Job Description

Job Description

Customer Strategy & Deployment Lead

Location: NYC (hybrid in-office + remote)

Type: Full-Time

We’re building the AI Finance Analyst for healthcare operators —designed to help leaders at medical groups and health systems run their business with the same clarity and agility they expect in clinical operations. Our product acts like an embedded analyst, surfacing insights across service lines, contracts, and staffing—without needing deep technical or financial expertise.

In less than a year, we’ve raised $7M from NEA, FPV, and Virtue. We’re now preparing to scale with the next wave of enterprise healthcare customers—and we’re growing the team to do it. 

We’re hiring our first non-founder team member in Customer Operations . This isn’t a traditional CS or implementation role. This is a hybrid of strategy, product thinking, and relationship leadership , built for someone who thrives in ambiguity and wants to shape how healthcare leaders interact with AI in their daily work.

You’ll be the main point of contact for our customers , helping translate complex business rules into agent behavior, identifying new use cases for our AI tools, and ensuring our partners see transformative value from Day 1.

• Customer Success & Retention - Own every facet of the relationship and implement our health system and medical group users, driving engagement, adoption, and satisfaction.

• Agent Implementation & Business Rule Translation - Work directly with customers to ingest workflows, business rules, and financial logic into our AI agents—no code required, but analytical fluency is key.

• Voice of the Customer - Capture patterns in user behavior, requests, and outcomes—turning this into product feedback, playbooks, and roadmap influence.

• Upsell & Expansion Strategy - Proactively identify opportunities to expand our footprint within accounts—new agents, new users, new service lines.

• Operational Design - Help build the foundation for how we deliver and support our product at scale: onboarding frameworks, tooling, CRM processes, support loops, and more.

• 5–10 years of experience in a mix of: Healthcare consulting, CS/implementation at a healthtech company, or operational roles within provider orgs

• Bonus: startup experience or technical aptitude with data/BI tools

• You understand and can navigate the nuances of provider business models

• You have experience working shoulder-to-shoulder with implementing tech or services products with customers

• Strong communication skills—written and verbal

• Bias toward action and comfort with fast-moving environments

• You have an entrepreneurial mindset, you want to own building something

• You are product-minded, and think deeply about how to solve problems

• You like being strategic and hands-on

 

We’re building healthcare’s AI financial analyst. We help providers make faster, smarter, and more confident decisions without digging through dashboards or waiting on analyst teams. Backed by top-tier investors, our team combines deep healthcare expertise and technical excellence to reinvent how work gets done in healthcare systems.

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