Onboarding Billing Consultant

🕒 Yesterday

🇺🇸 United States – Remote

💵 $50k - $70k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💼 Consultant

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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EverCommerce

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2016

🏥 Healthcare

💼 Consulting

📦 Logistics

💰 Private Equity Round on 2019-07

Healthcare • Consulting • Logistics

EverCommerce is the leading service commerce platform, providing vertically-tailored, integrated SaaS solutions to over 500,000 global service-based businesses. Established in 2016, EverCommerce offers software solutions that help businesses market their services, streamline day-to-day operations, and enhance customer engagement. The company specializes in powering the service economy with digital transformation across multiple industries, including Home & Field Services, Health Services, and Fitness & Wellness. EverCommerce's technology aims to accelerate growth, improve operations, and increase retention for small and medium-sized businesses, transforming the way they interact with customers through modern digital and mobile applications.

📋 Description

• Own assigned CollaborateMD onboarding engagements from internal handoff and customer kickoff through configuration, training, go-live, early stabilization, and transition to Customer Success • Serve as the primary customer point of contact and billing and revenue cycle management subject matter expert • Review customer goals, claim volume, billing workflows, purchased solutions, stakeholders, timelines, and risks • Build and manage onboarding project plans, milestones, dependencies, commitments, risks, escalations, and status updates • Lead customer meetings and maintain clear communication with stakeholders • Lead billing consultations and working sessions, recommending workflows based on customer business models, staffing, payers, and CollaborateMD usage • Guide customers through charge entry, claim creation and submission, claim status, rejections, denials, payment posting, ERAs, EOBs, patient balances, statements, collections, accounts receivable follow-up, and reporting • Explain how payer enrollment, credentialing, clearinghouse requirements, interfaces, and data readiness affect claims and reimbursement • Review billing configuration and workflow decisions for providers, payers, claim settings, billing rules, remittance workflows, and reporting • Support test-claim and production-claim readiness and resolve workflow or configuration issues • Establish go-live readiness criteria and validate configuration, enrollment, clearinghouse dependencies, training, workflows, and production-claim readiness • Monitor early production activity and coordinate responses to billing risks through resolution or transition • Manage client or provider waves for billing-company and multi-entity customers • Document decisions, workflows, risks, dependencies, and follow-up actions • Lead structured transition to Customer Success • Coordinate technical, enrollment, product, and support needs while retaining onboarding accountability • Contribute billing expertise to customer resources, playbooks, training materials, and process improvements • Maintain current knowledge of CollaborateMD functionality and medical billing practices

🎯 Requirements

• High school diploma or GED required; associate degree or relevant billing certification preferred • At least two years of hands-on experience in medical billing, revenue cycle management, or a closely related role • Working knowledge of the medical claim lifecycle, including payer, provider, enrollment, clearinghouse, claim, remittance, and patient-responsibility workflows • Ability to investigate billing issues, identify likely root causes, and explain recommended actions in clear, practical language • Comfort facilitating virtual working sessions and teaching customers with different levels of billing and technology experience • Strong written communication and documentation skills, including summarizing workflows, risks, decisions, and next steps • Ability to manage multiple customer onboarding projects, maintain accurate plans and timelines, follow through on commitments, and prioritize customer-impacting issues • Patient, supportive communication style and ability to guide customers through unfamiliar or complex processes • Comfort learning and using practice management, medical billing, CRM, project-management, and collaboration tools • Experience using medical billing or practice management software; CollaborateMD experience is a plus • Experience supporting medical practices, medical billing companies, or multi-provider organizations • Familiarity with professional claims; institutional claims experience is a plus • Experience delivering customer training, workflow consultation, software onboarding, or software-enabled process improvement • Experience with Salesforce, TaskRay, ChurnZero, or comparable customer-management tools • Must be eligible to work in the United States without sponsorship

🏖️ Benefits

• Flexibility to work where/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 • 401k with up to a 4% match and immediate vesting • Flexible and generous (FTO) time-off • Employee Stock Purchase Program

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