Client Coordination Manager

Alteva RCM•New York, NY

21h•$24 - $27•Remote

About The Position

The Client Coordination Manager is responsible for leading the front-end onboarding process for new clients, ensuring each engagement is strategically aligned, operationally viable, and positioned for a successful transition into service delivery. This role serves as a critical bridge between Business Development, the Chief Revenue Officer (CRO), clients, and internal operational teams, overseeing the evaluation, coordination, documentation, and progression of new accounts from initial handoff through official onboarding. As a manager-level role, the Client Coordination Manager owns the client readiness process, drives timely movement through onboarding milestones, and ensures internal resources are assigned appropriately based on client needs, specialty, and account complexity. The role requires strong judgment, cross-functional coordination, proactive client management, and the ability to maintain momentum across multiple active accounts. This position also plays an important role in safeguarding onboarding quality, ensuring complete and accurate client information, and supporting a high-touch client experience from the outset.

Requirements

Strong leadership presence and ownership mentality
Strategic thinking and sound decision-making
Excellent client relationship management skills
Advanced organizational and project coordination abilities
Strong attention to detail and process discipline
Ability to manage multiple high-priority accounts simultaneously
Effective cross-functional communication and stakeholder management
Ability to identify risks, resolve issues, and maintain forward momentum
Professional judgment and high responsiveness in client-facing situations

Nice To Haves

New client evaluation and strategic readiness
CRO partnership and account assignment
Intake management and information accuracy
Internal resource alignment
Contract, joinder, and entity coordination
Client communication and follow-up
Official onboarding call leadership
Onboarding workflow oversight and timely progression

Responsibilities

Lead the review of all new client opportunities transitioned from the Business Development team.
Partner closely with the CRO to assess each new client for strategic fit, onboarding readiness, operational feasibility, and alignment with company service criteria.
Evaluate client structure, service model, business needs, and readiness to ensure proper onboarding decisions are made early in the process.
Exercise sound judgment in identifying gaps, risks, or concerns that may impact onboarding success or operational execution.
Contact clients directly when information provided is incomplete, inconsistent, or insufficient, and clarify requirements necessary to move forward.
Oversee the intake process from initiation through completion, ensuring clients receive the appropriate forms and instructions in a timely manner.
Ensure all required onboarding information is collected in accordance with internal checklists, standards, and operational requirements.
Review and validate submitted client information for completeness, accuracy, and consistency before advancing accounts.
Capture, organize, and document critical client data in internal systems to support seamless handoff and operational execution.
Establish a strong foundation for downstream teams by ensuring all onboarding records are comprehensive and reliable.
Determine and assign the appropriate internal team members to support each client based on specialty, service needs, complexity, and organizational structure.
Collaborate with the CRO to assign AR Account Managers in alignment with client scope and strategic account needs.
Assign the appropriate Follow-Up Account Manager to ensure continuity, accountability, and post-handoff support.
Ensure internal stakeholders are fully informed and properly positioned to support a smooth onboarding and implementation process.
Serve as a central coordination point across departments to align resources and eliminate onboarding bottlenecks.
Act as a primary point of contact for clients during the onboarding readiness and intake stages.
Set expectations with clients regarding process requirements, timelines, next steps, and outstanding items.
Maintain a high standard of responsiveness, including responding to scheduling requests and client communications within one business day.
Proactively manage follow-up with clients who are delayed, unresponsive, or in holding patterns to keep onboarding progress on track.
Navigate sensitive or complex client situations with professionalism, urgency, and strong service orientation.
Oversee the handling of onboarding-related documents and administrative requirements, including contracts, joinders, and new entity tasks.
Ensure all required documentation is accurate, complete, and routed to the appropriate internal stakeholders for timely processing.
Coordinate entity-related updates and documentation needs to support account setup and operational readiness.
Maintain visibility into document status and ensure administrative dependencies do not delay onboarding progression.
Drive the timely progression of clients through each onboarding milestone, ensuring readiness standards are met before transition to the next stage.
Conduct official onboarding calls with clients to confirm key information, establish expectations, and formally initiate the onboarding process.
Lead structured onboarding conversations that validate client details, clarify scope, and support internal readiness.
Ensure all relevant information from onboarding discussions is documented and shared appropriately with internal teams.
Monitor the onboarding pipeline to maintain momentum, identify delays, and proactively resolve issues impacting turnaround time.
Partner with Business Development, the CRO, account management, and operational teams to support a coordinated and efficient onboarding experience.
Ensure strategic alignment between client expectations, sales commitments, and operational capabilities.
Support consistency, quality, and accountability across the onboarding process by reinforcing standards and documentation requirements.
Identify opportunities to improve intake workflows, communication practices, and client transition processes.
Serve as a process owner and operational leader for the front-end client coordination function.