EverHealth - Onboarding Billing Consultant; Remote
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Business
Business Systems & Technology Analysis, CRM Systems & Management, Client Relationship Management
Job Description & How to Apply Below
Ever Commerce (Nasdaq: EVCM) is a leading service commerce platform, providing vertically-tailored, integrated SaaS solutions that help more than 745,000 global service-based businesses accelerate growth, streamline operations, and increase retention. Its modern digital and mobile applications create predictable, informed, and convenient experiences between customers and their service professionals. With its Ever Pro, Ever Health, and Ever Well brands specializing in Home, Health, and Wellness service industries, Ever Commerce provides end-to-end business management software, embedded payment acceptance, marketing technology, and customer experience applications.
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We are building an extraordinary company and looking for talented, energetic, and motivated people to join our team. You can learn more about our Company, Culture and Values here:
Ever Health, a business within Ever Commerce, provides modern end-to-end solutions for healthcare providers. Our open, connected ecosystem of solutions and services helps providers engage patients, increase revenue, improve business efficiency, and remain market competitive. We serve 72,000 healthcare practices and counting.
Ever Health consists of five SaaS products;
DrChrono, iSalus, Collaborate MD, Updox, and MDTec, combined these products offer end to end solutions for the health care industry.
We are looking for an Onboarding Billing Consultant to lead new Collaborate MD customers through the full onboarding journey while helping them establish effective billing and revenue cycle workflows in our practice management and medical billing platform. This role combines end-to-end implementation project ownership with hands‑on medical billing expertise, helping customers translate the way they operate today into accurate, scalable workflows in Collaborate MD.
For assigned Collaborate MD customers, the Onboarding Billing Consultant owns the onboarding engagement from initial handoff and kickoff through configuration, workflow consultation, training, readiness validation, go‑live, early stabilization, and transition to Customer Success. You will serve as the customer’s primary O&I point of contact, manage the project plan and dependencies, and coordinate with Sales, Enrollment, Customer Success, Support, Product, and other specialists as needed.
This is a customer‑facing implementation and consulting role for someone with hands‑on medical billing knowledge who enjoys leading projects, teaching, investigating problems, and making complex workflows easier for others. You do not need extensive implementation tenure, but you must understand the medical claim lifecycle, keep customers and internal partners aligned, and confidently guide each engagement toward measurable go‑live outcomes.
ResponsibilitiesOwn assigned Collaborate MD onboarding engagements from internal handoff and customer kickoff through configuration, training, go‑live, early stabilization, and transition to Customer Success.
Serve as both the primary customer point of contact and the billing and RCM subject matter expert throughout the O&I journey.
Review and validate Sales discovery, customer goals, expected claim volume, current billing workflows, purchased solutions, stakeholders, timeline expectations, and known risks before and during kickoff.
Build and manage the onboarding project plan, milestones, dependencies, action items, customer commitments, risks, and escalations; maintain accurate status in the designated project and customer systems.
Lead customer meetings and maintain a clear communication cadence so stakeholders understand progress, decisions, responsibilities, risks, and next steps.
Lead focused billing consultation and working sessions with customer stakeholders;…
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