Onboarding & Project Management Specialist

We are seeking an experienced Onboarding & Project Management Specialist to lead the implementation of Revenue Cycle Management (RCM) services for ambulatory practices. This role is responsible for ensuring a seamless transition from sales to operations, establishing structured onboarding plans, tracking progress through data-driven reporting, and supporting invoicing for ancillary services.

The ideal candidate brings strong knowledge of ambulatory RCM workflows, advanced Excel proficiency, and the ability to manage multiple stakeholders and timelines in a structured, fast-paced environment.

Key Responsibilities

Client Onboarding & Implementation

• Lead onboarding of ambulatory RCM clients from contract execution through go-live

• Develop and manage structured project plans, timelines, and task trackers

• Coordinate cross-functional teams (Operations, IT, Client Success, Billing, Finance)

• Ensure system access, data readiness, workflow documentation, and process alignment prior to launch

• Monitor milestones and proactively escalate risks or delays

RCM Process Oversight

• Apply knowledge of ambulatory RCM workflows including:

  • Charge entry

  • Coding

  • Payment posting

  • Accounts receivable management

  • Denial management

  • Patient billing

• Identify workflow gaps during onboarding and recommend improvements

• Support operational readiness reviews before client go-live

Reporting & Data Management

• Build and maintain onboarding dashboards and tracking tools

• Create Excel-based trackers for timelines, KPIs, and financial metrics

• Analyze and reconcile onboarding-related financial data

• Provide structured status reports to leadership

Invoicing & Financial Support

• Support invoicing for ancillary services during and after onboarding

• Prepare invoice documentation and validate supporting data

• Reconcile service tracking with billing records

• Collaborate with Finance and Client Relations to ensure billing accuracy

Qualifications

• 3–5+ years of experience in healthcare Revenue Cycle Management (ambulatory setting preferred)

• Strong understanding of end-to-end RCM workflows

• Proven project management experience in onboarding or implementation roles

• Advanced proficiency in Microsoft Excel (PivotTables, VLOOKUP/XLOOKUP, formulas, financial analysis)

• Strong numerical aptitude and comfort working with financial data

• Excellent organizational, communication, and stakeholder management skills

• Ability to manage multiple projects simultaneously

• Experience with EMR/Practice Management systems preferred

Core Competencies

• Detail-oriented and analytical

• Process-driven and structured

• Strong problem-solving skills

• Proactive in identifying risks and implementing solutions

• Comfortable working cross-functionally

• Clear and professional communicator

Preferred Experience

• Experience onboarding ambulatory practices to outsourced RCM services

• Familiarity with ancillary service billing

• Experience working with offshore or distributed teams

• Exposure to CRM and project management tools

Why Join Us?

• High-impact role supporting healthcare operations transformation

• Opportunity to lead structured implementations in a growing RCM environment

• Collaborative, cross-functional team culture

• Competitive compensation and professional growth opportunities