Client Onboarding Manager
About The Position
At maxRTE, we believe every patient deserves access to care without financial barriers and that providers should be equipped to deliver that care without absorbing unnecessary financial loss. With 1 in 4 Americans struggling to pay medical bills, hospitals and health systems face increasing challenges identifying active insurance coverage. Too often, coverage is missed or hidden, leaving patients with overwhelming bills and providers with lost revenue. Our technology uncovers that hidden coverage, enabling hospitals to recover revenue while ensuring patients receive the care they need. When we bridge this gap, everyone wins: patients access lifesaving treatment, providers strengthen their financial health, and communities thrive. We are growing quickly and are hiring a Client Onboarding Manager to partner with healthcare organizations nationwide, guiding them through implementation, driving early value realization, and setting the foundation for long-term success. If you enjoy deeply understanding client workflows, solving complex problems, and configuring software to achieve meaningful outcomes, this role is for you. You will own the onboarding experience for both new and expanding clients, serving as the strategic and operational lead throughout implementation. You’ll design and execute tailored launch plans, lead client-facing workflows, and ensure seamless implementation across both complex (Epic-integrated) and non-complex environments. Your focus will be on accelerating time to value and optimizing client workflows prior to handoff to the dedicated account team.
Requirements
- Bachelor’s degree in business, healthcare, or a related field
- 4+ years of experience in onboarding, customer success, account management, consulting, or a similar client-facing role (SaaS or healthcare preferred)
- Experience navigating complex healthcare software integrations (e.g., Epic or other EHR systems)
- Strong ability to quickly understand provider workflows and the broader insurance ecosystem
- Excellent communicator, able to translate complex concepts for both technical and non-technical audiences
- Data-driven mindset with the ability to translate insights into actionable strategies
- Comfortable managing technical implementations and client-facing documentation
- Thrive in fast-paced, ambiguous environments and bring a high level of ownership and initiative
Responsibilities
- Develop and execute customized onboarding launch plans for new and expansion clients
- Lead client-facing discussions with RCM executives, operators, and technical stakeholders
- Configure and implement solutions within the maxRTE platform
- Conduct workflow testing, validation, and optimization
- Analyze performance data and proactively recommend improvements based on best practices
- Partner cross-functionally with Client Success, Sales, Product, Engineering, and Marketing
- Serve as a trusted advisor and subject matter expert in both product and industry
- Represent the voice of the client internally to inform product and operational improvements
Benefits
- Competitive salary + bonus
- Other perks & stipends for remote working
- Team bonding and 2x annual off-site events
- Unlimited paid time off
- Dental, Vision, Health and Life Insurance
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What This Job Offers
Job Type
Full-time
Career Level
Manager
