Data Management Specialist

AI-Driven Credit Underwriting Specialist, Specialist

Remote

July 2, 2026

Application ends: September 30, 2026

REQUIREMENTS

Legally Authorized to work in the U.S.
2+ years of experience with healthcare data file management across multiple internal provider systems (EHRs)
Strong interpersonal and proactive communication skills

Demonstrated ability to manage sensitive, complex, or fast-moving situations in real time
Ability to communicate clearly across phone, SMS, and email with internal teams
Strong organizational skills and attention to detail
Comfortable adapting to evolving workflows and operational processes
Ability to work efficiently across multiple software systems simultaneously
Bachelor’s degree preferred, but not required
Helpful but not required: Previous experience or working knowledge in nutrition or Medical Nutrition Therapy space

RESPONSIBILITIES

APPOINTMENT AND DATA FILE MANAGEMENT
- Managing daily data transfers of patient appointment and payment information in collaboration with Customer Success and Operations teams
- Exporting, formatting, and delivering appointment reports from EHRs (like Medent, Healthie, athena) to designated destinations.
- Reviewing intake schedule update reports from clients and updating appointment statuses in EHRs with appropriate notes and next steps within the same business day
- Supporting partner-specific data and file management workflows, including custom processes related to self-pay requirements within partner EHRs
COMMUNICATION
- Maintain clear, timely communication with our client’s team regarding questions, updates, and progress using agreed-upon channels (Microsoft Teams, Outlook, or phone as needed)
- This role does not include direct communication with external partners or patients
FILE DELIVERY & TIMELINESS
- Complete reporting updates and data management tasks within the same business day
- Proactively notify our client in writing if any delivery timelines are at risk of delay