CSR Manager
Description
The Customer Service Representative (CSR) Manager provides leadership for front office operations supporting medical, dental, and behavioral health services. This role ensures timely patient access, smooth front-door flow, and accurate scheduling and registration processes that protect provider time and support a high-quality patient experience. The CSR Manager is a people-first leader who develops front office teams while driving operational consistency and continuous improvement. 
Requirements

 

The Minimum Qualifications 

  • Bachelor’s degree in healthcare administration, business, or a related field or equivalent combination of education and experience 
  • 5 years of experience in healthcare front office, patient access, or customer service operations 
  • 3 years of progressive leadership experience managing supervisors and/or multi-site teams 
  • Demonstrated knowledge of scheduling, registration, and front-door access workflows across healthcare settings 
  • Experience using operational and access data (e.g., wait times, no-shows, staffing models) to drive performance improvement 
  • Working knowledge of HIPAA, regulatory requirements, and healthcare compliance standards 
  • Proven ability to lead cross-functional teams and support operations across multiple service lines (medical, dental, behavioral health) 

 

Your Essential Duties: 

People Leadership & Culture 

  • Lead, coach, and develop front office supervisors and staff with an emphasis on professionalism and empathy. 
  • Set clear behavioral and performance expectations aligned with Heritage Health values. 
  • Build pride, engagement, and accountability within front office teams. 
  • Maintains focus on customer service. 
  • Creates an inviting experience for patients. 

Access, Flow & Provider Support 

  • Own front-door access workflows including scheduling, check-in, and patient readiness. 
  • Reduce avoidable provider disruptions caused by scheduling errors, registration defects, or late arrivals. 
  • Partner with clinic leadership to align staffing and scripts with daily demand patterns. 

Operational Excellence & Process Improvement 

  • Develop and maintain standard work for front office operations across service lines. 
  • Use access, wait-time, and no-show data to drive improvement initiatives. 
  • Lead PDSA cycles to improve registration accuracy, arrival flow, and patient communication. 
  • Manages an organization wide staffing plan for CSR’s 

Cross-Service-Line Integration 

  • Ensure front office operations support medical, dental, and behavioral health consistently. 
  • Promote cross-training to improve flexibility and coverage. 
  • Strengthen collaboration between front office, back office, and clinical teams. 

Compliance, Quality & Safety 

  • Ensure compliance with HIPAA, organizational policies, and safety standards. 
  • Reinforce Heritage Health’s culture of safety and confidentiality. 
  • Support audits, quality initiatives, and regulatory readiness. 
  • Regular and predictable attendance is an essential function of this position. 
  • Performs miscellaneous job-related duties as assigned. 

Your Essential Leadership Duties 

  • Fosters a person-centered environment and culture to meet the organization’s mission, vision, and values. 
  • Accountable for fostering an environment and culture that focuses on fulfilling the organization’s mission, vision, and values through collaboration.  
  • Leads and mentors direct reports so that they have the tools and resources needed to partner efficiently with each other, employees and community partners. 
  • Practices effective communication with active listening, adaptability, empathy, and transparency. 
  • Leads by an example of self-awareness and curiosity by proactively seeking feedback and modifying behavior accordingly. 
  • Ensures every member of the team works to their fullest potential by driving engagement, accountability, setting goals, and providing direction. 
  • Fosters a trust-based work environment as a leader by modeling dignity, respect, fairness, and confidentiality. 

 

Your Success Factors 

  • Knowledge of healthcare front office operations, including scheduling, registration, and patient access workflows across service lines 
  • Knowledge of HIPAA, regulatory compliance, and patient confidentiality standards 
  • Skill in leading, coaching, and developing supervisors and frontline customer service teams 
  • Skill in using operational and access data (e.g., wait times, no-shows, staffing plans) to drive performance improvement 
  • Skill in process standardization, continuous improvement, and leading PDSA cycles 
  • Ability to align front office operations with provider needs to reduce disruptions and improve patient flow 
  • Ability to lead cross-functional collaboration and maintain a consistent, patient-centered experience organization-wide
Salary Description
$70,597.87 to $100,482.78