• Serve as the vital bridge between the Integrations and Operations (Accounting) teams. • Take ownership of specific tasks related to the onboarding of new practices. • Oversee diligence documentation, Smartsheet checklists, and the organization of databases. • Collaborate with vendors and suppliers to transfer and uphold account details. • Conduct Google Drive training sessions for Practices and manage resource access. • Schedule and partake in essential meetings, including end-of-day reviews and integration calls. • Prepare and refine presentation decks, while tracking integration progress. • Manage provider codes, billing accounts, credit card terminals, and bank access. • Ensure PCI compliance and meticulously record minutes during key meetings.
Duties and Responsibilities
• Strong verbal and written communication skills, comfortable engaging with all levels of the organization. • Exceptional organizational prowess and an eye for detail. • Ability to manage time effectively and adhere to deadlines. • Proficiency in Microsoft Office, Smartsheet, Google Drive, and a quick learner of new software. • A proactive, go-getter attitude with the ability to take initiative.
Qualifications and Experience
• Bachelor’s degree in Business Administration or a related field is preferred. • Project management or relevant experience is essential.
