AssistIQ

Customer Success Manager

• Plan and execute the ongoing customer success delivery plan for each customer.
• Build and maintain positive relationships with customer stakeholders, establishing trust, understanding business goals, and demonstrating partnership value.
• Present partnership value on a regular basis to the customer, gathering customer feedback and keeping the customer informed on upcoming product enhancements and improvements specific to supporting their goals and needs.
• Partner with the Customer Support and Data Analysis teams to measure and monitor the overall ‘health’ of customers and achievement of success criteria outlined in the partnership agreement.
• Regularly report on customer stability and product expansion opportunities to the internal team.
• Ensure product adoption and utilization across assigned customers.
• Collaborate with sales, marketing, implementation, and support teams to ensure a seamless customer experience.
• Continuously improve customer success processes’, including evolving customer communication methods and updates, striving for consistent and clear communication.

Account Executive

• Identify and engage healthcare systems with the highest potential for transformation.
• Deliver compelling, value-driven presentations tailored to prospect needs.
• Collaborate with leadership to refine GTM strategies and optimize sales processes.
• Build and manage a robust pipeline through disciplined CRM use.
• Negotiate pricing, terms, and contracts to close new business.
• Coordinate product demos with executives, managers, and end-users
• Meet and exceed revenue targets, setting the bar for future sales hires.
• Represent AssistIQ at industry events and high-level networking opportunities.
• Build executive relationships including perioperative, supply chain, revenue cycle, finance and IT leaders to gain enterprise buy-in.

Founding Account Executive

Implementation Specialist

• Plan and execute product implementation at customer locations from discovery to live deployment, including but not limited to:
• Building and maintaining positive relationships with product end users and communicating effectively with key stakeholders including on-site clinical teams, IT, managers, supply chain/logistics and administration.
• Completing on-site customer discovery meetings and product demos to understand customer needs and opportunities.
• Identifying product gaps, customer, and internal risks to product implementation.
• Partnering with the internal Product team to outline customer needs.
• Completing on-site training for end users and ensuring end user acceptance.
• Communicating with various customer stakeholders with project updates throughout the implementation process.
• Identifying and escalating potential risks to the implementation scope or timeline in a timely manner.
• Ensuring smooth transition to customer success team post go-live.
• Ensuring internal and external visibility into implementation progress and milestones for the customer through reporting and stakeholder meetings.
• Conduct user acceptance testing post go-live with end users and communicate product feedback for improvements.
• Continuously improve implementation processes, including:
• Evolving training materials for superusers and other clinical teams, as required, striving for standardization and scalability.
• Refining implementation playbook and processes, leveraging feedback from customers.
• Be the “boots on the ground” to drive product improvements and expansion opportunities:
• Partner with the product team to improve product post go-live by gathering and delivering product feedback to the product team and understanding the strategic impact of any requested / required features.

Customer Success Manager

Founding Account Executive

Implementation Manager