Client Onboarding Manager

About the role

The Client Onboarding Manager owns and manages Brundage Group’s onboarding engine, ensuring every signed client and expansion moves from contract to live on a predictable timeline. They take each signed client or expansion, stand up the project, and drive it to go-live, delivering a live client with a clean handoff to the Client Success and Operations teams.

The Client Onboarding Manager informs leadership exactly where every deal sits between booked and billing throughout the project cycles, leads the Onboarding Team, and evolves the required project onboarding toolset from the baseline capabilities already in place today. They own the book-to-bill status reporting executives and the board rely on, ensure onboarding timeline and metrics are met, and are responsible for ensuring a smooth and successful onboarding and transition through stabilization. This role runs on communication and follow-through—getting clients and internal teams to do the right thing, on time, without being chased.

Responsibilities

• Project & Portfolio Management: Own each onboarding project end-to-end, from contract signature to go-live and handoff to Operations. Manage a portfolio of simultaneous onboarding projects across services and product installs. Build and maintain project plans in Brundage’s proprietary onboarding tooling (milestones, task owners, dependencies, target go-live dates). Manage scope, timelines, risks, issues, and change across every active project, driving both client-side and Brundage-side tasks to completion, on time and complete.
• Sales Handoff & Intake: Own the Sales-to-Onboarding handoff, defining what a complete handoff requires (signed contract/SOW, scope, pricing, key contacts, success criteria) and enforcing it. Set and run the cadence for taking handoff from Sales at contract signature.
• Cross-Functional Coordination: Coordinate Brundage IT, Sales, Operations, Client Engagement, and Finance around each project. Rely on IT for the technical build and installation of Certus Radar, Connect, and Beacon while owning the project management around it. Assess, manage, resolve, and escalate risks and issues across the portfolio.
• Operations & Client Engagement Handoff: Define handoff criteria and run the cadence for delivering each live client or expansion to Operations and Client Engagement for ongoing account management and support. Confirm readiness and completeness at each transition, and run close-out and post-project review.
• Team Leadership: Lead, coach, and develop a team who supports detailed task tracking and communications. Assign work across the portfolio and set standards for timeliness, accuracy, and quality. Serve as escalation point for complex client or project issues.
• Reporting & Book-to-Bill: Own and maintain critical book-to-bill status reporting across all onboarding projects. Coordinate closely with Finance/FP&A to keep reporting accurate and reconciled. Produce reporting reliable enough for executive and board packages; be the single source of truth on where every signed deal sits between booked and billing.
• Perform other duties as assigned.

Requirements

• 3–5 years of project management, implementation, or client onboarding experience, including some experience directing others.
• Bachelor’s degree in business, healthcare administration, project management, or a related field required; Master’s preferred.
• PMP, CAPM, or equivalent project management certification required.

Skills

• Proficiency with project management tools (Smartsheet, Asana, MS Project, Jira, or similar) and the discipline to keep a system of record clean.
• Excellent verbal and written communication; able to drive decisions and chase completion across clients and internal teams without friction.
• Healthcare experience is a plus; hospitals, health systems, revenue cycle, CDI/mid-cycle, healthcare services, or healthcare tech.
• A track record running multiple concurrent projects to on-time completion, building trust with clients and internal stakeholders along the way.
• Strong organization and follow-through; nothing falls through the cracks.
• Comfort with status reporting and the numbers behind it, and able to work fluently with Finance/FP&A.
• Ability to adapt to a fast-paced, dynamic environment with changing priorities and multiple projects competing for attention.
• Ability to work independently and lead a small team collaboratively; requiring minimal supervision.

Working Conditions

• Conditions typically associated with an office environment.
• While performing the essential duties and responsibilities, the employee is regularly required to speak or hear.
• May be frequently required to sit, stand, or walk.
• Moderate to prolonged reading, typing, and computer work.
• Ability to perform tasks involving physical activity that may include lifting up to 25 pounds.
• Limited travel may be required.