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Synergy Direct LLC
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  • Sales Analyst  

    - San Juan Capistrano
    Job DescriptionJob DescriptionThe Sales Analyst plays a vital role in... Read More
    Job DescriptionJob Description

    The Sales Analyst plays a vital role in assisting the Sales Team with sales planning, forecasting, and analysis by providing insights through report generation and strategic data analysis. This role serves as the focal point for answering questions related to customer contracts, pricing, and terms, while supporting customer requests and providing overall administrative support to internal and external teams. The Sales Analyst acts as a super-user for Oracle JD Edwards and EPM reporting, planning, and analytics software.

    Essential Duties and Responsibilities

    Reporting & Analysis: Accurately generates and processes weekly, monthly, and ad-hoc sales reports. Collects and analyzes sales data to report revenues and projections at the global, entity, channel, and customer levels.Performance Tracking: Prepares monthly regional reports, including revenue management, customer order analysis, and sales incentive calculation reports for individual and team production.Data Integrity & Maintenance: Validates and maintains customer and item master data, initiating necessary changes to ensure accuracy. Maintains and updates customer pricing and creates databases to secure confidential information.Strategic Support: Produces data and reports used to create the Strategic Sales Plan, Sales Forecasting, and Supply Chain/Operations Planning to help determine appropriate sales and production goals. Prepares data and PowerPoint presentations for leadership.Cross-Functional Collaboration: Supports North American sales functions, including profitability, product classification, and product onboarding for Sales and Product Management. Manages interfaces across various departments and systems.System Ownership: Utilizes Oracle JDE, ReportsNOW, Oracle EPM, and PowerBI to provide actionable data. Assists the IT department with software upgrades, coordinates system training, and manages the input of historical data for future forecasting.Team Alignment: Reports to the Director of OEM Sales while supporting international aftermarket field sales teams, corporate staff, and independent sales representatives. Read Less
  • Account Manager  

    - Encinitas
    Job DescriptionJob DescriptionWe are seeking a full-time Account Manag... Read More
    Job DescriptionJob Description

    We are seeking a full-time Account Manager to oversee a growing roster of innovative healthcare and medical device clients. This role serves as the primary point of contact, ensuring highly responsive service and strategic brand representation across digital marketing, web, and social media programs.


    Key Responsibilities of an Account Manager

    Team Leadership: Lead internal teams—including designers, writers, and digital specialists—to execute brand strategy workshops, lead generation, and video production.Project Management: Oversee project scope, schedules, and various digital or print marketing initiatives from start to finish.Client Relations: Assess client needs to create effective solutions and provide regular updates to executive leadership regarding account health.Mentorship: Collaborate with producers and provide guidance to junior team members.

    Requirements & Skills of an Account Manager

    Experience: At least 3 years of agency experience specifically within healthcare marketing.Education: A Bachelor’s Degree is required.Expertise: Proven ability to manage creative teams, client expectations, and complex digital/creative projects.Communication: Exceptional writing skills for developing proposals and creative briefs, along with strong presentation abilities.Technical Proficiencies: Advanced knowledge of Microsoft Office and proficiency in Mac OSX.Attributes: Highly organized, proactive, and able to meet tight deadlines in a collaborative, fast-paced environment. Read Less
  • Patient Service Representative  

    - Santa Monica
    Job DescriptionJob DescriptionWe are looking for a Patient Service Rep... Read More
    Job DescriptionJob Description

    We are looking for a Patient Service Representative to join the team!

     

    The Patient Service Representative will be responsible for:

    Serving as the primary point of contact for patients in person and by phoneGreeting patients, assisting with concerns, and escalating issues when appropriateChecking patients in and out, collecting co-pays, providing receipts, and reconciling paymentsVerifying patient demographics and insurance information in CS-Link/EpicScheduling appointments and completing patient registrationProcessing and tracking referrals and authorizations for various insurance typesHandling patient and provider correspondenceExplaining policies, procedures, or services to patientsSanitizing workspaces in accordance with department guidelines

     

    The Qualifications for a Patient Service Representative:

    Experience with medical insurance, referral processes, and benefit plans1 year of recent experience in an outpatient clinic or medical office settingAbility to understand and follow detailed oral and written instructions2+ years of recent experience as a Patient Service Representative preferredExperience using CS-Link/Epic preferredKnowledge of medical terminology preferred

     

    Please apply immediately for consideration for a Patient Service Representative.

    Read Less
  • Patient Service Representative  

    - Beverly Hills
    Job DescriptionJob DescriptionWe are looking for a Patient Service Rep... Read More
    Job DescriptionJob Description

    We are looking for a Patient Service Representative to join the team!

     

    The Patient Service Representative will be responsible for:

    Serving as the primary point of contact for patients in person and by phoneGreeting patients, assisting with concerns, and escalating issues when appropriateChecking patients in and out, collecting co-pays, providing receipts, and reconciling paymentsVerifying patient demographics and insurance information in CS-Link/EpicScheduling appointments and completing patient registrationProcessing and tracking referrals and authorizations for various insurance typesHandling patient and provider correspondenceExplaining policies, procedures, or services to patientsSanitizing workspaces in accordance with department guidelines

     

    The Qualifications for a Patient Service Representative:

    Experience with medical insurance, referral processes, and benefit plans1 year of recent experience working in a call centerAbility to understand and follow detailed oral and written instructions2+ years of recent experience as a Patient Service Representative preferredExperience using CS-Link/Epic preferredKnowledge of medical terminology preferred

     

    Please apply immediately for consideration for a Patient Service Representative.

    Read Less
  • Surgery Scheduler  

    - Los Angeles
    Job DescriptionJob DescriptionSurgical Scheduling CoordinatorWest Holl... Read More
    Job DescriptionJob Description

    Surgical Scheduling Coordinator

    West Hollywood, CA
    Schedule: Full-Time | Day Shift | Monday–Friday | 8:00 AM – 5:00 PM

    Position Overview

    Seeking an experienced Surgical Scheduling Coordinator to support a fast-paced Orthopedics & Sports Medicine practice. This role is responsible for coordinating all aspects of workers’ compensation surgical scheduling, including authorizations, insurance verification, pre-operative clearances, and communication between patients, physicians, case managers, and ancillary departments.

    The ideal candidate will have prior workers’ compensation experience, strong knowledge of Epic EMR, and the ability to manage complex scheduling workflows while delivering exceptional patient service.

    Essential Responsibilities for a Surgical Scheduling Coordinator

    Coordinate all workers’ compensation surgical scheduling, including pre-op and post-op appointmentsVerify insurance coverage and obtain required surgery authorizations and health clearancesSchedule and confirm completion of all pre-operative studies and testingCoordinate operating room scheduling and physician-specific surgical requirementsServe as the primary point of contact for patients throughout the surgical processEducate patients regarding surgical procedures, risks, benefits, and required pre-op classes as directed by the physicianCommunicate with physicians, clinical staff, adjusters, case managers, and external departments to ensure continuity of careManage referrals, physician correspondence, calendars, forms, and authorization requestsPrepare patient charts and update demographic and insurance information accuratelyCollaborate with billing teams regarding audits, surgical reports, and charge reconciliationCoordinate special equipment requests needed for surgical proceduresProvide concierge-style support to patients and patient designees before, during, and after surgeryAddress patient concerns and escalate issues appropriately when necessaryProvide administrative or clinical support based on operational needs

    Required Qualifications for a Surgical Scheduling Coordinator

    High School Diploma or GED (no exceptions)Minimum of 2 years of workers’ compensation claims or coordination experienceExperience using Epic EMRStrong organizational, communication, and multitasking skillsAbility to work effectively in a fast-paced healthcare environment

    Preferred Qualifications for a Surgical Scheduling Coordinator

    Previous experience as a Patient Service Representative (PSR) or Medical Assistant (MA)Orthopedic or sports medicine experience preferred Read Less
  • Patient Service Representative  

    - Pomona
    Job DescriptionJob DescriptionWe are looking for a Patient Service Rep... Read More
    Job DescriptionJob Description

    We are looking for a Patient Service Representative to join the team!

     

    The Patient Service Representative will be responsible for:

    Serving as the primary point of contact for patients in person and by phoneGreeting patients, assisting with concerns, and escalating issues when appropriateChecking patients in and out, collecting co-pays, providing receipts, and reconciling paymentsVerifying patient demographics and insurance information in CS-Link/EpicScheduling appointments and completing patient registrationProcessing and tracking referrals and authorizations for various insurance typesHandling patient and provider correspondenceExplaining policies, procedures, or services to patientsSanitizing workspaces in accordance with department guidelines

     

    The Qualifications for a Patient Service Representative:

    Experience with medical insurance, referral processes, and benefit plans1 year of recent experience in an outpatient clinic or medical office settingAbility to understand and follow detailed oral and written instructions2+ years of recent experience as a Patient Service Representative preferredExperience using CS-Link/Epic preferredKnowledge of medical terminology preferred

     

    Please apply immediately for consideration for a Patient Service Representative.

    Read Less
  • Hospital Financial Counselor: ONSITE 2pm - 10pm  

    - San Diego
    Job DescriptionJob DescriptionThe Financial Counseling team removes fi... Read More
    Job DescriptionJob Description

    The Financial Counseling team removes financial barriers to care, enabling families to focus wholly on treatment. As navigators of insurance and reimbursement resources, Financial Counselors assist uninsured or underinsured families in applying for various government-sponsored healthcare programs—including Medi-Cal and state health services—and help establish payment plans to resolve patient account balances.

    Financial Counselors collaborate extensively with internal departments, including social work, case management, revenue cycle, and physician billing.

    Key Responsibilities for a Financial Counselor

    Guide families through complex insurance, billing, and reimbursement processes.Screen patients and assist families with eligibility applications for government-sponsored healthcare resources and financial assistance programs.Establish manageable payment plans and navigate alternative options to effectively resolve outstanding patient account balances.Coordinate cross-functionally with social work, case management, revenue cycle, and physician billing teams to ensure seamless patient care support.Maintain comprehensive, accurate documentation of financial counseling activities in compliance with organizational policies and healthcare regulations.

    Requirements for a Financial Counselor

    High school diploma, GED, or equivalent.Minimum of 2 years of experience as a Financial Counselor within a healthcare setting.Strong professional understanding of Medi-Cal eligibility, insurance verification, and authorizations.Demonstrated ability to multitask, prioritize tasks, and manage a dynamic workload effectively.Compassionate communication skills and the ability to work collaboratively across multidisciplinary teams.

    Schedule for a Financial Counselor: Onsite, 5x8 variable days.

    Weekdays: 2:00 PM – 10:00 PMSaturday: 9:00 AM – 5:30 PMSunday: 7:00 AM – 3:30 PM Read Less
  • Shipping and Receiving Clerk  

    - San Juan Capistrano
    Job DescriptionJob DescriptionWe are looking for a Shipping and Receiv... Read More
    Job DescriptionJob Description

    We are looking for a Shipping and Receiving Clerk to join our team! Here you will be responsible for any combination of the following for shipping and receiving: lines and pads crates; assembles cartons; fabricates and sorts product; counts, weighs and/or verifies product to be packaged; applies protective wrap; stamps, stencils or attaches identifying information and shipping instructions on containers; posts weight and shipping charges; verifies identification and count of material to be shipped.

    Responsibilities for a Shipping and Receiving Clerk:

    Performs varied shipping operations involving the form up, gluing and/or strapping of paperboard boxes.Receives, unloads, checks, sorts, tags, stores expedites paperwork and performs other clerical functions for materials and tools received from vendors, freight and express transport companies and other delivery agencies.Works from receiving reports, freight bills, packing slips and purchase orders.Maintains required records such as UPS logs and takes daily inventory as well as month-end count of finished goods.Performs all other functions as assigned or required.

    Qualifications for a Shipping and Receiving Clerk:

    Ability to read, write and interpret verbal and written instructions including numerals.Three or more years of directly related experience in the areas of shipping, packaging, routing and material handling, and Company documentation related to the shipping area.Ability to guide and assist shipping clerks and material handlers.Must wear steel toed shoes.Must be forklift certified and re-certified annually.

    Logistics Coordinator, Shipping Clerk, Receiving Clerk, Warehouse Clerk, Supply Chain Clerk, Shipping and Receiving Coordinator, Operations Specialist, Transportation Planner, Logistics Specialist, Inventory Specialist

    Read Less
  • Manufacturing Test Technician  

    - San Juan Capistrano
    Job DescriptionJob DescriptionWe are adding an additional Jr. Manufact... Read More
    Job DescriptionJob Description

    We are adding an additional Jr. Manufacturing Test Technician to our existing team of professionals. This is an entry level role with an amazing company where you can grow your career. You'll be responsible for performing tests according to established protocols to support new product development, sustaining and product quality. Will provide production troubleshooting and failure analysis of customer returned products. You'll also be responsible for conducting performance, material, environmental, and chemical tests on various plumbing products, including data collection, data analysis, and reporting of test results.


    Duties for a Jr. Manufacturing Test Technician

    Performs tests according to established test protocols.Performs basic data analysis.Responsible for completion of tests according to assigned schedule.Provides comprehensive test reports and ensures technical accuracy of provided test data.Communicates test results to appropriate personnel.Follows protocol for storage of test reports on database so that data can be readily retrieved for evaluation and analysis.Is able to interpret procedures and industry test standards.Capable of identifying equipment issues to prevent capturing of invalid data.Responsible for laboratory organization and cleanliness.


    Education requirements for a Jr. manufacturing test technician

    High School graduate or equivalent, or demonstrated ability through practical experience to perform technical responsibilities required in this position.Experience with Excel0-2 years experienceMotivated self-starter who can work in a fast paced environment while maintaining attention to detail.Strong mechanical aptitude.Entry level role Read Less

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