Client Success & Implementation Manager

Soulside AI

$80K — $95K *
US-AnywhereRemote in United States
Healthcare
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years in healthcare implementation, customer success, EHR support, or clinical operations
  • Hands-on experience with a major EHR platform; quick learner of new systems
  • Strong understanding of clinical workflows, especially in behavioral health or medical practices
  • Working knowledge of HIPAA compliance
  • Experience in conducting trainings and supporting non-technical users
  • Exceptional written communication skills, with clarity and thoroughness
  • Self-directed and organized, managing multiple tasks simultaneously

Responsibilities

  • Own a portfolio of 6-8 accounts with full accountability for touchpoints and renewals
  • Maintain accurate records of commitments across clients and internal teams
  • Manage logistics for new client implementations and go-live coordination
  • Deliver comprehensive training to staff and drive user adoption
  • Handle first-line triage of client issues, ensuring clear documentation and escalation
  • Track and close all escalated issues, providing proactive communication to clients
  • Create and maintain operational documentation and status reports

Benefits

  • Health benefits provided
  • Opportunity to build the client success function from the ground up
  • Early-stage equity in a transformative health tech company
  • Direct mentorship from leadership, enabling high professional growth
  • A chance to significantly impact clients in the behavioral health sector
Full Job Description
The Role

You will own the day-to-day operational engine of our client portfolio: running implementations, delivering training, triaging support, and keeping every cross-team commitment tracked to closure. You are the reason clients feel taken care of every single day, and the reason nothing falls through the cracks as we scale.

This is a high-ownership role at an early-stage company. You will work directly with the Director of Client Success, with a direct line to engineering, and what you do here becomes the playbook for the CS function as it grows.

Who You Are

Above everything else, you care about our clients and the work they do. They are treating people at the hardest moments of their lives, and you never lose sight of the fact that every ticket, every training, and every template exists in service of that. If that doesn't move you, this isn't your role.

You are hungry. You want more ownership than most jobs will give you, and when you commit to something, it gets done without anyone checking. You are amazing with people: clinicians, executives, and engineers all trust you quickly, and you can read a room, calm a frustrated user, and hold your own in a technical conversation in the same afternoon. You genuinely love software and technology: learning a new tool, tightening a workflow, digging into product details, and finding creative solutions to problems that don't have a playbook yet. You bring a point of view instead of waiting for direction, and you anticipate what a client will need before they ask. Breadth energizes you: running a training in the morning, untangling a workflow question at noon, and closing out a ticket queue by end of day is your kind of day. When something breaks, you own it: document it clearly, fix the process behind it, and make sure the client never feels like they're chasing you.

What You'll Do

Account ownership
  • Own a book of 6-8 accounts end to end: weekly touchpoints, adoption tracking, renewals readiness, and being the client's first call
  • Maintain the single source of truth for what was promised to whom and by when, across clients and internal teams
  • Draft and send client communications, escalating strategic or sensitive threads to the Director


Implementation and training
  • Run implementation logistics for new client launches: kickoff scheduling, workflow mapping, template intake, hardware surveys and deployment, and go-live coordination
  • Deliver training to clinicians, supervisors, and admin staff, and drive adoption from first login through steady-state usage
  • Track each launch against clear milestones so go-lives are measured, not assumed

Support and triage
  • Own first-line triage of client-reported issues in our ticketing system: reproduce, document with screenshots and steps, prioritize, and route to engineering with clear context and target dates
  • Follow every escalation to closure and communicate status back to clients proactively
  • Identify recurring issues and turn them into process fixes, documentation, or product feedback rather than repeat tickets


Operations and documentation
  • Own recurring client deliverables (e.g., weekly schedule uploads and data hygiene tasks)
  • Build and maintain SOPs, training materials, knowledge base articles, and quick-reference guides
  • Keep account status current so anyone in the company can see where every client stands in ninety seconds


What We're Looking For
  • 4+ years in healthcare implementation, customer success, EHR support, or clinical operations
  • Hands-on experience with a major EHR platform; comfort learning new systems quickly, because how you think matters more than which system you know
  • Strong understanding of clinical workflows and the realities of behavioral health or medical practice operations
  • Working knowledge of HIPAA
  • Experience running trainings and supporting non-technical end users with patience and clarity
  • Exceptional written communication: clear, thorough, screenshot-friendly support responses that leave zero ambiguity
  • Self-directed and organized: you can run multiple implementations and a ticket queue simultaneously without being managed task by task


Nice to Have
  • Experience at a behavioral health, mental health, SUD, or eating disorder treatment organization (clinical or operational)
  • Experience at an early-stage health tech or AI company
  • Experience with a ticketing or support platform (Zendesk, Intercom, or similar)


Compensation
  • Competitive base salary plus early-stage equity
  • Health benefits
  • The chance to build the client success function at a company defining a new category in behavioral health AI

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