Patient Payment Specialist

The Patient Payment Specialist is responsible for processing payment requests, reconciling reporting, and working with Concierge Coordinators to obtain accurate data required to ensure timely participant payments. The Patient Payment Specialist follows clearly defined procedures to and liaises with internal stakeholders to troubleshoot payment issues and questions.

Concierge Team Description

The Concierge team operates at the intersection of clinical trial operations and participant support, delivering travel and payment services across both the Concierge and Site Driven delivery models. Team members work across the full Suvoda Greenphire product suite — ensuring that participants, clinical sites, and customers receive consistent, proactive, and high-quality support from implementation through closeout.

Functional Group Responsibilities

Financial Operations

The Financial Operations group supports the financial health of Suvoda Greenphire's Professional Services business by managing budget processes, expense reconciliation, payment execution, and financial reporting across the Concierge product portfolio. Members serve as the connective layer between Professional Services operational delivery and the Finance department, ensuring that study-level financial data is accurate, compliant, and actionable.

Process, audit, and reconcile participant payment expenses in compliance with study-specific travel policies and applicable banking requirements

Prepare financial reports, forecasts, and presentations for internal stakeholders

Serve as a liaison between Professional Services and Finance on billing reconciliation, ticket resolution, and financial process improvement

Support the rollout of new financial technologies, reporting tools, and service delivery enhancements

Escalate financial compliance issues or payment discrepancies in a timely and documented manner

Role Specific Responsibilities

Process high-volume of participant payment expenses weekly, reviewing and auditing data for compliance and accuracy against study-specific travel policies

Create and maintain participant records to ensure accurate customer reporting

Create and maintain internal expense trackers

Compile and upload sensitive banking information for wire transfers

Manage study-specific Travel Policy compliance for expense forms

Enter weekly payments into the accounting system

Serve as point of contact for internal stakeholders to troubleshoot and resolve payment issues and customer billing reconciliation

Audit and analyze expense data to ensure accurate and understandable documentation and reporting

Support the rollout of new technologies and utilization of new software

Qualifications

Associate's degree in business administration, finance, or accounting, or equivalent experience

2+ years of experience in a financial coordinator role or similar

Accounts Payable experience preferred

Proficiency with common business and reporting software; ability to quickly learn internal systems and platforms

Comfortable operating across a range of digital tools — including Microsoft 365 and emerging AI-assisted technologies — with the adaptability to pick up new systems quickly

CRM, SharePoint, and Smartsheet experience preferred

Understanding of fundamental accounting principles

Strong written and oral communication skills

Highly organized and planful; adept at prioritization and follow-up

Ability to handle sensitive participant and financial information with discretion and in accordance with data privacy requirements

Ability to learn new technology and processes quickly and confidently

Ability to troubleshoot, determine best solutions, and escalate process issues when necessary

Energized by strict deadlines; proven ability to manage stressful, time-sensitive situations

Good Clinical Practice (GCP) certification preferred

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