340B Client Onboarding and Revenue Strategy Manager Job New Orleans Louisiana USA,Business

Location: New Orleans

Role Summary

This role owns the client onboarding lifecycle from initial account setup through handoff to Account Management, ensuring every new client is operationally ready, technically configured, and positioned to capture maximum revenue opportunity from day one. Drawing on a background in 340B program management, financial analytics, and health-system data systems (Epic Willow, SQL, Power BI), this role brings a rare combination of compliance rigor, systems fluency, and financial/revenue analysis to client-facing setup work.

Core Responsibilities
Client Onboarding & Account Setup

Lead end-to-end onboarding for new clients, coordinating across internal teams (CRM/systems, finance, compliance, and operations) to stand up accounts accurately and on schedule.
Configure and validate account setup in CRM and related systems, ensuring data integrity, correct mapping, and clean handoff points between systems.
Develop and maintain SOPs and onboarding checklists/playbooks so onboarding is consistent, repeatable, and auditable across clients.
Serve as the primary point of contact for new clients during the setup phase, translating technical/operational requirements into a smooth client experience.

Revenue Stream Identification

Analyze client/clinic data (utilization, purchasing, claims, or comparable operational data) to identify untapped or underutilized revenue opportunities.
Perform feasibility and financial impact analyses to prioritize which revenue opportunities are worth pursuing for a given client.
Present findings and recommendations to internal stakeholders and, where appropriate, directly to clients.

Compliance, Accuracy & Audit Readiness

Apply a compliance-first mindset to account configuration, flagging eligibility, mapping, or data-integrity issues before they become downstream problems.
Maintain documentation standards sufficient to support internal audits or client-facing reviews of account setup and revenue analysis.
Monitor for discrepancies (duplicate entries, mismatched data, eligibility gaps) during onboarding and resolve them in partnership with relevant teams.

Handoff to Account Management

Own the formal handoff process to Account Management, ensuring each client transitions with complete documentation: account configuration, identified revenue opportunities, open items, and key client context.
Build and refine a standardized handoff package/template so Account Management always receives a consistent, complete picture.
Gather feedback from Account Management post-handoff to continuously improve the onboarding process.

Cross-Functional Coordination

Act as a liaison between systems/IT, finance, and operations to resolve setup issues quickly.
Partner with leadership to report on onboarding pipeline status, revenue opportunity pipeline, and process improvements.

Key Skills Brought to the Role

Financial/revenue analysis: budget development, variance analysis, feasibility studies
Cross-functional liaison experience between technical, financial, and operational teams

Success Metrics (suggested — adjust to your goals)

Accuracy/completeness of account setup at handoff
$ value or number of revenue opportunities identified per client
Account Management satisfaction with handoff quality
Reduction in post-handoff setup issues/escalations

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