Onboarding Project Lead, Healthcare

Inmar Intelligence•Winston-Salem, NC

About The Position

The Healthcare Onboarding Project Lead leads end-to-end onboarding for new Healthcare clients and ensures a seamless transition into Inmar’s solutions. The role is the primary client contact throughout onboarding and partners with Sales, Technology Operations, Product, Account Management, and other internal teams to coordinate timelines, deliverables, communication, system configuration, integrations, testing, and operational readiness. The Lead translates client requirements and Sales commitments into accurate system configurations, validates data and workflows, and keeps multiple concurrent onboarding engagements organized and progressing. Each onboarding concludes with a structured transition to Account Management, including documentation and knowledge transfer. The role also supports client training, manages system access and permissions, coordinates integration testing, helps resolve database, file processing, and integration issues, and contributes to continuous improvement of onboarding tools and processes. Occasional travel may be required for team events or strategic client onboarding meetings. The position is not eligible for student visa sponsorship; candidates must be authorized to work in the U.S. without employer sponsorship now or in the future.

Requirements

3 to 6 years of client-facing experience in healthcare, software, fintech, or a related professional services environment.
Experience supporting onboarding, implementations, integrations, or operational launches.
Demonstrated ability to lead workstreams and drive outcomes across cross-functional teams.
Strong organizational skills and attention to detail.
Ability to manage multiple onboarding efforts simultaneously while meeting deadlines.
Excellent written and verbal communication skills.
Proficiency in Google Workspace and Microsoft Office.
Ability to translate client needs into operational and technical requirements.
Authorization to work in the U.S. without employer sponsorship now or in the future; student visa sponsorship, including F-1 OPT or CPT, is not available.

Nice To Haves

Experience in Healthcare operations, pharmacy services, healthcare technology platforms, or regulated environments.
Familiarity with healthcare data structures, claims processing, financial transactions, or system integrations.
Experience working within Salesforce or a similar CRM system.
Experience performing QA and UAT testing.
Understanding of compliance, privacy, or regulatory considerations within Healthcare.

Responsibilities

Serve as the primary client contact throughout the onboarding lifecycle.
Lead onboarding kickoff discussions and establish expectations, timelines, and responsibilities.
Lead multiple concurrent onboarding engagements and coordinate their timelines and deliverables.
Communicate onboarding status, milestones, risks, and required actions to clients and internal stakeholders.
Identify risks, issues, and dependencies early and escalate them appropriately.
Coordinate or facilitate client training to support system adoption and operational readiness.
Coordinate formal handoff to Account Management at onboarding completion, including documentation and knowledge transfer.
Configure client accounts in Inmar systems to support Healthcare program requirements.
Translate client needs and Sales commitments into detailed system configuration requirements.
Analyze and validate client data for integration into Inmar platforms.
Perform quality assurance and user acceptance testing to verify configuration accuracy and functionality.
Manage client contact system access and user permissions.
Document configuration decisions, onboarding requirements, and launch readiness criteria.
Partner with Technology Operations on integration requirements, file setup, data feeds, and interface validation.
Collaborate with Product, Engineering, Sales, and other internal partners on newly identified requirements or enhancements.
Coordinate testing cycles and ensure successful validation before launch.
Support resolution of database, file processing, and integration issues during onboarding.
Maintain onboarding documentation, including lessons learned and process updates.
Participate in continuous improvement initiatives to improve efficiency and client experience.
Provide feedback on tools, templates, and workflows to strengthen the onboarding model.
Capture client feedback and identify opportunities to improve onboarding quality and consistency.
Follow safety rules and regulations and report safety hazards.