Client Onboarding Specialist

Job not on LinkedIn

🔥 14 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🚀 Onboarding Specialist

👻 Ghost score 25%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Neolytix

WebsiteLinkedInAll Job Openings

51 - 200 employees

💼 Consulting

📣 Marketing

📦 Logistics

Consulting • Marketing • Logistics

Neolytix is a Management Service Organization (MSO) dedicated to optimizing healthcare organizations through revenue and cost transformation. With over 11 years of experience, Neolytix supports independent healthcare providers by offering services such as Revenue Cycle Management, medical billing, practice marketing, and remote patient monitoring. Their goal is to enhance monthly collections, streamline office administration, and improve patient experiences, allowing physicians to focus more on providing quality care.

📋 Description

• Serve as the primary point of contact for new clients throughout onboarding • Conduct kickoff meetings to clarify objectives, scope, contacts, timelines, and expectations • Provide progress updates and address client questions or concerns • Explain onboarding requirements, client responsibilities, and post-launch support • Review sales handover documentation and develop onboarding plans, checklists, timelines, and milestone trackers • Coordinate with Sales, Operations, Account Management, IT, Finance, and other teams • Track dependencies and outstanding requirements to prevent delays • Identify onboarding risks and escalate issues affecting timelines, service readiness, or client experience • Collect and validate client information, documents, workflow details, and access requirements • Maintain client records and onboarding status in CRM and project management systems • Coordinate account setup, system access, configuration, and implementation requirements • Confirm approvals, documentation, and readiness checks before service launch • Prepare handover documentation covering client requirements, workflows, contacts, and unresolved items • Organize onboarding sessions, process walkthroughs, and client training • Provide guides, reference materials, and support-access instructions • Coordinate transition to the assigned account manager or service delivery team • Follow up after launch and confirm handover completion • Report on active onboarding projects, milestones, delays, and escalations • Gather client feedback and update onboarding templates, checklists, and standard operating procedures • Recommend improvements to reduce rework, shorten onboarding timelines, and strengthen coordination

🎯 Requirements

• Mid-level role • Client communication and relationship management experience is queried in the application form, but no minimum is stated • Ability to manage client onboarding processes, documentation, timelines, milestones, and stakeholder coordination • Experience or ability to use CRM and project management systems • Ability to coordinate account setup, system access, configuration, and implementation requirements • Ability to organize client training and process walkthroughs • Ability to prepare onboarding and handover documentation • Ability to identify risks, track dependencies, escalate issues, and improve processes