Record Collection Specialist

Who We Are

Citizen Health was founded on the belief - shaped by firsthand lived experiences navigating healthcare - that having the right advocate is the single most important factor in achieving better care and outcomes. By uniquely combining data, AI, and community, Citizen is building a personalized AI advocate powered by patients' complete medical histories and data from thousands of other patients to generate personalized insights for clinical decisions and day-to-day challenges. Starting in rare and complex conditions, patients share their data in exchange for value, enabling biopharma and researchers with seamless access to patients and regulatory-grade data, shaving years off drug development for much-needed treatments.

Citizen is founded by experienced entrepreneurs with multiple successes under their belts and is funded by top-tier investors including 8VC, Transformation Capital, and Headline Ventures, among others. We are a mission-driven team excited to be building the future of consumer healthcare.

The Role

We’re not looking for average. We’re building a team of sharp, collaborative, fast-moving, detail-obsessed professionals who take pride in efficiency and execution. As a Record Collection Specialist at Citizen Health, you will play a critical role in our mission to serve patients by obtaining and organizing medical records from healthcare providers across the country. That means you need to be lightning-fast on a computer across multiple systems, relentless in follow-up, and meticulous in documentation. If you get flustered easily, move slowly, or struggle with basic tech — this is not the role for you. In return, you’ll be part of a high-performing, collaborative team that thrives on shared purpose—and you’ll have the opportunity to make a real impact on a mission that matters.

This is a remote contractor role with flexible hours, but hours need to be structured during normal business hours. We expect people to treat this like the real-deal job it is. You’ll be trusted to manage cases, invoice payments, and external communication to providers with urgency and clarity, without hand-holding.

Responsibilities

• Submit clear, accurate patient record requests to healthcare providers’ Release of Information departments using our internal request system

• Follow up persistently via phone, email, and fax to ensure timely record delivery — you are expected to follow up more than once and problem-solve when things stall

• Upload, label, and organize received medical records to the correct patient profiles in Salesforce with extreme attention to detail

• Maintain accurate documentation of all provider interactions and collection activity in Salesforce — if it’s not logged, it didn’t happen

• Meet or exceed performance metrics for collection volume and turnaround times — we move quickly, and we expect our team to do the same

• Build professional, effective relationships with provider offices to facilitate smoother record access — charm and clarity go a long way

• Proactively identify and resolve issues (wrong fax numbers, unresponsive offices, missing authorizations) — don’t wait to be told what to fix

• Use your judgment and stay aligned with HIPAA and internal data privacy protocols at all times

• Use a reliable, fast computer and stable high-speed internet — if your system slows you down, so does our team

• Work independently with integrity — this is a remote role, but we can see your activity. We don’t micromanage, but we do track output. Clocking in without producing results is not an option.

Who You Are

• Must be 18+ years of age

• Strong organizational skills with the ability to manage multiple requests and shifting priorities

• Clear, professional communication skills — both written and verbal — for interacting with providers and internal teams

• Demonstrated phone etiquette and persistence when following up with healthcare facilities

• High attention to detail and consistent documentation habits

• Self-motivated and able to work independently without direct supervision

• Experience in medical records, healthcare admin, or customer service is a plus

• Familiarity with HIPAA, record retrieval processes, or EMR systems is preferred but not required

• Proficiency with Salesforce or similar CRM systems is highly valued

• Reliable, up-to-date personal computer and high-speed internet required

• Preference given to candidates who can work 30+ hours/week

• Ideal candidates are fast learners, tech-comfortable, and able to keep pace in a dynamic environment

Don't meet every qualification? No worries! We believe that passion, curiosity, and the right mindset are just as important as a checklist of skills. If you’re excited about what we’re building, we encourage you to apply.

Our Commitment to Diversity & Inclusion: Citizen Health is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We welcome applicants of all backgrounds, identities, and experiences. Everyone deserves an equal chance to contribute and grow here — regardless of race, gender identity, sexual orientation, religion, national origin, age, disability, or veteran status.