Dive into raw practice data to identify key drivers, trends, and anomalies. Move beyond dashboards to answer ambiguous financial and operational questions.
Structure and execute analyses across revenue, margins, capacity, and growth. Use analytical skills to tell a story and drive smarter decision-making.
Be the face of the platform to new practices, guiding them through implementation and acting as their long-term strategic partner.
Understand each practice’s goals and pain points, delivering tailored strategies that improve performance, grow patient panels, and unlock platform value. Create financial models and forecasts to provide visibility into a practice’s financial and operational health.
Act as the voice of the customer, collaborating closely with Product, Billing, Clinical, and Engineering to advocate for customer needs and improve internal processes.
Own practice happiness. Track NPS, drive renewals, and spark referrals by delivering consistent value and building authentic relationships.
Partner with the Head of Customer Ops to build the playbook—developing templates, tools, and rituals that help scale Customer Success with heart and efficiency.

3–5+ years in a client-facing consulting, strategy & operations, or business operations role—ideally in a startup, healthcare, or consulting
A proven ability to build trust quickly and manage relationships with warmth and clarity
Strong analytical skills—comfortable in Excel/Sheets and not afraid of digging into data to find the story, including building and tweaking models and forecasts. SQL experience is a plus.
Experience working in small or early-stage companies where agility, ambiguity, and experimentation were part of the day-to-day
Bonus points for experience in primary care, value-based care, or tools like EHRs and billing systems
Excellent communication and project management skills
High EQ, low ego, and a bias toward action

Manager, Customer Strategy – Operations

Key skills