Job Title: Senior Associate, External Peer Review

About Chartis

Chartis comprises 1,000 professionals who value working for a purpose-driven organization, people who have committed their careers to helping providers, payers, technology innovators, retail companies, and investors create and embrace solutions that reshape healthcare for the better. We work with over 900 clients annually to help make US healthcare more affordable, accessible, safe, and human.

Through our family of brands—Chartis, Jarrard, Greeley, and HealthScape Advisors—we have created a culture that prioritizes respect for our clients, commitment to each other, and unwavering integrity. From physicians, nurses, healthcare executives, and community health leaders to strategists, digital advisors, transactions experts, and healthcare futurists, we bring a diverse set of perspectives to assess healthcare challenges from every angle.

Believing in what we do helps us attract and retain the best and brightest because the work we do every day makes a meaningful impact. This theme of believing in a better way forward is woven into our brand, Believe in better.

Chartis has offices in Boston, Chicago, New York, San Francisco, Washington D.C., and Nashville. Remote work is allowed.

Position Summary

The Senior Associate, External Peer Review is responsible for managing the full lifecycle of client engagements, coordinating workflows across internal and external teams—including clients and clinical reviewers—and ensuring the accuracy and timeliness of deliverables and financial reporting activities.

This role supports third-party clinical evaluations of the quality and appropriateness of patient care provided by physicians, and other clinicians, on the medical staffs of healthcare organizations served by Chartis. The Senior Associate works with highly sensitive protected health information (PHI) and must comply with all regulatory and corporate compliance standards.

The Senior Associate contributes directly to engagement success through project oversight, stakeholder coordination, timely invoicing, and revenue milestone management. The role is expected to demonstrate sound judgment, critical thinking, effective communication, and continuous process improvement aligned with PST competencies: Delivering Results, Engaging Others, Applying Expertise, and Creating Solutions. This role also offers the opportunity to leverage subject matter expertise to support internal and external projects.

Essential Duties and Responsibilities

Practice Support

Coordinate and manage all assigned engagements with minimal oversight, ensuring adherence to contract requirements, project timelines and the firm’s quality standards.

Structure work with a clear understanding of broader project context and client goals to ensure alignment.

Provide accurate and timely data to Practice leadership for reporting, planning, and decision-making.

Support onboarding and ongoing training of physician reviewers and internal colleagues (QC, Med Dir, etc.) on the ChartisReview platform and related tools.

Enforce HIPAA compliance through consistent use of secure platforms and adherence to policy.

Proactively participate in practice meetings and share relevant updates and insights.

Apply lessons learned from past experiences to continuously improve performance and project outcomes.

Apply creative thinking to complex issues, often identifying opportunities for innovation before issues arise.

Engagement Management

Manage the intake and secure handling of medical records and imaging studies; ensure proper documentation and privacy controls. Ensure timely purging of client data in accordance with retention policies.

Oversee the structured exchange of documentation between clients, reviewers, and Practice leadership using encrypted platforms.

Initiate project setup in internal systems (e.g., Salesforce, Workday, JIRA) within 24 hours of project hand-off.

Maintain organized client folders and update project tasks and milestones for real-time visibility on the Engagement Dashboard (JIRA).

Clearly communicate project scope, deliverables, and timelines to physician reviewers and internal and external stakeholders.

Monitor project progress; escalate issues such as delays or unresponsive reviewers to Practice leadership (Client focused-Practice Director; Reviewer focused-Practice /Staffing/QC Manager)

Prepare and submit draft and final deliverables aligned with contract terms, targeted delivery dates and project scope.

Tailor written and verbal communications to meet the needs of diverse audiences, including internal and external stakeholders. Actively participate in client calls and internal meetings.

Financial Management

Create billing events for assigned engagements and ensure invoices reflect contract terms and project milestones.

Review and validate invoice accuracy and completeness; submit for processing and A/R follow-up as necessary.

Track and manage revenue milestones for each project, ensuring data accuracy throughout the month and at month-end close.

Collaborate with Practice leadership and Finance to support timely and accurate revenue recognition, including troubleshooting discrepancies.

Monitor payment status and proactively follow up on outstanding receivables; escalate to Finance and Practice Leadership when needed.

Contribute to weekly revenue forecasting by providing accurate revenue projections and engagement updates in SF/Workday or other forecasting tool.

Team and Administrative Support

Provide support to team members, reviewers, and clients by responding to inquiries, and assisting as needed.

Collaborate on internal projects and other firm initiatives aimed at improving operations or service delivery, as availability allows and contingent upon the timely, effective, and high-quality completion of core responsibilities.

Support the onboarding of new or internal colleagues and promote team learning through knowledge sharing.

Partner with Practice leadership to uphold inclusive practices and address behaviors that may undermine team cohesion or equity.

Qualifications

Bachelor’s degree required; equivalent professional experience may be considered.

5–7 years of experience in project management, healthcare consulting, or professional services.

A clinical background is strongly preferred.

Experience in evaluation of clinical quality (i.e. patient safety, mortality reviews, clinical risk management, practice evaluation) is strongly preferred.

Demonstrated experience in financial tracking, billing, and revenue recognition.

Proficiency with Salesforce, Workday, Microsoft Office Suite, and firm approved secure file-sharing platforms.

Exceptional organizational and time management skills.

Strong communication skills with the ability to manage multiple, highly sensitive, priorities.

Commitment to maintaining confidentiality and handling PHI in accordance with HIPAA and organizational standards.

Professional written and verbal communications to meet the needs of diverse audiences, including internal and external stakeholders.

Demonstrate active listening and inquiry skills to uncover critical insights and ensure mutual understanding.

Salary range: $56,000-$75,000 plus may be eligible for an annual discretionary bonus. The salary range for this role takes into account the wide range of factors that are considered in making compensation decisions including, but not limited to, skills, experience, training, licensure and certifications, practice area, and other business and organizational needs. In addition, Chartis offers several benefits including medical, dental, vision, HSA, FSA, disability insurance, life insurance, 401(k) match, paid time off, wellness stipend, and additional voluntary benefits.

At Chartis, we pride ourselves on having a diverse workforce. We value and celebrate the uniqueness of individuals and the different perspectives the provide. We offer equal opportunity employment regardless of race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, or protected veteran status.

HRC Senior Consultant