Compass Surgical Partners

Project Manager – Diligence & Integrations

Compass Surgical Partners

full-time

Posted on:

Location Type: Remote

Location: United States

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Tech Stack

PMP

About the role

  • Manage all diligence requests across active deals, ensuring completeness across functional areas including clinical operations, finance, compliance, HR, IT, and more
  • Maintain and update Diligence Data Request Lists (DDRLs), track progress, and identify gaps or incomplete information
  • Escalate emerging risks or inconsistencies and coordinate with functional leads to ensure nothing falls through the cracks
  • Translate raw diligence inputs into clear, actionable summaries, risk-based insights, and executive-ready materials
  • Build and maintain dashboards for deal teams, investors, sellers, and leadership to track progress, risk, and key metrics
  • Produce weekly status reports, risk heatmaps, and stoplight reporting to support timely decision-making
  • Develop and improve frameworks, checklists, and standard DRLs to ensure consistent execution across deals
  • Implement best practices for version control, data organization, and workflow management
  • Create solution playbooks and intake processes that allow teams to work efficiently and consistently
  • Build and optimize Excel/Smartsheet command centers, data rooms, and workflow tools
  • Automate dashboards, completion metrics, cross-tab analyses, and reminders for team members
  • Ensure tools are intuitive, scalable, and accessible to internal teams, external advisors, and executives
  • Facilitate collaboration across internal functional teams and external advisors, ensuring all requests, deliverables, and milestones are tracked and completed
  • Maintain reliable communication with stakeholders, including weekly updates, action item tracking, and executive briefings
  • Support smooth post-close integration by monitoring workstreams, dependencies, and risk mitigation

Requirements

  • 5–10+ years of experience in healthcare operations, consulting, or transaction support, preferably in PE, MSO, or ASC environments
  • Proven experience managing diligence processes, reporting, dashboards, and large-scale cross-functional projects
  • Advanced Excel skills and experience with Smartsheet or data room platforms (Firmex, DealRoom, etc.)
  • Strong analytical and problem-solving skills with the ability to synthesize complex data into actionable insights
  • Excellent communication, organization, and collaboration skills in fast-paced, multi-deal environments
  • MBA or advanced degree (preferred)
  • PMP, Six Sigma, or similar project management certification (preferred)
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible working hours
  • Paid time off
  • Professional development opportunities
Applicant Tracking System Keywords

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

Hard Skills & Tools
diligence processesreportingdashboardsdata organizationworkflow managementdata analysisrisk mitigationproject management
Soft Skills
analytical skillsproblem-solving skillscommunication skillsorganization skillscollaboration skills
Certifications
MBAPMPSix Sigma