Client Onboarding Manager
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Job Description
Client Onboarding Manager at maxRTE facilitating onboarding processes for healthcare organizations. Managing implementations to ensure access to necessary care for patients and revenue recovery for providers.
Responsibilities:
- Own the onboarding experience for both new and expanding clients, serving as the strategic and operational lead throughout implementation.
- Design and execute tailored launch plans, lead client-facing workflows, and ensure seamless implementation across both complex (Epic-integrated) and non-complex environments.
- Focus on accelerating time to value and optimizing client workflows prior to handoff to the dedicated account team.
- Develop and execute customized onboarding launch plans for new and expansion clients
- Lead client-facing discussions with RCM executives, operators, and technical stakeholders
- Configure and implement solutions within the maxRTE platform
- Conduct workflow testing, validation, and optimization
- Analyze performance data and proactively recommend improvements based on best practices
- Partner cross-functionally with Client Success, Sales, Product, Engineering, and Marketing
- Serve as a trusted advisor and subject matter expert in both product and industry
- Represent the voice of the client internally to inform product and operational improvements
Requirements:
- Bachelor’s degree in business, healthcare, or a related field
- 4+ years of experience in onboarding, customer success, account management, consulting, or a similar client-facing role (SaaS or healthcare preferred)
- Experience navigating complex healthcare software integrations (e.g., Epic or other EHR systems)
- Strong ability to quickly understand provider workflows and the broader insurance ecosystem
- Excellent communicator, able to translate complex concepts for both technical and non-technical audiences
- Data-driven mindset with the ability to translate insights into actionable strategies
- Comfortable managing technical implementations and client-facing documentation
- Thrive in fast-paced, ambiguous environments and bring a high level of ownership and initiative**
Benefits:
- Your impact goes beyond metrics, you’re helping patients access the care they need.
- We embrace experimentation and see our failures as opportunities to grow.
- Unlimited time off so you can thrive both in and outside of work.
- Twice-yearly offsite gatherings to align, innovate, and just have some fun.
- We value community, celebrate wins, and foster an environment where everyone can do their best work.
- Competitive salary + bonus
- Other perks & stipends for remote working
- Team bonding and 2x annual off-site events
- Unlimited paid time off
- Dental, Vision, Health and Life Insurance
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