Mid-Market Customer Success Manager, EverCommerce

• 4 –7 years in Customer Success, Account Management, Healthcare Consulting, Implementation, or Support
• Direct experience supporting or delivering an EHR platform
• Strong understanding of EHR, RCM, and healthcare payments workflows
• Proven expertise in escalation management, including executive-level situations
• Strong cross-functional partnership skills and ability to influence without authority
• Technical aptitude and comfort getting deep into workflows and data
• Excellent communication and stakeholder management skills

Desirable

• We’re seeking a Mid-Market- Customer Success Manager to support healthcare organizations using our EHR platform, with a strong focus on revenue cycle workflows, payments, and escalation leadership
• This role requires a technically fluent CSM who is comfortable leading consultative discussions, managing complex escalations, and partnering cross-functionally within an evolving organization
• Own a portfolio of mid-market healthcare customers, accountable for retention, expansion, and customer health
• Develop deep expertise in our EHR platform, including clinical, operational, RCM, and payments workflows
• Lead consultative, workflow-driven conversations to assess needs, identify gaps, and recommend best practices
• Drive adoption and optimization tied to measurable business and financial outcomes
• Own customer escalations end-to-end, serving as the single-threaded owner and coordinating with Product, Engineering, RCM, Support, and Sales
• Proactively identify risk and implement mitigation plans
• Lead Business Reviews focused on usage, workflow efficiency, and financial performance
• Identify and manage renewal and expansion opportunities
• Maintain accurate account health and forecasting in Salesforce (or equivalent CRM)