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 SubmissionReimbursement TimelinesBilling ConfigurationOperational ReportingRoot Cause AnalysisWorkflow ConsultationPayer EnrollmentCredentialing

Soft Skills

Strong Written CommunicationPatient Communication StyleFacilitation SkillsProblem-SolvingCustomer Support

Tools & Technologies

CollaborateMDSalesforceTaskRayChurnZeroPractice Management Software

Certifications & Qualifications

Relevant Billing CertificationHigh School Diploma or GED

Industry Keywords

Revenue Cycle ManagementMedical BillingClaim VolumeAccounts ReceivablePatient BalancesMulti-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 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

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
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

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