It's a new day with a new opportunity at 8am! About the role: The Sr. Manager, Customer Onboarding provides amazing service that makes our customers love us. The best candidates are great customer relationship builders. This leadership role ensures a successful onboarding for new customers as they transition from previous practice management software to the 8am software platform. This is the most important phase of the customer lifecycle, and the Senior Manager of Customer Onboarding is responsible for establishing the solid foundation that drives customers’ future success. This position leads a team of Onboarding Managers, and works with Sales, Product, Engineering, and other teams to ensure customers are implemented and onboarded successfully, set up for long-term success, able to realize value quickly and become daily users of the 8am platform and value-added services. This is the ideal opportunity for motivated individuals who provide excellent customer service while maintaining an organized queue of internal tasks. Successful candidates have a passion for leading and helping others, operational agility, and a blend of technical and interpersonal skills. About us: At 8am, our vision is to power a world where professionals thrive. We start every day on a mission to empower professionals with the most trusted, innovative technology to deliver world-class outcomes for their clients and exceptional financial results for their business. They count on our purpose-built solutions to simplify operations, ensure compliance, and fuel profitable growth, so they can focus on their clients and do more of the work that matters. Founded in 2005, 8am™ (formerly AffiniPay) is the professional business platform built to help legal, accounting, and other client-focused professionals run stronger, more profitable businesses. Today, more than 250,000 professionals across the U.S. trust 8am to help them work smarter, serve clients better, and unlock their full potential. We have been recognized as one of Inc 5000’s fastest growing companies in the U.S. for 13 years in a row, and as a result, our teams continue to grow as well! What you'll do: - Own the Onboarding KPI framework, aligning performance to customer retention, time-to-value, and long-term success outcomes. Standardize and scale the onboarding experience through clear processes, CRM data integrity, SLAs, and operational best practices. - Serve as the strategic voice of the customer journey, partnering cross-functionally with Sales, Product, Engineering, and Operations to drive alignment and continuous improvement. - Lead team development through structured training, mentorship, product mastery, and coaching to ensure high-quality service delivery. - Oversee escalations and executive-level communications for complex or high-priority accounts, mitigating risk and protecting customer relationships. - Champion a high-performance, values-driven culture while driving initiatives that improve efficiency, adoption, and customer advocacy. About you: - 5+ years of leadership experience in customer onboarding, implementation, client success, or related post-sales functions BA/BS/BE degree required - Proven ability to lead, influence, and drive change in cross-functional, fast-paced environments - Exceptional customer relationship-building and communication skills (written and verbal) - Strong analytical and problem-solving capabilities with sound judgment Highly organized with strong prioritization skills and consistent follow-through - Passion for team development with a balance of operational, technical, and interpersonal strengths - SaaS experience required; legal industry experience preferred - Demonstrated experience leveraging AI tools and technologies to improve workflows, enhance decision-making, or drive innovation. Nice to have: - Commercial mindset grounded in customer value - Highly organized with excellent prioritization - Experience with AI, automation, and delivering at scale - Thrives in a fast-paced environment Additional Information The annual salary range for this position is $108,000 to $160,000. The salary range for performing this role outside of the US / Austin / California may differ. 8am is committed to offering competitive, fair and commensurate compensation and has provided an estimated pay range for this role. Actual compensation may vary based on job-related knowledge, skills, experience and education. Why 8am: At 8am, our culture is shaped by the people who bring it to life every day. Together, we build a company rooted in continuous learning, genuine community, holistic wellness, and meaningful engagement—values that empower us as individuals and unite us as a team. Our culture is grounded in our core values: Work Smart, Win Fast; Outshine Ordinary, and We Find a Way. These values drive how we serve our customers and work with each other in a collaborative, inspiring, and empowering environment, every day. Here’s how we support our 8Team: - Health Insurance Coverage: We offer our 8Team a variety of medical, dental, and vision plans, designed to fit your needs, including a 100% company-paid HDHP plan for employees. - Financial perks: We offer a competitive compensation and benefits package including annual bonuses, equity options and 401(k) or RRSP if in Canada, with a company match for all team members. - Time for what matters: Flexible Time Off, paid holidays, and a parental leave program for our new parents. - Wellness: Wellness stipends, mental health support, and one-on-one nutrition coaching. - Learning and Development: Continuous learning through 8am.edu, leadership programs, professional development funds, and individually focused talent development. - Giving back to the communities around us: Participate in our charitable matching gift program, paid time off for volunteer service, and company-sponsored volunteer events (both local and virtually). - Engagement: Virtual and in-person team-building events, quarterly award recognition through our Rise & Shine Award of Excellence Program, and our peer-to-peer appreciation platform. At 8am, we don’t just offer benefits - we create an environment where people can thrive, grow, and make a real impact every day. Diversity, equity & inclusion at 8am: At 8am, we recognize that innovation occurs with a strong team of people who are diverse in background, personality, talent and ideas. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of our culture. We are committed to creating a welcoming and transparent environment for all that embraces those differences through education, equal access to opportunities and information, inclusionary programs, and community outreach. Security advisory: Our hiring teams at 8am are dedicated to recruiting top talent that share our passion for serving the professional services industry through innovative financial technology. As such, our Talent Acquisition Team only follows legitimate hiring practices. We will always communicate with our candidates using emails with the 8am domain and will never ask for sensitive/personal data during the application process. All interviews take place over phone call, Zoom/Google Meet or in person. All offers are communicated verbally by our Talent Acquisition Specialists with a written offer letter as a follow up.

At EverCommerce [Nasdaq: EVCM], we are on a mission to digitally transform the service economy with tailored, end-to-end SaaS solutions that simplify and empower the lives of our 725,000+ customers. As a leading service commerce platform, our modern digital and mobile applications create predictable, informed, and convenient experiences between customers and their service professionals in the areas of Home & Field Services, Health Services, and Wellness industries. We are building an extraordinary company and looking for talented, energetic, and motivated people to join our team. You can learn more about our Company, Culture and Values here: https://careers.evercommerce.com/us/en We are looking for a Payments Activation Specialist, with experience in onboarding customers to new SaaS solutions, to join our EverCommerce Payments team to support our Invoice Simple and Joist product lines. In this role, you will train small business owners on our SaaS payments features. You will be responsible for high-volume outreach to drive early product adoption, with a focus on activating new customers, and growing processing volume. Responsibilities: - Rapidly engage merchants through high-volume outbound calls to drive early payments adoption. - Develop strong working knowledge of our payments platform and workflows to educate and guide our customers on features to collect online payments. - Deliver concise, action-oriented activation conversations focused on enabling merchants to process payments immediately, including key topics such as rates, funding timelines, refunds, chargebacks, and deposits. - Execute short, efficient calls to troubleshoot blockers, confirm readiness, and move merchants to their first successful transaction. - Proactively follow up with merchants using a high-touch, high-cadence outreach approach (calls, emails, automated nudges) to ensure payments are processed without delay. - Activate new users by walking them through their first live transaction end-to-end, from initiation to deposit confirmation, reinforcing confidence in the payments experience. - Capture common merchant objections, questions, and friction points, and relay actionable feedback to Product and Operations to improve speed, usability, and conversion. Skills and Experience needed for success in this role: - 1 – 2 years in business-to-business Sales, Business Development, or Customer Success. - Bilingual in English and Spanish required. Ability to influence behavior and apply a consultative approach to customer service. - Organized, detail-oriented, capable of managing a pipeline and prioritizing outreach. - Reliable, strong work ethic and ability to follow our process rigorously, methodically, and independently. - Excellent interpersonal and telephone sales skills are required. - Ability to multitask, take direction, and execute with precision. - Must be a confident, adaptable, self-starter who thrives in an empowered, fast-paced environment. - Previous payment processing/ API related experience a plus. Where: The EverCommerce team is distributed globally, with teams in the U.S., Canada, the U.K., Jordan, New Zealand, and Australia. With a widely distributed team, we are used to working remotely across different time zones. This role can be based anywhere in the United States – if you’re close to one of our offices, we can set you up in-office or you can work 100% remotely. Please note that you must be eligible to work without sponsorship to qualify for this position, and this role may require travel to our Corporate Headquarters in Denver, Colorado, or to other office locations around North America. Benefits and 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 Compensation: The on-target earnings compensation (base + commissions) for this position is $60,000 to $70,000 USD per year in most US locations. Final offer amounts are determined by multiple factors including location, local market variances, and candidate experience and expertise, and may vary from the amounts listed above. EverCommerce is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, marital status, veteran status, or disability status. We look forward to reviewing your credentials and getting to know more about your experience!

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Customer Onboarding Specialist serves as the implementation lead and early partnership quarterback for new evolvedMD customers. This individual is responsible for translating contractual intent into operational reality — guiding customers through onboarding, aligning stakeholders, designing site-specific workflows, and ensuring both customer teams and evolvedMD clinical staff are prepared to successfully deliver care within the Collaborative Care Model (CoCM). This role is primarily implementation-focused, with approximately: - 65–70% of time dedicated to implementation ownership and workflow execution - 30–35% focused on structured training and readiness activities for both customers and internal clinical teams Qualifications - 3+ years of experience in one or more of the following: - Enterprise onboarding - Strategic account management - Healthcare implementation - M&A integration - Health system operations - Enterprise account onboarding - Strategic account management - Health system partnership implementation - Cross-functional enterprise program leadership - Experience working with complex, multi-stakeholder organizations - Demonstrated success leading cross-functional initiatives independently - Strong executive presence and communication skills - Proven ability to manage ambiguity and build process from scratch - Preferred: - Experience with Collaborative Care Model (CoCM) or integrated behavioral health - EHR implementation experience (Athena, Epic, Cerner, etc.) - Experience training clinical teams - Experience partnering with healthcare systems or large provider groups Requirements - Strong stakeholder alignment and executive sponsorship early in the engagement - Clearly documented workflows and rules of engagement - Successful deployment and integration of evolvedMD clinical team members - High engagement and buy-in across practice teams - Clinical teams prepared and confident at go-live - Smooth transition from onboarding to Account Management - Early indicators of clinical, operational, and partnership value and potential barriers Key Responsibilities - Customer Implementation & Activation - Lead the full implementation lifecycle from contract signature through go-live and stabilization - Develop and manage timelines, milestones, and success metrics - Facilitate implementation meetings with executive, operational, and clinical stakeholders - Establish rules of engagement and communication cadences - Identify risks early and proactively drive resolution - Ensure customers meet operational, clinical, and billing readiness requirements - CoCM Education & Workflow Design - Educate customers on CoCM workflows, documentation expectations, and billing requirements - Translate requirements into practical frontline workflows - Design site-specific workflows aligned with CoCM standards and local operations - Ensure alignment across scheduling, referral pathways and behavioral health screening - Maintain clear documentation of customer-specific workflows - Translate customer workflows into internal guidance for BHMs, Care Coordinators, Clinical Managers, and Psychiatric Consultants - Train clinical teams on scheduling, documentation nuances, and communication pathways - Ensure teams are prepared to operate confidently on day one - Relationship Building & Cross-Functional Coordination - Build trusted relationships across executives, clinical leadership, and frontline staff - Navigate complex multi-stakeholder environments - Partner with Clinical, Operations, Billing, IT, Talent, and Marketing teams - Serve as the bridge between customer expectations and internal execution - Post-Go-Live Stabilization - Support early ramp-up and workflow adoption - Identify optimization opportunities and reinforce training - Partner with Account Management for transition into long-term ownership Core Competencies - Strategic & Analytical: Understand systems, incentives, and stakeholder dynamics - Enterprise-Ready: Comfortable engaging C-suite executives and earning trust from practice managers and frontline staff - Integration-Minded: Understand that the first 60–90 days define the trajectory of the partnership - Builder Mentality: Energized by creating structure where it doesn’t yet exist - Value-Driven: Orient conversations around outcomes, ROI, operational impact, and measurable progress - Highly Accountable: Take ownership of results and drive clarity Benefits - First year compensation: $75,000 to $90,000 annually (DOE) - Metric driven bonuses - $1,200 annual technology allowance - 401(k) company match up to 3% Company Description At evolvedMD, we are leading the integration of behavioral health services in modern primary care. We use a uniquely upfront, innovative, and ongoing approach that places our clinicians on site and in person at each of the practices we serve. As one of America’s largest and most seasoned companies dedicated to integration, we fully embed behavioral health managers into a collaborative team. evolvedMD is committed to meeting patients where they are most comfortable: whether that is in person and on site at your practice location or virtual. We offer early, comprehensive, and dedicated care to help patients achieve the best possible behavioral health outcomes. To find out more about what it’s like to work at evolvedMD, visit our Resources and News page where you can learn about our culture, leaders, innovations, and impact in the community.

Role Overview We are seeking motivated, detail-oriented individuals to join our team as Virtual Client Onboarding Specialist. In this fully remote role, you will guide new clients through the setup and coordination travel process, ensuring a seamless and personalized experience from start to finish. This position is perfect for people who enjoy helping others, managing multiple tasks, and delivering outstanding service in a remote setting. No prior experience is required we provide comprehensive training and ongoing support to help you succeed. Key Responsibilities - Assist clients with onboarding and organizing personalized travel plans - Research, compare, and confirm arrangements using approved systems - Provide accurate information and thoughtful recommendations based on client preferences and budgets - Communicate professionally via email, phone, and messaging platforms - Manage updates, changes, and client service inquiries promptly - Maintain organized and accurate client records and documentation - Participate in training sessions, team meetings, and ongoing professional development Qualifications - Strong written and verbal communication skills - Customer-focused with attention to detail and solid organizational abilities - Comfortable working independently in a remote environment - Basic computer proficiency and reliable internet access - Must be at least 18 years old - Legal eligibility to work in the U.S., U.K., Mexico, Australia, or Spain What We Offer - 100% remote position with flexible scheduling - Comprehensive training — no prior experience required - Supportive and collaborative team environment - Performance-based incentives and special perks