Temporary Project Manager, Client Integration & Success

Essential Functions
Note: The essential duties and primary accountabilities below are intended to describe the general content of and
requirements of this position and are not intended to be an exhaustive statement of duties. Incumbents may perform all or
most of the primary accountabilities listed below. Specific tasks, responsibilities or competencies may be documented in the incumbent’s performance objectives as outlined by the incumbent’s immediate supervisor or manager.
1. Lead end-to-end client implementation projects (DME and pharmacy), from kickoff through go-live and transition to ongoing support teams.
2. Deliver project leadership across operational and digital initiatives, to include existing customer acquisition, organizational restructure, new branch addition, palliative care setup, additional mail order services.
3. Create and manage detailed project plans, including scope, schedule, milestones, and deliverables; proactively manage dependencies, change control, and resource needs.
4. Communicate project status, milestones, and action items to internal stakeholders and customers through structured updates, meeting facilitation, and clear documentation.
5. Drive accountability and results with matrixed internal teams through structured meeting cadences, clear ownership, and follow-through.
6. Lead requirements gathering and workflow discovery with clients and internal partners; translate business needs into an actionable implementation plan and documented decisions.
7. Partner with training/education resources to develop and execute a client-facing training plan aligned to the client's workflows, timeline, and adoption goals.
8. Provide client leadership on implementation processes and expectations; coordinate additional training and go-live support as needed.
9. Mitigate and manage project risk by identifying issues early, developing mitigation plans, escalating when appropriate, and driving timely resolution to protect delivery dates and client experience.
10. Facilitate and oversee client contract terminations/offboarding processes when assigned, ensuring accurate internal coordination and timely completion.
11. Maintain accurate project documentation and reporting in CRM and project tools; ensure project artifacts are complete, current, and audit-ready.
12. Contribute to continuous improvement by capturing lessons learned and recommending process enhancements to improve implementation outcomes.
Marginal or Additional Functions

1. Other duties as assigned

Supervisory and Managerial Responsibility

• This position does not have direct supervisory responsibility.

Knowledge, Skills & Abilities

Education, Licensure or Certification:

• Thorough knowledge and understanding of general business project management as normally obtained through the completion of a Bachelor’s degree in Business, Healthcare Administration, Information Systems, or a related field.
• Project management certification preferred (e.g., PMP, CAPM, Prince2, Certified ScrumMaster, or equivalent) preferred.
Work Experience or Related Experience

• At least 4 years of project management experience in a client-facing role (e.g., project manager, account manager, client success manager, or similar).
• Demonstrated ability to lead complex, cross-functional projects and consistently drive milestones and results.
• Strong customer-facing communication skills, including the ability to facilitate meetings, document decisions, mitigate risk, and align stakeholders.
• Experience leading client implementations, onboarding, integrations, or go-live readiness programs.

Specialized Knowledge, Skills & Abilities

• High proficiency with Microsoft products (e.g., Teams, Outlook, Excel, Word, PowerPoint; Visio).
• Working knowledge of CRM systems such as Salesforce, including maintaining accurate records, reporting, and pipeline/project visibility.
• Experience using project management software (highly desirable), such as Smartsheet, Asana, Monday.com, Jira, Microsoft Project, or similar.
• Strong organization, effective communication, and the ability to influence cross-functional teams without direct authority.

Equipment
• Working knowledge of a PC, business and communications software (MS Office) and web-based tools are required

Travel Requirements and Conditions

• Occasional travel will be required including overnight travel

Work Environment, Conditions and Demands

• Work is primarily performed in a remote home or office

Physical Requirements and Demands

• Regular eye-hand coordination and manual dexterity is required to operate office equipment

Additional Position Information

• No additional information is applicable

Qualifications Education Preferred Bachelors or better. Experience Preferred Strong customer-facing communication skills, including the ability to facilitate meetings, document decisions, mitigate risk, and align stakeholders. At least 4 years of project management experience in a client-facing role (e.g., project manager, account manager, client success manager, or similar). Equal Opportunity Employer
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