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Heidi Health

AI-driven clinical documentation and workflows

Customer Success Associate

Customer SuccessConfirmed live in the last 24 hours
Full-timeCape Town, South AfricaNo salary listed

About the Job

Requirements

  • A medical or clinical background, including experience in or close to a clinic or hospital and understanding of general practitioners’ and hospital doctors’ day-to-day realities, time constraints, stressors, and administrative burden.
  • Ability to work quickly, manage multiple conversations, and remain composed when several matters arise at once.
  • A bias for action, including contacting people, pursuing answers, and solving problems rather than merely logging them.
  • Ability to provide proactive customer service that creates memorable interactions.
  • Familiarity with software such as HubSpot and Intercom is advantageous; specific tools can be taught.
  • Willingness to help shape how the team works and contribute ideas rather than only follow a script.

Responsibilities

  • Answer questions for Heidi’s small and mid-size business customer base across countries and time zones, maintaining continuous coverage.
  • Handle inbound questions through the shared email inbox and provide fast, accurate, useful responses.
  • Work with the support team and other teams across Heidi to resolve questions that require collaboration.
  • Book and run one-to-one training sessions proactively to prevent customer problems.
  • Coach clinicians who are not receiving the full value from Heidi and answer questions when they encounter difficulties.
  • Identify opportunities to help frustrated users become confident users and create more of those outcomes.
  • Provide advice and support to colleagues around the world and share learnings to improve the wider team.
  • Handle repeatable administrative and internal requests from customer success and go-to-market teams, freeing senior customer success managers to focus on higher-value work.
  • Help develop the service motion by sharing ideas, testing approaches, and retaining effective practices.
  • Provide proactive, fast, high-quality service that delights customers and helps establish a high service standard.

Desired Qualifications

  • Familiarity with software such as HubSpot and Intercom.

About the Company

Heidi Health

AI-driven clinical documentation and workflows

Heidi Health builds AI-powered tools for clinicians and health systems that automate documentation and care workflows. Its platform acts as an AI assistant during patient encounters by capturing the visit, drafting clinical notes, and coordinating follow-up tasks, so clinicians spend less time on paperwork and more time with patients. The product works by integrating with clinicians’ workflow, generating draft notes and structured data, and guiding actions across care steps within the system. Heidi differentiates itself through its focus on agentic documentation and end-to-end care workflows, rapid adoption across hospitals and clinics worldwide, and strong growth funding that supports scaling these AI agents across health systems. The company’s goal is to improve clinician efficiency and patient care by reducing administrative burden and enabling health systems to deploy scalable AI agents globally.

Company size
501-1,000
Company stage
Series C
Total funding
$191.3M
Headquarters
Melbourne VIC, Australia
Founded
2019

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