Leads and optimizes the client onboarding and operational experience from referral through active service delivery, overseeing intake, authorizations, and service activation.
Manages, coaches, and develops a team of Client Services professionals, driving performance standards, accountability, and continuous improvement.
Acts as a data-driven, technology-forward operational partner, leveraging AI-enabled automation and analytics to streamline the client service lifecycle.
People ManagementOperationsAI AutomationAnalyticsCRM
Owns the operational backbone of Client Success and Technical Account Management, ensuring platforms, reporting, and programs enable exceptional client experiences.
Drives AI innovation and cross-functional projects to improve client engagement and operational efficiency.
Origami Risk delivers single-platform SaaS solutions that help organizations navigate risk, insurance, compliance, and safety management. Founded by industry veterans, the company continues to innovate its product offerings and is committed to client success.
Own end-to-end RCM operational performance across eligibility, claim submission, follow-up, denials, contracts, and authorizations.
Assess and evolve team structure as the org scales, including span of control and role design.
Operationalize AI and automation tools across RCM workflows in partnership with Grow's Operations AI Center of Excellence.
Grow Therapy is a three-sided marketplace connecting therapists, patients, and insurance payors in mental healthcare. The company has raised over $328M, valued at $3B, and fosters a mission-driven, entrepreneurial culture with a team of go-getters.
Maintain positive client health scores and NPS while managing relationships throughout customer lifecycles.
Proactively engage with assigned book of business, driving adoption and optimization of system best practices.
Partner with cross-functional teams including Account Managers, Professional Services, and Support to drive expansion opportunities and address customer concerns.
CentralReach is a leading provider of autism and IDD care software for Applied Behavior Analysis (ABA), multidisciplinary therapy, and special education. Trusted by more than 200,000 users, the company has been recognized as one of the best places to work over 10 times, with a culture centered around impact, inclusion, and flexibility.
Manage and develop a team of Services Advisors, driving performance and accuracy in scoping services engagements.
Identify and implement AI-powered tools to automate manual work and speed up scoping and estimating.
Present scope of work directly to customers, build strong relationships with Sales and Services stakeholders, and manage active opportunity pipelines.
Applied Systems transforms the insurance industry with innovative software and services. With over 40 years of experience, the company fosters a culture built on values, teamwork, and diversity, making it a place where teammates can grow and have fun.
Oversee and manage a clinical operations team supporting mental health evaluations and case coordination.
Develop and improve standard operating procedures, quality assurance metrics, and performance indicators.
Analyze operational data to optimize capacity planning, resource allocation, and strategic decision-making.
Jobgether uses an AI-powered matching process to review applications quickly and fairly. They partner with companies to streamline hiring and share top candidates directly.
Own the full post-sale journey for AI agents deployed at credit unions, from implementation to ongoing performance management.
Design agent behavior with customers including conversation design, escalation rules, and negotiation boundaries.
Build the operating infrastructure, playbooks, and team for scaling the AI agent deployment function.
Clutch is a vertical SaaS company that builds AI agents for credit unions, starting with a collections agent. Backed by Andreessen Horowitz, the company operates with a direct, evidence-driven culture in a small, fast-moving team.
Lead and develop a high-performing onboarding operations team through coaching, performance management, and structured feedback.
Make sound, timely decisions on complex onboarding scenarios and maintain department SLAs.
Partner cross-functionally with internal teams to improve workflows, tooling, and onboarding effectiveness.
Twilio is a communications platform that delivers innovative solutions to hundreds of thousands of businesses and empowers millions of developers worldwide. They are a remote-first company with a strong culture of connection and global inclusion.
Own client relationships from kickoff through renewal, leading onboarding and training on our AI audit platform.
Jump into operations, support sales calls, review deliverables, and build internal processes as needed.
Take ownership of problems and workflows without yet an owner, stepping into any role to keep the company moving forward.
Oath is an early-stage startup reimagining audit through an AI audit platform. They are a small, growing team seeking early employees who thrive on building and ambiguity.
Own cross-functional operational projects including vendor management, financial operations support, clinic coordination, and SOP documentation.
Support new-market launches and acquisition integrations by driving launch checklists, system migrations, and reusable playbooks.
Use AI tools like Claude to build automations, workflows, and internal projects that eliminate manual work and scale operational infrastructure.
ANNA (Allied Network for Neurodevelopmental Advancement) provides ABA services to young autistic children using a neurodiversity-affirming, NDBI approach. They are a quickly growing, multi-state mission-driven organization operating clinics across Massachusetts and Missouri.
Drive systems efficiency and workflow design across the Coaching Department.
Oversee the Coach Training Academy and onboarding pipeline.
Develop data tools and dashboards to track performance trends.
InStride Health is a digital health company that delivers specialty anxiety and OCD care for children, teens, and families. They are a mission-driven team expanding access to evidence-based care and improving treatment outcomes.
Drive new-market launches and center buildouts, coordinating real estate, hiring, and vendor agreements across multiple workstreams.
Serve as the execution arm for the Implementation Director, managing project plans, risks, dependencies, and cross-functional coordination.
Build repeatable playbooks, automations, and AI workflows to compress execution time and ensure nothing slips through the cracks.
ANNA (Allied Network for Neurodevelopmental Advancement) is a high-growth, US-based startup providing ABA services to young autistic children using a neurodiversity-affirming NDBI approach. They operate centers across Massachusetts and are scaling into new markets fast, building the operational backbone of a modern autism care company from the ground up.
Serve as the primary point of contact for prospective families, driving conversion from initial inquiry through enrollment.
Manage a high volume of clients, tracking progress in Zoho to ensure consistent movement toward enrollment.
Partner with Site/Area Directors and clinical teams to ensure smooth handoffs and service start.
MeBe is a provider of evidence-based therapies for children with autism and other special needs. Their mission is to empower families, professionals, and communities by educating and training them on evidence-based approaches, with a team focused on play-filled, research-based care across multi-disciplines.
Serve as primary liaison between Qualified Health and assigned healthcare clients, managing partnerships and ensuring successful project execution.
Lead client meetings, coordinate action items, and facilitate data integration processes to deliver AI solutions.
Identify new use cases, develop product requirements, and build strong client relationships to drive value.
Qualified Health is redefining what's possible with Generative AI in healthcare by providing infrastructure for safe AI governance and healthcare-specific agent creation. They are a fast-growing, mission-driven startup backed by premier investors, working alongside leading health systems.
Lead, coach, and develop a team of Software Implementation Consultants through performance management, mentoring, and operational leadership.
Own consulting delivery performance by overseeing customer engagements, managing risks, and supporting escalations to ensure successful outcomes.
Drive process improvement and AI-enabled opportunities to improve efficiency, scalability, and customer experience.
PointClickCare is a healthcare technology company providing software solutions for payer, provider, and convener organizations. They focus on delivering customer implementations and advisory services, scaling a high-performing consulting organization with a culture of accountability, innovation, and customer success.
Own client retention strategies and reduce churn through structured systems.
Lead the design and launch of new service lines from concept to pilot.
Improve daily operations via process automation, AI tools, and cost efficiency.
RemodelBoom is a revenue-share growth partner for home improvement companies across the United States, earning revenue when campaigns generate sales. It is a profitable, lean organization with a high-ownership and high-trust culture.
Own the successful delivery of key client projects from kickoff to completion.
Build strong, trust-based relationships with clients as a strategic partner.
Lead cross-functional teams across strategy, content, design, paid media, and web development.
Terra is a digital marketing and creative agency that helps organizations reimagine and deliver their most ambitious digital projects and marketing strategies. The team is innovative, tech-forward, and creative, with a focus on collaboration and work-life balance.
Lead and manage the scheduling team to maximize authorized ABA therapy hours for each client.
Monitor workflows, analyze data, and optimize processes to hit target utilization rates.
Collaborate with clinicians, BCBAs, and families to close gaps between authorized and delivered hours.
Finni Health is a mission-driven behavioral health company focused on providing ABA therapy services to children and families. They are a fast-growing team scaling their operations to improve behavioral health care access in New Mexico.
Lead strategic growth and operational excellence of client services.
Foster strong client relationships and optimize internal operations.
Oversee key functions like people ops, finance, and project management.
Salesberry Group is a financial, people, and operations firm serving progressive political organizations. The company is a small team focused on equity and sustainability, with a collaborative culture.
Serve as the primary point of contact for teammate questions and manage the Zendesk service desk queue.,
Support employee lifecycle processes including onboarding, offboarding, and documentation while ensuring a seamless experience.,
Plan and execute teammate engagement initiatives, recognition programs, and global events to foster connection and culture.
Gainsight is the AI-powered retention engine behind the world's most customer-centric companies, orchestrating the customer journey from onboarding to outcomes to advocacy. With over 2,000 customers and a human-first culture, Gainsight fosters collaboration, curiosity, and a focus on solving real-world problems.
Lead execution and optimization of integrated clinical service operations across behavioral health, pharmacy, and nursing service lines.
Oversee workforce planning, capacity management, and performance tracking against key clinical and operational metrics.
Manage unit economics and translate growth strategies into operational roadmaps for new markets and payer partnerships.
Our partner is a mission-driven, high-growth healthcare organization focused on improving outcomes for complex patient populations through coordinated, value-based care. They operate in a fast-paced, remote-first environment with a strong focus on professional growth and cross-functional collaboration.