CRM Sr. Associate - Project Manager

Kodiak Solutions

About The Position

Kodiak Solutions is hiring a CRM Sr. Associate - Project Manager to plan, execute, and monitor clinical revenue management projects. The role applies technical project management and communication skills to support customers and internal teams. The project manager is responsible for managing relationships, anticipating risks, adapting plans, controlling project scope and timelines—including contract amendments when needed—and ensuring high-quality delivery. The role also develops and adapts project communication plans and governance frameworks to guide complex projects toward successful outcomes for customers and Kodiak.

Requirements

Bachelor’s degree in business or a health-related field.
3–5 years of healthcare project management experience.
Previous experience in professional services or consulting, with a track record of delivering client-focused solutions.
Strong technical knowledge of project management and/or revenue cycle.
Relevant professional certification, such as PMP, CAPM, or RHIA.
Proficiency in Microsoft Office, including Excel, Word, and PowerPoint, and other project management tools.
Demonstrated leadership skills and ability to manage multiple projects, guide cross-functional teams, and interact with all levels of customer and internal staff.
Financial and analytical skills, including an aptitude for using data to drive decision-making and process improvement.
Outstanding written and verbal communication skills, including the ability to present findings and recommendations to technical and non-technical audiences.
Willingness to travel up to 25% to client sites as needed.

Nice To Haves

MBA, MHA, and/or MPH.
Healthcare project management experience focused on clinical areas or revenue cycle.
Fundamental understanding of hospital revenue cycle management, particularly mid-revenue-cycle processes.
Prior sales or business development experience.
Inpatient and outpatient coding experience.
Clinical experience.
Revenue cycle experience.

Responsibilities

Build and maintain strong, long-lasting customer relationships.
Serve as the primary point of contact for key projects and support a smooth customer journey from start to finish.
Anticipate internal and customer needs and adapt project communications accordingly.
Promote ownership of project and customer success.
Manage multiple customer projects simultaneously, including scoping, planning, and executing deliverables on time and within expectations.
Develop project timelines, implementation steps, communication strategies, governance frameworks, and change management plans with Kodiak and customer leadership.
Ensure high-quality execution of all project deliverables.
Coordinate or oversee project meetings and related deliverables, including agendas, minutes, action items, and follow-up on next steps.
Manage project scope according to the contract’s scope of work.
Identify opportunities for contract amendments and create and follow through on amendment execution.
Identify opportunities for expansion, upselling, and process improvement while mitigating risks.
Develop and manage internal project finance processes.
Support customer invoicing and billing processes.
Manage and oversee benefit tracking processes and maintain customer ROI.