Boarding Specalist

Posted Yesterday
Be an Early Applicant
Atlanta, GA
Mid level
Healthtech • Payments • Software
The Role
The Boarding Specialist manages operational workflows for onboarding new clients, oversees underwriting processes, maintains relationships with vendors, and guides teams on best practices for a smooth onboarding experience. This role involves project management, troubleshooting connections, and creating documentation for internal training purposes.
Summary Generated by Built In

ABOUT THIS POSITION

The Boarding Specialist will be responsible for contributing to the maintenance of key operational workflows related to internal teams and vendors, perform routine risk management activities, complete underwriting of new clients, integrate feedback collected from internal teams to enhance daily vendor partnership operational workflows.

As a Boarding Specialist, you will be responsible for correctly and efficiently gathering all documents to submit to underwriting for our new customers. You will be serving as a guide for our Professional Services team on best practices to make sure that the merchants get onboarded most efficiently. This role will be the intersecting point of imperative merchant information, holding the key to a smooth and pleasant onboarding experience for new and existing customers.

WHAT YOU'LL DO

  • Complete underwriting for any and all new clients to create a new merchant account 

  • Ensure the successful and accurate boarding of merchant accounts onto the various key payment vectors using vendor software platforms 

  • Build and maintain relationship with key points of contact with various processors and vendors 

  • In-house subject matter expert on payment facilitator merchant underwriting / “Know Your Customer” (KYC) 

  • Support implementation calls with Professional Services team members to guide new clients through the merchant onboarding process 

  • Keep the department leader apprised of any escalations needed during boarding, hold-ups on account approvals, and status of assigned work 

  • Complete all testing and troubleshooting on merchant connections prior to new client go-lives 

  • Assign all merchant accounts to appropriate Patientco software environments in preparation for go-lives 

  • Create payment facilitator merchant risk profile 

  • Cross trained on Merchant Support (Payment Operations Associate) 

  • Responsible for creating knowledge articles/content and troubleshooting guides for internal teams for new operational workflows and training teams on appropriate paths for escalation 

  • Document and prioritize product requests from internal teams regarding partner operations 

WHAT YOU'LL NEED

The requirements for the position are as follows: 

  • Strong organizational and prioritization skills  

  • Strong verbal and written communication skills  

  • Project management skills 

  • Ability to work in teams and collaborate with others  

  • Ability to take lead and drive for results  

  • Ability to create and execute project plans  

  • Ability to gather and interpret relevant data and information 

  • Ability to use inductive reasoning 

  • Ability to think analytically and be a problem solver 

  • Self-motivated, high energy and strong time management skills  

 

  • Bachelor’s Degree Required or equivalent work experience 

  • 3+ years of work experience with a preference of 1 year in a relationship/project management in an operational focused role 

  • Excellent verbal communication skills 

  • Experience with project management 

ABOUT WAYSTAR

Through a smart platform and better experience, Waystar helps providers simplify healthcare payments and yield powerful results throughout the complete revenue cycle.

Waystar’s healthcare payments platform combines innovative, cloud-based technology, robust data, and unparalleled client support to streamline workflows and improve financials so providers can focus on what matters most: their patients and communities. Waystar is trusted by 1M+ providers, 1K+ hospitals and health systems, and is connected to over 5K commercial and Medicaid/Medicare payers.  We are deeply committed to living out our organizational values: honesty; kindness; passion; curiosity; fanatical focus; best work, always; making it happen; and joyful, optimistic & fun.

Waystar products have won multiple Best in KLAS® or Category Leader awards since 2010 and earned multiple #1 rankings from Black Book™ surveys since 2012. The Waystar platform supports more than 500,000 providers, 1,000 health systems and hospitals, and 5,000 payers and health plans. For more information, visit waystar.com or follow @Waystar on Twitter.  

WAYSTAR PERKS

  • Competitive total rewards (base salary + bonus, if applicable)
  • Customizable benefits package (3 medical plans with Health Saving Account company match)
  • Generous paid time off starting at 3 weeks + 13 paid holidays including 2 personal floating holidays
  • Paid parental leave (including maternity + paternity leave)
  • Education assistance opportunities and free LinkedIn Learning access
  • Free mental health and family planning programs, including adoption assistance and fertility support
  • 401(K) program with company match
  • Pet insurance
  • Employee resource groups

Waystar is proud to be an equal opportunity workplace. We celebrate, value, and support diversity and inclusion. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, marital status, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The Company
HQ: Louisville, KY
967 Employees
On-site Workplace
Year Founded: 2018

What We Do

Waystar provides market-leading technology that simplifies and unifies healthcare payments. Our cloud-based platform streamlines workflows and improves financials for healthcare providers of all kinds, and brings more transparency to the patient financial experience.

The Waystar platform is used by more than 450k providers, 750 health systems and hospitals, and 5k health plans—and integrates with all major HIS and practice management systems.

The financial and administrative challenges facing healthcare providers are daunting. Waystar’s technology platform simplifies and unifies healthcare payments across the revenue cycle. We empower healthcare organizations to automate manual work, gain insight into processes and performance, and ultimately collect more revenue.

At Waystar, we know there’s a better, more efficient way forward. Let’s climb the mountain ahead of us to reach new heights in healthcare.

Similar Jobs

Cox Enterprises Logo Cox Enterprises

Learning & Development Manager

Automotive • Cloud • Greentech • Information Technology • Other • Software • Cybersecurity
Hybrid
Atlanta, GA, USA
50000 Employees
87K-131K Annually

Cox Enterprises Logo Cox Enterprises

Senior Director, Security Governance, Risk & Compliance (GRC) and Mergers & Acquisitions (M&A) Cybersecurity

Automotive • Cloud • Greentech • Information Technology • Other • Software • Cybersecurity
Hybrid
Atlanta, GA, USA
50000 Employees
193K-321K Annually

VORTO Logo VORTO

Area Manager, CPG

Artificial Intelligence • Logistics • Machine Learning • Software
Atlanta, GA, USA
220 Employees

NBCUniversal Logo NBCUniversal

Assembly Studios Office Coordinator

AdTech • Cloud • Digital Media • Information Technology • News + Entertainment • App development
Hybrid
Doraville, GA, USA
68000 Employees

Similar Companies Hiring

Hedra Thumbnail
Software • News + Entertainment • Marketing Tech • Generative AI • Enterprise Web • Digital Media • Consumer Web
San Francisco, CA
14 Employees
HERE Thumbnail
Software • Logistics • Internet of Things • Information Technology • Computer Vision • Automotive • Artificial Intelligence
Amsterdam, NL
6000 Employees
True Anomaly Thumbnail
Software • Machine Learning • Hardware • Defense • Artificial Intelligence • Aerospace
Colorado Springs, CO
131 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account