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Branch Sales Manager | Build & Lead Freight Brokerage
Circle Logistics | United States | Remote → Onsite Transition
At Circle Logistics, we’re not just moving freight—we’re building branches, developing leaders, and shaping the future of 3PL. We’re looking for an experienced freight producer and business builder who wants the opportunity to grow their book, build a team, and ultimately lead a branch within a rapidly expanding national brokerage.
This role is built for someone who understands the brokerage business from the ground up and wants to turn production into leadership and scale a real operation.
You will start by running your desk and expanding your book of business, and as revenue grows, you will have the opportunity to recruit, build, and lead a team around your business.
Why Circle Logistics?
- Career Growth: Clear path to senior leadership
- Remote Start, Local Leadership: Begin remotely, then transition to onsite leadership
- Competitive Pay: Base + performance-based incentives
- Full Benefits: Health, dental, vision, and more
- Impact: Build something from the ground up with the backing of a top 40 broker
What You’ll Do
This role starts hands-on: running loads, building your book of business, and strengthening carrier relationships. As you succeed, you’ll transition into a leadership role, leading a team and scaling a branch from the ground up.
- Business Development: Drive sales, win new clients, and expand your portfolio
- Operations Ownership: Manage shipments cradle-to-grave with autonomy and precision
- Team Building: Recruit, mentor, and lead your future operations team
- Financial Growth: Increase revenue, maximize margins, and own branch P&L performance
- Carrier Network Management: Leverage and expand your carrier relationships for capacity, pricing, and reliability
What We’re Looking For
- 3–5 years in freight brokerage sales (domestic ground transportation required)
- Proven success in cradle-to-grave brokerage sales
- Strong relationships that are transferable
- Entrepreneurial mindset—ready to grow and lead a branch
- Excellent negotiation, communication, and problem-solving abilities
- Leadership experience or ambition to build and manage a team
Ready to Build and Lead?
If you’re a freight broker ready to grow your book, build a team, and step into leadership, Circle Logistics is the place to do it.
Apply today, and together, we’ll keep the world moving!
Priority consideration is provided to those who apply directly at is looking for a sharp, design-minded Client Coordinator to help us deliver thoughtful, high-level service across our client base.
This role sits at the front of the client journey—guiding inquiries, shaping proposals, and helping translate a client’s ideas into a clear, well-considered plan. The ideal candidate combines strong organization and communication skills with an intuitive design sensibility, helping transform broad direction into thoughtful selections and cohesive proposals.
Coordinators play a key role in shaping the client experience—balancing warm, responsive communication with precise behind-the-scenes coordination. This is a detail-driven role with real responsibility and real impact, supporting both revenue growth and the quality of the projects we bring to life.
What You’ll Do
This role balances client coordination and proposal development (80%) with regional relationship-building in the Charleston and coastal markets (20%).
Client Coordination & Proposal Development (80%)
Guide clients through the early stages of the Mayker experience while developing thoughtful, well-scoped proposals.
- Become a Mayker expert with a fluent knowledge and appreciation for our services and product offerings
- Field inbound inquiries from new and existing clients, creating a thoughtful and timely start to the client journey
- Ask smart questions that help uncover a client’s goals, priorities, and aesthetic direction
- Develop estimates and proposals across Mayker’s verticals (events and interiors)
- Translate client conversations into clear scopes of work and product selections
- When appropriate, help shape the early concept of a project—curating selections and combinations that support a cohesive vision
- Create proposal materials that communicate ideas clearly and beautifully
- Manage proposal revisions, follow-ups, and communication leading up to booking
- Track multiple client projects simultaneously while maintaining organized timelines and documentation
- Ensure confirmed projects are clearly scoped and organized for handoff to the production team
- Support the Client Services Director on larger or more complex projects
This portion of the role requires someone who is both highly organized and creatively thoughtful, able to handle straightforward proposals efficiently while contributing design-minded thinking when a project calls for it.
Coastal Market Presence & Relationship Building (20%)
Support Mayker’s continued growth and relationships in the Charleston and coastal markets.
- Build and maintain relationships with planners, venues, and creative partners in the Charleston region
- Occasionally attend client meetings, walkthroughs, or installations in the coastal market
- Represent Mayker at select networking opportunities or industry gatherings
- Help strengthen Mayker’s presence and reputation within the coastal events community
Who You Are
- Strategic and detail-driven
You naturally think a few steps ahead and catch the things others miss.
- Design-minded
You have strong aesthetic instincts and can translate broad direction into thoughtful selections and ideas.
- Calm under pressure
You’re great at juggling multiple timelines, personalities, and moving parts while maintaining composure.
- Exceptionally organized
You thrive on structure and clarity, and can move quickly without losing track of details.
- A thoughtful communicator
Whether written, verbal, or face-to-face, your communication is clear, warm, and professional.
- A relationship builder
You enjoy connecting with people and building genuine relationships with clients and collaborators.
- A team player
You take ownership of your work while supporting the broader team.
Candidates with backgrounds in event planning, hospitality, or design are strongly encouraged to apply.
Who You’ll Report To
Client Services Director
What to Know
- This is a full-time position. Hours may flex slightly depending on the seasonality and timing of events, but the role is expected to average 45 hours per week (8:00 AM - 5:00 PM)
- Salary Range: $58,000–$68,000 depending on experience.
(The role may be structured hourly or salaried depending on the candidate.)
- While much of the work can be done remotely, Charleston, SC is the preferred location. Mayker frequently works in the Charleston and coastal markets, and this role will help strengthen our relationships and presence in the region.
- Approximately 10–20% of the role may involve in-person meetings, walkthroughs, networking events, or occasional project installs.
What Tools You’ll Use
- Canva
- Clickup
- Copper
- Google Suite
- Slack
- QuickBooks
- Custom Mayker developed softwares
We are seeking an experienced CNC Team Lead/Production Supervisor (2nd Shift) to provide hands-on leadership while maintaining production, quality, and safety standards. If you thrive in a fast-paced, high-precision environment and are ready to lead from the floor, this is your opportunity to make a measurable impact.
Position Summary:
The CNC Team Lead/Production Supervisor is a working leadership role responsible for supporting CNC machinists, ensuring quality compliance, shift scheduling, adherence, and maintaining shop floor discipline during second shift operations. This individual will lead by example through technical expertise and strong communication.
Key Responsibilities:
- Lead and support 2nd Shift CNC machinists in daily production activities
- Set up and/or operate complex CNC lathe and milling machines as needed
- Troubleshoot machining, tooling, and quality issues in real time
- Ensure adherence to drawings, operation sheets, and GD&T requirements
- Oversee first piece and in-process inspections using standard precision measuring equipment
- Ensure proper documentation in ERP and completion of required quality records
- Coordinate with Engineering, Quality, and Planning to resolve issues quickly
- Maintain shift scheduling and communication logs and provide clear handoff to first shift leadership
- Promote a culture of safety, accountability, and continuous improvement
- Support Lean initiatives and waste reduction efforts
Job Qualifications:
- High School diploma or equivalent required
- 5+ years of CNC machining experience (Lathe and/or Milling)
- (4-5) Multi-axis machining experience preferred
- Prior leadership or lead experience strongly preferred
- Aerospace or precision component manufacturing experience required
- Strong understanding of GD&T and blueprint interpretation
- Experience performing first-piece and in-process inspections
- Lean manufacturing experience a plus
- Strong communication and team-building skills
What We’re Looking For
- A hands-on leader who can balance production with quality
- A problem solver who keeps the shift moving forward
- Someone who can make sound decisions within defined guardrails
- A team builder who drives accountability and engagement
Are you a natural relationship builder with strong customer instincts? Do you enjoy stepping onto a production floor to solve problems just as much as you enjoy strategizing account growth? Do you love being "the face" to major OEMs and prefer a role that gets you out in the field rather than behind a desk? If so, this is the perfect opportunity to join our client, a primary equipment supplier to the North American bus industry.
The Regional Account Manager will support key OEM and fleet customers across Northern California and surrounding areas. This highly visible role blends account management, light technical/mechanical support, project coordination, field training, and regional sales growth.
You will serve as the primary point of contact for one of the region’s largest bus/vehicle manufacturers while also supporting additional transit agencies, fleets, and operators across Northern California and parts of the Central Valley.
This role is ideal for someone who loves building customer relationships, enjoys being hands‑on in production environments, and is comfortable balancing sales responsibilities with technical problem-solving.
What You'll Be Doing
Account Management & Customer Support
- Serve as the dedicated Account Manager for a major OEM in the Bay Area, visiting the customer 2–3 times per week to ensure smooth production, system performance, and issue resolution.
- Maintain strong customer relationships, identify pain points, and proactively address issues before they escalate.
- Coordinate closely with internal engineering and operations teams to troubleshoot production line challenges and facilitate solutions.
- Support multiple fleet/end‑user accounts throughout Northern California, conducting site visits, check-ins, and relationship-building.
Technical/Mechanical Support
- Provide on-site support during customer production processes — identifying mechanical issues, gathering data, and collaborating with engineering for solutions.
- Demonstrate mechanical aptitude and curiosity; able to understand technical product functions and communicate them clearly to customers.
- Perform hands-on review of customer installations and assist with resolving equipment, configuration, or application questions.
Training & Education
- Conduct paid technical training sessions for customer maintenance teams and technicians.
- Deliver clear instructions on product usage, safety, troubleshooting, and maintenance best practices.
- Ensure training materials and documentation are consistently updated and aligned with customer needs.
Regional Growth & Field Sales
- Manage and grow existing accounts while identifying new opportunities within assigned territory.
- Conduct cold visits/check-ins with regional customers to assess needs, gather feedback, and promote solutions.
- Support bid/specification efforts to ensure products are accurately represented in proposals and future orders.
- Provide timely and accurate forecasting, market feedback, and competitive insights.
Travel Expectations
- Approximately 80% travel, primarily within Northern California.
- Occasional travel to national manufacturing sites, training centers, and customer locations for onboarding and continued development.
- Expect an immersive 60-day onboarding program involving shadowing and training with team members across multiple regions.
What Experience You Bring
Required
- 5+ years of experience combining sales, account management, project coordination, and/or technical customer support.
- Strong customer-facing skills with the ability to manage expectations, resolve conflicts professionally, and build trust.
- Demonstrated mechanical aptitude, whether through previous work experience, hands-on roles, or personal/hobbyist experience.
- Ability to work independently from a home office while managing a travel-heavy schedule.
- Strong proficiency with Microsoft Office and experience using CRM tools.
- Residency in Northern California, with daily travel within the Bay Area feasible.
Preferred
- Experience supporting OEMs or large industrial/manufacturing accounts.
- Background in transportation, heavy equipment, mechanical systems, mobility, or related technical industries.
- Experience conducting customer training or technical demonstrations.
- Strong organizational skills with proven ability to prioritize across multiple customers and ongoing projects.
What's Offered
- Company vehicle and credit card for travel.
- Yearly bonus eligibility.
- Comprehensive benefits package.
- Opportunity for long-term growth in a stable, expanding division.
- Autonomy, flexibility, and the chance to make a meaningful impact with a leading provider of transportation and mechanical system solutions.
Our client is not able to provide visa sponsorship at this time. Candidates must be U.S. Citizens or Green Card holders.
SUMMARY: Promote the sales of segmental retaining walls, pavers, and related landscape products by establishing and maintaining accounts with landscape contractors, retail centers, and home and garden centers; by consulting with engineers and architects, state and local governmental agencies, home builders, and homeowners; and by attracting new customers and servicing current customer needs. This is a full-time salaried role, and hours may fluctuate based on business needs with some Saturdays required during peak season.
ESSENTIAL DUTIES AND RESPONSIBILITIES include but are not limited to the following responsibilities. Other duties may be assigned as needed.
- Promotes a culture of safety.
- Develops customer prospect lists; pursue sales/marketing activities to obtain new customers and to increase the level of business from existing customer accounts.
- Works with prospects and established customers to price and secure orders; effectively assures orders are fulfilled on a timely basis and customer satisfaction.
- Develops appropriate product knowledge of other products offered by Company. Promotes and sells related Company products as these are introduced.
- Coordinates and conducts promotional seminars for landscape products.
- Works with contractors to ensure accounts are in good standing and assist with collection calls as needed.
- Maintains current information on the activities and products of competitors and maintains current market share/competitive products information.
- Conducts all business transactions and customer relationships in a highly ethical manner.
- Assist with inside sales of all products.
- Attend tradeshows and training events which may require an overnight stay.
QUALIFICATIONS
- Associate’s degree preferred but not required
- Knowledge of retaining wall products and related construction materials along with previous experience in sales, merchandising, advertising, or market analysis required
- Basic construction blueprint and site/landscaping layout reading skills required
- Excellent oral and written communication skills
- Self-motivated, able to work without direct supervision; adapt easily to a diverse customer base
- Requires sound decision making and good math skills
- Basic operating knowledge of computers, calculators, and audio/visual equipment. Industry specific software experience a plus!
- Engineering and construction background is considered very helpful
- Position requires travel, a valid driver’s license, and vehicle operating ability with good driving record to maintain insurability.
Physical, mental, and environmental requirements: May need to occasionally lift retaining wall block weighing up to 80 pounds each. Must be able to set up demonstrations and seminars requiring moving and lifting audio/visual equipment and arranging displays with products weighing 10 – 110 pounds. Requires good vision and visual perspective including colors and shapes. Also requires walking, standing, reaching, climbing, pushing, pulling, and grasping physical activities. Position involves some exposure to seasonal Midwest weather conditions including summer heat and winter cold when at job sites.
Who We Are:
Bandwidth, a prior “Best of EC” award winner, is a global software company that helps enterprises deliver exceptional experiences through voice, messaging, and emergency services. Reaching 65+ countries and over 90 percent of the global economy, we're the only provider offering an owned communications cloud that delivers advanced automation, AI integrations, global reach, and premium human support. Bandwidth is trusted for mission-critical communications by the Global 2000, hyperscalers, and SaaS builders!
At Bandwidth, your music matters when you are part of the BAND. We celebrate differences and encourage BANDmates to be their authentic selves. #jointheband
What We Are Looking For:
The Carrier Account Manager will drive revenue expansion by uncovering, developing, and closing new opportunities for Bandwidth’s hosted voice services to customers throughout the U.S. Service Provider ecosystem.
What You'll Do:
- Navigate effectively within customer organizations to sell Bandwidth’s hosted voice product offering.
- Build and maintain strong relationships across multiple levels of customer contacts, align Bandwidth resources with key customer decision makers.
- Develop a strong understanding of each customer’s business, market, and technical requirements to position Bandwidth’s solutions effectively.
- Achieve assigned quota for incremental revenue growth on the voice hosting product line across the Bandwidth account base.
- Analyze customer and market needs, pricing models and network operations input. Provide feedback through internal channels so course correction can be made quickly and efficiently.
What You Need:
- Education:
- Bachelor Degree, Business. Marketing/Sales, Engineering or similar.
- Experience:
- 5+ years of experience in Strategic, technical, and communications application sales.
- Existing relationships in Carrier / Service provider segment in the US.
- Proven success in client relationship management, account growth, and navigating complex customer organizations.
- Demonstrated ability to identify opportunities, influence decisions, and support customer needs.
- Knowledge:
- Working knowledge of Salesforce or similar CRM systems; proficiency with Excel and PowerPoint Customer.
- Knowledge of Hosted Voice Services and working with Service Providers / IPES Providers to enable their TDM to IP Connectivity migrations.
- Skills:
- Ability to build strong, trust based relationships across multiple levels of a customer organization.
- Strong problem-solving skills with the ability to communicate, triage customer needs and coordinate with internal experts when necessary.
- Capable of managing multiple tasks across a large account base while maintaining focus on revenue impacting activities.
- Customer centric mindset paired with a proactive, sales driven approach to growing accounts.
The Whole Person Promise:
At Bandwidth, we’re pretty proud of our corporate culture, which is rooted in our “Whole Person Promise.” We promise all employees that they can have meaningful work AND a full life, and we provide a work environment geared toward enriching your body, mind, and spirit. How do we do that? Well…
- 100% company-paid Medical, Vision, & Dental coverage for you and your family with low deductibles and low out-of-pocket expenses.
- All new hires receive four weeks of PTO.
- PTO Embargo. When you take time off (of any kind!) you’re embargoed from working. Bandmates and managers are not allowed to interrupt your PTO – not even with email.
- Additional PTO can be earned throughout the year through volunteer hours and Bandwidth challenges.
- “Mahalo moments” program grants additional time off for life’s most important moments like graduations, buying a first home, getting married, wedding anniversaries (every five years), and the birth of a grandchild.
- 90-Minute Workout Lunches and unlimited meetings with our very own nutritionist.
Are you excited about the position and its responsibilities, but not sure if you’re 100% qualified? Do you feel you can work to help us crush the mission? If you answered ‘yes’ to both of these questions, we encourage you to apply! You won’t want to miss the opportunity to be a part of the BAND.
Applicant Privacy Notice
TERRITORY SALES REPRESENTATIVE (CPG)
Springfield, Illinois (Field-Based)
Full-Time | 30–40+ Hours
1099 Independent Contractor
$52,000–$110,000+ Year 1 Potential ($25/hour + 20% Uncapped Commission)
Launch Your Career in High-Performance Sales
If you're a competitive, ambitious new grad who wants real responsibility — not a cubicle — this is your chance to build a territory like it’s your own business.
At Vivazen, we don’t believe in waiting years for promotions. From day one, you’ll run a live territory with clear goals, real customers, and uncapped earning potential. You’ll learn how to sell, negotiate, manage inventory, grow accounts, and drive revenue — skills that translate into leadership, entrepreneurship, or corporate sales careers.
If you want autonomy, accountability, and the chance to out-earn your peers early in your career, keep reading.
About Vivazen
Vivazen started with a bold idea: plant-powered performance could outperform synthetic stimulants dominating convenience stores. More than a decade later, we’ve helped define the category, selling over 700 million servings nationwide.
We operate fast. We reward performance. And we promote from results.
Our Territory Sales Representatives are entrepreneurial operators who own their markets. They open new accounts, build retailer relationships, and grow volume like founders grow startups.
What You’ll Do
This is not a “sit behind a desk” job. You’ll be in the field daily, learning by doing and building real sales experience fast.
You will:
- Open new retail accounts every week (convenience stores, smoke shops, bodegas, etc.)
- Build relationships with store owners and decision-makers
- Close deals and secure prime shelf space
- Drive reorders and keep shelves stocked
- Execute in-store marketing and promotions
- Track performance in a mobile CRM
- Manage inventory and deliveries
- Analyze your numbers and improve weekly
You’ll see direct results from your effort — in your paycheck and in your growth.
Why This Is a Great Role for a New Grad
- Real responsibility from day one – You own your territory.
- Uncapped earnings – Your performance drives your income.
- Entrepreneurial experience – Learn how to build and scale a market.
- Sales training + mentorship – Paid training to set you up for success.
- Fast advancement opportunities – Top performers move into larger territories, leadership roles, or HQ positions.
- Resume builder – Direct field sales experience in CPG is highly valued.
This role builds confidence, resilience, negotiation skills, and business acumen faster than most entry-level jobs.
What We’re Looking For
We care more about drive and grit than years of experience.
You might be a great fit if you:
- Are competitive and goal-oriented
- Want to control your income
- Enjoy meeting new people and building relationships
- Are comfortable working independently
- Want to grow into leadership or high-level sales roles
- Have reliable transportation and can work full-time in the field
- Can lift 40-lb cases and handle an active route
- Based in Houston
Bonus (not required):
- Internship or campus leadership experience
- Sales, retail, or service background
- Interest in entrepreneurship or business ownership
- Have experience serving, bartending, or in hospitality
Compensation & Growth
- $25/hour base pay
- 20% uncapped commission
- Year 1 earnings potential: $52K–$110K+
- Mileage reimbursement
- Paid training
- Clear path to bigger territories, bonuses, and long-term growth
Top performers earn more. Period.
Who Thrives Here
- Former athletes
- Competitive students
- Entrepreneurs-in-the-making
- People who would rather bet on themselves than wait for promotions
If you want a safe, predictable job, this isn’t it.
If you want upside, ownership, and growth — apply.
Sales Support Specialist
3-month Contract to Hire
Dallas, TX- Onsite
18/hour
Conversion Salary: 40,000 + Commission
Required Skills & Experience
• 1 + years of prior working experience: retail, customer service, sales, administrative.
• Strong desire for a sales heavy career
• High School Diploma
Nice to Have Skills & Experience
• Associate degree or higher.
• Automotive industry experience.
• Fluent in Spanish, verbal and written.
Job Description
This position is suited for an extremely motivated and high-energy negotiator and relationship builder. The position is demanding, and a successful candidate must adopt a true ownership mindset with current and potential clients and enjoy multitasking in a team-oriented environment. Strong communication skills are essential, both over the phone and in person. Completing all required tasks using discretion and independent judgment, accurately, timely, and with attention to detail is imperative. Unlimited earning potential!
Responsibilities:
• Generate leads and sales by identifying new potential business opportunities.
• Data entry to ensure accurate documentation of client relationships and transactions.
• Meet with team leads and Management regarding the status of individual client accounts.
• Process sales orders of clients.
Showroom Sales Consultant-Inside Sales | Woodland Hills, CA
This is an exciting opportunity for a sales professional to join an established and growing company. Leverage your customer service skills to help create long-lasting relationships and satisfied customers.
As the Showroom Sales Specialist-Inside Sales, you will leverage your customer service skills to service customers and create a long-lasting customer base. As a Showroom Consultant, you will provide remarkable end-to-end experiences for end users and develop long-lasting relationships with designers, smaller custom builders, and high-end remodelers as part of the Bath & Kitchen industry. If you are looking to apply your sales abilities in a showroom environment for a known company that provides excellent service, this is the opportunity for you.
Qualifications
- Bachelor’s degree
- 3+ years of experience in sales with demonstrated success
- Experience in home furnishings or home improvement or complex sales cycle
- Experience with higher-end products/services
- Proficient software skills in Microsoft Office Suite (excel, word, outlook, etc.)
- Excellent communication skills (verbal and written)
- Ability to engage clients in a showroom environment and provide product selections based on needs uncovered during your engagement with the client
- Strong sales abilities with the ability to create long-lasting clients
- Ability to meet and exceed sales metrics and quotas
Compensation and Benefits
- Annual Salary + Commission Structure + SPIFFs+ Full Benefits Package
- The full benefits package includes medical, dental, vision, FSA/HSA, life insurance, short-term and long-term disability, 401K, voluntary life and AD&D insurance, PTO, Holidays, team gatherings, and more.
For immediate review and consideration, contact: Injila Khan -
Interior Talent, Inc
Since its founding in 2003, Interior Talent has evolved into one of the leading talent recruitment and retention firms for the Architecture, Interior Design, Engineering, Retail, and Manufacturing industries. Our defined area of expertise and ability to continually adapt to the unique needs of our clients allow us to provide focused, individualized service.
- For all active Interior Talent job listings, please visit CONFIDENTIALITY & PROFESSIONALISM: We assist with the entire process so that looking into a new opportunity is discreet and confidential – we highly value your current position and will never do anything that would bring your future into jeopardy
- EXPERTISE: In the industry since 2003 - we are your advocate, and WE GET IT – we know making a career decision is difficult, and we’re here for you throughout the whole process
In partnership with Guthrie’s leadership team, PFS Director SBO is responsible for developing and executing the strategic vision for The Guthrie Clinic’s patient/guarantor billing and collection functions. This involves managing and coordinating the overall functions of patient/guarantor collection to ensure maximization of cash flow while maintaining patient, provider, and other customer relations. Works closely with administrative leaders, managers, clinical personnel and vendors to ensure effective and efficient self-pay pre-service, point of service and accounts receivables management. Provides direction in managing the activities and functions of analyzing self-pay accounts receivable for collection and aging trends, establishing performance metrics, develops automated and efficient workflows, identifying denial trends that lead to self-pay activity, develops and maintains departmental policies and procedures, establish departmental goals and reports to AVP, Corporate AR Management. Identifies areas of improvement and works collaboratively with appropriate parties for resolution. Directs the management of employees in patient guarantor collection. Maintains advanced knowledge of healthcare and automation of self-pay and bad debt A/R and strives to ensure compliance with federal and/or state laws and regulations.
Experience
10 years prior experience in healthcare, insurance or businesses with responsibility and management of billing and patient collection. Knowledge of federal and state debt collection laws and patient billing regulations. Preferred Certifications:
- Certified Revenue Cycle Professional (CRCP) or Certified Healthcare Financial Professional (CHFP)
- Certification in Healthcare Compliance (CHC) or equivalent is a plus
Skills
Excellent working knowledge in the area of health care revenue cycle billing, strong medical terminology, collection, negotiation and insurance regulations required.
Advanced customer service, written, verbal, organizational and time management skills are a must.
Proficiency in revenue cycle platforms (i.e., EPIC, Cerner, Medent) Microsoft Office products including Excel, PowerPoint, and Microsoft Word.
Proven ability to train and coach staff and build and lead strong teams to meet performance goals and for project management.
Extensive working experience in managing and directing the work of others along with proven planning and problem-solving skills to perform analysis and reports are required.
Ability to make quality, independent decisions as well as collaborate effectively with other leaders.
Education
Bachelor’s degree is required. This requirement may be satisfied through an equivalent combination of education and 10 years prior experience in healthcare, insurance or retail businesses with responsibility and management of billing and patient collection.
Essential Functions
- Plans and manages accurate patient billing and efficient account collection, which includes developing automated and efficient workflows. Works directly with patient access leaders to establish a pre and point of service collection strategy. Actively engages leaders or areas who are under performing in point of service collection. In addition, develops action plans or assists in identifying areas where gaps exist that cause insurance denials, or patients to be listed as self-pay incorrectly.
- Seeks automated solutions for manual workflows to drive efficiency. Develops project plans that ensure timely statement release. Establishes and implements a system or process for the collection of delinquent accounts including bad debt transfer to external collection agency, financial assistance programs, and/or appropriate internal collection follow-up.
- Oversees, coordinates, and solves complex billing problems. Coordinates with operational and Corporate Revenue Cycle management to ensure organizational problems are resolved.
- Establishes and updates reports, departmental goals, initiatives, and performance metrics to AVP, Patient Access.
- Assigns projects in order to support troubleshooting and resolving Undistributed credit issues for self-pay. Coordinate refund and escheatment process.
- Responsible for the development and creation of policies and procedures including protocols for rejection follow-up.
- Maintains controls for invoice adjustments.
- Maintains system or process to respond to Automated Call Distribution (ACD) – patient inquiries in a manner that promotes excellence in customer service. Uses call patterns to detect training opportunities, as well as problem areas that may require training with other departments.
- Maintains knowledge of and complies with established policies and procedures including government, insurance, and collection regulations.
- Attends meetings and participates in committees as requested. Conducts special projects and studies as directed.
- Manages within established budget including annual planning.
- Coaches, develops, and builds teamwork with employees. Strives for a tier 1 team and makes the workplace productive as well as ensures transparent and open communication exists up and down the employee/peer spectrum. This includes clear demonstration of Guthrie’s Mission & Values.
- Actively participates as a team member by supporting decisions, accepting change, managing conflict effectively, and valuing the contributions of others.
- Maintains strict confidentiality related to patient health information in accordance with HIPAA compliance.
- Participates in professional development efforts to ensure current with health care practices and trends.
- Serves as a role model and keeps department focused on processes that result in maximum efficiencies and revenue capture.
- Key Performance Metrics include: - Pre-Service Collection Rate
- Undistributed Credit Days
- Self-Pay Days
- Self-Pay Net Collection Ratio
- Self-Pay 90+%
- Bad Debt %
- Self-Pay Payments Auto Posted %
- Payment Plans Using Auto Pay %
- Self-Pay Credits Auto Resolved %
Required Knowledge, Skills and Abilities
- The director must have a clear understanding of multiple managed care contracts, multiple specialty insurance and billing practices, and exercise professional competency in reviewing patient accounts to maximize reimbursement and minimize financial risk to The Guthrie Clinic. Successful oversight will result in increased net revenues by reducing bad debt from potential write-offs. Interactions will primarily be conducted with both patients, staff, leaders, vendors and the results of efforts will lead to secure payment for open balances. Serves as a resource to faculty, managers, and clinic staff in all patient payment related issues.
- Accountable and responsible for analyzing and reducing bad debt.
- Exceptional communication skills, ability to explain, advocate, and express facts and ideas in a convincing manner, and negotiate with individuals and groups internally and externally.
- Emotional intelligent and tactful in all situations.
- Superior presentation skills, able to present in a clear and articulate fashion in front of a variety of constituents.
- Committed to a "team approach" and encourages a collaboration process, working effectively with a diverse or multi-disciplinary group to achieve a common goal.
- Demonstrated knowledge and understanding of Epic, and Governmental/non-government requirements applicable to patient billing processes.
- Demonstrated project management skills including managing multiple projects in a timely and efficient manner. Demonstrated abilities in utilizing Lean/project management protocols for efficient workflows.
- Demonstrated analytical, problem-solving abilities, strong organization and decision-making abilities with data, people and situations.
- Demonstrated familiarity, knowledge and understanding of relevant Hospital Policies, Practices and HIPAA regulations.
- Demonstrated skills and proficiencies of Microsoft Excel, Word, Project or other spreadsheet and/or word processing software.
- Work independently with strong follow-up skills to ensure effective and efficient completion of tasks.
- Adapts to change plan/influence strategies to the organization's political realities and constraints.
- Outstanding relationship management skills, easily build strong and effective working relationships within a climate of trust, inspires cooperation and confidence and is a true consensus builder.
Other Duties
1. Travel for this position is sometimes required.
2. Participation in community and employee engagement activities is required.
3. It is understood that this description is not intended to be all-inclusive and that other duties may be assigned as necessary in the performance of this position.
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