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MDTech/Updox - Manager, Charge Capture Implementation (Remote, US/CAN)



Multiple locations
Posted on Saturday, October 14, 2023

Manger, Charge Capture Onboarding, MDTech/Updox – REMOTE (US/CAN)

EverCommerce [Nasdaq: EVCM] is a leading service commerce platform, providing vertically tailored, integrated SaaS solutions that help more than 600,000 global service-based businesses accelerate growth, streamline operations, and increase retention. Our modern digital and mobile applications create predictable, informed, and convenient experiences between customers and their service professionals. Specializing in Home & Field Services, Health Services, and Fitness & Wellness industries, EverCommerce solutions include end-to-end business management software, embedded payment acceptance, marketing technology, and customer engagement applications.

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 Manager, Charge Capture Onboarding to focus on our brand MDTech. MDTech is a mobile and web subscription-based healthcare software designed to provide an accurate and efficient mobile charge capture solution for physicians everywhere and streamline the revenue cycle for medical practices of all sizes.

MDTech, an Evercommerce company, is seeking a highly motivated and experienced Manager to lead our Onboarding Project Management Team. If you have a passion for project management, team leadership, and driving successful client software implementations, we want to hear from you! This industry is growing fast, and it is our goal to help you to become a rock star in healthcare onboarding project management!

As the manager of our onboarding team, you work in a hybrid capacity, leading the onboarding team while managing a portfolio of onboarding projects of your own. As manager, you play a critical role in ensuring the successful deployment of our products and services to clients. You will lead a dedicated team of Onboarding Project Managers (OPM), oversee project timelines and metrics, and collaborate with various departments to create and refine processes and workflows that will drive improvements for team and product delivery efficiency

In addition to the team management, this role is responsible for building relationships during the onboarding phase, consulting with our clients on system setup, configuration, and workflow optimization. Post go-live, this role is responsible for monitoring product adoption and satisfaction with a focus on ensuring optimal usage and high impact of our application in the client’s environment.

As a successful candidate, you have an innate motivation to lead and support others, coupled with experience supporting internal and external stakeholders and customers with a ‘service-first’ mentality. You are very detail oriented and love building processes and plans to ensure your team and customers are successful.


Team Leadership:

  • Lead, mentor, and motivate a team of onboarding project managers

  • Provide guidance and support to team members, fostering a culture of collaboration and excellence.

  • Conduct regular performance reviews and assist in career development plans.

Project Management

  • Manage the end-to-end onboarding process, from project kickoff to transition to support for multiple customers simultaneously

  • Develop and maintain project plans, artifacts, timelines, and resource allocation

  • Monitor project progress, identify risks, and proactively address issues to ensure successful project completion.

Client Engagement:

  • Serve as the primary point of contact for clients during the onboarding phase

  • Establish and maintain strong client relationships, ensuring their needs are met and expectations are exceeded.

  • Comfortable providing video, audio, or occasionally in-person training, troubleshooting, or technical support of the product during the onboarding process and go-live

  • Conduct workflow consultations and build & customize the charge capture customer databases to meet the needs of the customer

Cross-functional Collaboration:

  • Collaborate closely with Sales, Interface Development, and Support teams to ensure a seamless journey from sale to Go-Live

  • Communicate project status and updates to relevant stakeholders

Process Improvement:

  • Implement and refine best practices and standard operating processes to optimize onboarding, training, and adoption of the product

  • Gather feedback and insights from internal teams and clients to inform process improvement and understanding of customer needs

Skills and Experience needed for success in this role:

  • You've completed a four-year degree and/ or 2+ years of experience in customer-facing roles such as onboarding project management, software implementation, customer service, or related field preferably in healthcare and/ or SaaS companies, Subject/major isn't as important as drive and desire to grow and learn.

  • You have proven experience in project management and team leadership.

  • You are a great communicator, and it shows through how you present yourself and in every aspect of your communication, whether a conversation, an email, or explaining something technical in an easy-to-understand manner.

  • You always think ahead and anticipate the needs and demands of our clients and our team, and you are energized by a fast-paced collaborative environment.

  • You believe your job should serve a purpose beyond the paycheck. You are looking for work that is meaningful to you and the satisfaction that comes from working hard and being a foundational part of a growing company.

  • You embody our core values – Inclusivity, Honesty, Growth, Reflection, aspiring to be World-Class, Accountability, and Ownership.


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 or Canada – 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 & Perks:

  • Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid

  • Robust health and wellness benefits, including an annual wellness stipend

  • Continued investment in your professional development through Udemy

  • 401k or RRSP with company match

  • Annual wellness stipend

  • Flexible and generous paid time off

  • Employee Stock Purchase Program


The target base compensation for this position is $75,000 to $90,000 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!