Account Manager, DrChrono

EverCommerce

. Own a book of assigned accounts and drive renewal, retention, and expansion revenue against monthly targets .

Posted 10/26/2026full-timeRemote • Texas • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in account management and sales, focusing on driving renewal, retention, and expansion revenue. Proficient in utilizing Salesforce for pipeline management and forecasting while effectively communicating product value and customer needs.

Highest-signal resume keywords

Salesforce Pipeline ManagementAccount Management ExperienceConsultative Selling SkillsProduct Demonstration ExpertiseHealthcare SaaS Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Account ManagementUpsellingCross-SellingForecastingConsultative SellingContract NegotiationRevenue Target AchievementCustomer Retention StrategiesProduct Value CommunicationData-Driven Decision Making

Soft Skills

Strong Verbal CommunicationPresentation SkillsOrganizational SkillsTime ManagementIndependent Work

Tools & Technologies

SalesforceGongDocuSignSlackZoomGoogle Workspace

Industry Keywords

EHRPractice ManagementMedical BillingHealthcare SaaSCustomer Success

About the role

Key responsibilities & impact

Own a book of assigned accounts and drive renewal, retention, and expansion revenue against monthly targets
Identify, qualify, and close upsell and cross-sell opportunities across the product catalog
Conduct consultative account reviews to uncover customer needs and position product value, features, and pricing
Deliver live product demonstrations covering scheduling, billing workflows, DrChrono Payments, AI Scribe, and Health Gorilla integration
Manage renewals, identify churn risk, and develop retention strategies
Build and manage a Salesforce pipeline; maintain opportunity stages, close dates, and notes
Forecast accurately using Salesforce reports and dashboards
Review account history, opportunities, and cases to inform account strategy
Prepare and send accurate agreements via DocuSign
Communicate Terms of Service, contract structure, renewal, and cost-change policies
Serve as primary commercial contact for assigned accounts
Respond to customer cases and emails within a 24-hour service level
Partner with Customer Success, Support, and Product teams; route and escalate issues appropriately
Help customers understand practice-level and provider-level configuration areas and direct them to support resources
Maintain working knowledge of the DrChrono platform, product catalog, pricing, and value positioning
Review Gong calls, internal knowledge base, and product documentation to improve sales and product skills
Work independently and resolve questions using available tools and resources before escalating

Requirements

What you’ll need

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)
Must be eligible to work without sponsorship in the United States

Benefits

Comp & 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