditional securities reconciliations. A genuine desire for learning and the ability to iterate quickly. Proactive and analytical thinker, capable of problem-solving and proposing effective solutions. Highly organized and dependable with the ability to prioritize tasks and manage client expectations. The Extras Experience with...

Feb 12, 2026

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