Regional Support Specialist – Lincoln, NE

Explore opportunities at Proceed Finance, part of the Optum family of businesses. We’re a Nebraska-based financial technology company that is an established leader in the markets we serve. As patient financing experts, we create affordability for life-changing treatment so patients can restore their health and happiness. Come be a part of our innovative culture and make an impact with our rewarding career opportunities. Join us and discover the meaning behind Caring. Connecting. Growing together.

 

The Regional Support Specialist – Lincoln, NE will be responsible for supporting Proceed Finance’s Regional team in a variety of ways, including coordination of resources, collaborating with different departments, and organizing various regional team’s details and information to help drive business growth and success.  

 

The Regional Support Specialist should be a well-organized and detailed-oriented, solid communicator with a heightened focus on providing outstanding customer service to help maximize the growth of our regional portfolio.

 

Primary Responsibilities:

• Ensure an ongoing seamless customer experience for existing clients, including maintenance, and updating of account documentation, sending refreshed marketing materials, facilitation of e-training sessions for new staff, etc. 
• Engage regional partners in ongoing business reviews to ensure proper utilization and continuity while addressing concerns 
• Create solid relationships with key stakeholders at both senior and mid-management levels 
• Able to coordinate available resources across multiple departments to secure business opportunities and ensure success 
• Create presentation decks that properly highlights provider performance and help drive utilization and growth 
• Effectively communicate with key enterprise partners and maintains a good working relationship 
• Continuous tracking of account activity with the ability to influence provider behavior conducive to an increase in funded volumes 
• Assist in monthly reporting and metrics to clients to ensure we are taking a proactive approach to improving their practice while providing “white-glove” service   
• Develop a solid understanding and knowledge of the client’s business model 
• Assist in activation or re-activation of existing clients within designated region 
• Engage with providers, owners, and office staff to ensure clear understanding of the Proceed Finance program and successfully implement action plans for increased usage of our product, ensure retention and grow their business 
• Ensure Regional activities, processes, and transactions are recorded into our current systems (including client notes, on-site visits, refunds, etc.) 
• Maintain knowledge and understanding of all Proceed product offerings, current rates, and compliance requirements to support usage of the product

 

You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Required Qualifications:

• 2+ years of sales and/or relationship management experience, preferably within financing or payments space 
• Demonstrated solid disposition to deliver a professional, positive image over the phone and in-person
• Proven excellent organizational skills and meticulous attention to detail  
• Ability to navigate and leverage CRM systems (preferably Zoho) 
• Demonstrated proficiency using Microsoft Office suite (Excel, Word, PowerPoint, Outlook, OneNote) or related software 
• Proven excellent verbal and written communication skills 
• Proven excellent interpersonal and customer service skills  
• Proven excellent time management skills with a proven ability to meet deadlines 
• Proven solid analytical and reporting skills  
• Ability to work in a fast-paced environment 
• Demonstrated entrepreneurial mindset 
• Ability to manage multiple projects/tasks/calendars simultaneously 
• Proven knowledge of the financial services industry and project management 
• Ability to travel 10% when needed

 

Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you’ll find a far-reaching choice of benefits and incentives. The salary for this role will range from $72,800 to $130,000 annually based on full-time employment. We comply with all minimum wage laws as applicable.

 

At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes – an enterprise priority reflected in our mission.  

 

 

UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. 

 

UnitedHealth Group is a drug – free workplace. Candidates are required to pass a drug test before beginning employment.