Role overview
Help a customer success team deliver responsive, reliable service by taking ownership of account operations and coordinating work across customer success, support, and engineering. You will manage a portfolio of accounts, track issues through resolution, and use account data to help the team spot risks and improve its processes. The role offers exposure to several customer-facing functions, with potential pathways into customer success, technical support, sales, or implementation.
Responsibilities
- Serve as a primary contact for assigned accounts and handle ongoing account maintenance.
- Coordinate technical transitions for customers from start to finish.
- Monitor customer feedback and account signals, escalating potential risks to customer success managers.
- Organize support escalations and follow engineering tickets through resolution.
- Prepare routine analytics and ROI information for customer business reviews.
- Maintain CRM records, check data quality, and organize contract information; identify recurring issues and suggest scalable process improvements.
Requirements
- Bachelor’s degree or higher.
- At least three years of experience in implementation, support, operations, or a related field.
- Strong analytical skills and the ability to turn data into clear, useful recommendations.
- Comfort with productivity software, ticketing and project tools, and CRM systems; experience with Microsoft Suite, Zendesk, Linear, or HubSpot is relevant.
- Strong organization, project coordination, and communication skills, including the ability to manage competing priorities.
- Demonstrated use of AI tools to improve personal productivity.
Nice to have
- Experience in healthcare, radiology, SaaS, or a high-growth startup.
- Experience identifying account expansion or cross-sell opportunities.
- Familiarity with healthcare technology and AI, or with consulting and healthcare software implementation.
Benefits and work setup
- US-based full-time roles include medical, dental, vision, and life insurance; savings accounts with employer contributions; a 401(k); paid holidays; flexible paid time off; team gatherings; and an equipment stipend.
- The source describes both US-remote and San Francisco arrangements, with onsite attendance four days per week for roles based in the San Francisco office. It does not specify which arrangement applies to this opening.