Technical Implementation Specialist

We were tired of hearing that healthcare is broken, so we decided to do something about it. At Nomi Health, we believe the care itself isn’t broken — it’s the business of healthcare that gets in the way. Every year, more than $1 trillion is wasted on paperwork, delays, and middle layers that drive up costs and keep people from the care they need.    We’re rebuilding the system so it works the way it should: clear prices you can trust, faster payments that keep providers focused on patients, and data that helps employers make better decisions. Our work has already touched more than 30 million lives — from local communities in Michigan to some of the largest companies in the country. 

Role Summary

The Financial Services Onboarding Specialist is responsible for guiding providers, Third-Party Administrators (TPAs), and employer groups through accurate, timely, and compliant onboarding onto Nomi Health's payment and financial services platforms. This role owns the end-to-end collection, validation, and processing of banking, tax, and compliance documentation across all entity types, ensuring onboarding activity meets regulatory requirements and internal controls. The role partners closely with Compliance, Finance, and Product/Technology teams to maintain a smooth, low-risk onboarding experience for new and existing partners.

Key Responsibilities:

Key Responsibilities

• Manage end-to-end onboarding of new providers, TPAs, and employer groups onto payment and financial services platforms, ensuring completeness and accuracy of banking, EFT, and tax identification (TIN) information
• Validate onboarding documentation (W-9s, banking confirmation letters, voided checks, entity formation documents, plan/account setup forms) against company and regulatory standards, tailored to entity type (provider, TPA, or employer group)
• Perform due diligence checks appropriate to entity type, including NPI registry verification and OIG/SAM exclusion screening for providers, and negative news and entity verification review for TPAs and employer groups
• Ensure all onboarding activity adheres to regulatory and internal compliance guidelines, including BSA/AML, KYC, NACHA rules, and company-specific controls
• Coordinate account and banking structure setup for TPAs and employer groups, including funding arrangements, EFT/ACH configuration, and plan-level account mapping
• Triage and resolve onboarding exceptions, discrepancies, and documentation gaps in coordination with providers, TPAs, employer groups, and internal stakeholders
• Maintain accurate, audit-ready onboarding records and status tracking across CRM/Salesforce and internal systems
• Coordinate with cross-functional teams (Finance, Compliance, Engineering, Product) to resolve escalated onboarding issues and reduce time-to-activation