Revenue Operations – Provider Due Diligence Specialist

Revenue Operations – Provider Due Diligence Specialist

Fully Remote;
Remote Position (Hybrid if Local to Bakersfield or Dallas/Fort Worth, TX)

• Excellence:
  Always exceeding expectations!
• Passionate:
  Executing with boldness!
• Innovative:
  Pioneering a better way!
• Collaborative:
  Together we win!

As our Provider Due Diligence Specialist, you’re the gatekeeper of quality. Every provider who wants to join the HFD platform goes through you. You’re the investigator, the validator, the risk‑spotter, and the quality champion who makes sure any partner we bring on is real, compliant, trustworthy, and ready to serve patients. This role is moving out of Legal and into Rev Ops, placing you at the center of a faster, smarter, more streamlined provider onboarding experience.

• Lead due‑diligence review for all new providers entering the sales pipeline.
• Licensing / Credential Verification and Documentation Collection
  • Confirm that providers are legitimate.
  • Check state licenses, board certifications, and disciplinary actions.
  • Gather and validate required documents.
• Legal & Compliance Screening
  • Investigate malpractice claims, litigation, sanctions, and other risk indicators.
  • Review state and federal databases to avoid risky partnerships.
• Business Identity & Legitimacy Validation
  • Confirm legal business names, DBAs, entity structure, and ownership.
  • Verify that the business is active and not operating from a non‑standard address.
• Operational & Financial Risk Assessment
  • Ensure the provider appears to be a legitimate practice (website, hours, NPI).
  • Confirm that the provider offers services aligned with approved patient financing verticals.

While due diligence is your core role, you will also support key operational processes:

• Assist in setting up and provisioning provider accounts after due diligence approval.

• Work closely with Legal & Compliance for tricky or escalated cases.
• Collaborate with Customer Success to ensure seamless handoffs.

• Streamline due diligence and recommend smart upgrades and automation.
• Document standard operating procedures.

• Loves investigating and notices details others miss.
• Thrives in fast‑paced environments and enjoys learning new systems.
• Communicates clearly and kindly.
• Uses sound judgment.
• Knows your way around Hub Spot.

• 4+ years’ experience in Revenue Operations, Sales/Business Operations, or Provider Due Diligence.
• Bachelor’s degree in Business, Finance, or related field (preferred).
• CRM experience (Hub Spot preferred).
• Strong knowledge of due diligence, verification workflows, or credentialing.
• Attention to detail and self‑motivation.
• Ability to multitask and excel in a fast‑paced environment.
• Proficiency in Microsoft Excel.

$30.77 - $33.17, dependent on experience.