OpenLoop

Customer Success Manager

• Develop and execute success strategies for 50–75 enterprise accounts representing the majority of company revenue
• Build and maintain C-suite relationships with healthcare executives, CTOs, compliance leaders, and clinical stakeholders
• Own enterprise NRR targets (120%+) and ensure strategic account renewals and expansions
• Collaborate with Sales leadership on enterprise growth plans, multi-year renewals, and competitive positioning
• Manage a team of Enterprise CSMs, creating account assignment criteria, workload distribution, and performance standards
• Conduct executive-level account reviews, forecasting, and performance evaluations
• Design training programs focused on healthcare regulations, clinical workflows, and executive engagement
• Partner with Product and Engineering to advocate for enterprise-specific features, integrations, and roadmap priorities
• Collaborate with Marketing on case studies, reference programs, and thought leadership content tailored for enterprise healthcare clients
• Work with Legal and Compliance on contract negotiations, regulatory requirements, and security frameworks (HIPAA, SOC2, HITRUST)
• Establish enterprise playbooks and best practices for onboarding, adoption, and renewal
• Design and manage escalation paths for technical issues, compliance concerns, and executive-level escalations
• Implement account health scoring frameworks tailored to enterprise healthcare clients (NRR, clinical adoption metrics, utilization)
• Lead Quarterly Business Reviews (QBRs) and annual strategic planning sessions with executive stakeholders
• Other duties as assigned

Director of Customer Success, Enterprise

• Drive retention and expansion for mid-market client segment ($25K-$100K ARR), focusing on standardized implementation, efficient onboarding, and scalable success methodologies.
• Own Gross Revenue Retention (GRR) targets of 95%+ and expansion revenue goals.
• Design standardized onboarding and adoption processes that scale efficiently across client tiers.
• Implement tiered service levels based on account value and growth potential.
• Establish clear processes for account assignment, workload management, and performance standards.
• Conduct regular one-on-ones, team meetings, and performance coaching sessions.
• Design and deliver training programs on efficiency, time management, and digital engagement strategies.
• Build and maintain customer success playbooks and automation-first engagement flows for growth segments.
• Develop automated touchpoint sequences and leverage tools like Zoho Flow, Twilio, and Amazon Connect to drive digital engagement at scale.
• Implement self-service resources and customer education programs that integrate with CRM and support systems.
• Design efficient escalation paths for technical issues and expansion opportunities.
• Collaborate with Product on feature adoption strategies and user experience improvements.
• Partner with Marketing on customer education content, webinars, and campaigns.
• Work with Sales on lead qualification criteria and expansion handoff processes.
• Coordinate with Implementation on streamlined onboarding workflows.
• Create dashboards and reporting for segment performance and individual CSM metrics.
• Conduct cohort analyses to optimize onboarding and retention strategies.
• Other duties as assigned.

Director of Customer Success – Growth

Bookkeeper

• Own and optimize clinician payroll end-to-end for OpenLoop’s clinician workforce
• Manage the full payroll cycle across multiple states, ensuring timesheets, hours, and rate data are accurate and processed on time
• Perform regular audits to catch discrepancies, troubleshoot root causes, and implement preventative fixes
• Serve as the primary contact for clinician pay questions, providing clear, empathetic, and timely resolutions
• Process rate changes, pay increases, bonuses, and other adjustments accurately and communicate changes
• Create and maintain dashboards and reports that surface payroll trends, cost drivers, and workforce patterns
• Partner with Product, Finance, and People Ops to improve payroll workflows and reduce manual processes
• Keep payroll processes aligned with multi-state labor laws, tax requirements, and classification rules (W-2 and 1099)
• Recommend and implement changes that make payroll more transparent, predictable, and painless for clinicians
• Other duties as assigned

Clinical Payroll Lead

Frontend Engineer

About OpenLoop is looking for a Front-End Engineer & Designer to join our team remotely or at HQ in Des Moines, IA. In this hybrid role, you will be responsible for working at the intersection of code and creativity — designing intuitive interfaces and building them into production-ready healthcare technology. This position will also live at the intersection of OpenLoop’s Conversion Rate Optimization (CRO) initiatives focusing on our continuous onboarding optimization efforts. You’ll play a critical role in shaping and refining the digital experiences that guide providers, clients, and patients through their first interactions with our platform. From designing and testing funnels to deploying highly usable, conversion-friendly workflows, your work will directly influence how quickly and effectively new users are onboarded and engaged. As part of a growing health tech startup, you’ll collaborate with clinicians, engineers, and product managers to ensure that every touchpoint — from sign-up to system navigation — is seamless, accessible, and impactful, setting the standard for onboarding experiences in the digital healthcare space. What You\'ll Do: Create wireframes, mockups, and prototypes in Figma (or similar tools). Define and maintain a scalable design system that ensures brand and product consistency. Conduct usability testing and iterate based on feedback from clinicians, patients, and internal stakeholders. Implement responsive, performant, and accessible UIs using React (Next.js or similar frameworks). Integrate with APIs and back-end services to deliver end-to-end features. Optimize front-end performance and ensure cross-browser/device compatibility. Work with modern front-end funnel and form-building tools to design, test, and optimize user flows that maximize conversion rates. Partner with product managers, clinicians, and engineers to translate requirements into user-friendly solutions. Advocate for the user while balancing business needs and technical constraints. Contribute to a culture of rapid prototyping, feedback, and iteration. Other duties assigned.

Front-End Engineer / Designer

Project Manager

• Manage a portfolio of client implementation projects, from onboarding through go-live, ensuring timelines, deliverables, and client expectations are met.
• Serve as the primary point of contact for clients during implementation, guiding them through setup, technical configuration, and clinical workflows.
• Partner with Sales, Product, Clinical, Engineering, Compliance, Patient Support, and Customer Success to align resources and ensure successful delivery.
• Perform light technical configuration, system setup, and validation of integrations to ensure readiness for launch.
• Anticipate potential blockers, resolve issues quickly, and escalate as needed to keep projects on track.
• Contribute to building scalable implementation playbooks, checklists, and best practices that improve efficiency and client satisfaction.
• Gather client feedback post-launch and work with internal teams to enhance the onboarding experience.
• Other duties as assigned.

Implementation Project Manager

Manager

• Manage a team of TPMs, providing coaching, performance feedback, and career development.
• Own staffing, prioritization, and resource alignment across multiple concurrent client implementations.
• Partner with cross-functional leads (Sales, Product, Clinical, Support) to remove blockers and ensure delivery quality.
• Drive consistency in process adoption, KPI tracking, and team-wide communications.
• Act as the escalation point for complex technical or client-facing challenges.
• Contribute to process improvements, best practices, and scalable systems that raise the bar for program delivery.
• Own and directly lead client implementations as needed, stepping in to support high-priority or complex programs.
• Foster a culture of accountability, growth, and collaboration within the TPM team.
• Other duties as assigned.

Technical Programs Manager

Business Intelligence Developer

• Gather and clean data from various sources, ensuring data integrity and accuracy.
• Utilize statistical techniques and software (e.g., SQL, Excel, R, Python) to analyze datasets and identify trends, patterns, and anomalies.
• Create detailed reports and visualizations (e.g., dashboards, graphs, charts) to present findings to stakeholders.
• Work closely with cross-functional teams, including finance, operations and customer success management, to understand their data needs and provide relevant insights.
• Develop and track key performance indicators (KPIs) to measure the success of business initiatives.
• Identify opportunities to improve data collection and analysis processes.
• Other duties as assigned.

Business Intelligence Analyst

Creative Strategist

• OpenLoop is looking for a Creative Lead, Advertising to join our team remotely or at HQ in Des Moines, IA. In this role, you will be responsible for driving the advertising growth of our brand and the brands of our partners. In the age of AI, advertising is increasingly about rapidly building and testing great creative content.
• Create 25+ pieces of creative per week, primarily for Meta ads, Snap, Pinterest, and YouTube.
• Create video ads (promotional and UGC) and image ads for advertising programs.
• Leverage AI to expedite creative production and iteration.
• Dive deep into the data with our performance marketing team to analyze results and adjust the creative focus accordingly.
• Conduct research into specific user personas to find the root of what motivates and drives them.
• Build design systems that are responsive and iterative. We’re shipping in a day, not weeks.