Customer Onboarding Specialist Location: This position is hybrid with 2 days remote/3 days in our HQ in Scottsdale when not traveling. There may be quarterly travel required to support new customer implementations, site readiness activities, and in-person onboarding support. 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

$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.

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

Translate

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 exe