--- title: 'Financial Services Onboarding Specialist at Nomi Health' canonical: 'https://feeny.ai/job/financial-services-onboarding-specialist-nomi-health-chicago-0z9x14chjrgp' type: 'job' last_seen: '2026-09-10' --- # Financial Services Onboarding Specialist at Nomi Health - **Company:** Nomi Health - **Location:** Chicago, IL - **Employment:** full-time - **Work type:** remote - **Posted:** 2026-09-02 - **Last confirmed live:** 2026-09-10 - **Apply:** https://jobs.lever.co/nomihealth/62019c3c-1673-4486-94dd-9a13e8b405a1 ## Job description 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. 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 - Prepare onboarding status reports, pipeline metrics, and exception trends for internal stakeholders - Collaborate with Product and Technology teams to identify onboarding platform defects, define requirements, and validate enhancements that improve reliability and efficiency - Maintain and follow standard operating procedures for onboarding workflows; recommend process improvements where appropriate - Assist with audit support by providing documentation and transaction/onboarding-level detail as needed Required Skills & Qualifications: - 3-5 years of experience in financial services onboarding, payment operations, KYC/AML, or healthcare claims/insurance operations - Working knowledge of BSA/AML, KYC, and NACHA compliance concepts as applied to onboarding and account setup - Strong attention to detail with demonstrated ability to validate financial, banking, and compliance documentation accurately - Ability to translate onboarding pain points into clear requirements for Product and Technology teams, and to validate that delivered solutions meet operational needs - Strong written and verbal communication skills with the ability to present onboarding status and issues clearly to technical and non-technical audiences - Demonstrated ability to investigate documentation discrepancies, ask incisive questions, and resolve issues with internal and external stakeholders - Track record of building effective working relationships across departments including Finance, Compliance, Product, and Engineering - Proficiency in Microsoft Excel, including formulas, pivot tables, VLOOKUP/XLOOKUP, and data validation - Proven ability to manage a high-volume onboarding pipeline and competing priorities in a fast-paced environment while maintaining accuracy and accountability - Strong analytical and problem-solving skills with a bias toward process improvement and operational efficiency - Self-directed and proactive, with demonstrated ownership of outcomes and a continuous improvement mindset Preferred Qualifications: - Experience onboarding a mix of entity types (providers, TPAs, employer groups) in a healthcare, payments, or financial services environment - Familiarity with NPI registry lookups, OIG LEIE/SAM.gov exclusion screening, or similar due diligence tools - Experience leveraging AI tools (e.g., ChatGPT, Claude, Copilot) to improve onboarding workflows, accelerate documentation review, or automate repetitive tasks - Working knowledge of SQL for querying databases, building ad hoc reports, or investigating onboarding data discrepancies - Experience with Salesforce, Jira, or other CRM/operational workflow tools; comfort learning and navigating new systems quickly Nomi Health delivers disruptive healthcare solutions, in partnership with like-minded employers, public sector organizations, advisors (brokers/consultants), and payers/TPAs. We’re a team of 300+ people who show up every day with the same mindset: don’t settle for “that’s just how it is.” Real change happens when you challenge the system, cut through the excuses, and build something better together. ## About Nomi Health ## Company Overview - **One-liner**: Nomi Health is a direct healthcare company rebuilding the system from the ground up to make care affordable and accessible through direct contracts, data analytics, and streamlined payment solutions. - **Entity Type**: Private (Private Equity backed; $110M total raised) - **Headquarters**: Orem, Utah, USA - **Founded**: 2019 - **Founders**: Mark Newman (CEO), Joshua Walker (COO), Boe Hartman (CTO) ## Core Business - **Primary industry**: Healthcare technology (direct healthcare services, analytics, pharmacy management, and financial services) - **Target customers**: Employers, advisors (brokers), health plans, government entities, providers, and individual members (B2B primarily) - **Mission/purpose statement**: “We are rebuilding healthcare from the ground up to create a system that is affordable and accessible for everyone.” (nomihealth.com/careers) ## Products & Services - **Direct Healthcare Networks**: Contracts directly with providers to cut out middlemen, reducing costs by up to 30%. - **Artemis Analytics Platform**: Led by Betsy McVay, provides deep data insights to help employers and health plans make informed decisions to improve care and lower costs. - **Pharmacy Management**: Integrated pharmacy benefit services under the direct model. - **Financial Services & Payment Operations**: Streamlines claims, payments, and contracts for providers and payers. ## Market Standing - **Valuation/Market Cap**: Not disclosed (private company). - **Key Metrics** (as of late 2025/early 2026, per careers page): - 30M+ lives impacted nationwide - $150B+ in healthcare spend influenced through platform and insights - 4,000+ customers (employers, advisors, health plans) - 12M+ individuals have received care through Nomi Health - Up to 30% healthcare cost reduction through direct model - **Total Raised**: $110M (Private Equity, per CB Insights) - **Notable Investors/Partners**: Not publicly disclosed; backed by private equity. - **Growth Signals**: - 410 total employees (Built In) - Remote-first/hybrid presence with offices in Orem, UT and Chicago, IL - Active hiring for multiple remote roles (Senior Payment Operations Specialist, Financial Services Onboarding Specialist, etc.) – jobs.lever.co/nomihealth - Rapidly expanding direct care networks and analytics capabilities ## Competitive Advantages - **Direct Model**: Eliminates traditional insurance middlemen, achieving 30% cost reduction for clients. - **Integrated Analytics (Artemis)**: Proprietary data platform that turns claims and clinical data into actionable insights, enabling better outcomes at lower cost. - **End-to-End Services**: Offers a full stack – networks, payments, pharmacy, analytics – providing a seamless alternative to fragmented healthcare systems. - **Mission-Driven Talent**: Attracts employees who are “sick of the status quo” and eager to rebuild healthcare. ## Strategic Focus - Expand direct provider contracting and value-based care arrangements nationally. - Deepen analytics capabilities to further reduce waste and improve patient outcomes. - Scale payment operations and financial services to handle increasing transaction volumes. - Continue building a remote-first, high-growth engineering and data science team. ## Why Work Here - **Mission**: Opportunity to have a direct impact on fixing the U.S. healthcare system. - **Culture**: Described as “moving fast, growing quickly, constantly evolving” – ideal for engineers, data scientists, and healthcare experts who want to challenge the status quo. - **Compensation**: Competitive salaries, equity, and 401K match. - **Benefits**: Medical, dental, vision coverage; unlimited PTO; paid family leave (including pregnancy, parental bonding, adoption, and “Grandternity” leave). - **Work Environment**: Remote-friendly (many roles are fully remote), with physical hubs in Orem, UT and Chicago, IL. Emphasis on continuous learning and career growth. - **Diversity of Roles**: Engineering, data science, product, operations, finance, and clinical roles available. ## Sources 1. [nomihealth.com/careers](https://www.nomihealth.com/careers) 2. [nomihealth.com/about](https://www.nomihealth.com/about) 3. [jobs.lever.co/nomihealth](https://jobs.lever.co/nomihealth) 4. [cbinsights.com/company/nomi-health](https://www.cbinsights.com/company/nomi-health) 5. [builtin.com/company/nomi-health](https://builtin.com/company/nomi-health) ## Other roles at Nomi Health - [Senior Payment Operations Specialist](https://feeny.ai/job/senior-payment-operations-specialist-nomi-health-chicago-n11a118wx5ph) — Chicago, IL - [Director of Product - Network](https://feeny.ai/job/director-of-product-network-nomi-health-remote-hb95vyeye99d) - [Staff Software Engineer](https://feeny.ai/job/staff-software-engineer-nomi-health-salt-lake-city-m7d9gjm1vk38) — Salt Lake City, UT - [General Application](https://feeny.ai/job/general-application-nomi-health-0hrrcvgp8q8h)