Job description

EverCommerce (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 EverPro, EverHealth, and EverWell brands specializing in Home, Health, and Wellness service industries, EverCommerce provides end-to-end business management software, embedded payment acceptance, marketing technology, and customer experience applications. Learn more at EverCommerce.com. 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: evercommerce.com EverHealth, a business within EverCommerce, 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. EverHealth consists of five SaaS products; DrChrono, iSalus, CollaborateMD, Updox, and MDTec, combined these products offer end to end solutions for the health care industry. We’re seeking a Mid-Market- Customer Success Manager to support healthcare organizations using our EHR platform, with a strong focus on revenue cycle workflows, payments, and escalation leadership. This role requires a technically fluent CSM who is comfortable leading consultative discussions, managing complex escalations, and partnering cross-functionally within an evolving organization. Responsibilities: Own a portfolio of mid-market healthcare customers, accountable for retention, expansion, and customer health Develop deep expertise in our EHR platform, including clinical, operational, RCM, and payments workflows Lead consultative, workflow-driven conversations to assess needs, identify gaps, and recommend best practices Drive adoption and optimization tied to measurable business and financial outcomes Own customer escalations end-to-end, serving as the single-threaded owner and coordinating with Product, Engineering, RCM, Support, and Sales Proactively identify risk and implement mitigation plans Lead Business Reviews focused on usage, workflow efficiency, and financial performance Identify and manage renewal and expansion opportunities Maintain accurate account health and forecasting in Salesforce (or equivalent CRM) Skills and Experience needed for success in this role: 4 –7 years in Customer Success, Account Management, Healthcare Consulting, Implementation, or Support Direct experience supporting or delivering an EHR platform Strong understanding of EHR, RCM, and healthcare payments workflows Proven expertise in escalation management, including executive-level situations Strong cross-functional partnership skills and ability to influence without authority Technical aptitude and comfort getting deep into workflows and data Excellent communication and stakeholder management skills Preferred: Background in healthcare billing, claims, or practice operations Experience supporting mid-market healthcare organizations Familiarity with healthcare financial KPIs (AR days, denial rates, collections) Salesforce and Customer Success tooling experience Where: The EverCommerce team is distributed globally, with teams in the U.S., Canada, the U.K., Jordan, New Zealand, and Australia. With a widely distributed team, we are used to working remotely across different time zones. This role can be based anywhere in the United States – if you’re close to one of our offices, we can set you up in-office or you can work 100% remotely. Please note that you must be eligible to work without sponsorship to qualify for this position, and this role may require travel to our Corporate Headquarters in Denver, Colorado, or to other office locations around North America. Benefits and Perks Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid Day 1 access to a robust health and wellness benefits, including an annual wellness stipend 401k with up to a 4% match and immediate vesting Flexible and generous (FTO) time-off Employee Stock Purchase Program Compensation: The On Target Earnings (base commission) for this position is $80,000 to $90,000 USD per year in most US locations. Final offer amounts are determined by multiple factors including location, local market variances, and candidate experience and expertise, and may vary from the amounts listed above. EverCommerce is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, marital status, veteran status, or disability status. We look forward to reviewing your credentials and getting to know more about your experience! EverCommerce uses approved artificial intelligence (“AI”) tools to support its business operations. Employees are encouraged to use authorized AI tools, when appropriate for their roles, to improve efficiency, quality, and innovation. All AI use must comply with company policies, including requirements concerning confidentiality, data security, intellectual property, accuracy, and human review. Employees remain responsible for reviewing and validating AI-assisted work.

Requirements

Must-haves

Own a portfolio of mid-market healthcare customers, accountable for retention, expansion, and customer health
Develop deep expertise in our EHR platform, including clinical, operational, RCM, and payments workflows
Lead consultative, workflow-driven conversations to assess needs, identify gaps, and recommend best practices
Drive adoption and optimization tied to measurable business and financial outcomes
Own customer escalations end-to-end, serving as the single-threaded owner and coordinating with Product, Engineering, RCM, Support, and Sales
Proactively identify risk and implement mitigation plans
Lead Business Reviews focused on usage, workflow efficiency, and financial performance
Identify and manage renewal and expansion opportunities
Maintain accurate account health and forecasting in Salesforce (or equivalent CRM)
Skills and Experience needed for success in this role:
4 –7 years in Customer Success, Account Management, Healthcare Consulting, Implementation, or Support
Direct experience supporting or delivering an EHR platform
Strong understanding of EHR, RCM, and healthcare payments workflows
Proven expertise in escalation management, including executive-level situations
Strong cross-functional partnership skills and ability to influence without authority
Technical aptitude and comfort getting deep into workflows and data
Excellent communication and stakeholder management skills

Nice-to-haves

Background in healthcare billing, claims, or practice operations
Experience supporting mid-market healthcare organizations
Familiarity with healthcare financial KPIs (AR days, denial rates, collections)
Salesforce and Customer Success tooling experience

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: workday
Effort: long

Benefits

Benefits detected in the listing.

401k

Wellness