Revenue Operations Associate
AILY LABS
Customer Success Manager
PatientIQ
full-time
Posted on:
Origin: • 🇺🇸 United States • Illinois
Visit company websiteSalary
💰 $95,000 - $110,000 per year
Job Level
Mid-LevelSenior
About the role
- Location: Remote
- Reports to: VP of Customer Success
- Department: Customer Success
- Serve as the operational lead for assigned registry programs, acting as the primary contact for day-to-day questions and tasks.
- Coordinate internal meetings, timelines, and deliverables across Product, Support, Engineering, and Customer Success teams.
- Schedule and lead recurring client check-ins to review status updates, timelines, and action items.
- Maintain project trackers, follow-up logs, and shared documentation across accounts.
- Prepare and deliver program updates, status reports, and meeting summaries for customers.
- Help clarify customer goals and requirements, ensuring all stakeholders are aligned on scope and expectations.
- Respond to client inquiries in a timely, professional manner — escalating issues appropriately.
- Support training and onboarding efforts for new registry users as needed.
- Collaborate with team members to implement and refine standard operating procedures (SOPs) for registry programs.
- Maintain up-to-date documentation in Notion and ensure internal and external materials reflect the latest workflows.
- Support data quality monitoring processes and help troubleshoot basic reporting or submission issues.
- Partner with Product, Implementation, and Engineering to align on feature needs or issues impacting registry delivery.
- Participate in improvement initiatives focused on increasing efficiency, enhancing client experience, or automating manual work.
- Actively contribute to cross-team knowledge-sharing and best practices.
Requirements
- 3–5 years of professional experience in project management, account management, or program coordination in a healthcare, SaaS, or data-driven environment.
- Familiarity with clinical registries, healthcare data workflows, or quality reporting is a strong plus.
- Excellent organizational skills with the ability to manage multiple projects and priorities simultaneously.
- Strong verbal and written communication skills.
- Experience with project management tools (e.g., Asana, Trello), CRM platforms (e.g., Salesforce), or productivity tools (e.g., Notion, Google Suite).
- Bachelor’s degree required; background in health sciences, public health, or a related field is preferred.
