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
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