Onboarding Billing Consultant

EverCommerce

. Own assigned CollaborateMD onboarding engagements from internal handoff and customer kickoff through configuration, training, go-live, early stabilization, and transition to Customer Success .

Posted 11/2/2026full-timeRemote • United StatesJuniorMid-Level💰 $50,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in medical billing and revenue cycle management, with a strong focus on customer onboarding, project management, and effective communication. Proficient in guiding clients through complex billing processes and ensuring successful implementation of billing solutions.

Highest-signal resume keywords

Medical Billing ExpertiseRevenue Cycle ManagementProject ManagementCustomer Training DeliveryCollaborateMD Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Medical Claim LifecycleBilling WorkflowsClaim SubmissionPayer EnrollmentClearinghouse RequirementsWorkflow ConsultationBilling ConfigurationClaims ManagementAccounts Receivable Follow-UpReporting

Soft Skills

Strong Written CommunicationPatient Communication StyleFacilitating Virtual SessionsProblem-SolvingCustomer Guidance

Tools & Technologies

CollaborateMDSalesforceTaskRayChurnZeroPractice Management Software

Certifications & Qualifications

Relevant Billing CertificationHigh School Diploma or GED

Industry Keywords

Medical BillingRevenue Cycle ManagementMulti-Provider OrganizationsProfessional ClaimsInstitutional Claims

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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