Collection Specialist

Clipboard Health

Clipboard Health

Accounting & Finance
South America · Remote
Posted on Tuesday, April 9, 2024

Why Clipboard Health Exists:

We exist to lift as many people up the socioeconomic ladder as possible. We dramatically improve lives, by letting healthcare professionals turn extra time and ambition into career growth and financial opportunity. We achieve this with our app-based marketplace that connects healthcare facilities and healthcare professionals, allowing healthcare professionals to book on-demand shifts and healthcare facilities to access on-demand talent. Our mission is to enable healthcare professionals to work when and where they want, and to enable healthcare facilities to meet their talent needs.

About Clipboard Health:

Clipboard Health is a post-Series C, extremely fast-growing tech startup with classic two-sided network effects, revolutionizing the market for healthcare talent. We are a diverse and inclusive company with a global, remote team. We have been named one of YC’s Top Companies for two years running, and have grown 25x across all key metrics in the last 18 months. There has never been a more exciting time to join our growing team and help us serve even more healthcare professionals and healthcare facilities, who can then better serve patients. To learn more about the culture at Clipboard Health, take a look at our culture hub here.

Note: This role is for South America-based candidates only (we do not provide visa sponsorships)

About the Role:

The Collections team under Billing Operations is responsible to collect payments from the Healthcare Facilities. A Collection Specialist is responsible for ensuring that the assigned facilities pay their invoices quickly and in time. Cash is the lifeline of any company. This is a very critical role to ensure that the cash flows for the company are smooth. The Collection Specialist will reach out to the facilities through phone and email to get a commitment of payment (Promise to Pay) and ensuring that the facilities honor these commitments. The Specialist will work with the facilities and the respective internal teams to ensure any roadblocks in collecting the payments are removed. The role would require a cross-functional collaboration with Billing Disputes, Sales, Facility Onboarding, Customer Support to achieve the desired goals.


  • Monitor accounts to identify outstanding debts
  • Review previous data for each debt or bill
  • Contact AP’s/Admins via call or email to ask about their overdue payments / upcoming dues
  • Identify the root cause of non-payment
  • Resolve billing concerns
  • Report on collections update and accounts receivable status
  • Communicating with the sales department to maintain accurate and updated information on client contract
  • Maintained logs of calls and record any payment updates from the customer.
  • Billing reps will be assigned new facilities to start contacting, doing courtesy, and payment reminder calls and emails.
  • The billing reps are expected to apply and deliver what was taught in the training
  • Billing reps will identify their critical accounts and will be expected to endorse them to their managers
  • Build relationships with the Facilities (Properly set expectations about our billing policy, explain NET & Dispute Terms, etc.)
  • Billing reps to introduce themselves to the facilities and give their contact details
  • Build good relationships cross-functionally and billing team members
  • Review the current standing of their assigned accounts
    • Identify good payers to bad payers
    • Help their HCF resolve their concerns on their bills and report to managers for further consultation
    • Keep track of facilities do not need to call because they are good payers
    • Temp check from time to time to identify if their HCF needs any assistance with their bills
  • Build out SMART plans for the delinquent accounts.
  • Aim to have a 95% collection rate on a quarterly basis

Requirements and Skills:

  • Good listening skills
  • Communication skills (Verbal and written)
  • Negotiating skills
  • Patience and stress management
  • Problem-solving skills and Critical thinking skills
  • Quick adaptability to changes
  • Knowledge of Microsoft Office Software
  • Knowledge of using Google cloud-based software
  • Proven experience using Customer Service tools (Ticketing software, Email platforms, chat & phone software, etc.)