What are the responsibilities and job description for the Customer Success & Provider Operations Manager position at Peak Health?
Customer Success & Provider Operations Manager
Peak Health · San Francisco or New York · Full-time
About Peak Health
Peak Health is building the network for longevity care — partnering with providers, clinics, and groups to make proactive, evidence-based longevity medicine accessible to far more patients and members than it reaches today. We're growing fast, building the connective tissue across a national network of practices, and on a mission to make longevity care something millions of people can actually access
The Role
This is a senior role that combines driving onboarding with owning customer success end-to-end, plus warm inbound sales. You'll take new providers and groups from signed contract through activation, growth, and ongoing success on Peak Health — making sure clinical onboarding and patient flow are dialed in, equipping them with the marketing materials and playbooks to grow their panel, and turning inbound interest into closed, activated accounts.
You'll be the person providers call when they want to bring longevity care to their patients but aren't sure how to operationalize it. You'll be organized, calm under pressure, and just as comfortable on a clinical workflow call as you are on a sales discovery call or a marketing asset review.
This role is a great fit for someone who's been a Care Manager or Clinical Ops lead at a longevity / functional medicine / preventive care company and has since moved into Customer Success at a health SaaS — and now wants to bring both halves together at a fast-moving longevity startup.
What you'll do
- Activate new customers
- Own clinical onboarding & flow
- Drive account growth
- Close inbound sales
- Build the network
- Leverage AI to move faster
- Be the voice of the customer
- Bring patterns back to product, clinical, and marketing for continued improvement
Who you are
5-7 years of experience spanning customer success, account management, clinical operations, implementation, or inbound sales — ideally with time on both the clinical ops and CS sides of a healthcare startup.
You've worked at a longevity, functional medicine, primary care, preventive care, or digital health company and understand how a real practice runs day-to-day — scheduling, EHR, intake, lab ordering, patient handoffs, billing-adjacent realities.
Experience with SMB and mid-market enterprise accounts in a SaaS or services context — onboarding, implementation, expansion, retention.
Comfortable selling and external facing. You don't need to have carried a hard quota, but you can run a discovery call, articulate value, and close warm inbound without flinching.
Fluent in CRM tools — pipelines, sequences, reporting, and account hygiene are second nature.
You leverage AI to move faster. Comfortable using LLMs and modern AI tools to automate repetitive work, accelerate onboarding, draft customer-facing comms, and free yourself up for the high-judgment work.
Organized to a fault. You build your own systems. Spreadsheets, CRMs, project trackers, onboarding checklists — you make them work for you, not the other way around.
Strong written and verbal communicator. You can write a clean follow-up email, a clinical onboarding doc, a provider-facing one-pager, and a crisp internal handoff.
Bias to action and ownership. You see a problem, you scope it, you solve it.
Bonus points
You've been a Care Manager, Clinical Ops Coordinator, or similar clinical-adjacent ops role earlier in your career
You've built marketing or enablement collateral for a B2B2C health product.
Logistics
Location: New York or San Francisco (hybrid/remote)
Compensation: Competitive base equity
Reports to: Head of Commercial