CRM Sr. Associate - Project Manager

Kodiak Solutions is hiring a CRM Senior Associate - Project Manager to plan, execute, and monitor clinical revenue management projects for customers and internal teams. The role manages project delivery, stakeholder communications, scope, risks, finances, and customer ROI.

Responsibilities:

• Build and maintain strong, long-lasting customer relationships
• Serve as the primary point of contact for key projects, ensuring a smooth customer journey from start to finish
• Consistently anticipate internal and customer needs and adapt project communications accordingly
• Foster an environment of ownership of project and customer success
• Manage multiple customer projects simultaneously—scoping, planning, and executing deliverables on time and within expectations
• Develop project timelines, implementation steps, internal and external communication strategies, governance frameworks, and change management plans in coordination with Kodiak and customer leadership
• Ensure high-quality execution of all project deliverables
• Coordinate and/or oversee coordination (where applicable) of project meetings and all related deliverables such as agendas, minutes, action items, and follow-up of next steps to continue moving the project forward
• Manage project scope according to scope of work defined in contract
• Identify opportunities for contract amendments, including creating and follow through of execution of amendment
• Identify opportunities for expansion, upsell potential, and process improvement while mitigating risks
• Develop and manage internal project finance processes
• Support customer invoicing and billing processes
• Manage and oversee benefit tracking processes and maintain customer ROI

Requirements:

• A bachelor's degree in business or a health-related field is required
• 3-5 years of healthcare project management experience is required
• Previous experience in a professional services or consulting role is essential, demonstrating a proven track record in delivering client-focused solutions
• Strong technical knowledge of project management and/or revenue cycle
• Proficiency in Microsoft Office, including Excel, Word, and PowerPoint, and other project management tools
• Demonstrated leadership skills with the ability to manage multiple projects, guide cross-functional teams, and interact with all levels of customer and internal staff
• Financial and analytical skills are required, with a strong aptitude for using data to drive decision-making and process improvement
• Outstanding written and verbal communication skills, with the ability to clearly present findings and recommendations to both technical and non-technical audiences
• an MBA, MHA, and/or MPH is highly desirable
• with a focus on clinical areas or revenue cycle being a strong advantage
• A fundamental understanding of hospital revenue cycle management, with a specific focus on mid revenue cycle processes, is highly desirable
• relevant professional certifications (e.g., PMP, CAPM, RHIA, etc.) is expected
• Prior experience in sales or business development is a plus, showcasing the ability to foster client relationships and grow business opportunities
• Inpatient and Outpatient Coding Experience
• Clinical experience
• Revenue cycle experience