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Hybrid Director of Client Onboarding

at Jorie AI
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Posted 2 months ago

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About the role

  • Direct the end-to-end onboarding process for new clients, ensuring a smooth transition from contract signing to system implementation.
  • Develop and manage detailed onboarding plans, defining tasks, timelines, and resource requirements to guarantee on-time delivery and client satisfaction.
  • Oversee the collection and organization of client information and documentation; maintain accurate records and ensure systems are consistently updated.
  • Partner with Sales, Product Development, Customer Support, and other teams to coordinate resources and deliver a cohesive onboarding experience.
  • Provide regular status updates to clients and address questions or concerns promptly, serving as the primary point of contact during onboarding.
  • Identify opportunities for continuous improvement and leverage automation to enhance efficiency, accuracy, and scalability within the onboarding process.
  • Track and evaluate the progress of onboarding activities, anticipate potential bottlenecks and escalate issues for timely resolution.
  • Cultivate strong client relationships during onboarding, providing exceptional service, clear communication, and proactive support.

Requirements

  • Minimum 7 years of project management, with at least 3 years focused on client-facing healthcare or medical billing initiatives.
  • Solid understanding of medical billing processes, revenue cycle management, and healthcare compliance requirements.
  • Strong attention to detail with proven ability to manage complex client documentation.
  • Ability to direct cross-functional initiatives, manage multiple client projects simultaneously, and achieve results in a fast-paced environment.
  • Exceptional verbal and written communication skills, able to explain complex concepts clearly to technical and non-technical stakeholders.
  • Track record of working effectively with cross-functional teams while contributing to a supportive and solutions-focused culture.
  • Demonstrated ability to build trust, respond to client needs quickly, and ensure a positive client experience.
  • Skilled in using standard office software (e.g., Microsoft Office Suite) with the ability to adapt quickly to new platforms and tools.
  • Client travel up to 30%.
  • Are you citizen or green card holder authorized to work in the United States.

Job title

Director of Client Onboarding

Job type

Full Time

Experience level

Lead

Salary

$140,000 - $160,000 per year

Degree requirement

No Education Requirement

Location requirements

HybridOak BrookUnited States

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