EverCommerce

Customer Support

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Customer Support Associate

IT Support

• Monitor and respond in a timely manner to ticketing queues, escalations, and emails
• Escalate support requests from internal and external channels
• Provide clear constructive feedback and responses to customers’ support requests
• Handle difficult situations in a professional manner at all times
• Appropriately prioritize competing deliverables and activities
• Represent the voice of the customer within Bold Group
• Contribute regularly to internal and external knowledgebase articles
• Solve complicated customer issues with your technical and product expertise

Technical Customer Support Specialist

Security Engineer

• Design, implement, improve, and help operationalize security controls across the enterprise.
• Partner with leadership to mature cybersecurity capabilities and support long term security architecture.
• Lead or contribute to security initiatives across key domains, including: Identity and access management, Endpoint security, Network & cloud security, Data security, Vulnerability and exposure management, Logging, detection, and response enablement.
• Evaluate current state security controls, identify gaps, and recommend practical, risk-based improvements.
• Help define and document security standards, architecture patterns, design decisions, and implementation guidance.
• Support implementation, integration, tuning, and lifecycle management of security technologies across the stack.
• Work cross functionally with technical and non technical stakeholders to ensure security controls are effective, scalable, and aligned with business needs.
• Help establish repeatable processes, technical standards, and strong engineering discipline across the security program.
• Contribute to a security culture that is collaborative, pragmatic, and focused on enabling the business while reducing risk.

Senior Security Engineer

Customer Success Manager

• Lead, coach, and develop a team of Customer Success Managers across Service Fusion (revenue renewal) and ZyraTalk (revenue renewal, product adoption, and technical onboarding).
• Own renewal metrics and revenue retention (GRR) across both product lines.
• Develop and execute strategies to reduce churn, improve renewal rates, and identify expansion opportunities within the existing customer base.
• Oversee the CSM team responsible for driving product adoption and measurable customer outcomes.
• Partner with Product and Engineering to stay ahead of platform changes and ensure your team can communicate value effectively.
• Lead the technical onboarding CSM function, ensuring new customers experience a smooth, efficient, and high-quality go-live.
• Define and track team KPIs including renewal rates, CSAT, product adoption, time-to-onboard, and churn.
• Provide regular reporting to leadership and proactively surface risks and opportunities.
• Build, maintain, and continuously improve CS playbooks, escalation frameworks, and customer engagement cadences for each CSM motion.
• Partner closely with Sales, Product, Engineering, Marketing, and Support to represent customer needs, influence product roadmap decisions, and ensure a seamless customer experience across the full lifecycle.
• Partner with Talent Acquisition and HR to recruit, hire, and onboard top CS talent.

Director of Customer Success

Technical Product Manager

• Define and communicate a clear platform product vision aligned with company goals and customer needs
• Build business cases and strategies that shape the broader Invoice Simple direction
• Own the platform roadmap and ensure delivery of measurable outcomes
• Define and track platform uptime & success metrics (e.g., adoption by product teams, time-to-market, service reliability & monitoring, SLAs, and cost efficiency)
• Align initiatives with enterprise OKRs and long-term technical strategy
• Prioritize work based on customer impact, developer leverage, and business value—not just feature output
• Establish clear, data-driven decision-making frameworks and trade-off mechanisms
• Develop deep understanding of Invoice Simple's architecture, data flows, APIs, and system constraints
• Partner with engineering to translate technical opportunities and risks into product strategy
• Act as the voice of internal product and engineering teams, understanding their needs and friction points to guide platform investments
• Incorporate customer, internal team, and market insights into platform investments
• Lead the full product lifecycle for platform capabilities from discovery through delivery and iteration
• Drive cross-functional collaboration across product, engineering, design, data, and GTM teams
• Enable teams to ship faster and more safely through scalable, reusable platform solutions
• Run experiments and validations where applicable to accelerate learning and de-risk decisions

Technical Product Manager – Invoice Simple

Database Administrator

• Manage Production Database Systems
• Administer and support DrChrono’s cloud database environments in AWS
• Manage MariaDB on AWS RDS, including replica sets, replication health, backups, restores, configuration, and failover readiness
• Use Bytebase to help administer database access, changes, and workflows
• Participate in database-related production support, incident response, and RCAs
• Support backup, restore, disaster recovery, and business continuity practices
• Lead hands-on troubleshooting of database performance issues in production
• Analyze slow queries, locking, replication lag, indexing, connection behavior, and other workload patterns
• Tune queries, indexes, schema patterns, and database configurations to improve performance and reliability
• Partner with engineering teams to identify application-level database issues and recommend practical fixes
• Help establish repeatable steps for diagnosing/resolving recurring database issues
• Help define standards for database administration, access control, change management, and release support
• Support capacity planning, scaling decisions, and database lifecycle management
• Maintain clear documentation for database environments, operational procedures, and recovery processes
• Partner with Security and Compliance teams to support secure handling of PHI

Senior Cloud Database Administrator

• Be a great facilitator and problem solver building relationships internally and externally, focused around enabling customer growth, satisfaction, and product loyalty.
• Develop strong relationships with key stakeholders of our customers ensuring the best possible customer experience.
• Monitor customer’s usage of product(s) and services helping grow monthly recurring revenue by driving adoption and identifying new upsell and cross-sell opportunities.
• Develop individual success plans for each customer to ensure adoption, expansion, and loyalty across your portfolio.
• Be an expert on the EverHealth Platforms maintaining a deep understanding of our technology and products.
• Have general knowledge of our EverHealth portfolio of products and how they add values to our customers.
• Understand customer needs and identify and share best product workflows that help them close process gaps and improve success metrics.

Digital Customer Success Manager

Engineering Manager

• Manage, mentor, and develop a team of BI engineers, fostering a collaborative environment and ensuring professional growth and skill development.
• Develop and implement the BI strategy, aligning with the organization’s business objectives and driving improvements in data analysis and reporting capabilities.
• Oversee the delivery of BI projects, including planning, execution, and monitoring, ensuring timely and within-budget completion.
• Lead the design, development, and maintenance of BI solutions, including data warehouses, data models, and ETL tools.
• Work closely with data engineering, data product managers, and other stakeholders across departments to understand their data needs and translate them into actionable BI solutions.
• Ensure the accuracy, integrity, and security of data within BI systems, implementing best practices and industry standards.
• Stay current with industry trends and emerging technologies, recommending and implementing improvements to enhance BI capabilities.

Engineering Manager, Business Intelligence

Financial Planning and Analysis

• Own end-to-end monthly financial reporting for centralized corporate functions and the consolidated EverCommerce P&L, including budget vs. actual variance analysis, flux commentary, and KPI reporting delivered to executive leadership
• Translate complex financial data into clear, actionable narratives that connect business drivers to financial outcomes — not just the 'what,' but the 'so what' and 'now what'
• Identify trends, risks, and opportunities proactively, bringing forward insights before they are asked for
• Lead the preparation of high-quality monthly financial review packages for senior and executive leadership across centralized functions and portfolio companies
• Set the standard for analytical rigor, storytelling, and presentation quality across the team's deliverables
• Drive the annual budgeting and multi-year planning processes in close partnership with operational leaders and the EverCommerce executive team
• Coordinate cross-functionally to ensure plans are grounded in business reality, aligned to strategic priorities, and structured for accountability
• Serve as a go-to analytical resource for strategic business decisions — building financial models, scenario analyses, and executive presentations that inform high-stakes choices
• Support strategic analysis, investment cases, and other corporate initiatives as needed
• Own the development and ongoing maintenance of executive dashboards, scorecards, and operational metrics frameworks
• Partner with FP&A leadership to continuously improve reporting infrastructure, tools, and processes

Senior Financial Analyst, Corporate FP&A

Recruitment

• Proactively source and engage passive candidates across key talent segments
• Build and maintain strong, diverse talent pipelines aligned to current and future hiring needs
• Collaborate with Talent Acquisition Partners to develop sourcing strategies for hard-to-fill and high-priority roles
• Own and manage talent pipelines within LinkedIn Recruiter, Phenom CRM, and other applicable sourcing tools, ensuring data integrity and effective segmentation
• Build and execute targeted CRM campaigns to nurture and engage candidates
• Support and execute talent marketing initiatives to attract top talent
• Collaborate with internal stakeholders to develop compelling job ads, campaigns, and messaging
• Maintain and update the company career site using Phenom CMS, ensuring content accuracy and alignment with employer brand standards
• Monitor and analyze pipeline health, campaign performance, and sourcing effectiveness
• Identify opportunities to improve candidate experience, sourcing strategies, and TA processes
• Support enablement efforts by documenting best practices and improving TA tools and workflows

Talent Acquisition Sourcer, Enablement Specialist

Operations

• Own PayOps escalation management—serve as the primary point of contact for payments escalations from Customer Success, Implementation, and Support teams; triage, investigate, and resolve issues or route to the appropriate owner with clear documentation and timely follow-through
• Lead rate review processes—manage the end-to-end workflow for merchant rate reviews, including data gathering, analysis, stakeholder coordination, and communication of outcomes to internal teams and customers
• Execute updates to payment systems and workflows and ensure impacted teams are informed and aligned
• Resolve payments-related support tickets requiring specialist expertise—partner with Support to handle complex payments inquiries that require deep product, processor, or workflow knowledge beyond standard support capacity
• Maintain operational continuity—identify and own the recurring payments operational work that does not fit a defined project structure: process monitoring, exception handling, data hygiene, and ongoing coordination tasks that keep the payments function running day-to-day
• Maintain accurate and up-to-date operational documentation—document escalation outcomes, rate review decisions, process exceptions, and coordination activities to create a reliable operational record for the payments team
• Surface operational patterns and recurring issues to Payments leadership—flag trends in escalations, support tickets, or process breakdowns that may warrant broader process improvement or project intervention
• Support onboarding and activation operational tasks—assist with payments onboarding workflows, activation troubleshooting, and operational hand-offs between Implementation and steady-state Customer Success

Payment Operations Manager

Project Manager

• Execute payments projects end-to-end—translate leadership-defined scope and objectives into detailed project plans and workback schedules, assign task ownership, manage dependencies, and drive initiatives to completion with clear deliverables and measurable outcomes
• Manage a portfolio of concurrent projects—including backbook campaigns, processor transitions, integration improvements, enablement rollouts, and workflow optimizations
• Maintain rigorous project tracking: own status reporting, milestone monitoring, risk and issue logs, and escalation paths; proactively surface blockers and solutions
• Lead cross-functional project teams across Payments, Customer Success, Implementation, Sales, Product, and Support establishing clear RACI, managing stakeholder expectations, and ensuring alignment at every phase of delivery
• Run structured project kick-offs, working sessions, and retrospectives; document decisions, action items, and lessons learned to improve future project delivery
• Support payments process improvement projects—document current-state workflows, surface gaps and inefficiencies to leadership, and project-manage the implementation of approved process changes across teams
• Project-manage the build-out and launch of payments enablement deliverables—coordinate contributors, manage timelines, and ensure on-schedule delivery of playbooks and internal guidance materials developed by subject matter experts
• Identify and escalate system gaps, tooling issues, and data problems impacting payments project delivery; support leadership in scoping remediation efforts once direction is set
• Track and report project outcomes against defined KPIs and milestones; surface post-project findings to leadership to inform future delivery planning

Payments Project Manager

Performance Marketing

• Increase quality leads at efficient costs, testing strategies on a daily, weekly and monthly basis.
• Be a part of the ongoing conversation of how to best execute and measure multi-channel digital marketing campaigns across search, display, social media, video, email, and other channels.
• Plan and execute online marketing campaigns and tests, including implementation, optimization, budget management, and analysis.
• Increase customer acquisition and engagement via paid digital marketing, including Google, Bing, YouTube, Capterra, Google Display Network, programmatic channels, etc.
• Create, launch, and track frequent ad copy, landing page, and other creative tests using some of the latest testing tools and methodologies.
• Analyze SEM performance, making recommendations and executing optimizations.
• Assist in managing multiple advertising accounts.
• Create reports to measure campaign performance and show ROI of efforts.

Senior Paid Media Strategist

Sales Development Rep

• Proactively initiate outbound conversations with small businesses to create new sales opportunities
• Qualify prospects through direct, structured discovery conversations and sound judgment
• Manage a high volume of outbound activity while maintaining momentum and quality
• Take ownership of follow-up, next steps, and clean handoffs to Account Executives
• Adapt your messaging and approach when standard tactics stop working
• Operate effectively in a high-pressure, performance-driven environment
• Continuously improve your sales skills through repetition, feedback, and execution.

Sales Development Representative

Growth Marketing

• Develop and deliver insightful reporting and ad-hoc analysis of business KPIs and SaaS metrics
• Translate insights into clear, actionable recommendations to influence business decisions
• Partner with Leadership to analyze performance across key product questions and identify opportunities through analyses such as cohort trends and customer segmentation
• Collaborate with our business intelligence, data analytics, and product teams to access and interpret data
• Communicate findings through written communications and/or presentations that translate analyses into actionable insights or follow-up projects