EverHealth -Mid-Market Customer Success Manager, (Remote, US)

EverCommerce Inc.

Job Overview

Location

Remote, US

Job Type

Full-time

Full Job Description

📋 Description

• Own a portfolio of mid-market healthcare customers, accountable for retention, expansion, and customer health using EverCommerce’s EHR platform
• Develop deep expertise in clinical, operational, revenue cycle management (RCM), and payments workflows within the EHR system
• Lead consultative, workflow-driven conversations to assess customer needs, identify operational gaps, and recommend best practices for improved outcomes
• Drive adoption and optimization of platform features tied to measurable business and financial results, including revenue cycle efficiency
• Serve as the single-threaded owner for customer escalations, coordinating cross-functionally with Product, Engineering, RCM, Support, and Sales teams
• Proactively identify customer risks and implement mitigation plans to prevent churn and ensure sustained value realization
• Lead structured Business Reviews focused on platform usage, workflow efficiency, and financial performance metrics
• Identify and manage renewal and expansion opportunities within assigned accounts to drive revenue growth
• Maintain accurate and up-to-date account health data, forecasting, and activity logs in Salesforce or equivalent CRM system
• Partner with cross-functional teams without direct authority to influence outcomes and align on customer success priorities
• Act as a trusted advisor to healthcare organizations on EHR utilization, payment workflows, and operational improvements
• Monitor customer health indicators and translate data into actionable insights for retention and growth strategies
• Collaborate with Sales to transition new customers smoothly from implementation to ongoing success management
• Ensure alignment between customer goals and platform capabilities to maximize satisfaction and long-term partnership
• Travel to EverCommerce’s Corporate Headquarters in Denver, Colorado, or other North American office locations as required
• Support healthcare clients with complex revenue cycle and payment processing challenges through technical and strategic guidance
• Communicate effectively with executive-level stakeholders to manage expectations, report progress, and resolve high-priority issues
• Stay current on evolving healthcare regulations, payment models, and EHR functionality to provide informed recommendations
• Balance multiple customer accounts with varying needs, priorities, and risk profiles while maintaining consistent service quality
• Contribute to internal knowledge sharing and process improvements to enhance team effectiveness and customer outcomes

🎯 Requirements

• 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

🏖️ Benefits

• Flexibility to work where/how you want within the U.S. – in-office, remote, or hybrid
• Day 1 access to a robust health and wellness benefits package, 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
• Continued investment in professional development

Skills & Technologies

Mid-level

Remote

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EverCommerce Inc.

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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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