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Role Description

The Records Specialist will serve as a vital bridge between legal compliance and operational support. You will spearhead the day to day management of sensitive tasks, ranging from processing subpoenas and third party audits to resolving escalated client inquiries. Beyond immediate request handling, this role is deeply collaborative; you’ll be responsible for assisting in maintaining the integrity of the record life-cycle, ensuring policy compliance, and building strong cross-functional partnerships to streamline internal workflows.

The perfect fit for this role is a highly organized communicator who thrives in the intersection of project management and administrative compliance. You should possess a "no task too small" mentality, comfortably pivoting from high-level policy audits to providing hands-on backup support for your teammates. Since you will be assisting with training and interfacing with various departments, a knack for relationship-building and a clear, non-technical communication style are essential.

• Manage the day to day coordination of special projects, including handling third-party requests, audits, subpoenas, and escalated support requests.
• Provide non-technical support to clients and internal stakeholders on records requests.
• Fill in as backup when team members are out or as needed.
• Assist with training new team members.
• Support record team workflows, including assisting with review of current policy and procedures and periodic audits.
• Build cross-functional relationships with other stakeholders within the company to support client and internal requests.
• Perform other duties as assigned.

Qualifications

• Bachelor's Degree OR 3+ years in release of information or supporting healthcare operations role; technology, specifically in Records Management is a plus.
• Prior experience working with sensitive information and demonstrated capability to maintain privacy and confidentiality of information that includes protected health information.
• Proficient with G Suite - specifically Sheets and Excel.
• Experience in working with CRM tools, including Salesforce CRM, and other internal tools such as Confluence, Jira, Slack.
• Demonstrated experience with client/customer facing communication, including demonstrated capabilities in professional and courteous communications with others in real time (phone and messaging) as well as through written channels.
• Additional familiarity with medical terminology and experience with electronic health record and practice management systems preferred.
• Experience with response to behavioral health or subpoena requests.
• Experience with healthcare compliance.
• Ability to operate autonomously while being a team player who brings a positive attitude to the workplace.

Requirements

• $68,000 - $93,500 a year.
• This role may also be eligible for discretionary bonuses.

Benefits

• Comprehensive healthcare coverage (including medical, dental, vision, FSA/HSA, life and disability insurances).
• Lyra for Lyrians; coaching and therapy services.
• Equity in the company through discretionary restricted stock units.
• Competitive time off with pay policies including vacation, sick days, and company holidays.
• Paid parental leave.
• 401K retirement benefits.
• Monthly tech allowance.
• Well-being perks and activities, surprise swag, regular community celebration…and more!