CRM Integration Specialist jobs in San Jose, CA

CRM Integration Specialist is responsible for Customer Relationship Management (CRM) system integration. Ensures all functions of CRM system effectively work with all other applications and operating systems. Being a CRM Integration Specialist requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. The CRM Integration Specialist supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a CRM Integration Specialist typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)

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Customer account specialist
  • DivIHN Integration Inc
  • Livermore, CA FULL_TIME
  • DivIHN (pronounced divine ) is a CMMI ML3-certified Technology and Talent solutions firm. Driven by a unique Purpose, Culture, and Value Delivery Model, we enable meaningful connections between talented professionals and forward-thinking organizations.

    Since our formation in 2002, organizations across commercial and public sectors have been trusting us to help build their teams with exceptional temporary and permanent talent.

    Visit us at

    https : / / divihn.com / find-a-job /

    to learn more and view our open positions.

    Please apply or call one of us to learn more

    For further inquiries regarding the following opportunity, please contact one of our Talent Specialists

    Sivanesan at

    224 369 0756

    Title : Customer Accounts Specialist

    Location : Livermore, CA

    Duration : 12 Months Description

    The position of Customer Accounts Specialist is within our Revenue Cycle Management located in Livermore, California.

    In this role, you will be responsible for handling inbound calls regarding questions on billing statements, and the follow-up of outstanding patient balances.

    Working knowledge of billing, insurance and interpreting EOB's is mandatory.

    The representative will be tasked to resolve unpaid accounts in a timely and efficient manner while maintaining quality and production standards set for the position.

    Medical Billing Insurance Collector / Customer Service. Responsibilities :

    This position is responsible for, but not limited to, the following :

    Assures that all phases of processing client information are in compliance with HIPAA, PHI regulatory and related policies and practices;

    reports any Compliance issues to the Director of Operations.

    Coordinates the insurance verification process and makes sure that the client understands their co-pay responsibility.

    Responsible to follow-up as necessary to facilitate the collection of co-pays.

    • When applicable may gather credit card or other payment processing information from client and enters into system to process payment for account.
    • Manages the entry of client information into computer system in a timely manner and contact of referral source, customer and / or client to obtain missing information needed to set up client for service.

    Ensures that the data is accurate and complete.

    Confirms all sales orders in the system and ensures that all required information (e.g. proof of delivery, signed prescription, signed acknowledgement form, etc.

    is on file before submitting claim for payment.

    • Follows up on all missing sales orders and reconciles billing questions on a regular basis until payment status is complete.
    • Responsible for the timely submission of claims (electronic and paper as needed) to payers; Corrects and resubmits front-end and back-end rejected claims.
    • Ensures that all cash is posted to the correct account in a timely manner.
    • Responsible for the timely follow-up and collection of payments due to the organization. This is accomplished by generating invoices and / or following up with clients and / or payers.
    • Uses available resources to maintain current regulatory guidelines and reimbursement information to insure that the company is obtaining all appropriate information as required for billing and reimbursement.
    • Performs other duties / projects as assigned by management including customer service support : processing, resolving and logging customer inquiries.
    • Communicate with up to 50 patients each day through phone calls and emails in a professional and courteous manner.
    • Handle a variety of inquiry categories including questions about patient statements, billing, and general questions.
    • Helps reconcile patient accounts to ensure correctness of patient statements. Has a working knowledge of Medicaid and Medicare programs and commercial insurances
    • Ability to interpret Explanations of Benefits or Remittance Advice (EOB or RA).
    • Able to explain a billing statement and methodology.
    • Maintains accurate and complete records concerning collection activity on all accounts according to company procedures.
    • Process requests quickly, accurately, and consistently with general supervision
    • Submit adjustment / refund requests if needed.
    • Keeps management informed of areas of concern and problems identified.
    • Assists in monthly closing by assuring all appropriate information is entered into the system.
    • Process credit card payments.
    • Monitors hardship applications. BASIC QUALIFICATIONS EDUCATION :

    High school graduate or equivalent required

    Strong verbal and written communication skills

    Knowledge of Revenue Cycle Customer Billing

    Excellent oral and written communication skills preferred

    Strong time management skills and ability to manage individual assignments

    Ability to work in a team environment

    Strong attention to detail

    Requires the ability to work with and maintain confidential information PREFERRED QUALIFICATIONS :

    Secondary education or Medical Certification

    Experience in the healthcare industry preferred

    Knowledge of customer relationship management (CRM) tools and related analytics desired COMPETENCIES :

    Experience with Microsoft Office - Word, Excel, PowerPoint required

    Familiarity with performance metrics and ability to meet identified targets required

    Strong customer service skills and professional demeanor required

    • Working knowledge of HIPAA and the Affordable Care Act;
    • Must have an aptitude for problem solving and staff coaching / training;
    • Must be able to communicate both written and orally in a business professional manner;

    Must possess the ability to effectively present information in one-on-one and small group situations to customers and other employees

    Must possess the ability to work in an environment of multiple concurrent tasks and constant interruptions

    Analytical skills are required

    About us : DivIHN , the 'IT Asset Performance Services' organization, provides Professional Consulting, Custom Projects, and Professional Resource Augmentation services to clients in the Mid-West and beyond.

    The strategic characteristics of the organization are Standardization, Specialization, and Collaboration.

    DivIHN is an equal opportunity employer. DivIHN does not and shall not discriminate against any employee or qualified applicant on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status.

    Last updated : 2024-03-22

  • 4 Days Ago

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Microsoft crm
  • CriticalRiver Inc.
  • San Jose, CA FULL_TIME
  • Hope you doing good !!! Please find the below job description and let me know if you would be interested. Job Title : Microsoft Dynamics CRM (Sales and Services) Location : San Jose, CA (Remote) Durat...
  • 6 Days Ago

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Manual tester or Codec tester
  • Systems Integration Solutions, Inc.
  • Sunnyvale, CA OTHER
  • Job DescriptionRole:Manual Tester or Codec TesterLoc:Cuperrtino(Onsite 5 days a week)Terms:12 mos W2/C2C resumes to viyer @sisinc.com Our direct client is looking for a Manual Tester or Codec Tester t...
  • 22 Days Ago

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Fire Alarm Install Technician
  • Performance Systems Integration LLC
  • Mountain View, CA FULL_TIME
  • Job Description Job Description We are looking for a Fire Alarm Install Technician to join our team! The Fire Alarm Install Technician will be responsible for the installation, programming, wiring, an...
  • 24 Days Ago

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Fire Sprinkler Service & Install Fitter Technician
  • Performance Systems Integration LLC
  • Mountain View, CA FULL_TIME
  • We are looking for a Fire Sprinkler Service and Install Fitter Technician to join our team! The Fire Sprinkler Service& Install Fitter Technician responsible for the inspection, service and repair of ...
  • 4 Days Ago

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Fire Alarm Install Technician
  • PERFORMANCE SYSTEMS INTEGRATION LLC
  • Mountain View, CA FULL_TIME
  • We are looking for a Fire Alarm Install Technician to join our team! The Fire Alarm Install Technician will be responsible for the installation, programming, wiring, and testing of fire alarm systems ...
  • 4 Days Ago

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0 CRM Integration Specialist jobs found in San Jose, CA area

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Librarian and Technology Integration Specialist
  • CalWest Educators Placement
  • Belmont, CA
  • Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of ...
  • 3/28/2024 12:00:00 AM

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Data Integration Consultant
  • AIMQ DEVELOPMENT LLC
  • San Jose, CA
  • For Managing Downstream Reporting boy other Databases that consume data from HANA (today)/S4HANA (with the new release) ...
  • 3/27/2024 12:00:00 AM

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Remote - Workday Integration Manager
  • Armanino LLP
  • San Ramon, CA
  • At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in ...
  • 3/26/2024 12:00:00 AM

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Librarian and Technology Integration Specialist
  • CalWest Educators Placement
  • Belmont, CA
  • Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of ...
  • 3/25/2024 12:00:00 AM

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Software Engineering Manager
  • NetApp
  • San Jose, CA
  • About NetApp Were forward-thinking technology people with heart. We make our own rules, drive our own opportunities, and...
  • 3/25/2024 12:00:00 AM

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Distinguished Engineer, Software and Systems
  • NetApp
  • San Jose, CA
  • About NetApp Were forward-thinking technology people with heart. We make our own rules, drive our own opportunities, and...
  • 3/25/2024 12:00:00 AM

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Inside Sales Representative
  • LT Security Inc.
  • Newark, CA
  • Job Description Job Description POSITION OVERVIEW Inside Sales Rep is responsible for continued growth and development o...
  • 3/24/2024 12:00:00 AM

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Warehouse/Integration Specialist (Temp to Hire)
  • Groupwaretech
  • Campbell, CA
  • **Benefits** * Comprehensive medical, dental and vision plans for you and your dependents * 401(k) Retirement Plan, 529 ...
  • 3/24/2024 12:00:00 AM

San Jose is located at 37°20′07″N 121°53′31″W / 37.335278°N 121.891944°W / 37.335278; -121.891944. According to the United States Census Bureau, the city has a total area of 180.0 sq mi (466 km2), of which 3.4 sq mi (8.8 km2) (1.91%) is water, making it the fourth-largest California city by land area (after Los Angeles, San Diego and California City). San Jose lies between the San Andreas Fault, the source of the 1989 Loma Prieta earthquake, and the Calaveras Fault. San Jose is shaken by moderate earthquakes on average one or two times a year. These quakes originate just east of the city on...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for CRM Integration Specialist jobs
$171,329 to $231,106
San Jose, California area prices
were up 2.9% from a year ago

CRM Integration Specialist in Portland, OR
Professional experience with configuration, integration, and evolution of marketing technologies within B2B professional services environment/ad agency or manufacturer is essential.
December 22, 2019
CRM Integration Specialist in New Suffolk, NY
Top 12 Stress Based Interview Questions As CRM Integration Specialist.
December 09, 2019
CRM Integration Specialist in Newark, NJ
This person will also be tasked with monitoring the integration between marketing automation CRM technology across the organization for day-to-day operations, issue resolution, and overall systems management.Responsibilities Champion integrations, and coordination of marketing automation and CRM platforms.
December 07, 2019