Client Onboarding Manager
Remote
Full Time
MoveDocs
Mid Level
We are seeking a detail-oriented and customer-focused Client Onboarding and Implementation Manager to join our team. In this role, you will be responsible for ensuring a smooth and efficient onboarding experience for new law firm clients. You will ensure firms are input on our platforms and users have access. Additionally, this role will manage the process of integrating Law Firm’s Case Management Software (CMS) with the MoveDocs platform.
Responsibilities:
Benefits:
About Us
When life gets hard, we make it easier! Libra Solutions helps overcome the burdens created by slow-moving legal processes. Combining technical innovation and financial strength, we help speed cumbersome workflows and ease financial barriers for our customers. And our companies are leaders in their industries! One of our core companies, MoveDocs, is a Personal Injury Solutions Platform designed to be an end-to-end solution for law firms to help uninsured and under-insured patients gain access to healthcare they need but cannot afford. We are proud of our mission and passionate about applying technology to the challenge of making healthcare more accessible
Together, under the Libra Solutions banner, we have relationships with over 40,000 attorneys and over 7,000 healthcare providers nationwide, which gives us an amazing platform to service our customers. The combination of our footprints, relationships, technology, and funding power solidifies our combined companies as the premier leaders in medical lien, inheritance and pre-settlement funding and servicing. #LI-LD1
Responsibilities:
- As a Client Onboarding Manager, you will play a pivotal role in delivering exceptional support and service to our clients, including but not limited to:
- Managing and tracking the onboarding process for new Law Firm Clients by ensuring their Firm information is correctly added to internal platforms and that all Firm users are provided proper access to the MoveDocs platform
- Maintaining communication to the Sales Team on progress of New Firms being onboarded and successful handover.
- Serving as the primary point of accountability and communication in managing CMS integrations while proactively identifying and resolving any issues that may arise during the integration process with applicable internal and external partners
- Ability to understand and communicate the technology integration process and jargon while working with Tech Support teams to ensure successful integrations
- Proficiently using all MS Software including Smartsheet in organizing and managing assigned projects, tasks, and CMS Integrations
- Ability to handle tasks and projects focused on improving the service level with Law Firms, overseeing, documenting, and implementing all aspects of the assigned projects.
- Minimum of 3 years of experience in a customer-facing role within the SaaS or technology industry.
- Proven experience in client onboarding, project management, or implementation management within a healthcare revenue cycle, technology, or similar industry.
- Demonstrated success in building and nurturing client relationships, driving customer satisfaction, and achieving business results.
- Strong problem-solving abilities and a proactive approach to addressing customer needs and concerns.
- Strong communication skills, with the ability to articulate complex technical concepts to non-technical audiences.
- Exceptional organizational skills and attention to detail.
- Ability to work both independently and collaboratively in a fast-paced environment.
- Proficiency in using MS Software, Smartsheet and Salesforce.
- Experience working with legal, personal injury, financial services, and/or healthcare industry.
- Opportunity to work with cutting-edge technology and innovative solutions.
- Collaborative and inclusive company culture.
- Career growth and professional development opportunities.
- Competitive salary and benefits package.
Benefits:
- Libra Solutions offers competitive compensation, and benefits that includes medical, dental, vision and life insurance plans, plus 401(k) with company match, flexible spending accounts and paid time off.
About Us
When life gets hard, we make it easier! Libra Solutions helps overcome the burdens created by slow-moving legal processes. Combining technical innovation and financial strength, we help speed cumbersome workflows and ease financial barriers for our customers. And our companies are leaders in their industries! One of our core companies, MoveDocs, is a Personal Injury Solutions Platform designed to be an end-to-end solution for law firms to help uninsured and under-insured patients gain access to healthcare they need but cannot afford. We are proud of our mission and passionate about applying technology to the challenge of making healthcare more accessible
Together, under the Libra Solutions banner, we have relationships with over 40,000 attorneys and over 7,000 healthcare providers nationwide, which gives us an amazing platform to service our customers. The combination of our footprints, relationships, technology, and funding power solidifies our combined companies as the premier leaders in medical lien, inheritance and pre-settlement funding and servicing. #LI-LD1
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