New Accounts Transition Executive

Responsibilities:

• Lead and drive the transition and onboarding process for new organic accounts into our environment.

• Ensure client satisfaction by meeting and exceeding their expectations during the onboarding process.

• Ensure compliance with company processes and procedures throughout the transition.

• Establish and manage strong relationships with clients and their staff.

• Collaborate with Sales, Operations, and Product Development Teams to implement changes required by clients or gather necessary information.

• Conduct welcome calls outlining key steps involved in getting the client live for billing.

• Send initial practice/provider forms to collect necessary details from the client.

• Maintain meticulous records of all client interactions and information collected.

• Schedule and conduct online training sessions for clients.

• Ensure all required information is collected from the client, following up as needed.

• Provide ongoing support and maintain the client relationship from project kickoff to go-live date.

• Develop a comprehensive understanding of Revenue Cycle Management (RCM) services, products, and overall processes.

• Demonstrate effective written and verbal communication skills in interactions with clients and internal teams.

• Manage and prioritize multiple clients and projects simultaneously.

• Adapt to changes and ensure a smooth project transition.

Requirement:

• Bachelor's degree in Business, Healthcare Management, or related field.

• Proven experience in client onboarding, transition management, or a related role.

• Familiarity with Revenue Cycle Management (RCM) processes and services.

• Strong organizational and project management skills.

• Excellent written and verbal communication skills.

• Ability to adapt to changing requirements and priorities.

• Customer-focused mindset with a commitment to client satisfaction.

• Willingness to work in evening shifts as required.