Onboarding Project Lead, Healthcare

inmar; Winston-Salem (NC); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

Inmar is seeking a Healthcare Onboarding Project Lead to guide end-to-end onboarding for new healthcare clients, serving as the primary client contact and coordinating with Sales, Technology Operations, Product, and Account Management to ensure accurate configuration and successful integrations.

The role manages timelines, validates data, tests configurations, and ensures a smooth transition to Account Management. Strong attention to detail and cross-functional collaboration are essential.

Qualifications

• 3 to 6 years of client facing experience in healthcare or related professional services.
• Experience supporting onboarding, implementations, integrations, or operational launches.
• Demonstrated ability to lead workstreams and drive outcomes across cross functional teams.
• Excellent written and verbal communication skills.
• Proficient in Google Workspace and Microsoft Office.

Responsabilités

• Serve as the primary client contact throughout the onboarding lifecycle.
• Lead onboarding kickoff discussions and establish clear expectations, timelines, and responsibilities.
• Provide project leadership across multiple concurrent onboarding engagements.
• Coordinate and/or facilitate client training sessions to support system adoption and operational readiness.
• Configure client accounts within Inmar systems to support Healthcare program requirements.
• Translate client needs and Sales commitments into detailed system configuration requirements.
• Collaborate with Technology Operations, Product, Engineering, and Sales on new requirements or enhancements.
• Coordinate testing cycles and ensure successful validation prior to launch.
• Document configuration decisions, onboarding requirements, and launch readiness criteria.
• Capture client feedback and identify opportunities to improve onboarding quality and consistency.

Connaissances

Client facing

Cross-functional leadership

Organizational skills

Communication skills

Google Workspace

Microsoft Office

Requirements translation

Outils

Salesforce

Description du poste

The Healthcare Onboarding Project Lead is responsible for leading and executing end to end onboarding activities for new Healthcare clients, ensuring a seamless transition into Inmar's solutions. This role serves as the primary client contact during onboarding and partners closely with Sales, Technology Operations, Product, Account Management, and other internal teams to ensure accurate system configuration, successful integrations, and operational readiness.

This role coordinates onboarding timelines, deliverables, and client communication while also overseeing the accurate configuration and setup of client accounts within Inmar systems. The Healthcare Onboarding Project Lead translates client requirements and Sales commitments into system configurations, validates data and workflows, and ensures all components are properly tested prior to launch. The role keeps onboarding efforts organized and advancing across multiple concurrent engagements. Success requires strong attention to detail, proactive communication, cross functional collaboration, and a client focused mindset.

Each onboarding concludes with a structured transition to the Account Management team, positioning the client for long term partnership and growth.

Primary Accountabilities

Onboarding Execution and Client Leadership

• Serve as the primary client contact throughout the onboarding lifecycle
• Lead onboarding kickoff discussions and establish clear expectations, timelines, and responsibilities
• Provide project leadership across multiple concurrent onboarding engagements
• Proactively communicate onboarding status, milestones, risks, and required actions to clients and internal stakeholders
• Identify risks, issues, and dependencies early and elevate appropriately to ensure resolution
• Coordinate and/or facilitate client training sessions to support system adoption and operational readiness
• Coordinate formal handoff to Account Management at onboarding completion, including documentation and knowledge transfer

System Configuration and Data Management

• Configure client accounts within Inmar systems to support Healthcare program requirements
• Translate client needs and Sales commitments into detailed system configuration requirements
• Analyze and validate client data for integration into Inmar platforms
• Perform quality assurance and user acceptance testing to ensure accurate configuration and functionality
• Manage system access and user permissions for client contacts
• Document configuration decisions, onboarding requirements, and launch readiness criteria

Cross Functional Collaboration and Integrations

• Partner with Technology Operations on integration requirements, file setup, data feeds, and interface validation
• Collaborate with Product, Engineering, Sales, and other internal partners when new requirements or enhancements are identified
• Coordinate testing cycles and ensure successful validation prior to launch
• Support resolution of database, file processing, or integration issues during onboarding

Process Improvement and Operational Excellence

• Maintain accurate onboarding documentation, including lessons learned and process updates
• Participate in continuous improvement initiatives to enhance efficiency and client experience
• Provide feedback on tools, templates, and workflows to strengthen the onboarding model
• Capture client feedback and identify opportunities to improve onboarding quality and consistency

Required Qualifications

• 3 to 6 years of client facing experience in healthcare, software, fintech, or a related professional services environment
• Experience supporting onboarding, implementations, integrations, or operational launches
• Demonstrated ability to lead workstreams and drive outcomes across cross functional teams
• Strong organizational skills and attention to detail
• Ability to manage multiple onboarding efforts simultaneously while meeting deadlines
• Excellent written and verbal communication skills
• Proficient in Google Workspace and Microsoft Office
• Ability to translate client needs into operational and technical requirements

Preferred Qualifications

• Experience in Healthcare operations, pharmacy services, healthcare technology platforms, or regulated environments
• Familiarity with healthcare data structures, claims processing, financial transactions, or system integrations
• Experience working within Salesforce or similar CRM systems
• Experience performing QA and UAT testing
• Understanding of compliance, privacy, or regulatory considerations within Healthcare

Key Competencies

• Client communication and relationship management
• Project leadership and execution ownership
• Systems thinking and configuration accuracy
• Cross functional collaboration
• Risk identification and proactive problem solving
• Operational discipline and attention to detail
• Continuous improvement mindset

Travel requirements

Occasional travel may be required for team events or strategic client onboarding meetings.

As an Inmar Associate, you:

Put clients first and consistently displ