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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer relationship management, operational efficiency, and business process improvement, with a strong focus on utilizing Brightree solutions to drive customer success and value. Proficient in managing complex customer interactions and leading strategic initiatives to enhance product adoption and operational workflows.
Highest-signal resume keywords
HME Operations ManagementBrightree Business Management SolutionBusiness Process ImprovementCustomer Success ManagementMedical Insurance Billing
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Operational EfficiencyWorkflow AnalysisProcess OptimizationSoftware ImplementationData Analysis
Soft Skills
Consultative SkillsPresentation SkillsCommunication SkillsProblem-Solving SkillsOrganizational Skills
Tools & Technologies
Microsoft ExcelMicrosoft WordMicrosoft PowerPointMicrosoft OutlookGainsight
Industry Keywords
Home InfusionCustomer EngagementCustomer RetentionOperational Change InitiativesInfusion Pharmacy
About the role
Key responsibilities & impact- Partner with executive stakeholders to align business goals, define success strategies, and ensure customers achieve meaningful value from Brightree solutions
- Monitor customer performance and risk indicators, proactively addressing challenges to improve retention and customer outcomes
- Manage multiple customer relationships, driving projects, communication, and action plans that support long-term success
- Identify opportunities to expand product adoption and align additional solutions with customer business objectives
- Lead quarterly and annual business reviews with strategic insights, actionable recommendations, and measurable value
- Assess operational workflows and system utilization to recommend improvements that increase efficiency, ROI, and adoption
- Facilitate customer working sessions to gather business and technical requirements
- Research, troubleshoot, and resolve customer questions and complex issues
- Stay current on industry trends, regulatory updates, and Brightree product capabilities
- Identify customer risks early and escalate barriers to ensure strong customer engagement and successful outcomes
Requirements
What you’ll need- Experience in HME and/or Home Infusion operations management
- Experience driving business process improvement and operational efficiency initiatives
- Hands-on experience using the Brightree Business Management Solution
- Ability to build relationships with customer leaders and communicate strategic recommendations with confidence and credibility
- Strong consultative, presentation, and communication skills
- Experience with software implementations, workflow analysis, and process optimization
- Understanding of medical insurance billing and reimbursement processes involving providers, patients, and insurance carriers
- Strong problem-solving, conflict resolution, active listening, and organizational skills
- Ability to manage multiple priorities in a fast-paced, collaborative environment
- Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook
- Bachelor's degree in Business, Finance, Information Technology, or a related field, or equivalent financial and business acumen
- Ability to travel domestically up to 20-30%
- Experience in a Customer Success or Account Management role supporting strategic customer relationships
- Experience managing and resolving customer escalations for large, regional, or multi-product accounts
- Infusion pharmacy experience
- Experience using Gainsight
- Demonstrated success leading organizational or operational change initiatives
Benefits
Comp & perks- Collaborative team environment
- Diverse and inclusive culture
- Individual expression encouraged in the workplace
- Challenging, supportive, and inspiring career environment