• Develop and maintain deep expertise in departmental procedures and analyze information to make informed decisions that uphold compliance and business requirements.
• Oversee daily team operations, consistently achieving productivity targets and service level agreements and triaging when needed.
• Monitor and analyze team performance metrics, identifying opportunities for process improvement and implement strategies to enhance operational efficiency and customer satisfaction.
• Communicate proactively and effectively with internal and external stakeholders, maintaining positive relationships, ensuring timely notifications on updates or resolutions of issues, and escalating issues as appropriate.
• Ensure team adherence to due diligence, underwriting, and other business or firmwide standards and maintain or improve practices which minimize potential errors or mitigate risk.
• Lead departmental training for new hires and existing team members, ensuring ongoing education and development.
• Develop, update, and maintain documentation to accurately current internal policies, requirements, and processes.
• Conduct regular meetings with team members to deliver feedback, develop relationships, and cultivate individuals’ professional growth.
• Investigate and resolve open issues by leveraging available resources and collaborating with internal stakeholders while managing the team’s adherence to company policy and conduct managerial administrative activities as well as any other duties assigned or applicable to the position.
  

• Bachelor’s degree or higher required.
• Proficiency with Windows and Microsoft Office, particularly Excel.
• Experience managing operational processes and people.
• Outstanding written and verbal communication skills.
• Strong attention to detail, sound judgement, and organizational skills.
• Self-starter, effective at prioritizing tasks, managing time and expectations, organizing people, and getting things done.
  

• Experience with J.P. Morgan Healthcare Payments InstaMed product and processes.
• Experience with Salesforce.
• Experience with client onboarding or account maintenance processes; or healthcare and/or merchant services.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.