8337 Management jobs in Yorba Linda

We are seeking a highly organized and proactive Remote Office Manager to oversee administrative operations, coordinate virtual workflows, and support team productivity across departments. The ideal candidate will be self-motivated, tech-savvy, and experienced in managing business functions in a fully remote environment.

• Manage and optimize daily remote office operations, tools, and workflows
• Oversee calendar scheduling, virtual meeting logistics, and team-wide communications
• Serve as the main point of contact for internal staff regarding office-related queries
• Assist with onboarding/offboarding processes and maintaining digital employee records
• Coordinate with IT, HR, and Finance departments to support organizational needs
• Track inventory of software licenses, equipment, and office budgets
• Organize virtual events, team-building activities, and internal communications
• Ensure compliance with remote work policies, procedures, and data security standards
• Monitor general email inboxes and route inquiries appropriately
• Assist executive leadership with administrative tasks and special projects

• Proven experience as an Office Manager, Administrative Manager, or similar role
• Excellent written and verbal communication skills
• Strong organizational, time management, and problem-solving abilities
• Proficient in tools like Google Workspace, Slack, Zoom, Asana, Notion, and Microsoft 365
• Ability to work independently and support a distributed team across time zones
• Familiarity with HR, IT, or basic accounting processes is a plus
• High level of discretion and professionalism

Job Summary: We are seeking a dedicated Client Services Associate to support our financial consultants in providing excellent customer service to our clients. You will work closely with our staff, preparing documents before client meetings, organizing sales and presentation materials, compiling meeting notes, and setting up client access for new accounts. On a daily basis, you will also handle other administrative tasks, such as answering phone calls emails, sending deadline reminders to consultants, and updating our client database.

Duties and Responsibilities

• Compile and update necessary documents and contracts
• Prepare presentation materials
• Gather meeting notes and input them to client files
• Obtain and process all client information and transactions
• Create new accounts and maintain client portfolios
• Perform administrative and clerical duties as necessary

Requirements and Qualifications

• High school diploma or equivalent; associate or bachelor's degree in business, finance, or related field preferred
• Experience as a Client Services Associate or other administrative role in the financial industry a plus
• Proficient in Microsoft Office
• Strong communication and organizational skills
• Detail-oriented
• Comfortable working independently
• Exceptional customer service skills

1. Daily coordination of support documents pertaining to the DNFB List of Medi-Cal patients.
2. Ensures completion of patient records and attachments prior to submitting them to Medi-Cal via e-TAR.
3. Assist with tracking submitted e-TARS to ensure deferrals and denials are followed-up within a timely fashion.
4. Reports e-TAR support progress and delays to Manager or Director of care management.
5. Participates in interdisciplinary team and department of revenue meetings to discuss e-TAR work flow, documentation necessity (attachments), process improvement, and submission timeliness.
6. Identifies and reviews observation patients daily; performs concurrent MCG/electronic review for continued stay or conversion to inpatient appropriateness reviews as needed.
7. Contacts insurance for pre-authorization prior to conversion; collaborates with CM RN to obtain order for admission if appropriate. Responsible for documentation of authorization information in Cerner
8. Coordinates with UM Care Coordinator to transfer clinical information to payer as needed.
9. Collaborates with interdisciplinary team, participants in team rounds to: (I) facilitate timely care, (2) assures quality of care throughout the hospital stay, and (3) minimizes adverse outcomes.
10. Assists with the initiation of appropriate referrals to the internal interdisciplinary team and outside provider networks (health plans, IPAs, and FQHCs) as indicated.
11. Communicates with admitting or PFS regarding the needs of the patient, payer, and provider documentation.
12. Patient needs are supported within the limitations of the existing individual beneficiary care structure.
13. Communicates relevant elements of the health plan benefits.
14. Documents and reviews all team member, physician, and patient/family communications and concerns pertaining to coordination of care and services.
15. Screens every patient chart to justify identified needs for assessments, documentation of medical necessity, and/or discharge planning needs if assigned.
16. Adheres to the Care Management Department policies and procedures.
17. Participates in the Quality and Performance Improvement Plan for the Care Management Department.
18. Considers the patient popubilation served, age-specific criteria and the Jean Watson Model of Care in all patient/family care and interaction.
19. Collaborates with on-site care management team to support best practice guidelines.
20. Attends unit/department staff meetings as well as other meetings as assigned.
21. Maintain and complete Compass program training as assigned.
22. Lead, mentor, and support utilization management staff including nurses and coordinators.
23. Serve as a resource and subject matter expert on utilization management processes, policies, and regulations.
24. Assist with onboarding, and training, of team members.
25. Manage staffing assignments and workloads to meet service-level goals and compliance metrics.
26. Monitor daily workflow for timely completion of authorization reviews (pre-certification, concurrent, post-service).
27. Ensure appropriate application of clinical guidelines (e.g., InterQual, MCG) and regulatory standards (e.g., CMS, NCQA, URAC).
28. Collaborate with medical directors for escalations or complex case reviews.
29. Identify trends, delays, or denials and propose improvements.
30. Monitor adherence to UM policies, procedures, and applicable federal/state laws.
31. Participate in audits, accreditation surveys, and quality improvement initiatives.
32. Develop and implement strategies to enhance utilization management effectiveness and member outcomes.
33. Ensure accurate documentation and data integrity in UM systems.
34. Serve as a liaison between utilization management, care coordination, provider relations, and payers
35. Facilitate regular team meetings and cross-functional updates.
36. Respond to escalations from providers, members, and internal stakeholders. Other duties as assignedsuch as denials management and appeals in lieu of other UM duties.

• Associates Degree in Nursing or equivalent required. BSN preferred.

• Minimum 5 years recent experience in Case Management or Utilization Management or Prior Authorization
• Current California Registered Nurse License.
• Certification in UM or CM is highly preferred
• Experience in MCG and/or Interqual required
• A team player that can follow a system and protocol to achieve a common goal
• Highly organized and well developed oral and written communication skills
• Confidence to communicate and outreach to other community health care organizations and personnel Demonstrates sound judgment, decision making and problem solving skills

• Bilingual language skills preferred (Spanish) Basic computer skills
• Current Basic Life Support (BLS)
• CCM Certification preferred

1. Daily coordination of support documents pertaining to the DNFB List of Medi-Cal patients.
2. Ensures completion of patient records and attachments prior to submitting them to Medi-Cal via e-TAR.
3. Assist with tracking submitted e-TARS to ensure deferrals and denials are followed-up within a timely fashion.
4. Reports e-TAR support progress and delays to Manager or Director of care management.
5. Participates in interdisciplinary team and department of revenue meetings to discuss e-TAR work flow, documentation necessity (attachments), process improvement, and submission timeliness.
6. Identifies and reviews observation patients daily; performs concurrent MCG/electronic review for continued stay or conversion to inpatient appropriateness reviews as needed.
7. Contacts insurance for pre-authorization prior to conversion; collaborates with CM RN to obtain order for admission if appropriate. Responsible for documentation of authorization information in Cerner
8. Coordinates with UM Care Coordinator to transfer clinical information to payer as needed.
9. Collaborates with interdisciplinary team, participants in team rounds to: (I) facilitate timely care, (2) assures quality of care throughout the hospital stay, and (3) minimizes adverse outcomes.
10. Assists with the initiation of appropriate referrals to the internal interdisciplinary team and outside provider networks (health plans, IPAs, and FQHCs) as indicated.
11. Communicates with admitting or PFS regarding the needs of the patient, payer, and provider documentation.
12. Patient needs are supported within the limitations of the existing individual beneficiary care structure.
13. Communicates relevant elements of the health plan benefits.
14. Documents and reviews all team member, physician, and patient/family communications and concerns pertaining to coordination of care and services.
15. Screens every patient chart to justify identified needs for assessments, documentation of medical necessity, and/or discharge planning needs if assigned.
16. Adheres to the Care Management Department policies and procedures.
17. Participates in the Quality and Performance Improvement Plan for the Care Management Department.
18. Considers the patient popubilation served, age-specific criteria and the Jean Watson Model of Care in all patient/family care and interaction.
19. Collaborates with on-site care management team to support best practice guidelines.
20. Attends unit/department staff meetings as well as other meetings as assigned.
21. Maintain and complete Compass program training as assigned.
22. Lead, mentor, and support utilization management staff including nurses and coordinators.
23. Serve as a resource and subject matter expert on utilization management processes, policies, and regulations.
24. Assist with onboarding, and training, of team members.
25. Manage staffing assignments and workloads to meet service-level goals and compliance metrics.
26. Monitor daily workflow for timely completion of authorization reviews (pre-certification, concurrent, post-service).
27. Ensure appropriate application of clinical guidelines (e.g., InterQual, MCG) and regulatory standards (e.g., CMS, NCQA, URAC).
28. Collaborate with medical directors for escalations or complex case reviews.
29. Identify trends, delays, or denials and propose improvements.
30. Monitor adherence to UM policies, procedures, and applicable federal/state laws.
31. Participate in audits, accreditation surveys, and quality improvement initiatives.
32. Develop and implement strategies to enhance utilization management effectiveness and member outcomes.
33. Ensure accurate documentation and data integrity in UM systems.
34. Serve as a liaison between utilization management, care coordination, provider relations, and payers
35. Facilitate regular team meetings and cross-functional updates.
36. Respond to escalations from providers, members, and internal stakeholders. Other duties as assignedsuch as denials management and appeals in lieu of other UM duties.

• Associates Degree in Nursing or equivalent required. BSN preferred.

• Minimum 5 years recent experience in Case Management or Utilization Management or Prior Authorization
• Current California Registered Nurse License.
• Certification in UM or CM is highly preferred
• Experience in MCG and/or Interqual required
• A team player that can follow a system and protocol to achieve a common goal
• Highly organized and well developed oral and written communication skills
• Confidence to communicate and outreach to other community health care organizations and personnel Demonstrates sound judgment, decision making and problem solving skills

• Bilingual language skills preferred (Spanish) Basic computer skills
• Current Basic Life Support (BLS)
• CCM Certification preferred

1. Daily coordination of support documents pertaining to the DNFB List of Medi-Cal patients.
2. Ensures completion of patient records and attachments prior to submitting them to Medi-Cal via e-TAR.
3. Assist with tracking submitted e-TARS to ensure deferrals and denials are followed-up within a timely fashion.
4. Reports e-TAR support progress and delays to Manager or Director of care management.
5. Participates in interdisciplinary team and department of revenue meetings to discuss e-TAR work flow, documentation necessity (attachments), process improvement, and submission timeliness.
6. Identifies and reviews observation patients daily; performs concurrent MCG/electronic review for continued stay or conversion to inpatient appropriateness reviews as needed.
7. Contacts insurance for pre-authorization prior to conversion; collaborates with CM RN to obtain order for admission if appropriate. Responsible for documentation of authorization information in Cerner
8. Coordinates with UM Care Coordinator to transfer clinical information to payer as needed.
9. Collaborates with interdisciplinary team, participants in team rounds to: (I) facilitate timely care, (2) assures quality of care throughout the hospital stay, and (3) minimizes adverse outcomes.
10. Assists with the initiation of appropriate referrals to the internal interdisciplinary team and outside provider networks (health plans, IPAs, and FQHCs) as indicated.
11. Communicates with admitting or PFS regarding the needs of the patient, payer, and provider documentation.
12. Patient needs are supported within the limitations of the existing individual beneficiary care structure.
13. Communicates relevant elements of the health plan benefits.
14. Documents and reviews all team member, physician, and patient/family communications and concerns pertaining to coordination of care and services.
15. Screens every patient chart to justify identified needs for assessments, documentation of medical necessity, and/or discharge planning needs if assigned.
16. Adheres to the Care Management Department policies and procedures.
17. Participates in the Quality and Performance Improvement Plan for the Care Management Department.
18. Considers the patient popubilation served, age-specific criteria and the Jean Watson Model of Care in all patient/family care and interaction.
19. Collaborates with on-site care management team to support best practice guidelines.
20. Attends unit/department staff meetings as well as other meetings as assigned.
21. Maintain and complete Compass program training as assigned.
22. Lead, mentor, and support utilization management staff including nurses and coordinators.
23. Serve as a resource and subject matter expert on utilization management processes, policies, and regulations.
24. Assist with onboarding, and training, of team members.
25. Manage staffing assignments and workloads to meet service-level goals and compliance metrics.
26. Monitor daily workflow for timely completion of authorization reviews (pre-certification, concurrent, post-service).
27. Ensure appropriate application of clinical guidelines (e.g., InterQual, MCG) and regulatory standards (e.g., CMS, NCQA, URAC).
28. Collaborate with medical directors for escalations or complex case reviews.
29. Identify trends, delays, or denials and propose improvements.
30. Monitor adherence to UM policies, procedures, and applicable federal/state laws.
31. Participate in audits, accreditation surveys, and quality improvement initiatives.
32. Develop and implement strategies to enhance utilization management effectiveness and member outcomes.
33. Ensure accurate documentation and data integrity in UM systems.
34. Serve as a liaison between utilization management, care coordination, provider relations, and payers
35. Facilitate regular team meetings and cross-functional updates.
36. Respond to escalations from providers, members, and internal stakeholders. Other duties as assignedsuch as denials management and appeals in lieu of other UM duties.

• Associates Degree in Nursing or equivalent required. BSN preferred.

• Minimum 5 years recent experience in Case Management or Utilization Management or Prior Authorization
• Current California Registered Nurse License.
• Certification in UM or CM is highly preferred
• Experience in MCG and/or Interqual required
• A team player that can follow a system and protocol to achieve a common goal
• Highly organized and well developed oral and written communication skills
• Confidence to communicate and outreach to other community health care organizations and personnel Demonstrates sound judgment, decision making and problem solving skills

• Bilingual language skills preferred (Spanish) Basic computer skills
• Current Basic Life Support (BLS)
• CCM Certification preferred

1. Daily coordination of support documents pertaining to the DNFB List of Medi-Cal patients.
2. Ensures completion of patient records and attachments prior to submitting them to Medi-Cal via e-TAR.
3. Assist with tracking submitted e-TARS to ensure deferrals and denials are followed-up within a timely fashion.
4. Reports e-TAR support progress and delays to Manager or Director of care management.
5. Participates in interdisciplinary team and department of revenue meetings to discuss e-TAR work flow, documentation necessity (attachments), process improvement, and submission timeliness.
6. Identifies and reviews observation patients daily; performs concurrent MCG/electronic review for continued stay or conversion to inpatient appropriateness reviews as needed.
7. Contacts insurance for pre-authorization prior to conversion; collaborates with CM RN to obtain order for admission if appropriate. Responsible for documentation of authorization information in Cerner
8. Coordinates with UM Care Coordinator to transfer clinical information to payer as needed.
9. Collaborates with interdisciplinary team, participants in team rounds to: (I) facilitate timely care, (2) assures quality of care throughout the hospital stay, and (3) minimizes adverse outcomes.
10. Assists with the initiation of appropriate referrals to the internal interdisciplinary team and outside provider networks (health plans, IPAs, and FQHCs) as indicated.
11. Communicates with admitting or PFS regarding the needs of the patient, payer, and provider documentation.
12. Patient needs are supported within the limitations of the existing individual beneficiary care structure.
13. Communicates relevant elements of the health plan benefits.
14. Documents and reviews all team member, physician, and patient/family communications and concerns pertaining to coordination of care and services.
15. Screens every patient chart to justify identified needs for assessments, documentation of medical necessity, and/or discharge planning needs if assigned.
16. Adheres to the Care Management Department policies and procedures.
17. Participates in the Quality and Performance Improvement Plan for the Care Management Department.
18. Considers the patient popubilation served, age-specific criteria and the Jean Watson Model of Care in all patient/family care and interaction.
19. Collaborates with on-site care management team to support best practice guidelines.
20. Attends unit/department staff meetings as well as other meetings as assigned.
21. Maintain and complete Compass program training as assigned.
22. Lead, mentor, and support utilization management staff including nurses and coordinators.
23. Serve as a resource and subject matter expert on utilization management processes, policies, and regulations.
24. Assist with onboarding, and training, of team members.
25. Manage staffing assignments and workloads to meet service-level goals and compliance metrics.
26. Monitor daily workflow for timely completion of authorization reviews (pre-certification, concurrent, post-service).
27. Ensure appropriate application of clinical guidelines (e.g., InterQual, MCG) and regulatory standards (e.g., CMS, NCQA, URAC).
28. Collaborate with medical directors for escalations or complex case reviews.
29. Identify trends, delays, or denials and propose improvements.
30. Monitor adherence to UM policies, procedures, and applicable federal/state laws.
31. Participate in audits, accreditation surveys, and quality improvement initiatives.
32. Develop and implement strategies to enhance utilization management effectiveness and member outcomes.
33. Ensure accurate documentation and data integrity in UM systems.
34. Serve as a liaison between utilization management, care coordination, provider relations, and payers
35. Facilitate regular team meetings and cross-functional updates.
36. Respond to escalations from providers, members, and internal stakeholders. Other duties as assignedsuch as denials management and appeals in lieu of other UM duties.

• Associates Degree in Nursing or equivalent required. BSN preferred.

• Minimum 5 years recent experience in Case Management or Utilization Management or Prior Authorization
• Current California Registered Nurse License.
• Certification in UM or CM is highly preferred
• Experience in MCG and/or Interqual required
• A team player that can follow a system and protocol to achieve a common goal
• Highly organized and well developed oral and written communication skills
• Confidence to communicate and outreach to other community health care organizations and personnel Demonstrates sound judgment, decision making and problem solving skills

• Bilingual language skills preferred (Spanish) Basic computer skills
• Current Basic Life Support (BLS)
• CCM Certification preferred

1. Daily coordination of support documents pertaining to the DNFB List of Medi-Cal patients.
2. Ensures completion of patient records and attachments prior to submitting them to Medi-Cal via e-TAR.
3. Assist with tracking submitted e-TARS to ensure deferrals and denials are followed-up within a timely fashion.
4. Reports e-TAR support progress and delays to Manager or Director of care management.
5. Participates in interdisciplinary team and department of revenue meetings to discuss e-TAR work flow, documentation necessity (attachments), process improvement, and submission timeliness.
6. Identifies and reviews observation patients daily; performs concurrent MCG/electronic review for continued stay or conversion to inpatient appropriateness reviews as needed.
7. Contacts insurance for pre-authorization prior to conversion; collaborates with CM RN to obtain order for admission if appropriate. Responsible for documentation of authorization information in Cerner
8. Coordinates with UM Care Coordinator to transfer clinical information to payer as needed.
9. Collaborates with interdisciplinary team, participants in team rounds to: (I) facilitate timely care, (2) assures quality of care throughout the hospital stay, and (3) minimizes adverse outcomes.
10. Assists with the initiation of appropriate referrals to the internal interdisciplinary team and outside provider networks (health plans, IPAs, and FQHCs) as indicated.
11. Communicates with admitting or PFS regarding the needs of the patient, payer, and provider documentation.
12. Patient needs are supported within the limitations of the existing individual beneficiary care structure.
13. Communicates relevant elements of the health plan benefits.
14. Documents and reviews all team member, physician, and patient/family communications and concerns pertaining to coordination of care and services.
15. Screens every patient chart to justify identified needs for assessments, documentation of medical necessity, and/or discharge planning needs if assigned.
16. Adheres to the Care Management Department policies and procedures.
17. Participates in the Quality and Performance Improvement Plan for the Care Management Department.
18. Considers the patient popubilation served, age-specific criteria and the Jean Watson Model of Care in all patient/family care and interaction.
19. Collaborates with on-site care management team to support best practice guidelines.
20. Attends unit/department staff meetings as well as other meetings as assigned.
21. Maintain and complete Compass program training as assigned.
22. Lead, mentor, and support utilization management staff including nurses and coordinators.
23. Serve as a resource and subject matter expert on utilization management processes, policies, and regulations.
24. Assist with onboarding, and training, of team members.
25. Manage staffing assignments and workloads to meet service-level goals and compliance metrics.
26. Monitor daily workflow for timely completion of authorization reviews (pre-certification, concurrent, post-service).
27. Ensure appropriate application of clinical guidelines (e.g., InterQual, MCG) and regulatory standards (e.g., CMS, NCQA, URAC).
28. Collaborate with medical directors for escalations or complex case reviews.
29. Identify trends, delays, or denials and propose improvements.
30. Monitor adherence to UM policies, procedures, and applicable federal/state laws.
31. Participate in audits, accreditation surveys, and quality improvement initiatives.
32. Develop and implement strategies to enhance utilization management effectiveness and member outcomes.
33. Ensure accurate documentation and data integrity in UM systems.
34. Serve as a liaison between utilization management, care coordination, provider relations, and payers
35. Facilitate regular team meetings and cross-functional updates.
36. Respond to escalations from providers, members, and internal stakeholders. Other duties as assignedsuch as denials management and appeals in lieu of other UM duties.

• Associates Degree in Nursing or equivalent required. BSN preferred.

• Minimum 5 years recent experience in Case Management or Utilization Management or Prior Authorization
• Current California Registered Nurse License.
• Certification in UM or CM is highly preferred
• Experience in MCG and/or Interqual required
• A team player that can follow a system and protocol to achieve a common goal
• Highly organized and well developed oral and written communication skills
• Confidence to communicate and outreach to other community health care organizations and personnel Demonstrates sound judgment, decision making and problem solving skills

• Bilingual language skills preferred (Spanish) Basic computer skills
• Current Basic Life Support (BLS)
• CCM Certification preferred

• Associates Degree in Nursing or equivalent required. BSN preferred.

• Minimum 5 years recent experience in Case Management or Utilization Management or Prior Authorization
• Current California Registered Nurse License.
• Certification in UM or CM is highly preferred
• Experience in MCG and/or Interqual required
• A team player that can follow a system and protocol to achieve a common goal
• Highly organized and well developed oral and written communication skills
• Confidence to communicate and outreach to other community health care organizations and personnel Demonstrates sound judgment, decision making and problem solving skills

• Bilingual language skills preferred (Spanish) Basic computer skills
• Current Basic Life Support (BLS)
• CCM Certification preferred

• Associates Degree in Nursing or equivalent required. BSN preferred.

• Minimum 5 years recent experience in Case Management or Utilization Management or Prior Authorization
• Current California Registered Nurse License.
• Certification in UM or CM is highly preferred
• Experience in MCG and/or Interqual required
• A team player that can follow a system and protocol to achieve a common goal
• Highly organized and well developed oral and written communication skills
• Confidence to communicate and outreach to other community health care organizations and personnel Demonstrates sound judgment, decision making and problem solving skills

• Bilingual language skills preferred (Spanish) Basic computer skills
• Current Basic Life Support (BLS)
• CCM Certification preferred