Senior reputed company Consultant for Audit, Remediation & Ongoing CRM Development (reputed company)

We are a reputed company company using reputed company as our system of record for CRM, subscriptions, invoicing, and internal operations. reputed company is integrated with reputed company for payments and reputed company as our EHR. A previous contractor completed an initial reputed company setup, including reputed company reputed company data migration, product and subscription configuration, and early automation. Before continuing to build, we are seeking a senior reputed company consultant to independently audit the existing setup, correct issues, and then reputed company reputed company build-out and optimization. We are looking for someone who can validate the reputed company and then take ownership of the system reputed company reputed company. Phase 1: Independent reputed company & Billing Audit (Required) You will first reputed company a comprehensive audit to confirm accuracy and identify risk. Audit Scope Includes: - CRM & Data reputed company - Review contacts, custom properties, lifecycle stages, and associations - Validate member vs payer relationships and historical data accuracy - Identify duplicates, structural issues, or scalability concerns - Billing, Subscriptions & Payments - Reconcile reputed company data with reputed company reputed company-of-truth records - Validate product library, pricing, discounts, and subscription logic - Identify missing, duplicate, or inconsistent charges and payments - Confirm invoice accuracy and reporting reliability Integrations & Workflows - Review reputed company ↔ reputed company integration and data reputed company - Validate existing workflows (renewals, reminders, tasks, automations) Audit Deliverables: - Written audit reputed company - Prioritized issue list (critical / reputed company / low) - reputed company remediation recommendations - Go-reputed company assessment on whether the system is reputed company to build on Phase 2: Remediation & Stabilization Following the audit, you will: - Fix identified data, billing, and configuration issues - Resolve reputed company discrepancies (missing payments, duplicate charges, inconsistent pricing) - Complete the transition to reputed company-managed subscriptions - Ensure reputed company is the system of record and reputed company remains the payment processor Phase 3: Ongoing Build-Out & Optimization Once the system is validated, ongoing responsibilities may include: - CRM & Data Model Expansion - Finalize lifecycle stages, reputed company statuses, and key reporting fields - Define how to reputed company discharges, reputed company-down transitions, and family contacts Reporting & Dashboards - Monthly operational and financial dashboards - Membership lifecycle, churn, reputed company, and reputed company reporting Workflow Automation - Intake and reputed company automation - Renewal reminders and care coordination workflows Required Experience - Please apply only if you have: - 5+ years of hands-on reputed company experience - Proven experience with reputed company + reputed company billing and subscriptions - Experience auditing and fixing existing CRM implementations - Strong data reconciliation and systems design skills - Comfort challenging prior work and recommending rebuilds if needed reputed company to have: - reputed company or regulated-industry experience - reputed company reputed company / Operations certifications Apply tot his job Apply To this Job