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Basata

AI-powered healthcare document management automation

Growth Partner

Full-TimeUpdated on 10/18/2026
No salary listed
Senior
Tempe, AZ, USA
HybridFrequent travel is required.
Customer Experience & SupportCustomer Success

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 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

$24.5M

Headquarters

Tempe, Arizona

Founded

2024

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Simplify's Take

What believers are saying

  • Basata raised $21 million on May 8, 2026, reaching $24.5 million total funding.
  • Basata served 500,000 patients and 100,000 last month, signaling accelerating adoption.
  • Marketplace listings on ModMed, athenahealth, and Veradigm expanded distribution during June and July 2026.

What critics are saying

  • Assort Health launched Referrals on August 12, 2026, attacking Basata's core workflow.
  • Tennr and Assort now dominate referral automation funding, compressing Basata's pricing power.
  • HIPAA violations or EHR integration failures would cripple trust and kill specialty deployments fast.

What makes Basata unique

  • Basata.ai combines fax ingestion, charting, and voice scheduling into one workflow, 2026.
  • Southwest Cardiovascular Associates cut 500-plus referral backlog to zero, per May 4, 2026 case study.
  • N.E.O. Urology Associates raised staff capacity 4X with Basata, reported August 25, 2026.

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Growth & Insights and Company News

Headcount

6 month growth

-3%

1 year growth

-3%

2 year growth

-3%
Venture5
May 17th, 2026
Basata raises $21M Series A

Basata. Basata raises $21M Series A. Basata, a Phoenix-based AI agents for healthcare ops, raised $21 million in a Series A fundraising round led by Basis Set Ventures with participation from Cowboy Ventures and PHX Ventures.

PR Newswire
May 8th, 2026
Basata Raises $21M Series A to Rebuild the $1T Operational Layer of American Healthcare

/PRNewswire/ -- Basata, the AI company rebuilding the operational layer of US healthcare, today announced a $21 million Series A led by Basis Set Ventures,...

Bitcoin World
May 8th, 2026
Basata raises $21M to automate medical referrals and eliminate appointment delays

Basata, a Phoenix-based startup automating specialist referral scheduling, has raised $21 million in a Series A round led by Basis Set Ventures. Cowboy Ventures and Sofeon also participated, bringing total funding to $24.5 million. Founded two years ago, Basata addresses the administrative bottleneck where referrals — typically sent by fax — often sit unprocessed for weeks. The company's system reads referral documents, extracts clinical information and uses AI voice agents to call patients directly for scheduling. Basata has processed referrals for approximately 500,000 patients, with 100,000 in the past month alone. The startup faces competition from well-funded rivals including Tennr, valued at $605 million, and Assort Health, valued at $750 million. Basata differentiates itself by combining document processing and voice calling into specialty-specific workflows, currently focusing on cardiology and urology.

Yahoo Finance
May 8th, 2026
AI startup Basata tackles healthcare's referral backlog with voice agents that schedule specialist appointments

Basata, a Phoenix-based healthcare startup founded two years ago, has developed an AI system to address appointment scheduling delays between primary care referrals and specialist visits. The company's technology processes incoming referrals, typically received by fax, extracts clinical information and uses an AI voice agent to contact patients directly for scheduling. Co-founders Kaled Alhanafi, a former Lyft and Cruise executive, and Chetan Patel, who spent a decade at Medtronic, started the company after experiencing lengthy delays in specialist care for family members. The problem stems from specialty practices processing hundreds or thousands of referral documents with small administrative teams, creating significant backlogs. Basata's AI agents also handle after-hours calls and routine tasks like prescription renewals. The company aims to have appointments scheduled before patients leave their primary care doctor's car park.

TechCrunch
May 8th, 2026
Basata raises $24.5M to fix specialist referral chaos with AI-powered patient scheduling

Basata, a Phoenix-based healthcare AI startup, has raised $21 million in a Series A round led by Basis Set Ventures, bringing total funding to $24.5 million. Cowboy Ventures and Sofeon also participated. The company addresses the administrative bottleneck between referrals and specialist appointments. Its system processes incoming referrals—still mostly arriving by fax—extracts clinical information, and uses AI voice agents to schedule appointments directly with patients. The platform integrates with specialty-specific electronic medical record systems. Founded two years ago by former Lyft executive Kaled Alhanafi and ex-Medtronic engineer Chetan Patel, Basata has processed referrals for roughly 500,000 patients, with 100,000 in the last month alone. The company operates on a usage-based model, charging per document processed and call handled. Basata faces well-funded competitors including Tennr, valued at $605 million, and Assort Health, valued at $750 million.