brightfin

Client Onboarding Manager

brightfin

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $50,000 - $65,000 per year

Tech Stack

About the role

  • Collects carrier/provider details: Creates LOA’s, coordinates execution between parties, validates finalized copies.
  • Manages data collection, status tracking, and communications regarding: LOAs, Accounts/FANs, Carrier Portal Access, Credential logging - 1Password, Paper invoice conversion, PO box redirection, Invoice Collection Configuration for standard allocation/audit/reconciliation/ rules.
  • Leads the efforts and configures the below w/ coordination with the Invoice Team: Initial invoices upload, Audit/Reconciliation, Data/Mappings validation, Optimization + presents results + coordinates the implementation, Fulfilment tasks/catalog/API configuration.
  • Participates in customer UAT
  • Assists operational onboarding manger in the creation of documentation of operational processes established during onboarding for Operations team (Optimization, Fulfillment, Audit/Reconciliation/Cost Allocation)
  • Participates in operational go-live readiness sign-off

Requirements

  • 2yrs+ experience as a project manager or similar function
  • Bachelor's Degree in appropriate field of study or equivalent work experience
  • Knowledge and experience with Software Development Life Cycle (SDLC) models, Agile methodologies is highly valued.
  • ServiceNow experience a plus
Benefits
  • comprehensive health, dental and vision benefits package.
  • Paid time off.
  • work-life balance and taking time for yourself.
  • 401K with employer match.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data collectionstatus trackingLOA creationauditreconciliationdata validationAPI configurationinvoice processingcustomer UATdocumentation creation
Soft Skills
communicationcoordinationleadershiporganizational skillsproblem-solving