DL
Dalriada Trustees LimitedClient Onboarding Specialist
Client Onboarding Specialist facilitating onboarding for pension clients. Managing scheme documentation and ensuring compliance during client transitions.
About the role
- Lead and mentor US based Configuration Specialists through the RCMS onboarding lifecycle
- Coordinate globally with India-based configuration, credentialing, and support teams to ensure consistency, quality, and alignment
- Manage US Credentialing and Patient Support teams, driving operational excellence and customer satisfaction
- Partner with Implementation to align onboarding timelines, milestones, and deliverables
- Ensure accurate system configuration that reflects customer-specific clinical and billing workflows
- Monitor and report KPIs across onboarding, credentialing, and support functions, and present insights to leadership
- Establish scalable processes and documentation standards to support growth and repeatability
- Identify and mitigate risks, remove barriers, and escalate issues to ensure timely service delivery
- Serve as a subject matter expert in behavioral health EHR configuration and revenue cycle operations
- Continuously improve onboarding tools, templates, and workflows to enhance efficiency and customer experience
Requirements
- Bachelor’s degree in healthcare administration, Business, or related field (or equivalent experience)
- 5+ years in healthcare operations, implementation, or revenue cycle management
- Direct experience with behavioral health EHR platforms
- Proven expertise in behavioral health EHR platforms and revenue cycle operations
- Proven leadership of multi-functional teams (direct and matrixed)
- Deep understanding of clinical workflows, credentialing, and revenue cycle best practices
- Skilled in project management and process optimization
- Excellent cross-functional communication and collaboration abilities
Benefits
- Health insurance
- Paid time off
- Flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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