CRM Manager

Brief Summary of KRA (Key Responsibility Areas)

• Manage patient relationships and coordinate with hospital teams.
• Counsel patients on CareFi finance options, eligibility, and onboarding.
• Explain finance workflows including NACH, mandate, and LBA.
• Ensure smooth patient conversion for medical finance and handle queries related to services, finance, discharge, and reimbursement.
• Manage document uploads, consent forms, reimbursement cases, and required documentation.
• Coordinate with insurance teams and internal departments for approvals.
• Maintain end-to-end workflow till case closure, including documentation and dispatch.

Brief Summary of KPI (Key Performance Indicators)

• Patient finance conversion rate.
• Turnaround time for documentation and process completion.
• Customer satisfaction and effective query resolution.
• Accuracy in mandate/NACH/LBA processing.
• Timely and error-free reimbursement case handling.
• Zero documentation errors and full process compliance.
• Effective coordination with internal and insurance teams with timely case closures.