The RCM Onboarding Specialist is the face of Carepatron for every new billing client — the person who takes a practice from "just signed" to "live and getting paid." You'll own the onboarding journey end-to-end: setting expectations at the sales hand-off, running the onboarding plan, configuring the platform to each client's needs, validating their data, and training their team on billing workflows until they're confident and self-sufficient. This is a highly client-facing role, so you'll spend a lot of your time on calls, walking practitioners and their staff through the process, answering questions, and building trust.

We're looking for someone who genuinely knows revenue cycle management — you've done the work, or worked alongside it closely enough to speak the language of billers and practice owners with credibility — and who loves the customer-facing side of it. You're organized, warm, and unflappable when a project throws a curveball. You thrive in a fast-growing, product-driven SaaS environment, you're highly tech-savvy, and you embrace AI to work smarter. If you get energy from making complex things feel simple for the person on the other end of the call, this role is for you.

🎯 What You'll Do

• Own Onboarding End-to-End: Lead the onboarding process for new RCM clients, taking them from the sales hand-off through implementation to fully live billing operations — on time and with a great experience the whole way.
• Be the Primary Point of Contact: Serve as each client's main contact during onboarding. Run kickoff and check-in calls, set clear expectations, keep momentum, and make sure clients always know what's next.
• Gather & Validate Requirements: Interview clients to understand their needs, specialties, and workflows. Collect, validate, and clean the data needed for a smooth, accurate system setup.
• Configure the Platform: Set up and tailor Carepatron's RCM platform to each client's specific requirements, partnering with our technical team to resolve integration or data-flow challenges.
• Train & Enable Clients: Deliver billing workflow training so clients can confidently use the platform and get maximum value from it. Provide hands-on support through go-live and beyond.
• Manage the Project: Own the onboarding project plan for your portfolio of clients — tracking milestones, flagging risks early, and monitoring post-live progress to make sure nothing slips.
• Embrace AI & Automation: Actively use AI tools and modern software to streamline onboarding, reduce manual work, and build faster, more scalable processes for the growing team.
• Collaborate Cross-Functionally: Work closely with sales, implementation, billing, product, and engineering to ensure a seamless client handoff and to feed real-world insights back into the product.
• Build the Playbook: Develop and maintain clear documentation of client configurations and onboarding processes, and continuously improve onboarding best practices as we scale.

🧠 What You Bring

• RCM Knowledge & Background: 2+ years of hands-on revenue cycle management, medical billing, or healthcare administration experience — enough to speak credibly with billers and practice owners about how their revenue cycle actually works.
• Customer-Facing Confidence: You're a natural communicator who's comfortable leading calls, presenting to clients, and building strong relationships. You can explain complex billing concepts in plain, reassuring language.
• Coding & Billing Fluency: Solid working knowledge of CPT, ICD-10-CM, and HCPCS, plus a strong understanding of billing, coding, and end-to-end revenue cycle processes.
• Tech-Savvy & AI Proficient: You adapt quickly to new software and know how to leverage AI tools (e.g., ChatGPT, automated workflows, AI assistants) to work more efficiently and solve problems.
• Project Management Skills: Highly organized and detail-oriented, with a proven ability to manage multiple clients and priorities at once and deliver on time.
• A Problem-Solving Mindset: You take initiative, roll up your sleeves when the team needs it, and stay calm and adaptable when projects change or issues arise.
• Bonus Points: Experience with behavioral health, primary care, PT/OT, or multi-specialty billing; CPC/CPB certification; and familiarity with Carepatron or modern EHR/RCM tools.
• A Collaborative Spirit: Comfort working in a fast-paced SaaS environment and a genuine passion for delivering top-notch customer service.

💙 Why You'll Love Working at Carepatron

• Real Impact: You'll be the reason new clients succeed — the first friendly, expert voice that sets the tone for their entire relationship with Carepatron.
• Career Growth: A clear path to grow as our RCM division scales, with room to move toward senior onboarding, client success, or team leadership roles.
• Mission-Driven Culture: Work with a team dedicated to improving the daily lives of healthcare professionals.
• Flexible Working: A remote-first culture with flexible arrangements.
• Build the Future: Work alongside world-class product designers, engineers, and operators to shape modern, AI-powered healthcare software.
• Competitive Package: Compensation tailored to your experience, with performance incentives.