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Heidi Health

Customer Success Associate

Heidi Health

Customer Success Associate supporting SMB customers in a clinical software company across various time zones. Engaging clients with proactive training and responsive support.

Posted 6/6/2026full-timeCape Town • 🇿🇦 South AfricaJuniorMid-LevelWebsite

About the role

Key responsibilities & impact
  • Answer questions for Heidi's SMB customer base across countries and timezones, with no coverage gaps.
  • Handle inbound questions over our shared email inbox, keeping responses fast, accurate and genuinely useful.
  • Work with our support team and other teams across Heidi to chase down resolutions when a question needs more than one set of hands.
  • Book and run one-to-one training sessions where you get ahead of problems instead of waiting for them, the kind of proactive touch that makes a customer feel looked after.
  • Coach clinicians who are not yet getting the full value from Heidi, and answer questions when they hit a wall.
  • Spot the moment a frustrated user becomes a confident one, and engineer more of those moments.
  • Provide advice and support to colleagues around the world, sharing what you learn so the whole team gets sharper.
  • Take on repeatable admin and internal requests from CS and go-to-market teams, freeing senior CSMs to focus on higher-value work.
  • Stay open-minded as we develop the service motion together, bringing your ideas and testing different approaches with us so we keep what works.
  • Aim, every day, to delight and surprise customers with service that is proactive, fast and high quality, and help us set a bar that customers do not expect.

Requirements

What you’ll need
  • A medical or clinical background. You have worked in or close to a clinic or hospital and you understand the day-to-day reality of GPs and hospital doctors, their time constraints, their stressors and their administrative burden.
  • Speed and composure. You operate fast, juggle multiple conversations and stay calm when several things land at once.
  • A bias for action. You pick up the phone, you chase the answer and you solve the problem rather than logging it for someone else.
  • A talent for delight. You find the proactive touch that turns a fine interaction into a memorable one.
  • Tooling familiarity, ideally. Comfort with software like HubSpot and Intercom is a real advantage, though we will teach the specifics.
  • An open, collaborative mind. You want to help shape how this team works, not just follow a script.

Benefits

Comp & perks
  • 24/7 mental health, coaching and wellbeing support through Sonder and a £100/month Healthy Heidi’s stipend.
  • Global parental leave. 26 weeks paid for primary carers and 18 weeks for secondary carers, subject to eligibility.
  • Fertility support. £7,000 one-off payment, eligibility applies.
  • Learning & development. £700 per year for courses, books, memberships, conferences and more.
  • Home office budget of £500 one-off to set up a workspace you actually want to work in.
  • Recharge days after major milestones and busy periods so you can reset and come back strong.
  • Work from anywhere for up to 4 weeks per year, wherever the world takes you.
  • Clinical leave. 10 days per year for eligible clinical roles to maintain accreditation and requirements.
  • Flexibility that works. A hybrid environment, with 3 days in the office.

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Soft Skills
speedcomposurebias for actionproactive touchcollaborative mindsetcoachingproblem-solvingcustomer servicecommunicationorganizational skills