CRM Sr. Associate - Project Manager

ABOUT KODIAK SOLUTIONS At Kodiak Solutions, we’re dedicated to transforming the healthcare industry through cutting-edge, technology-driven solutions. We specialize in healthcare finance, unclaimed property, risk management, and revenue cycle management, helping healthcare organizations streamline complex financial operations. Our mission is to simplify and optimize processes, so healthcare providers can focus on delivering excellent patient care. Powered by our innovative platform, we offer cloud-based systems, automated workflows, and advanced data management tools designed to address the unique challenges in healthcare. Whether it's improving revenue cycle efficiency, navigating unclaimed property issues, or mitigating risk, our platform delivers real-time, actionable insights to drive better outcomes. JOB SUMMARY In this role, you will create and manage all aspects of project planning, execution, and monitoring related to clinical revenue management projects, applying both your technical project management skills and superb communication skills to support our customers and internal teams. With your strong relationship management, organizational, and analytical background, you will anticipate risks and adjust plans appropriately, manage project scope and timeline including contract amendments where necessary, and ensure high quality execution of all project deliverables. The project team will look to you to develop (and adapt) communication plans and governance frameworks as well as navigate complex projects to success for our customers as well as Kodiak. Responsibilities: Customer Relationship & Stakeholder Management • 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. Project Management & Delivery • 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. Scope, Risk & Change Management • 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. Financial Management & ROI Tracking • Develop and manage internal project finance processes. • Support customer invoicing and billing processes. • Manage and oversee benefit tracking processes and maintain customer ROI. Required Qualifications: • Education : A bachelor’s degree in business or a health-related field is required (an MBA, MHA, and/or MPH is highly desirable). • Experience : 3-5 years of healthcare project management experience is required, with a focus on clinical areas or revenue cycle being a strong advantage. • Consulting Expertise: Previous experience in a professional services or consulting role is essential, demonstrating a proven track record in delivering client-focused solutions. • Revenue Cycle Knowledge : A fundamental understanding of hospital revenue cycle management, with a specific focus on mid revenue cycle processes, is highly desirable. Technical Proficiency & Certification : • Strong technical knowledge of project management and/or revenue cycle, along with relevant professional certifications (e.g., PMP, CAPM, RHIA, etc.) is expected. • Proficiency in Microsoft Office, including Excel, Word, and PowerPoint, and other project management tools • Leadership & Project Management : Demonstrated leadership skills with the ability to manage multiple projects, guide cross-functional teams, and interact with all levels of customer and internal staff. • Analytical & Financial Skills: Financial and analytical skills are required, with a strong aptitude for using data to drive decision-making and process improvement. • Communication Skills: Outstanding written and verbal communication skills, with the ability to clearly present findings and recommendations to both technical and non-technical audiences. • Business Development: Prior experience in sales or business development is a plus, showcasing the ability to foster client relationships and grow business opportunities. • Travel Requirements: Willingness to travel up to 25% to client sites, as needed. Bonus Points For: • Inpatient and Outpatient Coding Experience • Clinical experience • Revenue cycle experience