Account Success Manager

Jobtailor; Orlando (FL); On-site; USD 52,000 - 76,000; Full time

Job summary

Jobtailor seeks a Healthcare Referral Coordinator to oversee referrals, verify insurance, and ensure timely patient onboarding across a defined territory.

You will collaborate with Referral Coordinators, Territory Managers, Customer Service, and Operations to remove barriers and drive account growth. Travel to client sites and education sessions is required to maintain strong provider relationships.

Qualifications

• Experience in healthcare administration or referral management.
• Ability to travel within an assigned geography for in-person visits.
• Credentialing requirements for access to facilities may apply.

Responsibilities

• Oversee referrals from healthcare providers and referral sources to facilitate onboarding and verification.
• Partner with coordinators, managers, and teams to resolve barriers to access and reimbursement.
• Engage accounts and execute plans to achieve territory objectives.
• Educate providers and staff on referral requirements and patient onboarding processes.
• Conduct in-person visits and maintain accurate records in company systems.

Skills

Healthcare Administration

Referral Management

Patient Onboarding

Territory Management

Healthcare Reimbursement

Documentation Standards

CRM Platforms

Communication Skills

Organizational Skills

Interpersonal Skills

Education

High school diploma or equivalent

Tools

CRM Platforms

Database Navigation

Insurance Verification

Job description

• Oversee referrals from healthcare providers and referral sources to facilitate timely patient onboarding, insurance verification, and order fulfillment
• Partner with Referral Coordinators, Territory Managers, Customer Service, and Operations teams to resolve referral, documentation, reimbursement, and patient access barriers
• Engage targeted accounts and execute strategic plans to achieve territory sales objectives
• Teach peers across product categories to maximize customer engagement
• Support awareness, adoption, and utilization of products, programs, and solutions through provider education and account engagement
• Identify opportunities within existing accounts and collaborate with Territory Managers on account growth initiatives
• Review and maintain patient records and obtain physician orders, signatures, clinical documentation, and billing information
• Research and resolve referral and onboarding issues
• Conduct regular in-person visits with healthcare providers and referral sources
• Educate healthcare providers and office staff on referral requirements, documentation standards, patient onboarding, resources, products, and programs
• Conduct office in-services, referral process reviews, and educational sessions
• Build and maintain relationships with clinical, operational, and administrative stakeholders
• Manage territory activities, account follow-up, and field-based support across assigned geography
• Support patient transitions, territory coverage, HCP meetings, educational programs, and strategic business initiatives
• Maintain accurate records and activity documentation in company systems
• Maintain knowledge of company policies, procedures, products, programs, and services
• Meet quality and productivity standards and support continuous improvement initiatives
• Comply with applicable laws, regulations, codes of conduct, and company policies
• Perform other duties as assigned

Requirements

• High school diploma or equivalent required
• Minimum of one year of experience in healthcare administration, referral management, intake, customer service, patient services, physician office operations, or a related healthcare field
• Ability to take initiative and work independently
• Strong interpersonal and relationship-building skills
• Ability to travel throughout an assigned geography and conduct frequent in-person customer visits
• Ability to effectively manage territory activities, customer relationships, and competing priorities
• Completion of credentialing requirements meeting the access requirements of each healthcare facility or system
• Valid driver's license
• Experience working with healthcare providers, referral coordinators, discharge planners, case managers, physician office staff, or other referral sources preferred
• Experience within the DME, HME, home health, or related healthcare industry preferred
• Working knowledge of healthcare reimbursement, insurance verification, patient access, referral management, and onboarding processes preferred
• Ability to interpret and apply policies, procedures, and payer requirements preferred
• Ability to navigate multiple computer systems, databases, and CRM platforms preferred
• Ability to educate and influence healthcare providers and office staff regarding referral best practices and patient access processes preferred
• Strong verbal and written communication, organizational, and territory management skills preferred
• Ability to prioritize competing demands, work independently, and maintain composure in a fast-paced environment preferred

Core Competencies

Demonstrates expertise in healthcare administration, referral management, and patient onboarding processes while effectively managing territory activities and building relationships with healthcare providers. Proficient in educating stakeholders on referral best practices and navigating healthcare reimbursement and insurance verification.

Highest-signal resume keywords

• Healthcare Administration
• Referral Management
• Patient Onboarding
• Territory Management
• Healthcare Reimbursement

ATS Optimization Keywords

Hard Skills

• Insurance Verification
• Patient Access
• Referral Management Processes
• Documentation Standards
• Clinical Documentation
• Billing Information Management
• Database Navigation
• CRM Platforms
• Credentialing Requirements
• Healthcare Policies Interpretation

Soft Skills

• Interpersonal Skills
• Relationship Building
• Organizational Skills
• Communication Skills
• Initiative

Certifications & Qualifications

• Valid Driver's License

Industry Keywords

• DME
• HME
• Home Health
• Patient Services
• Referral Sources
• Healthcare Providers
• Case Managers
• Discharge Planners
• Physician Office Operations
• Customer Service