Revenue Operations – Provider Due Diligence Specialist

HFD • Full-time • Remote (Bakersfield, CA, US) • 1d ago

Description

Job Location:

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

Are you EPIC?

Do You Have The Ability To Demonstrate, Understand And Apply HFD’s Core Purpose And Values In All That You Do? At HFD, Our Mission Is To Make Healthcare More Affordable By Giving Everyone a Better Way To Pay. In Order To Accomplish This Mission, We Must Ensure That Our Team Is Aligned With Our E.P.I.C. Values

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

The EPIC Revenue Operations – Provider Due Diligence Specialist we are looking for:

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 RevOps (woohoo!), which means you’ll be at the center of a faster, smarter, more streamlined provider onboarding experience. If you love uncovering details, solving little mysteries, and keeping things organized like a pro, you’re going to thrive here.

As a Revenue Operations – Provider Due Diligence Specialist, you will:

Lead due-diligence review for all new providers entering the sales pipeline. That includes:

Licensing / Credential Verification and Documentation Collection

Make sure providers actually are providers (wild, right?)
Check state licenses, board certifications, and disciplinary actions
Gather and validate required documents: You know the drill

Legal & Compliance Screening

Investigate malpractice claims, litigation, sanctions, and any “uh-oh” items
Review state and federal databases to ensure we avoid risky partnerships

Business Identity & Legitimacy Validation

Confirm legal business names, DBAs, entity structure, and ownership
Make sure the business is real, active, and not operating out of a magical P.O. Box in space

Operational & Financial Risk Assessment

Ensure the provider looks like a legitimate practice (website, hours, NPI)
Confirm the provider offers services that make sense for OUR approved patient financing verticals

Additional RevOps Fun

Although due diligence is your star role, you’ll also support some key operational processes:

Account Provisioning Support

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

Cross-Department Collaboration Work Closely With

Sales - clarify provider details & keep deals moving
Legal & Compliance - for tricky or escalated cases
Customer Success - ensure handoffs feel effortless

Process Improvement

Streamline due diligence and recommend smart upgrades and automation
Document SOPs

Who You Are (Your Vibe)

Loves investigating and notices things others don’t
Thrives in fast-paced environments and enjoys learning new systems
Communicates clearly (and kindly!)
Uses great judgment??
Knows your way around HubSpot

Requirements

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 (HubSpot preferred!)
Strong knowledge of due diligence, verification workflows, or credentialing
Ability to pay close attention to detail and be self-motivated
Ability to multitask and excel in a fast-paced environment
Proficiency in Microsoft Excel