Strata Fees Explained Jobs in Usa

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• "The Patient Services Representative I (PSR I) represents the face of the company to patients who come in, both as part of their health routine or for insights into life-defining health decisions.
  
• The PSR I draws quality blood samples from patients and prepares those specimens for lab testing while following established practices and procedures.
  
• The PSR I has direct contact with patients and creates an atmosphere of trust and confidence while explaining procedures to patients and drawing blood specimens in a skillful, safe and accurate manner.
  
• The PSR I will demonstrate Leadership Behaviors while focusing on process excellence skills and sensitivity to confidentiality and accuracy to patient information.
  
• Successful applicants may be assigned to work in a doctor's office, a patient service center or as business needs dictate.
  

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• Under the direction of the area supervisor, perform daily activities accurately and on time.
  
• Maintain a safe and professional environment.
  
• Performs with confidence, both the forensic and clinical specimen collection and processing duties following established practices and procedures. Maintains required records and documentation.
  
• ?Demonstrates organizational commitment and promotes a positive image to patients, clients, employees and the public in general.
  

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• Ability to provide quality, error free work in a fast-paced environment. Ability to work independently with minimal on-site supervision.
  
• Excellent phlebotomy skills to include pediatric and geriatric.
  
• Flexible and available based on staffing needs, which includes weekends, holidays, on-call and overtime. Committed to all policies and procedures including company dress code, Employee Health & Safety, and Everyday Excellence Guiding Principles.
  
• Must have reliable transportation. Must demonstrate superior customer focus; ability to communicate openly and transparently with peers, supervisors and patients; ability to accelerate and embrace change; and knowledge of our business.
  
• Training locations may vary based on trainer availability- up to 3 hours away.
  

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• High school diploma or equivalent.
  
• Medical training: medical assistant or paramedic training preferred.
  
• Phlebotomy certification preferred (Required in California, Nevada, and Washington).
  

Are you someone who loves connecting with people, thrives in a beautiful environment, and has a passion for aesthetics? We are looking for a part time front desk associate to join the team at Fechner Plastic Surgery in Worcester. Dr. Frank Fechner is a leading specialist in facial plastic surgery and has garnered a stellar reputation in his field.

Duties/Responsibilities:

We are looking for an experienced, high-energy, patient focused individual that provides a truly unique and exceptional patient experience. As the first person our patients interact with either on the phone or in person, your energy and presence will be warm and welcoming. This person must have experience in high-end customer/patient service, possess strong communication skills, thrive when handling multiple tasks, and be willing to learn. Our office operates in a service oriented atmosphere where the entire team is dedicated to working together in the common goal of patient satisfaction. To excel in this role you will be attentive, patient, have emotional intelligence, attention to detail, and look at every interaction with the team and patients as an opportunity to make someone's day a little bit better.

Responsibilities:

• Receive incoming phone calls and triage calls to the appropriate team members.
• Scheduling existing patient appointments.
• Become an expert in our practice software for incoming communications and scheduling appointments.
• Greet patients for their in-person appointments, check-in/check-out.
• Complete super-bills for non-surgical services rendered, explain fees and take payments for service as well as assist in end-of-day payment reconciliations.
• Schedule follow-up appointments and provide reminders through email, text, or call.
• Ensure our waiting room is tidy, welcoming and comfortable for our patients.
• Provide and explain any special instructions to patients upon leaving their appointments.
• Assist in general office duties and other duties as required.

Required:

• High school diploma or GED at minimum; college degree encouraged
• Excellent communication skills
• Exceptional customer service skills
• Some office and/or retail experience

Preferred:

• Clinical knowledge of aesthetic and/or medical terminology
• Basic computer systems such as Microsoft and Google suites, as well as software programs for scheduling and organizing documents

• Upsell and Expand: Identify and act on opportunities to grow platform usage and adoption within each account (e.g., new advisor teams, new features, deeper integrations).
• Drive Adoption: Lead advisor engagement post-sale by training teams, driving daily usage, and embedding Vise into the firm's operating rhythm. Success means AUM managed on Vise grows consistently.
• Own Relationships: Be the primary point of contact for named enterprise accounts-building trust, anticipating needs, and making sure advisors and home office stakeholders are set up for long-term success.
• Be the Client Voice: Capture advisor feedback and surface insights internally to influence product development, roadmap priorities, and client experience improvements.
• Orchestrate Onboarding: Partner with implementation, product, and service teams to seamlessly onboard new firms and teams-ensuring a smooth transition and successful launch.
• Collaborate Cross-Functionally: Liaise with sales, investments, product, and marketing to align efforts and execute on account growth strategies.
• Support Strategic Projects: Join demos, prep executive updates, and help shape the enterprise success playbook as we scale.

• 3+ years of experience in account management, relationship management, or client success in a B2B SaaS, fintech, or wealth management environment
• Experience working with or selling to financial advisors, broker-dealers, or enterprise RIAs
• Knowledge of investment products and strategies commonly used by financial advisors
• Proven track record of driving adoption, increasing product usage, and growing client relationships
• A sales-forward, consultative mindset with the ability to identify upsell opportunities and close them in partnership with sales
• Comfort managing enterprise clients with complex organizational structures and high expectations
• Strong communication and relationship-building skills-both with advisors and internal stakeholders
• Highly organized and proactive, with the ability to juggle multiple priorities and keep momentum across accounts
• Strong understanding of investment platforms, TAMPs, custodians (e.g., Schwab, Fidelity, Pershing), and the advisor tech stack is a plus
• Experience with Salesforce and comfort analyzing account data to inform strategy

• Opportunity to make a significant impact at a hyper-growth fintech start-up
• Competitive salary and equity
• Unlimited PTO and great benefits, including $1 medical insurance
• 401k plan with generous matching and self-directed brokerage account option
• Access to investment management and free financial advice from one of our partner RIA firms
• Paid lunches at our NYC office
• Career growth and development opportunities