Customer Ops Architect - AI-Driven Onboarding & Invoicing

Joyful Health, Inc.; New York (NY); Hybrid; USD 165,000 - 185,000; Full time

Benefits offered by this job

Equity

Healthcare benefits

Unlimited PTO

Professional development stipend

Job summary

Joyful Health, Inc. is seeking a Customer Operations Lead to scale our post-sales operations in NYC, owning onboarding, invoicing, and the CS tech stack. You will align with Revenue Cycle Success Managers and Engineers, building automation and AI-driven processes that scale without linear headcount growth.

The role emphasizes end-to-end operational excellence, systematizing workflows, and owning go-live execution. 3 days weekly in the NYC office is expected.

Qualifications

• 5+ years of experience in a systems-heavy role.
• Fluent with AI and capable of applying it to workflows.
• Proficient with modern ops tooling: CRMs, ticketing, BI/reporting (HubSpot and Dialpad ideal).
• Strong systems-thinking mindset and ability to design end-to-end processes.
• Low-ego, collaborative, and able to work across teams to drive outcomes.

Responsibilities

• Own the customer onboarding system and workflows across product lines.
• Own the invoicing process with accurate and on-time billing controls.
• Optimize the CS and post-sales tech stack (HubSpot, Dialpad, and platform).
• Ensure accuracy of customer records, access, and scope across systems.
• Document day-to-day processes into SOPs and drive system-wide adoption.
• Lead go-live coordination for enterprise onboarding and custom requests.
• Be the product voice for customer-impacting workflows to inform improvements.

Skills

AI automation

Systems thinking

CRM tools

HubSpot

Dialpad

Go-live coordination

Cross-functional collaboration

Tools

HubSpot

Dialpad

Job description

Joyful Health, Inc. is seeking a Customer Operations Lead to scale our post-sales operations in NYC, owning onboarding, invoicing, and the CS tech stack. You will align with Revenue Cycle Success Managers and Engineers, building automation and AI-driven processes that scale without linear headcount growth.

The role emphasizes end-to-end operational excellence, systematizing workflows, and owning go-live execution. 3 days weekly in the NYC office is expected.