CX Ops Manager

biograph wealth advisors; New York (NY); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

$110,000 - $150,000 per year

Equity

Medical, dental, and vision insurance

401(k)

Paid maternity / paternity leave

Unlimited PTO

11 paid holidays

Job summary

Biograph Wealth Advisors in New York is seeking a CX Ops Manager to build and formalize customer success functions across in-clinic and mobile experiences. You will be responsible for creating scalable workflows and ensuring high-quality service delivery.

The ideal candidate will have 4-6 years of experience in customer success, strong communication skills, and the ability to operate in a fast-paced environment. The position offers a competitive salary and generous benefits.

Qualifications

• 4-6 years of experience in Customer Success, CX, or Service Operations.
• Experience in a high-touch, service-driven environment.
• Proven ability to synthesize member feedback into actionable insights.

Responsibilities

• Build customer success workflows across the full member lifecycle.
• Translate processes into clear SOPs and a centralized knowledge base.
• Identify friction points in the member journey and design solutions.

Skills

Customer Success experience

Service Operations

Leadership

Clear communication

Organizational skills

Education

Bachelor’s degree or equivalent experience

Tools

CRM tools

Ticketing systems

Job description

As a CX Ops Manager, you will play a key role in building and formalizing Biograph’s customer success function across both our in-clinic and mobile experiences. You will help translate our high-touch, white-glove service ethos into scalable workflows, systems, and operating standards - without losing the quality, warmth, or precision that define the Biograph experience.

This is a hands-on, builder role for someone excited to take ownership, bring structure to foundations, and help shape how Customer Experience operates as Biograph scales.

WHAT YOU WILL DO:

• Build and formalize customer success workflows across the full member lifecycle, from onboarding through ongoing engagement and issue resolution.
• Translate existing processes into clear SOPs, playbooks, and a centralized knowledge base to ensure consistent, high-quality service delivery as the function scales.
• Partner closely with cross-functional teams to ensure a seamless member experience across in-clinic and digital touchpoints.
• Provide leadership and mentorship by setting standards for how customer success work is executed, documented, and continuously improved as the function evolves.
• Identify friction points in the member journey and proactively design solutions.
• Own customer success performance metrics, including response times, resolution quality, and member satisfaction.
• Support member inquiries directly, including ticket management in the early stages, with the opportunity to evolve into the primary escalation point for complex or high-touch member issues.
• Balance hands‑on execution with strategic planning to design the future‑state customer success model.
• Be a key contributor to the culture of innovation, constantly exploring ways to push the boundaries of healthcare.

WHAT YOU BRING TO THE ROLE:

• 4-6 years of experience in Customer Success, CX, or Service Operations.
• Bachelor’s degree or equivalent practical experience.
• Experience in a high‑touch, service‑driven environment (healthcare, wellness, hospitality, or tech‑enabled services).
• Prior experience guiding initiatives, mentoring teammates, or supporting junior team members, even without formal people‑management responsibility.
• Proven ability to synthesize member feedback into actionable insights that inform Product, Engineering, and Clinical roadmaps.
• Demonstrated ability to operate in ambiguity and build structure from imperfect or evolving systems.
• Strong ownership mindset with a bias toward action and execution.
• Clear, thoughtful communicator comfortable working cross‑functionally.
• Comfortable in the dynamic, fast‑paced environment of a healthcare technology startup.

EXCEPTIONAL LOOKS LIKE:

• You enjoy rolling up your sleeves and doing the work while designing better systems.
• You can spot patterns in member feedback and turn them into practical improvements.
• You balance empathy and service orientation with operational rigor.
• You’re motivated by ownership, impact, and seeing ideas move quickly into execution.
• You’re excited to help shape a function early rather than inherit a fully built one.
• You demonstrate leadership through ownership, clarity, and follow‑through, even without formal management authority.

ADDITIONAL SKILLS AND REQUIREMENTS:

• Experience documenting workflows, SOPs, or training materials.
• Experience consolidating or centralizing disparate CX tools and systems.
• Familiarity with CRM, ticketing, or customer success tools.
• Comfort tracking and reporting on basic CX metrics (CSAT, response times, retention).
• Strong organizational skills and attention to detail.
• Willingness to adapt, iterate, and improve as the business evolves.

COMP | PERKS | BENEFITS:

• $110,000 - $150,000 per year
• Equity
• Biograph Membership
• Medical, dental, and vision insurance
• 401(k)
• Paid maternity / paternity leave
• Unlimited PTO
• 11 paid holidays

WHY JOIN US?

Biograph is on a mission to drive meaningful advances in human healthspan and lifespan. We’re not simply focused on helping you live longer, we’re focused on making every year the best it can be. Biograph is an equal opportunity employer offering competitive salaries, comprehensive health benefits, and a people focused culture.

• Innovation at the Core: Work with a forward‑thinking team that merges the latest in health technology, data science, and personalized care.
• Collaborative Ecosystem: Work alongside engineers, designers, and clinicians to create groundbreaking solutions that redefine what's possible in healthcare. You will be part of a multidisciplinary team where innovation thrives, and every voice matters, contributing to a culture that values diverse perspectives and bold thinking.
• Impactful Leadership: Be the voice for our members' health journeys, influencing the development of cutting‑edge tools and technologies to enhance their lives.
• Opportunities for Growth: With Biograph, you're not just stepping into a role—you're joining a company where growth and development are prioritized. As we continue to scale and innovate, you will have opportunities to expand your expertise, take on new challenges, and make meaningful contributions to the broader healthcare landscape.
• A Purpose‑Driven Mission: At Biograph, we're committed to more than just healthcare—we're focused on changing lives by extending healthspans and improving quality of life through personalized care. If you're passionate about making a tangible difference, this is your chance to be part of something truly transformative.