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Client Success Lead

Job in New York, New York County, New York, 10261, USA
Listing for: Wisdom
Full Time position
Listed on 2026-10-21
Job specializations:
  • Dental / Dentistry
    Dentistry / General Dentist
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
About Wisdom

Wisdom blends industry expertise with advanced technology to make dental practices work better for everyone involved. We believe dentistry is about people, and we exist to make the future of dentistry stronger and more sustainable for dentists, their teams, and the patients they serve. We match administrative teams with expert billers and custom-built technology to take on the heavy lifting of dental billing while maximizing dentists’ time in-office, and their bottom line.

Coming from a fresh $21M Series A round of funding we are looking for exceptional candidates to help us build a category-defining company. Wisdom has employees across the US.

Client Success Lead

Dental revenue cycle management | Remote, United States
Full time, fixed salary, W2 | Remote | 5+ years of dental RCM experience required

About Wisdom

We’re builders. We pair expert remote RCM professionals with technology we build ourselves, so practices collect faster, carry less AR, and recover revenue they'd otherwise write off. We believe dentistry is about people, and we exist to make the future of dentistry stronger and more sustainable for dentists, their teams, and the patients they serve. Our team takes on the heavy lifting of the revenue cycle so offices can focus on patients instead of paperwork.

We’re backed by a $21M Series A led by Permanent Capital Ventures, with $28M raised since we started in 2023. We’ve already collected hundreds of millions of dollars for our clients, and more than half of our new business comes through referrals. Our team is fully remote across the US.

This is an RCM expert role

We’re building a company made entirely of revenue cycle experts, so let’s be direct about the bar. This isn’t an entry point into dental billing, and it isn’t a role we train from scratch. We’re hiring people who’ve already spent years inside the dental revenue cycle and who could sit across from a practice owner tomorrow and explain exactly why their money is sitting where it’s sitting, and what they’re going to do about it.

Your day to day will center on insurance aging. But you’ll be the person your offices turn to, which means you need to understand the whole revenue cycle, not just your slice of it. When a doctor asks why collections are down, the answer is rarely limited to claims.

What you will own

Our Client Success Leads own various parts of the revenue cycle. This seat centers on insurance aging, and you’ll be accountable for the outcome, not just the task list. You’ll manage a portfolio of around 10 clients.

  • Work insurance aging with a plan, not a list. Triage by payer, age, and dollar, protect timely filing windows, and fix root causes so the same denials stop coming back.

  • Own denials and appeals end to end, from the reason code to the plan language to the written appeal and the escalation if it comes to that.

  • Serve as the primary point of contact for your offices and their payers, and run a weekly huddle that leaves the client clear on exactly where they stand.

  • Set the metrics you hold yourself to, report them on a rhythm, and flag a slipping trend before the client ever notices it.

  • Partner with our product and technology team as we build the tools that take the repetitive work off your plate.

What you need to know across the whole cycle

You’ll specialize, but you should be genuinely conversant in all of it.

  • Front end. Patient demographics and insurance setup, eligibility and benefit verification, in network status, frequencies, waiting periods, maximums and deductibles, treatment estimates and the financial conversation that follows.

  • Coding and documentation. CDT coding, supporting documentation, narratives, radiographs and perio charting, predeterminations and preauthorizations.

  • Claims. Clean claim…

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