What are the responsibilities and job description for the Director of Client Onboarding position at Jorie AI?
About Jorie
At Jorie Healthcare Partners, we offer full-service Health Care Revenue Cycle Management and pride ourselves on delivering superior customer service with the latest AI automation technology. As a fast-growing company, we provide a dynamic and engaging work environment. Our success is driven by our exceptional staff and our commitment to diversity in the workplace. Join us and be part of our thriving team of healthcare experts.
About The Role
The Director of Client Onboarding will be responsible for overseeing the successful onboarding of new clients intoan outstanding client experience.
Location & Hours:
At Jorie Healthcare Partners, we offer full-service Health Care Revenue Cycle Management and pride ourselves on delivering superior customer service with the latest AI automation technology. As a fast-growing company, we provide a dynamic and engaging work environment. Our success is driven by our exceptional staff and our commitment to diversity in the workplace. Join us and be part of our thriving team of healthcare experts.
About The Role
The Director of Client Onboarding will be responsible for overseeing the successful onboarding of new clients intoan outstanding client experience.
Location & Hours:
- This position is remote.
- Hours are 8:00 AM – 5 PM, Monday through Friday, with a 30-minute lunch.
- Client travel up to 30%.
- Client Onboarding Leadership: Direct the end-to-end onboarding process for new clients, ensuring a smooth transition from contract signing to system implementation. 2. Project Oversight: Develop and manage detailed onboarding plans, defining tasks, timelines, and resource requirements to guarantee on-time delivery and client satisfaction. 3. Documentation & Data Management: Oversee the collection and organization of client information and documentation. Maintain accurate records and ensure systems are consistently updated. 4. Cross-Functional Collaboration: Partner with Sales, Product Development, Customer Support, and other teams to coordinate resources and deliver a cohesive onboarding experience. Provide regular status updates to clients and address questions or concerns promptly. 5. Process Innovation: Identify opportunities for continuous improvement and leverage automation to enhance efficiency, accuracy, and scalability within the onboarding process. 6. Progress Monitoring: Track and evaluate the progress of onboarding activities, anticipating potential bottlenecks and escalating issues for timely resolution. 7. Client Relationship Management: Cultivate strong client relationships during onboarding, providing exceptional service, clear communication, and proactive support.
- Experience: Minimum 7 years of project management, with at least 3 years focused on client-facing healthcare or medical billing initiatives.
- Knowledge: Solid understanding of medical billing processes, revenue cycle management, and healthcare compliance requirements.
- Organizational Skills: Strong attention to detail with proven ability to manage complex client documentation.
- Leadership Skills: Ability to direct cross-functional initiatives, manage multiple client projects simultaneously, and achieve results in a fast-paced environment.
- Communication: Exceptional verbal and written communication skills, able to explain complex concepts clearly to technical and non-technical stakeholders.
- Collaboration: Track record of working effectively with cross-functional teams while contributing to a supportive and solutions-focused culture.
- Client Service: Demonstrated ability to build trust, respond to client needs quickly, and ensure a positive client experience.
- Technology Proficiency: Skilled in using standard office software (e.g., Microsoft Office Suite) with the ability to adapt quickly to new platforms and tools.