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. About the Role DrChrono by EverHealth is seeking an Account Manager to own and grow a book of existing customer accounts. You will be accountable for renewal, retention, and expansion revenue by identifying customer needs, demonstrating the value of the DrChrono platform, and closing upsell and cross-sell opportunities across our product catalog. You will partner closely with our Customer Success and Support teams, who lead onboarding, training, and technical support. This lets you focus on account growth, contract management, and long-term commercial relationships with healthcare practices. You will likely excel in this role if you are commercially minded, comfortable working toward revenue targets, and enjoy consultative conversations that create win/win outcomes for customers and the business. Responsibilities Account Growth & Revenue Own a book of assigned accounts and drive renewal, retention, and expansion revenue against monthly targets Proactively identify, qualify, and close upsell and cross-sell opportunities, including additional provider licenses, DrChrono Payments, AI Scribe, Updox, and integrations Conduct consultative account reviews to uncover customer needs and position product value, features, and pricing Deliver confident live product demonstrations of key platform functions, including scheduling, billing workflows (CPT/ICD-10 coding, fee schedules, billing profiles), DrChrono Payments, AI Scribe, and Health Gorilla integration Manage the renewal process, identify churn risk early, and develop retention strategies that protect and grow revenue Pipeline & Forecasting Build and actively manage a healthy pipeline in Salesforce, keeping opportunity stages, close dates, and notes accurate and up to date Forecast accurately using Salesforce forecast reports and dashboards Review account history, prior opportunities, and cases to inform account strategy Contracts & Commercial Terms Prepare and send agreements via DocuSign, ensuring pricing, terms, and the authorized signer are accurate before sending Clearly communicate our Terms of Service, contract structure (12-month minimum term), and renewal and cost-change policies Customer & Cross-Functional Partnership Serve as the primary commercial point of contact for assigned accounts Respond to customer cases and emails promptly and professionally, within a 24-hour service level Partner with Customer Success, Support, and Product teams; route onboarding, training, and technical issues to the right team, and escalate priority issues, bugs, and feature requests Help customers understand key practice-level and provider-level configuration areas, and direct them to the appropriate support channels and self-service resources Continuous Learning Maintain strong working knowledge of the DrChrono platform, product catalog, pricing, and value positioning Review recorded sales calls (Gong), the internal knowledge base, and product documentation to continually sharpen sales and product skills Work independently and use available tools and resources to resolve questions before escalating Skills and Experience Needed for Success Demonstrated ability to communicate product value, uncover needs, and close opportunities Goal-oriented and data-driven, with comfort working toward monthly revenue targets Strong verbal, written, and presentation skills, including leading virtual product demonstrations Strong organizational, time-management, and follow-through skills Ability to work independently, take ownership of results, and learn new software quickly 1 year of experience in account management, sales, or a customer-facing role (Preferred) Experience using Salesforce (pipeline management and forecasting), Gong, Slack, Zoom, Google Workspace, and DocuSign (Preferred) EHR, practice management, medical billing, or healthcare SaaS experience (Preferred) 4-year college degree or equivalent experience (Preferred) 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 are 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 and how you want within your country of employment: in-office, remote, or hybrid Continued investment in your professional development Day 1 access to a robust health and wellness benefits package, including an annual wellness stipend 401(k) with up to a 4% match and immediate vesting Flexible and generous time off (FTO) Employee Stock Purchase Program Compensation The target total compensation (on-target earnings) for this position is $75,000 to $80,000 USD per year based on US location, consisting of a base salary plus monthly variable commission. 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

You will likely excel in this role if you are commercially minded, comfortable working toward revenue targets, and enjoy consultative conversations that create win/win outcomes for customers and the business.
Responsibilities Account Growth & Revenue
Own a book of assigned accounts and drive renewal, retention, and expansion revenue against monthly targets
Proactively identify, qualify, and close upsell and cross-sell opportunities, including additional provider licenses, DrChrono Payments, AI Scribe, Updox, and integrations
Conduct consultative account reviews to uncover customer needs and position product value, features, and pricing
Manage the renewal process, identify churn risk early, and develop retention strategies that protect and grow revenue
Pipeline & Forecasting
Build and actively manage a healthy pipeline in Salesforce, keeping opportunity stages, close dates, and notes accurate and up to date
Forecast accurately using Salesforce forecast reports and dashboards
Review account history, prior opportunities, and cases to inform account strategy
Contracts & Commercial Terms
Prepare and send agreements via DocuSign, ensuring pricing, terms, and the authorized signer are accurate before sending
Clearly communicate our Terms of Service, contract structure (12-month minimum term), and renewal and cost-change policies
Customer & Cross-Functional Partnership
Serve as the primary commercial point of contact for assigned accounts
Respond to customer cases and emails promptly and professionally, within a 24-hour service level
Partner with Customer Success, Support, and Product teams; route onboarding, training, and technical issues to the right team, and escalate priority issues, bugs, and feature requests
Help customers understand key practice-level and provider-level configuration areas, and direct them to the appropriate support channels and self-service resources
Continuous Learning
Maintain strong working knowledge of the DrChrono platform, product catalog, pricing, and value positioning

Nice-to-haves

1 year of experience in account management, sales, or a customer-facing role (Preferred)
Experience using Salesforce (pipeline management and forecasting), Gong, Slack, Zoom, Google Workspace, and DocuSign (Preferred)
EHR, practice management, medical billing, or healthcare SaaS experience (Preferred)
4-year college degree or equivalent experience (Preferred)

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.

401(K)

Wellness

Professional Development