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Basata

AI-powered healthcare document management automation

Growth Partner

Customer SuccessConfirmed live in the last 24 hours
Full-timeTempe, AZ, USANo salary listed

About the Job

Requirements

  • At least 5 years of experience in customer success, account management, or a similar role.
  • Expertise in healthcare workflows, including referral management, front office operations, call center dynamics, and revenue cycle, with direct experience working with practice administrators and clinical staff.
  • Experience managing a book of business and accountability for retention or growth outcomes.
  • Ability to coach teams to change work habits, not merely explain product features.
  • Experience delivering training to non-technical audiences and adapting the approach to the audience.
  • Comfort with ambiguity and ability to build structure in an early-stage environment.
  • Experience using a customer relationship management system and ability to use data to drive customer conversations.
  • Ability to work within and lead medical practices, understanding their operations end to end.

Responsibilities

  • Own a portfolio of medical practice customers as their primary relationship and strategic point of contact after implementation.
  • Conduct regular business reviews with practice leadership, using platform data and key metrics to identify opportunities and flag risks.
  • Coach front desk, call center, and administrative staff on workflows and best practices that support platform adoption and referral conversion.
  • Deliver ongoing training as the product evolves so customers can realize the value of new features and capabilities.
  • Monitor customer health signals and proactively engage at-risk accounts before issues escalate.
  • Partner with the Implementation team to support a smooth handoff and fast time-to-value for new customers.
  • Capture customer feedback for the Product team, including what is working, what is not, and what customers need next.
  • Identify expansion opportunities within the assigned book of business.
  • Operate autonomously in an early-stage environment where processes are still being built.

Desired Qualifications

  • Experience at an early-stage or high-growth software-as-a-service company.
  • Background in health technology, digital health, or practice management software.
  • Familiarity with referral management or patient access workflows.

About the Company

Basata

AI-powered healthcare document management automation

Basata.ai provides AI-powered administrative automation for healthcare organizations, focusing on streamlining document management rather than clinical tasks. Its core offering is digital agents that automatically process patient referrals and faxes, helping healthcare providers cut administrative backlog and reallocate time to patient care. The system works by automating routine document-handling workflows through AI, with a subscriptions-based model and customized solutions. An analytics dashboard tracks practice efficiency and supports continuous improvement, offering insights into workflow performance. Basata differentiates itself by delivering AI-driven back-office automation tailored to healthcare, including customizable services and governance around document processing, rather than selling generic software. The company’s goal is to improve operational efficiency and patient outcomes by reducing administrative workload and enabling healthcare professionals to focus more on care.

Company size
11-50
Company stage
Series A
Total funding
$26.2M
Headquarters
Tempe, AZ
Founded
2024

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