Client Onboarding Manager

Posted 4 Days Ago
5 Locations
In-Office or Remote
Mid level
Software
The Role
As a Client Onboarding Manager, you will oversee the onboarding process for new clients, customizing implementation plans, leading discussions with stakeholders, configuring software, and optimizing workflows to ensure successful outcomes.
Summary Generated by Built In

At maxRTE, we believe every patient deserves access to care without financial barriers and that providers should be equipped to deliver that care without absorbing unnecessary financial loss.

With 1 in 4 Americans struggling to pay medical bills, hospitals and health systems face increasing challenges identifying active insurance coverage. Too often, coverage is missed or hidden, leaving patients with overwhelming bills and providers with lost revenue.

Our technology uncovers that hidden coverage, enabling hospitals to recover revenue while ensuring patients receive the care they need. When we bridge this gap, everyone wins: patients access lifesaving treatment, providers strengthen their financial health, and communities thrive.

We are growing quickly and are hiring a Client Onboarding Manager to partner with healthcare organizations nationwide, guiding them through implementation, driving early value realization, and setting the foundation for long-term success.

If you enjoy deeply understanding client workflows, solving complex problems, and configuring software to achieve meaningful outcomes, this role is for you.

What You’ll Do

You will own the onboarding experience for both new and expanding clients, serving as the strategic and operational lead throughout implementation.

You’ll design and execute tailored launch plans, lead client-facing workflows, and ensure seamless implementation across both complex (Epic-integrated) and non-complex environments. Your focus will be on accelerating time to value and optimizing client workflows prior to handoff to the dedicated account team.

In this role, you will:

  • Develop and execute customized onboarding launch plans for new and expansion clients
  • Lead client-facing discussions with RCM executives, operators, and technical stakeholders
  • Configure and implement solutions within the maxRTE platform
  • Conduct workflow testing, validation, and optimization
  • Analyze performance data and proactively recommend improvements based on best practices
  • Partner cross-functionally with Client Success, Sales, Product, Engineering, and Marketing
  • Serve as a trusted advisor and subject matter expert in both product and industry
  • Represent the voice of the client internally to inform product and operational improvements

RequirementsWho You Are
  • Bachelor’s degree in business, healthcare, or a related field
  • 4+ years of experience in onboarding, customer success, account management, consulting, or a similar client-facing role (SaaS or healthcare preferred)
  • Experience navigating complex healthcare software integrations (e.g., Epic or other EHR systems)
  • Strong ability to quickly understand provider workflows and the broader insurance ecosystem
  • Excellent communicator, able to translate complex concepts for both technical and non-technical audiences
  • Data-driven mindset with the ability to translate insights into actionable strategies
  • Comfortable managing technical implementations and client-facing documentation
  • Thrive in fast-paced, ambiguous environments and bring a high level of ownership and initiative

BenefitsWhy You’ll Love Working Here

We are a small but mighty team focused on driving real results, making a real difference in the lives of patients every day.

  • Your impact goes beyond metrics, you’re helping patients access the care they need.
  • We embrace experimentation and see our failures as opportunities to grow.
  • Unlimited time off so you can thrive both in and outside of work.
  • Twice-yearly offsite gatherings to align, innovate, and just have some fun.
  • We value community, celebrate wins, and foster an environment where everyone can do their best work.
Benefits

maxRTE is committed to training, mentoring and accelerating the career of each and every member of our team. We are deeply invested in our employees and offer:

  • Competitive salary + bonus
  • Other perks & stipends for remote working
  • Team bonding and 2x annual off-site events
  • Unlimited paid time off
  • Dental, Vision, Health and Life Insurance

maxRTE is an equal opportunity employer committed to building a diverse and inclusive workplace.

Top Skills

Ehr Systems
Epic
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
Burnsville, MN
16 Employees

What We Do

maxRTE helps healthcare providers find insurance for patients. With 1 in 4 Americans having trouble paying medical bills, we strive to have impact for patients, providers, and our community. Our insurance discovery software locates unknown coverage from commercial and exchange plans, Medicare, Medicaid, Tricare, worker’s comp, and Cobra for 15-20% of all self-pay patients. We easily integrate with EHRs and our web-based portal ensures secured access for employees, no matter where they work. Visit maxrte.com to learn more about our software or submit a free test file today.

Similar Jobs

Remote
USA
65 Employees
65K-90K Annually
Remote
USA
100 Employees

Octus Logo Octus

Senior Analytics Engineer

Fintech • News + Entertainment • Software • Database • Financial Services
Easy Apply
Remote or Hybrid
United States
808 Employees

Toast Logo Toast

Senior Back-end Engineer

Cloud • Fintech • Food • Information Technology • Software • Hospitality
Remote
USA
5000 Employees
138K-221K Annually

Similar Companies Hiring

Milestone Systems Thumbnail
Software • Security • Other • Big Data Analytics • Artificial Intelligence • Analytics
Lake Oswego, OR
1500 Employees
Fairly Even Thumbnail
Software • Sales • Robotics • Other • Hospitality • Hardware
New York, NY
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account