Director of Onboarding – Implementation

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About the role

  • EverHealth onboarding director scaling remote EHR and billing implementations. Leading consultative customer adoption for small and medium-sized healthcare practices.

Responsibilities

  • Define and evangelize a multi-year vision for onboarding and implementation at EverHealth, translating it into a concrete roadmap across the EHR and billing product lines.
  • Own time-to-first-value as the team's primary metric, redesigning milestones, workflows, and staffing models to shorten it without compromising quality.
  • Partner with Sales to treat onboarding as an extension of the buying journey, reinforcing the original value proposition and building momentum for retention and expansion.
  • Shift the team's operating model from feature training to consultative, workflow-based implementation.
  • Coordinate onboarding across multiple product and feature adoptions, including payments and RCM, into one implementation.
  • Build and refine a scalable, primarily virtual delivery model for a high-volume base of small and medium-sized practices, reserving onsite engagement for rare exceptions.
  • Lead a team of managers and support development of the management team and frontline specialists, building career paths.
  • Create repeatable playbooks, journey maps, and AI-powered tooling to scale efficiently while maintaining a tailored customer experience.
  • Partner with Product, Support, Customer Success, and Sales to close feedback loops, resolve systemic issues, and ensure seamless handoffs.
  • Define, track, and report onboarding metrics including time to first value, time to go-live, onboarding CSAT, and adoption at 30/60/90 days.
  • Serve as an executive escalation point for at-risk implementations and work cross-functionally to restore stalled onboardings.
  • Report to the VP of Customer Experience.

Requirements

  • 8+ years leading Onboarding, Implementation, or Professional Services teams in SaaS, including at least 3+ years in a director-level or equivalent leadership role.
  • Proven experience building or scaling a high-volume, remote-first onboarding model for small and medium-sized customers, not a heavy onsite/enterprise implementation environment.
  • Track record of shifting a team's approach from transactional training to consultative, outcomes-based customer engagement, driven by AI and foundational digital-led content to optimize the experience.
  • Deep fluency in time-to-value, adoption, and onboarding health metrics, with the ability to translate data into operational change.
  • Experience managing onboarding across multiple, distinct products or workflows simultaneously.
  • Strong executive presence and cross-functional influence, with the ability to partner closely with Sales, Product, and Customer Success leadership.
  • Demonstrated ability to build scalable processes, playbooks, and tooling from the ground up.
  • Experience with EHR, practice management, or medical billing/revenue cycle management software preferred.
  • Background in healthcare technology, digital health, or working with small and medium-sized healthcare practices preferred.
  • Experience navigating HIPAA-compliant environments or other regulated industries preferred.
  • Familiarity with onboarding/CS tooling (e.g., Salesforce, Gainsight, Totango, Smartsheet, or similar) preferred.
  • MBA or relevant advanced degree a plus.
  • Must be eligible to work without sponsorship.

Benefits

  • 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
  • 401k with up to a 4% match and immediate vesting
  • Flexible and generous (FTO) time-off
  • Employee Stock Purchase Program
  • Student Loan Repayment Program
  • Incentive variable in most US locations

Job title

Job type

Full Time

Experience level

Lead

Salary

$170,000 - $190,000 per year

Degree requirement

No Education Requirement

Location requirements

RemoteUnited States

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