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Team Lead - Advisory, Value Services
Team Lead - Advisory, Value ServicesFinThrive • Plano, TX, United States
Team Lead - Advisory, Value Services

Team Lead - Advisory, Value Services

FinThrive • Plano, TX, United States
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Impact you will make

The FinThrive Value Services group is responsible for delivering exceptional customer onboarding outcomes and supports optimized adoption of our solutions. They advise and guide customers, ensuring each customer launches our products successfully, adopts it widely, and optimizes the value through the customer onboarding journey. The Team Lead, Advisory Services will guide a team of advisors focused on helping customers optimize their use of our solutions and achieve measurable outcomes. This role will support the development and execution of advisory engagement models and ensure the team delivers high-impact, value-driven services. The ideal candidate brings a consultative mindset, strong leadership skills, and a passion for customer success.

What you will do

  • Support team of advisors focused on helping customers optimize utilization and achieve measurable outcomes.
  • Define and evolve advisory engagement model to align with customer goals and business value.
  • Provide mentorship to fellow advisors, focusing on best-practice guidance, customer advocacy, and solution optimization.
  • Assume an active leadership role in the development, implementation, and execution of processes and procedures
  • Partner with customers to identify opportunities for improvement and guide them toward best practices and strategic outcomes.
  • Monitor and report on advisory impact using defined KPIs and customer success metrics (i.e. time-to-value).
  • Assume advisory role for high complexity customer projects and exexcute Value Services engagement model.
  • Conduct customer interviews, 'chair-side' observations and meetings to understand current state billing / EHR systems, operational processes, and workflows
  • Monitor KPIs and success metrics to measure customer performance as well as prepare, analyze, and present data to inform stakeholders on financial, productivity, and customer satisfaction opportunities
  • Collaborate with revenue cycle departments, including but not limited to Patient Access, HIM, Billing, Collections, and various other health system revenue cycle departments, to improve operational efficiency, documentation, system workflows, and cash flow

What you will bring

  • 7+ years of experience in professional services, and / or healthcare consulting.
  • Direct knowledge of FinThrive products and advisory services.
  • Experience leading strategic customer engagements focused on value realization and outcomes.
  • Strong communication, stakeholder management, and cross-functional collaboration skills.
  • Demonstrates expertise in consultative core competencies such as change mangement, facilitation, etc. to successfully lead engagements.
  • Ability to work in a fast-paced environment and change priorities quickly
  • Occasional travel may be required : Up to 10%
  • What we would like to see

  • Bachelor's Degree
  • Background in healthcare revenue cycle management or healthcare SaaS platforms.
  • Familiarity with adult learning principles and instructional design methodologies.
  • Experience with learning management systems (LMS), digital adoption platforms, or customer education tools.
  • Data-driven mindset with experience using analytics to inform strategy and measure impact.
  • Experience in change management or consulting is a plus.
  • Strategic thinker and industry thought leader with deep Revenue Cycle expertise and industry relationships
  • Strong executive presence and presentation skills - ability to lead C-suite meetings and execute effective communication plans
  • About FinThrive

    FinThrive is advancing the healthcare economy.

    For the most recent information on FinThrive's vision for healthcare revenue management visit finthrive.com / why-finthrive .

    Award-winning Culture of Customer-centricity and Reliability

    At FinThrive we're proud of our agile and committed culture, which makes FinThrive an exceptional place to work. Explore our latest workplace recognitions at https : / / finthrive.com / careers#culture .

    Our Perks and Benefits

    FinThrive is committed to continually enhancing the colleague experience by actively seeking new perks and benefits. For the most up-to-date offerings visit finthrive.com / careers-benefits .

    FinThrive's Core Values and Expectations

  • Demonstrate integrity and ethics in day-to-day tasks and decision making, adhere to FinThrive's core values of being Customer-Centric, Agile, Reliable and Engaged, operate effectively in the FinThrive environment and the environment of the work group, maintain a focus on self-development and seek out continuous feedback and learning opportunities
  • Support FinThrive's Compliance Program by adhering to policies and procedures pertaining to HIPAA, FCRA, GLBA and other laws applicable to FinThrive's business practices; this includes becoming familiar with FinThrive's Code of Ethics, attending training as required, notifying management or FinThrive's Helpline when there is a compliance concern or incident, HIPAA-compliant handling of patient information, and demonstrable awareness of confidentiality obligations
  • Physical Demands

    The physical demands and work environment characteristics described here are representative of those that a colleague must meet to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Statement of EEO

    FinThrive values diversity and belonging and is proud to be an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. We're committed to providing reasonable accommodation for qualified applicants with disabilities in our job application and recruitment process.

    FinThrive Privacy Notice for California Resident Job Candidates

    Know Your Rights

    Pay Transparency Notice

    FinThrive is an Equal Opportunity Employer and ensures its employment decisions comply with principles embodied in Title VII, the Age Discrimination in Employment Act, the Rehabilitation Act of 1973, the Vietnam Veterans Readjustment Assistance Act of 1974, Executive Order 11246, Revised Order Number 4, and applicable state regulations.

    2024 FinThrive. All rights reserved. The FinThrive name, products, associated trademarks and logos are owned by FinThrive or related entities. RV092724TJO

    finthrive.com | FinThrive Careers | FinThrive Benefits & Perks | Physical Demands

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