About this role
The Operations Command Center (OCC) is a centralized team responsible for ensuring the seamless execution of operational processes, enabling scalable workflows, and proactively preventing operational issues through process ownership, problem management, and continuous improvement. As an Operations Analyst, EDI Enrollment, you will play a critical role in supporting electronic transaction enrollment activities that enable successful payer, clearinghouse, and trading partner connectivity for HHAeXchange providers.
This role is responsible for coordinating and executing enrollment activities for supported electronic healthcare transactions, including claims submission (837), electronic remittance advice (835), eligibility (270/271), and other approved transaction types. The Operations Analyst serves as the operational owner of the enrollment process, initiating enrollments when permitted, tracking progress, coordinating follow-up activities, and ensuring enrollment requirements are clearly documented and communicated.
The ideal candidate is highly organized, detail-oriented, and skilled at transforming complex payer and clearinghouse requirements into clear, actionable guidance. This individual will work closely with Customer Success Managers, Project Managers, Revenue Cycle Operations, Customer Experience, and external trading partners to improve enrollment outcomes, reduce provider confusion, and create a more scalable enrollment experience for customers.
This is a hybrid position, with an expectation to report to the Miami, FL office 3 days/week (typically Tues/Wed/Thurs).
To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily with or without reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Essential Job Duties
Closed-Won Review & Order Integrity
- Review every new-business opportunity and every renewal that fails automated checks before it is marked final, validating compliance with rules of engagement, discount approval tiers, and contract terms.
- Pass, return, or escalate each deal with the specific reason, targeting same-business-day turnaround, including quarter end.
- Confirm that non-standard pricing carries the required approval; escalate nonstandard terms and rev rec questions to Finance Leadership.
- Release validated orders to Billing in NetSuite and serve as the point of contact for order questions.
CPQ Quote Structure
- Own the standards for how quotes are structured in CPQ (products, terms, ramps, add-on lines, and subscription versus usage components) so they map cleanly to ARR classifications and to Billing.
- Partner with Business Operations to turn those standards into CPQ configuration, templates, and validation rules, and test changes before release.
- Use review findings and Billing corrections to identify structural causes of quote errors and drive fixes.
ARR Roll forward Integrity
- Ensure bookings are classified correctly (new, renewal, expansion, contraction, churn) and flow into the ARR rollforward, with consistent treatment of multi-year deals and ramps.
- Track closed-won deals through implementation go-live so bookings not yet generating revenue are visible and tie to billing start.
- Reconcile bookings and ARR to NetSuite billing and finance reporting each month, and investigate variances.
- Support month-end and quarter-end close and audit requests.
Controls, Enablement & Automation
- Turn recurring errors reported by Billing (credit memos, disputes, and invoice corrections) into new controls and validation rules.
- Maintain the closed-won checklist, rules of engagement documentation, and process runbooks, and automate objective checks with Business Operations over time.
- Train AMs, CSMs, and sales leadership on quoting and closed-won requirements in partnership with Sales Enablement, and report monthly on review volume, return rate, turnaround time, and post-close error rates.
- Act as the QA layer on AI-generated outputs, flagging anomalies, edge cases, and failure modes before they reach stakeholders.
Other Job Duties
- Other duties as assigned by supervisor or HHAeXchange leader.
Travel Requirements
- Travel up to 10%, including overnight travel
Required Education, Experience, Certifications and Skills
- Education: Bachelor's degree in Business, Analytics, Finance, or a related field.
- Experience: 8+ years in Revenue Operations, Sales Operations, billing, or finance at a subscription business, including experience with subscription plus usage revenue and a mix of 12-month and multi-year contracts.
- Experience: Hands-on Salesforce and CPQ experience, including quote and product structure, reporting, validation logic, and approval flows.
- Skills: Working knowledge of ARR mechanics, revenue recognition basics (ASC 606), and order-to-cash.
- Skills: High judgment in ambiguous situations; able to distinguish what to resolve independently versus what to escalate.
- Skills: Able to say no to sales and customer success leaders and explain why.
- Skills: Detail-oriented, comfortable with volume, and able to document process clearly.
- Willingness to explore and adopt AI tools responsibly to enhance productivity and innovation in your role. Reaches for AI tools (Claude, ChatGPT, Copilot) to draft reports, clean data, or prototype solutions before building manually; production coding is not required, but you should be the person who tries the AI approach first.
Preferred Qualifications
- NetSuite experience.
- PE-backed or high-growth SaaS environment experience.
- Healthcare technology, Medicaid, or home and community-based care domain knowledge.
- Exceptional cross-functional communication: effective with sales reps, CS, Finance, Billing, and Business Operations without losing context between audiences.
The base salary range for this US-based, full-time, and exempt position is $58,000 - $65,000, not including variable compensation. An employee’s exact starting salary will be based on various factors including but not limited to experience, education, training, merit, location, and the ability to exemplify the HHAeXchange core values.
This is a benefits-eligible position. HHAeXchange offers competitive health plans, paid time-off, company paid holidays, 401K retirement program with a Company elected match, including other company sponsored programs.
HHAeXchange is an equal-opportunity employer. The Company offers employment opportunities to all applicants and employees without regard to race, color, religion, national origin, sex, sexual orientation, gender identity or expression, age, disability, medical condition, marital status, veteran status, citizenship, genetic information, hairstyles, or any other status protected by local or federal law.