Job Overview
Location
2 Locations
Job Type
Full-time
Category
Customer Success
Date Posted
May 17, 2026
Full Job Description
đź“‹ Description
- • Serve as the primary point of contact for existing DrChrono customers, maintaining active contracts and ensuring high retention rates.
- • Respond promptly and professionally to urgent inbound phone calls from DrChrono customers requiring immediate support or resolution.
- • Act as the dedicated liaison for handling, escalating, and resolving customer complaints within assigned territories to ensure customer satisfaction and minimize churn.
- • Proactively schedule and conduct regular account check-ins with clients to optimize their use of the DrChrono system and identify opportunities for increased engagement.
- • Educate customers on new DrChrono product offerings and features to drive adoption and enhance account value.
- • Troubleshoot account-related issues and provide clear, accurate information to clients regarding system functionality, billing, or configuration.
- • Onboard and train new clients on all aspects of the DrChrono platform, ensuring smooth transition and full utilization of system capabilities.
- • Identify and escalate priority issues, system bugs, or product feature requests to internal teams to influence product improvements and customer experience.
- • Maintain accurate records of customer interactions, account status, and resolution outcomes in company systems to support reporting and relationship management.
- • Collaborate cross-functionally with sales, product, and technical teams to align customer needs with company offerings and resolve complex account challenges.
- • Demonstrate strong organizational skills by managing multiple customer accounts simultaneously while adhering to service level expectations and performance metrics.
- • Utilize data-driven insights to prioritize accounts, track key performance indicators, and recommend actions that improve customer health and retention.
- • Maintain a highly affable and professional demeanor when interacting with clients, reflecting EverCommerce’s innovative and collaborative startup culture.
- • Work remotely from any location within the United States, with occasional travel required to corporate headquarters in Denver, Colorado, or other North American office locations.
- • Operate in a fully remote or hybrid environment, leveraging tools such as Slack, Zoom, GSuite, and Docusign to communicate and collaborate with team members and clients.
- • Contribute to a customer-centric culture by consistently delivering proactive, solution-oriented service that reinforces customer loyalty and long-term partnerships.
🎯 Requirements
- • Ability to communicate product value and recognize upsell opportunities
- • Strong organizational skills and exceptional follow-through abilities
- • Goal-oriented and data-driven mindset
- • Strong verbal and written communication skills
- • 1 year of customer service experience (Preferred)
- • 4-year college degree (Preferred)
🏖️ Benefits
- • Flexibility to work remotely, in-office, or hybrid within the United States
- • Day 1 access to comprehensive health and wellness benefits including an annual wellness stipend
- • 401k with up to a 4% match and immediate vesting
- • Flexible and generous paid time off (FTO)
- • Employee Stock Purchase Program
- • Continued investment in professional development
Skills & Technologies
About EverCommerce Inc.
EverCommerce provides vertical software and payments platforms for service-based small and medium businesses. The company offers integrated SaaS solutions that streamline operations, marketing, customer engagement, and payments across health and wellness, home services, and fitness markets. Its cloud-based tools help businesses manage scheduling, billing, client relationships, and workforce operations. EverCommerce serves over 700,000 customers globally through a portfolio of brands including DrChrono, ServiceTitan, and Mindbody. The company went public in 2021 and is headquartered in Denver, Colorado.
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