First Stop Health

Accountant

• Own monthly billing cycles, broker commission payments, sales commission verification, and accounts receivable duties including collections
• Generate and distribute customer invoices bi-monthly accurately and on schedule
• Process quarterly, semi-annual, and annual invoices and calculate eligible true-ups
• Manage monthly self-billing processes, including validating customer-reported headcounts and payments
• Manage the billing inbox and respond to internal and external inquiries
• Review billing data, customer configurations, pricing, headcounts, and contract terms to identify and resolve discrepancies
• Collaborate with Client Success, Sales, RevOps, and Analytics on complex billing issues and billing experience improvements
• Process Savings Guarantee and miscellaneous credit memos with manager approval as needed
• Recommend process, system, or reporting improvements to reduce recurring billing issues and manual work
• Post ACH payments daily using the Cash Application tool in Ordway
• Follow up on over/under payments and past-due accounts
• Complete vendor forms, collect ACH Collection forms, and maintain bank templates
• Process ACH Collection payments bi-monthly using Treasury Software
• Process returns and resolve banking information issues with customers
• Assist with posting lockbox payments as needed
• Calculate and accrue broker commissions monthly
• Gather broker banking and contact information and process quarterly commission payments and statements
• Coordinate with brokers, Sales, RevOps, and Client Success regarding commission inquiries, adjustments, and corrections
• Support month-end and year-end financial close activities for broker and sales commissions
• Gather data on new go-live and closed-won deals and calculate monthly sales commissions
• Review sales commission calculations with RevOps and enter monthly journal entries

Senior Accountant

Physician Assistant

• Partner with clinical leadership to improve the Virtual Primary Care patient experience
• Support patients throughout their Virtual Primary Care journey through care coordination and administrative assistance
• Follow established clinical protocols and workflows while supporting providers in delivering evidence-based care
• Assist with patient intake, documentation, care coordination, follow-up, and other clinical support activities under provider direction
• Initiate interdisciplinary and cross-functional process improvement to enhance patient experience, increase utilization, and/or lower costs
• Work with Clinical Operations, Patient Experience Agents, and Product teams to develop the Virtual Primary Care offering
• Process provider orders, coordinate referrals, schedule follow-up care, and assist patients with care plan instructions
• Recognize clinical concerns and escalate urgent issues to the appropriate RN or provider
• Participate in quality improvement activities and provide feedback to enhance clinical workflows and patient experience
• Help inform long-term staffing models through feedback on scheduling needs and workflow optimization

Clinical Medical Assistant – Primary Care

Business Operations

• Turn fragmented processes and systems across Finance, Human Resources, Legal, and Compliance into an integrated, scalable operating environment
• Own the corporate functions systems roadmap and backlog
• Build and maintain an inventory of systems, owners, vendors, contracts, integrations, data flows, workflows, dependencies, risks, and improvement opportunities
• Recommend priorities based on business impact, employee experience, risk, effort, and dependencies
• Lead cross-functional discovery and translate business problems into requirements, process maps, decision points, solution options, and future-state designs
• Design workflows that reduce manual work, duplicate effort, reconciliation, inconsistent decisions, and fragmented ownership
• Design data, event, and action flows between HRIS, finance and accounting, legal, compliance, and related enterprise systems
• Define integration and workflow automation requirements and partner with Data Engineering and reporting teams on operational data movement
• Lead initiatives through discovery, design, implementation, testing, release, adoption, and outcome measurement
• Manage scope, plans, dependencies, risks, decisions, stakeholder communication, work packages, requirements, acceptance criteria, and delivery plans
• Coordinate shared delivery resources, provide coaching, review quality, and accept completed work
• Perform targeted configuration, low-code workflow and automation, reporting, data cleanup, imports, and reconciliation
• Plan and coordinate user acceptance testing, release readiness, documentation, training, and adoption
• Ensure break-fix, access, security, compliance, and data pipeline work reaches the appropriate owner
• Serve as functional systems lead for the corporate functions portfolio
• Evaluate platform capabilities and vendor offerings and guide implementation and organizational change
• Manage vendor and implementation-partner performance, usage, licensing, contracts, and renewals
• Partner with IT Operations, Data Engineering, Information Security, Compliance, Finance, Human Resources, Legal, and application administrators

Business Systems Lead

Sales

• Expand the pipeline of prospects, qualify decision makers, introduce products and services, and close business
• Leverage an existing broker network to schedule meetings and introduce First Stop Health to brokers
• Expand reach in the employee benefits space through sales to brokers’ clients
• Build and expand the front end of the sales funnel through targeted prospecting and lead generation
• Educate brokers on telemedicine benefits and evangelize the First Stop Health model
• Deliver the quota of new business
• Use the CRM to record sales-process events, identify predictable milestones, and recommend new approaches
• Stay informed on industry trends, news stories, and the competitive landscape
• Maintain and improve processes by following standards, policies, and procedures and recommending new approaches

Senior Accountant

Clinical Medical Assistant – Primary Care

Business Systems Lead

Director of Sales