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

RCM Implementation & Project Management Specialist