RCM Client Relationship Manager

Confidential Careers; United States; On-site; USD 90,000 - 150,000; Full time

Job summary

Confidential Careers is seeking a Client Relationship Manager to oversee revenue cycle strategy for a portfolio of healthcare clients. You will act as the strategic liaison between practices and internal delivery teams, driving revenue growth, retention, and KPI achievement.

The role requires strong RCM expertise, experience with EHR/EMR systems, and proficiency in Salesforce. Travel and desk-based work are involved, with a focus on executive-level collaboration and process optimization.

Qualifications

• Minimum 5 years in full-cycle Revenue Cycle Management (RCM)
• Experience with Electronic Health/Medical Records (EHR/EMR) systems
• Strong customer service orientation and client management skills
• Familiarity with CPT/ICD-10 coding guidance and payer rules

Responsibilities

• Establish trusted advisor relationship with practice leadership and align revenue cycle strategies with goals.
• Conduct executive business reviews to assess financial health and present optimization proposals.
• Monitor client health and develop action plans to prevent at-risk accounts.
• Oversee onboarding within 6 weeks post-go-live and manage offboarding when needed.
• Serve as escalation point for billing issues and operational bottlenecks.

Skills

RCM expertise

EHR/EMR systems

CRM (Salesforce)

Microsoft Office

Google Workspace

Analytical thinking

Communication skills

Time management

Problem solving

Travel readiness

Education

Bachelor’s degree

CPC certification

Healthcare certifications

Tools

Salesforce

Microsoft Excel

Practice mgmt software

Job description

The Client Relationship Manager (CRM) oversees total revenue cycle strategy and performance for an assigned portfolio of healthcare clients. Serving as the primary strategic liaison between medical practices and internal operational delivery teams, this role is directly accountable for driving revenue growth, maintaining high client retention, and ensuring key performance indicators (KPIs) and time-to-revenue targets are consistently met.

Key Responsibilities:

Strategic Client Management & Retention

• Establish a trusted advisor relationship with practice leadership by aligning revenue cycle strategies with their long-term operational and financial goals.
• Conduct regular executive business reviews to evaluate financial health, measure satisfaction, and present tailored solutions for process optimization.
• Proactively monitor client health to identify at-risk accounts early, developing targeted action plans to resolve issues and secure long-term retention.
• Oversee the onboarding of new clients during the critical 6-week post-go-live window, as well as lead the offboarding workflow when necessary.
• Act as the primary escalation point for client concerns, using sound business judgment to resolve billing challenges and operational friction.

Revenue Cycle & Operational Performance

• Serve as the functional bridge between client practices and internal RCM execution teams, providing clarity, guidance, and training on client-specific needs.
• Monitor, analyze, and report on monthly claim denial and rejection trends, implementing process modifications to minimize future revenue leakage.
• Establish and refine practice management system parameters to maximize clean claim submissions and accelerate reimbursements.
• Collaborate with account management and operational leaders to eliminate productivity bottlenecks, resolve outstanding accounts receivable (AR), and identify software automation opportunities.
• Make independent decisions regarding workflow modifications that directly impact practice profitability and operational efficiency.

Compliance, Documentation & Knowledge Management:

• Maintain accurate, up-to-date client records, meeting notes, and custom workflow blueprints in CRM software (Salesforce).
• Stay up to date on regional payer guidelines, healthcare industry regulations, and practice management software updates to effectively advise clients.
• Participate actively in operational team huddles to share insights and foster continuous process improvement.

Experience & Education:

• Experience: Minimum of 5 years in full-cycle Revenue Cycle Management (RCM), Electronic Health/Medical Record (EHR/EMR) systems, and customer service
• Education: Bachelor’s degree, relevant professional certifications, or an equivalent combination of education and hands‑on experience.
• Certifications: Certified Professional Coder (CPC) credential is a strong plus.

Skills & Expertise:

• Comprehensive understanding of end-to-end medical billing processes, CPT/ICD-10 coding practices, and payer guidelines.
• Proficiency with CRM platforms (e.g., Salesforce), Microsoft Office Suite, and Google Workspace applications; ability to adapt quickly to proprietary practice management software.
• Strong analytical, decision-making, and root-cause problem-solving capabilities.
• Exceptional active listening, written, and verbal communication skills with the ability to interact professionally across all organizational levels.
• Demonstrated ability to prioritize workload, manage competing demands, and deliver under pressure.
• Desk-based position requiring extended periods on the computer and phone.
• Periodic travel required for industry conferences, corporate events, or offsite office meetings.
• Occasional evening or weekend work may be required based on business needs.