Healthcode Medical Inc.Client Care Team Lead
Oct. 2021 - Jan. 2025Canada, VancouverManaged full-cycle billing, client services, financial administration, and daily operations for two specialized allied health clinics with concierge, private-pay, and multi-provider services.
Oversaw billing systems, vendor payments, AR/AP, client account management, and financial reporting for subscription and fee-for-service models.
Successfully led billing system migrations (Square → Converge → QuickBooks + Benji Pays), coordinating historical payment reconciliation and ensuring smooth financial transitions.
Developed and implemented administrative workflows, SOPs, and onboarding processes to optimize client intake, reduce administrative workload, and support business growth.
Provided executive-level support with financial reports, vendor management, operational planning, and project management during clinic growth and service expansion.
Supervised and trained administrative staff across two clinic locations, coordinating multiple service providers and daily operational needs.
Supported growth across multiple healthcare disciplines while maintaining financial accuracy and smooth client experiences.
Built scalable systems and processes that allowed the clinics to operate efficiently during transitions.
Acted as the operational point-person for both client-facing services and backend financial management.