
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