Onboarding Billing Consultant

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $50k - $70k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💼 Consultant

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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EverCommerce

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

☁️ SaaS

🤝 B2B

📣 Marketing

💰 Private equity on 2019-08

SaaS • B2B • Marketing

EverCommerce is a provider of industry-tailored software that powers the service economy. It builds SaaS products to digitally transform daily operations for service professionals, including business management, electronic billing and mobile payments, omni-channel marketing, and customer engagement tools. EverCommerce focuses on verticalized solutions—not mass-market software—designed to modernize operations, marketing, and customer interactions for businesses that provide services.

📋 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 RCM subject matter expert • Review Sales discovery, customer goals, claim volume, billing workflows, purchased solutions, stakeholders, timelines, and risks • Build and manage onboarding project plans, milestones, dependencies, action items, commitments, risks, and escalations • Lead customer meetings and maintain clear communication about progress, decisions, responsibilities, risks, and next steps • Lead billing consultation and working sessions and recommend practical workflows • Guide customers through charge entry, claim creation and submission, claim status, rejections and denials, payment posting, ERAs and EOBs, patient balances, statements, collections, accounts receivable follow-up, and operational reporting • Explain how payer enrollment, credentialing, clearinghouse requirements, interfaces, and data readiness affect claim submission and reimbursement timelines • Review billing configuration and workflow decisions for accuracy and readiness • Support test-claim and production-claim readiness, interpret results, correct issues, and establish rejection-monitoring processes • Establish and apply go-live readiness criteria • Review early production activity for risks and coordinate resolution or documented transition • Manage client or provider waves for billing-company and multi-entity customers • Document customer decisions, workflows, risks, dependencies, and follow-up actions • Lead structured transition to Customer Success • Respond to customer and internal questions and coordinate technical, enrollment, product, or support needs • Contribute billing expertise to customer resources, playbooks, training materials, and process improvements • Maintain current knowledge of CollaborateMD billing 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 • 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 preferred; CollaborateMD experience is a plus • Experience supporting medical practices, medical billing companies, or multi-provider organizations preferred • Familiarity with professional claims preferred; institutional claims experience is a plus • Experience delivering customer training, workflow consultation, software onboarding, or software-enabled process improvement preferred • Experience with Salesforce, TaskRay, ChurnZero, or comparable customer-management tools preferred • Must be eligible to work without sponsorship in the United States

🏖️ 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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