AI-Driven Customer Operations Lead

Joyfulhealth

New York (NY)

On-site

USD 165,000 - 185,000

Full time

14 days+
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Benefits offered by this job

Professional development stipend
Healthcare benefits
Unlimited PTO
Team off-sites

Job summary

Joyful Health is building an AI-powered financial operating system for healthcare practices. We seek a Customer Operations Lead in NYC to own onboarding, invoicing, and the automation stack across multiple product lines.

You’ll partner with Revenue Cycle Success Managers, engineers, and sales to create a seamless, scalable customer experience. You will drive SOPs, build automation, and ensure accurate customer records and access control while enabling rapid go-live workflows and enterprise

Qualifications

  • 5+ years in a systems-heavy role (startup/consulting/finance preferred).
  • Fluency with AI tools and practical examples of applying them to workflows.
  • Experience with CRMs, ticketing, and BI/reporting tools.
  • Ability to build processes and tooling from scratch, iterating with limited information.

Responsibilities

  • Own onboarding system and supporting tooling for customer implementations.
  • Own the invoicing process and ensure accurate, on-time billing.
  • Optimize the CS/post-sales tech stack including automation integrations.
  • Maintain accurate customer records, access, and provisioning controls.
  • Document day-to-day operations into repeatable SOPs and scalable processes.
  • Coordinate go-live milestones and intake for enterprise requests; route work to owners.

Skills

AI automation
CRM tooling
Systems thinking
Cross-functional collaboration

Tools

HubSpot
Dialpad

Job description

Joyful Health is building an AI-powered financial operating system for healthcare practices. We seek a Customer Operations Lead in NYC to own onboarding, invoicing, and the automation stack across multiple product lines.

You’ll partner with Revenue Cycle Success Managers, engineers, and sales to create a seamless, scalable customer experience. You will drive SOPs, build automation, and ensure accurate customer records and access control while enabling rapid go-live workflows and enterprise

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