Client Data Specialist

Menlo Ventures

Utah

Hybrid

USD 45,000 - 65,000

Full time

14 days+

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Job summary

Menlo Ventures is hiring a Client Data Specialist based in Utah to maintain customer account accuracy, focusing on payer contracts and fee schedules. You will support Client Success Managers and ensure customer satisfaction through precise account readiness.

The ideal candidate should have an associates degree and relevant experience, excellent communication skills, and the ability to manage multiple tasks. The position offers a hybrid work model to support collaboration.

Qualifications

  • Good understanding of physician and/or hospital reimbursement methodologies.
  • Experience modeling fee schedules or working with physician and/or hospital billing.
  • Ability to manage multiple tasks and prioritize effectively.

Responsibilities

  • Maintain up-to-date payer contracts and fee schedules for customer accounts.
  • Perform data discovery and entry tasks, including formatting spreadsheets.
  • Communicate with clients about the details of their payer contracts.

Skills

Communication skills
Problem-solving abilities
Attention to detail
Proficiency in CRM software
Empathy and patience

Education

Associates degree or HS Diploma with 3 years experience

Tools

AI tools
Spreadsheets

Job description

Position Overview

Job Description Summary: The Client Data Specialist is a vital role focused on maintaining customer account accuracy and completeness, specifically related to payer contracts and fee schedules. This position supports our Client Success Managers and plays a key role in ensuring customer satisfaction and successful account readiness.

Job Description

What You’ll Do:

  • Maintain up-to-date payer contracts and fee schedules for customer accounts.
  • Perform data discovery and entry tasks, including formatting spreadsheets and accurately modeling fee schedules.
  • Read, interpret, and understand payer contract terms.
  • Quickly complete task lists and provide timely updates on progress.
  • Deliver high-quality, detail-oriented work to ensure account readiness.
  • Communicate with clients about the details of their payer contracts.
  • Coordinate with internal teams for additional research, problem resolution and preventative measures.
  • Support escalated and complex issues, further investigating solutions and clearly communicating with stakeholders.
  • Participate in team meetings and contribute to the development of client service strategies and high-quality client service experience.
  • Support other team members during peak times or when additional help is needed.

What You’ll Bring to Zelis:

  • Associates degree & 1 year or HS Diploma and 3 yrs
  • Good understanding of physician and/or hospital reimbursement methodologies.
  • Experience modeling fee schedules or working with physician and/or hospital billing.
  • Requires proficiency using AI tools skillfully with an understanding of how to develop/create intelligent prompts and/or agents.
  • Excellent verbal and written communication skills.
  • Excellent problem-solving abilities and attention to detail.
  • Proficiency in using CRM software and support tools.
  • Ability to manage multiple tasks and prioritize effectively.
  • Empathy and patience when dealing with clients.
  • Ability to work independently as well as part of a team.

Please note at this time we are unable to proceed with candidates who require visa sponsorship now or in the future.

Location and Workplace Flexibility

Zelis is headquartered in the U.S., with multiple locations across the country and in Hyderabad, India. Check out our locations to learn more about our offices. All employee work locations are based on the needs of the position and are determined by the Leadership team. In-office work and activities vary based on work and team objectives in accordance with Company policies.

While location expectations vary by role, candidates within approximately 50 miles of a U.S. office are generally preferred to support collaboration when needed. Our hybrid approach is flexible, and in-office presence is guided by team and business needs rather than a fixed weekly schedule.

Equal Employment Opportunity

Zelis is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

We welcome applicants from all backgrounds and encourage you to apply even if you don’t meet 100% of the qualifications for the role. We believe in the value of diverse perspectives and experiences and are committed to building an inclusive workplace for all.

Accessibility Support

We are dedicated to ensuring our application process is accessible to all candidates. If you are a qualified individual with a disability or a disabled veteran and require a reasonable accommodation with any part of the application and/or interview process, please email TalentAcquisition@zelis.com.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities, duties, and skills from time to time.

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