Sales Operations Specialist
Portland, OR · On-site +1
Execute the onboarding intake and activation process for new customers and partners using ... We will also consider remote candidates based in PST time zone.
Portland, OR · On-site +1
Execute the onboarding intake and activation process for new customers and partners using ... We will also consider remote candidates based in PST time zone.
Portland, OR · On-site +1
Execute the onboarding intake and activation process for new customers and partners using ... We will also consider remote candidates based in PST time zone.
Portland, OR · On-site +1
$98 - $102/hr
Hybrid / Fully Remote Primary Focus: Riskonnect Implementation Support * The majority of this role ... Claims intake, tracking, and lifecycle workflows * User roles, permissions, and basic reporting
Quick apply
Portland, OR · On-site +1
$98 - $102/hr
Hybrid / Fully Remote Primary Focus: Riskonnect Implementation Support * The majority of this role ... Claims intake, tracking, and lifecycle workflows * User roles, permissions, and basic reporting
Vancouver, WA · Remote
$325K - $375K/yr
Minimal administrative burden in a fully remote, outpatient model What your day-to-day practice ... Full operational support, including scheduling, billing, intake coordination, and licensing ...
Quick apply
Vancouver, WA · Remote
$325K - $375K/yr
Minimal administrative burden in a fully remote, outpatient model What your day-to-day practice ... Full operational support, including scheduling, billing, intake coordination, and licensing ...
Vancouver, WA · Remote
$325K - $375K/yr
Minimal administrative burden in a fully remote, outpatient model What your day-to-day practice ... Full operational support, including scheduling, billing, intake coordination, and licensing ...
Quick apply
Vancouver, WA · Remote
$325K - $375K/yr
Minimal administrative burden in a fully remote, outpatient model What your day-to-day practice ... Full operational support, including scheduling, billing, intake coordination, and licensing ...
Hillsboro, OR · Remote
$325K - $375K/yr
Minimal administrative burden in a fully remote, outpatient model What your day-to-day practice ... Full operational support, including scheduling, billing, intake coordination, and licensing ...
Quick apply
Hillsboro, OR · Remote
$325K - $375K/yr
Minimal administrative burden in a fully remote, outpatient model What your day-to-day practice ... Full operational support, including scheduling, billing, intake coordination, and licensing ...
Portland, OR · Remote
$325K - $375K/yr
Minimal administrative burden in a fully remote, outpatient model What your day-to-day practice ... Full operational support, including scheduling, billing, intake coordination, and licensing ...
Quick apply
Portland, OR · Remote
$325K - $375K/yr
Minimal administrative burden in a fully remote, outpatient model What your day-to-day practice ... Full operational support, including scheduling, billing, intake coordination, and licensing ...
Portland, OR · Remote
$325K - $375K/yr
Minimal administrative burden in a fully remote, outpatient model What your day-to-day practice ... Full operational support, including scheduling, billing, intake coordination, and licensing ...
Quick apply
Portland, OR · Remote
$325K - $375K/yr
Minimal administrative burden in a fully remote, outpatient model What your day-to-day practice ... Full operational support, including scheduling, billing, intake coordination, and licensing ...
Hillsboro, OR · Remote
$325K - $375K/yr
Minimal administrative burden in a fully remote, outpatient model What your day-to-day practice ... Full operational support, including scheduling, billing, intake coordination, and licensing ...
Quick apply
Hillsboro, OR · Remote
$325K - $375K/yr
Minimal administrative burden in a fully remote, outpatient model What your day-to-day practice ... Full operational support, including scheduling, billing, intake coordination, and licensing ...
Portland, OR · On-site +1
$75K - $120K/yr
Intake evaluations * Ongoing treatment * Attend weekly treatment team meetings * Timely completion ... In office, remote, or hybrid options available * 4 weeks PTO, + 1 additional week PTO after 5 years ...
Portland, OR · On-site +1
$75K - $120K/yr
Intake evaluations * Ongoing treatment * Attend weekly treatment team meetings * Timely completion ... In office, remote, or hybrid options available * 4 weeks PTO, + 1 additional week PTO after 5 years ...
Portland, OR · On-site +1
$100K - $120K/yr
Serve as a resource for attorneys and staff regarding conflicts and intake software questions ... Hybrid and remote-friendly arrangements available. * Professional Environment: Collaborative ...
Quick apply
Portland, OR · On-site +1
$100K - $120K/yr
Serve as a resource for attorneys and staff regarding conflicts and intake software questions ... Hybrid and remote-friendly arrangements available. * Professional Environment: Collaborative ...
Portland, OR · On-site +1
$90K - $150K/yr
... intake screening, scheduling, front desk, billing, collections, credentialing, and marketing. We ... In office, remote, or hybrid options available * 4 weeks PTO, + 1 additional week PTO after 5 years ...
Portland, OR · On-site +1
$90K - $150K/yr
... intake screening, scheduling, front desk, billing, collections, credentialing, and marketing. We ... In office, remote, or hybrid options available * 4 weeks PTO, + 1 additional week PTO after 5 years ...
Forest Grove, OR · On-site +1
$34 - $37/hr
Hybrid - 3 days on-site/2 remote after 30-day training period Pay Rate: $34-$37/hr. Employment Type ... Manage contracts throughout the lifecycle, including intake, tracking, revisions, approvals, and ...
Quick apply
Forest Grove, OR · On-site +1
$34 - $37/hr
Hybrid - 3 days on-site/2 remote after 30-day training period Pay Rate: $34-$37/hr. Employment Type ... Manage contracts throughout the lifecycle, including intake, tracking, revisions, approvals, and ...
Forest Grove, OR · On-site +1
$34 - $37/hr
Hybrid - 3 days on-site/2 remote after 30-day training period Pay Rate: $34-$37/hr. Employment Type ... Manage contracts throughout the lifecycle, including intake, tracking, revisions, approvals, and ...
Quick apply
Forest Grove, OR · On-site +1
$34 - $37/hr
Hybrid - 3 days on-site/2 remote after 30-day training period Pay Rate: $34-$37/hr. Employment Type ... Manage contracts throughout the lifecycle, including intake, tracking, revisions, approvals, and ...
Assess current content workflows (intake through launch),identifyfriction points, and propose ... REMOTE Our benefits meet you where you are. We're here to help our employees navigate the ...
Assess current content workflows (intake through launch),identifyfriction points, and propose ... REMOTE Our benefits meet you where you are. We're here to help our employees navigate the ...
Portland, OR · On-site +1
$55K - $65K/yr
This position is fully remote. Why Join Us? * Innovative Work Environment: Become part of a forward ... Scheduling telephone, video, and inperson interviews and intake meetings across multiple time zones ...
Portland, OR · On-site +1
$55K - $65K/yr
This position is fully remote. Why Join Us? * Innovative Work Environment: Become part of a forward ... Scheduling telephone, video, and inperson interviews and intake meetings across multiple time zones ...
Beaverton, OR · Remote
$70K - $75K/yr
Obtain, examine and prepare client data for Intake * Assist in troubleshooting and resolving any ... Must be authorized to work in the United States for any employer. #LI-MM2 #LI-Remote Your specific ...
Beaverton, OR · Remote
$70K - $75K/yr
Obtain, examine and prepare client data for Intake * Assist in troubleshooting and resolving any ... Must be authorized to work in the United States for any employer. #LI-MM2 #LI-Remote Your specific ...
Portland, OR · On-site +1
$49K - $65K/yr
This position offers the flexibility to be fully remote while working within reasonable commuting ... Act as a point of contact for the matter team and responsible attorneys to intake new requests from ...
Portland, OR · On-site +1
$49K - $65K/yr
This position offers the flexibility to be fully remote while working within reasonable commuting ... Act as a point of contact for the matter team and responsible attorneys to intake new requests from ...
Beaverton, OR · On-site +1
$70K - $75K/yr
Obtain, examine and prepare client data for Intake * Assist in troubleshooting and resolving any ... Must be authorized to work in the United States for any employer. #LI-MM2 #LI-Remote Your specific ...
Beaverton, OR · On-site +1
$70K - $75K/yr
Obtain, examine and prepare client data for Intake * Assist in troubleshooting and resolving any ... Must be authorized to work in the United States for any employer. #LI-MM2 #LI-Remote Your specific ...
Portland, OR · Remote
$220K - $250K/yr
... intake, referrals, forms, document processing, and payments -- natively integrated with leading EHR ... Unlimited PTO, commuter benefits, and reimbursement for at-home remote work setup * Health and ...
Quick apply
Portland, OR · Remote
$220K - $250K/yr
... intake, referrals, forms, document processing, and payments -- natively integrated with leading EHR ... Unlimited PTO, commuter benefits, and reimbursement for at-home remote work setup * Health and ...
Portland, OR · On-site +1
... lane cues, intake questions); equip staff with tools that convert interest into consistent use ... remote work environment. • Sit for extended periods, engage in video or phone meetings, and use ...
Portland, OR · On-site +1
... lane cues, intake questions); equip staff with tools that convert interest into consistent use ... remote work environment. • Sit for extended periods, engage in video or phone meetings, and use ...
$32.3K - $37.2K
3% of jobs
$38.7K is the 25th percentile. Wages below this are outliers.
$37.2K - $42.2K
76% of jobs
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9% of jobs
$47.2K - $52.1K
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$52.1K - $57.1K
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4% of jobs
$62K - $67K
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1% of jobs
$72K - $76.9K
0% of jobs
$76.9K - $81.9K
0% of jobs
$81.9K - $86.9K
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$32.3K
$46.2K
$86.9K
Remote Intake specialists are primarily responsible for conducting initial client or patient assessments over the phone or through virtual platforms, collecting essential information, and documenting details accurately in digital systems. Their day often involves managing electronic forms, scheduling appointments, verifying insurance or eligibility details, and triaging inquiries to the appropriate team members. Successful specialists excel at multitasking, maintaining professionalism in virtual communications, and ensuring confidentiality with sensitive information. This role requires collaborating closely with various departments, such as clinical, administrative, or customer service teams, to ensure a seamless onboarding process for new clients or patients.
To thrive as a Remote Intake specialist, you need strong organizational skills, attention to detail, and experience in customer service or administrative roles, often supported by relevant education such as a high school diploma or higher. Familiarity with CRM systems, online scheduling tools, and secure data entry platforms is typically required, and experience with HIPAA compliance may be preferred in healthcare environments. Exceptional verbal and written communication skills, empathy, and the ability to handle sensitive information discreetly are crucial soft skills. These skills ensure accurate and efficient collection of client information, seamless remote interactions, and contribute to a positive first impression for the organization.
A Remote Intake job involves gathering and processing initial information from clients, patients, or customers for a company or organization, typically in industries like healthcare, legal services, or customer support. Responsibilities often include conducting interviews, verifying documents, and entering data into systems, all done remotely. Strong communication, attention to detail, and organizational skills are essential.

Other
Medical, PTO
Posted 2 days ago
The Sales Operations Specialist supports day-to-day billing, customer onboarding, and sales systems administration at Network Optix. Working across Sales, Finance, Accounting, and Legal, the Specialist executes established workflows for invoicing, accounts receivable, customer activation, renewals, and account adjustments, while maintaining accurate records across core business systems and escalating discrepancies or at-risk items to senior team members.
What you'll be doing
Billing & Revenue Operations
Generate, review, and distribute customer invoices accurately and on schedule, ensuring all billing details (quantities, pricing, terms) are correct before sending.
Monitor accounts receivable and follow up on outstanding invoices using established templates and processes, escalating payment disputes or aging issues to senior team members for resolution.
Collaborate with the Accounting team on credits and customer account adjustments, ensuring proper documentation and approvals are in place.
Maintain accurate product pricing data in billing systems, flagging discrepancies between sales, finance, and billing records to the appropriate stakeholders.
Assisting with billing-related close tasks and reconciling and distribution of reporting.
Gather and organize customer documentation to support credit evaluations, preparing files for review and approval by Finance.
Customer Onboarding & Contract Management
Execute the onboarding intake and activation process for new customers and partners using established workflows
Coordinate handoffs between Sales, Finance, Legal, and other stakeholders
Track upcoming customer renewals and provide administrative support during the renewal process, flagging at-risk or overdue renewals to the appropriate owner.
Maintain organized records of executed contracts, onboarding checklists, and approvals to support internal policy compliance and audit readiness.
System Administration & Sales Operations Support
Handle general customer communication for account updates and documentation collection
Serve as a day-to-day operator for core business systems
Maintain customer records, deal pipelines, and system data hygiene by performing regular cleanups, deduplication, and standardization following established guidelines.
Follow documented processes and standard operating procedures, surfacing inefficiencies or improvement ideas to senior team members.
What we're looking for
Experience
Technical skills
Knowledge
Will be a plus
What we offer
Hybrid or Remote
The position is ideally a hybrid role. We will also consider remote candidates based in PST time zone.
Sourced by ZipRecruiter
It services
51 - 200 Employees
Burbank, CA, US
2010