evolvedMD
Healthcare
CustomerOnboardingSpecialist
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“Customer Onboarding Specialist at evolvedMD. Skills: Customer onboarding, Implementation lead, Workflow design. Lead implementation lifecycle. Develop and manage timelines”
What You'll Achieve.
Stakeholder alignment and executive sponsorship; Clearly documented workflows; Successful deployment and integration; High engagement and buy-in; Clinical teams prepared and confident; Smooth transition to Account Management; Early indicators of value; Identify potential barriers
Industry & Context.
Manage ambiguity; Build process; Risk resolution
Quarterly travel required, Reside in Dallas, TX area
What They're Looking For.
Must Have
3+ years Enterprise onboarding, 3+ years Strategic account management, 3+ years Healthcare implementation, 3+ years M&A integration, 3+ years Health system operations, 3+ years Enterprise account onboarding, 3+ years Strategic account management, 3+ years Health system partnership implementation, 3+ years Cross-functional enterprise program leadership, Experience with complex, multi-stakeholder organizations, Demonstrated success leading cross-functional initiatives, Executive presence and communication skills, Proven ability to manage ambiguity, Proven ability to build process from scratch
Nice to Have
Experience with Collaborative Care Model (CoCM), Integrated behavioral health EHR implementation experience, Experience training clinical teams, Experience partnering with healthcare systems, Experience partnering with large provider groups
What You'll Do.
Lead implementation lifecycle
Develop and manage timelines
Manage success metrics
Facilitate implementation meetings
Establish rules of engagement
Establish communication cadences
Proactively drive resolution
Ensure customer readiness
Educate customers on CoCM workflows
Educate customers on documentation expectations
Educate customers on billing requirements
Translate requirements into workflows
Design site-specific workflows
Ensure alignment across scheduling
Ensure alignment across referral pathways
Ensure alignment across behavioral health screening
Maintain documentation of customer workflows
Translate customer workflows into internal guidance
Build trusted relationships
Navigate multi-stakeholder environments
Partner with Clinical teams
Partner with Operations teams
Partner with Billing teams
Partner with IT teams
Partner with Talent teams
Partner with Marketing teams
Serve as bridge between customer expectations and internal
Support early ramp-up
Support workflow adoption
Identify optimization opportunities
Partner with Account Management for transition
How You'll Work.
Team & Collaboration
Cross-functional teams; Executive stakeholders; Operational stakeholders; Clinical stakeholders; Frontline staff
Communication Scope
Executive presence; Stakeholder communication
Process & Methodology
Timeline management, Milestone tracking
Full Job Description
Customer Onboarding Specialist Location: This position is fully remote with quarterly travel required to support new customer implementations, site readiness activities, and in-person onboarding support. Must reside in the Dallas, TX area. 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 and 30–35% focused on structured training and readiness activities for both customers and internal clinical teams. Compensation 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% Qualifications Required 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 What Success Looks
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