Payments Implementation Coordinator

Payments Implementation Coordinator

Flex Dental offers a modern software platform that helps dental practices streamline communication, reduce administrative workload, improve treatment acceptance, and increase payment collection. We provide a full suite of patient engagement and workflow tools, including online scheduling, automated reminders, mobile forms, two-way texting, digital payments, reputation management, and insurance verification all designed to deliver a better experience for both patients and dental practices.

This position plays a critical role in the successful setup and activation of services related to integrated payment processing for new and existing customers. Includes managing service enrollments, verification of credentials, ordering of hardware and ensuring devices are properly configured in the customer's environment.

The Payments Implementation Coordinator is responsible for ensuring that customers who enroll for Integrated Payments successfully onboard and begin transacting payments with the integrated payment services.

Job Responsibilities :

• Develop a thorough understanding of client business requirements, and plan implementation projects with these needs in mind.
• Set and manage client expectations, and clearly communicate key deliverables and timelines, and client roles and responsibilities for add on products.
• Manage, track and communicate the progress of multiple concurrent client implementation add-on projects.
• Facilitate the enrollment process for services related to integrated payment services, including merchant account setup.
• Collect and verify required documentation, contracts, and compliance materials.
• Coordinate the ordering and shipment of hardware devices to practices.
• Configure payment service settings within the dental software platform.
• Provide support for device installation and configuration. Ensure devices are installed, connected and functioning correctly in the customer's environment.
• Troubleshoot connectivity issues between devices and cloud software.
• Coordinate client training and general set-up requirements. Communicate between internal teams what the needs and expectations are for the client.
• Communicate change orders, status reports, and risk reports as required.

Job Qualifications : Education :

Experience :

Knowledge and Skills :