Remote Provider Intake & Onboarding Specialist

OperationsArmy; Mérida; Remote; MXN 180,000 - 300,000; Full time

Job summary

OperationsArmy is seeking a detail-oriented Provider Intake Specialist to support onboarding, sales, and documentation workflows. The role emphasizes excellent written communication, strong organizational skills, and meticulous adherence to structured processes in a fully remote setting.

Responsibilities include onboarding providers, creating accounts, entering lead data into Salesforce, and reviewing visit summaries for accuracy.

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, elevate issues when necessary, and document findings in line with established processes

Skills

Strong organizational skills

Excellent written communication

High attention to detail

Multitasking

Tools

Salesforce

EHR systems

Job description

OperationsArmy is seeking a detail-oriented Provider Intake Specialist to support onboarding, sales, and documentation workflows. The role emphasizes excellent written communication, strong organizational skills, and meticulous adherence to structured processes in a fully remote setting.

Responsibilities include onboarding providers, creating accounts, entering lead data into Salesforce, and reviewing visit summaries for accuracy.