MedHQ - formerly Trajectory Revenue Cycle Services Logo

RCM Client Integration Specialist

Job Description

RCM Client Integration Specialist

Department: Revenue Cycle Management (RCM)

Reports To: VP, RCM Services

Location: Remote

Employment Type: Full-Time

Position Summary

The RCM Client Integration Specialist is responsible for coordinating and supporting the successful onboarding of new Revenue Cycle Management clients post contract execution through go-live and stabilization. This role serves as a key liaison between the client, RCM leadership, operations, IT/integration teams, training, and other internal departments to ensure all implementation activities are completed accurately, timely, and according to established milestones.

The Client Integration Specialist will manage detailed onboarding plans, track deliverables and dependencies, facilitate communication across teams, identify risks and barriers, and ensure the client is prepared for a successful transition to MedHQ’s ongoing RCM operations.

Following go-live, this position will provide structured 30-, 60-, and 90-day post-go-live support, monitoring workflows, performance, staffing, reporting, and client concerns before transitioning the account to the ongoing Client Success and RCM Operations teams.

Key Responsibilities

Client Onboarding & Implementation

  • Coordinate the end-to-end onboarding process for new RCM clients from post contract execution through operational handoff.
  • Develop and maintain detailed client-specific implementation timelines, checklists, and project trackers.
  • Coordinate implementation activities across RCM Operations, Coding, Billing, AR, Payment Posting, Credentialing, IT, Data Analytics, HR, Training, and Client Success.
  • Establish key milestones, dependencies, owners, and due dates for each implementation.
  • Ensure all required client information, documentation, system access, payer information, workflows, reports, and operational requirements are identified and collected.
  • Coordinate system access, user setup, testing, training, and workflow validation.
  • Assist with developing and documenting client-specific workflows and standard operating procedures.
  • Coordinate testing and validation prior to go-live and ensure identified issues are resolved or have documented mitigation plans.
  • Maintain visibility into implementation readiness and communicate status to leadership.

Client Communication

  • Serve as a primary implementation contact for designated clients.
  • Schedule and facilitate recurring implementation meetings and maintain meeting agendas, action items, and follow-up.
  • Communicate project status, upcoming milestones, outstanding items, risks, and decisions to appropriate stakeholders.
  • Build strong working relationships with client contacts and internal teams.
  • Help establish clear expectations regarding responsibilities, timelines, workflows, and communication channels.
  • Escalate issues appropriately when timelines, quality, client expectations, or go-live readiness are at risk.

Go-Live & Stabilization

  • Coordinate go-live readiness activities to include mock go-live and ensure all critical requirements have been completed.
  • Develop and maintain a go-live checklist and readiness assessment.
  • Monitor daily activities during the initial go-live period and coordinate resolution of issues.
  • Track coding, billing, payment posting, AR, charge entry, denials, reporting, and other applicable RCM workflows during stabilization.
  • Identify workflow gaps, training needs, staffing concerns, and system issues impacting performance.
  • Coordinate post-go-live meetings and maintain an issue/action log until stabilization is achieved.
  • Partner with RCM leadership to determine when the client is ready for transition to ongoing operations.

30/60/90-Day Transition

  • Manage the structured 30-, 60-, and 90-day post-go-live review process.
  • Monitor implementation performance against established goals and expectations.
  • Coordinate collection and review of operational metrics and client feedback.
  • Identify trends, recurring issues, process gaps, and opportunities for improvement.
  • Ensure outstanding implementation items are resolved or appropriately transitioned to the responsible team.
  • Prepare a comprehensive handoff to the Client Success Manager and RCM Operations team.
  • Ensure all client-specific workflows, contacts, reporting requirements, open issues, and lessons learned are documented before final handoff.

Project Management & Documentation

  • Maintain accurate and current implementation trackers and project documentation.
  • Develop status reports and communicate progress to RCM leadership.
  • Maintain centralized documentation of client requirements, decisions, workflows, and open items.
  • Track project risks, issues, dependencies, and changes.
  • Ensure deadlines are clearly communicated and followed up on.
  • Identify opportunities to improve the client onboarding process and standardize implementation practices.
  • Assist in developing templates, checklists, workflows, and other tools to improve implementation efficiency.

Required Qualifications

  • 3+ years of experience in healthcare revenue cycle management, medical billing, healthcare operations, or a related field.
  • Experience working with multiple RCM functions, including coding, billing, AR, denials, payment posting, and/or charge entry.
  • Strong project coordination and organizational skills.
  • Experience working directly with clients or healthcare practices.
  • Strong written and verbal communication skills.
  • Ability to manage multiple projects, priorities, and deadlines simultaneously.
  • Strong attention to detail and follow-through.
  • Proficiency with Microsoft Office, particularly Excel, Outlook, Teams, and PowerPoint.
  • Ability to learn and navigate healthcare information systems, EHR/PM systems, clearinghouses, and reporting platforms.

Preferred Qualifications

  • Bachelor’s degree in healthcare administration, business, project management, or related field.
  • Experience leading or coordinating RCM client implementations.
  • Experience with RCM transitions, acquisitions, staff transitions, or system implementations.
  • Experience developing workflows, SOPs, implementation checklists, and project plans.
  • Knowledge of healthcare claims, payer requirements, denials, and reimbursement processes.

Key Competencies

Project Management – Effectively organizes multiple workstreams, deadlines, and stakeholders while maintaining accountability.

Communication – Communicates clearly and professionally with clients, leadership, and internal teams.

Problem Solving – Identifies barriers early, evaluates solutions, and coordinates appropriate resolution.

Attention to Detail – Maintains accurate implementation documentation and follows through on critical details.

Relationship Management – Builds trust with clients and internal stakeholders while maintaining appropriate expectations.

Healthcare/RCM Knowledge – Understands the relationship between clinical workflows, billing operations, coding, claims, reimbursement, and AR.

Adaptability – Comfortable working in a changing environment with multiple implementations occurring simultaneously.

Ownership & Accountability – Takes responsibility for assigned implementations and proactively drives work forward rather than waiting for issues to be identified.

FULL TIME BENEFITS

  1. Employer sponsored Major Medical
  2. Employer sponsored Dental
  3. Employer sponsored Vision
  4. Accidental Death and Disability insurance
  5. 401K matching
  6. Flexible spending account
  7. Generous paid time off
  8. True opportunity for advancement

**Applicants must be legally authorized to work in the United States. We are unable to sponsor or take over sponsorship of an employment visa at this time.

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