Customer Operations Lead

About Joyful Health

Building the financial operating system for healthcare, and bringing the joy back to healthcare by fixing the financial chaos behind it.

The healthcare payment system is a complex and inefficient maze - healthcare practices leave $125 billion in revenue uncollected each year, lost in the chaos of fragmented financial data, manual workflows, and opaque payer systems. This financial uncertainty leaves practices struggling to stay afloat, while valuable revenue slips through the cracks.

Joyful Health is building the AI-powered financial operating system for healthcare practices. Our mission is to bring the joy back to running a private practice by simplifying financial operations so providers can focus on patient care. We spent 10 months working as fractional CFOs for a dozen practices, doing this work side by side with providers as we developed our product.

We just announced our $22M Series A led by CRV and world-class investors including the founders of MongoDB & KAYAK.

🚀 We have an enormous opportunity in front of us. The broken healthcare payment ecosystem impacts practices of all sizes, and the opportunity to make a real difference is massive.

If you're passionate about empowering medical practices and excited to tackle one of the most important (& challenging!) problems in healthcare, we'd love to meet you.

The Role

Why This Role Exists

As Joyful Health scales its post-sales operation across a growing set of service lines, the customer side of our operation is outgrowing the tools and workflows that got us here. We need someone who owns the connective tissue — the systems, automations, and reporting — that makes our customer operation run seamlessly, both behind the scenes and in the experience customers feel.

The Customer Operations Lead owns the customer operational experience end-to-end — the onboarding, invoicing, portal, and escalation workflows customers actually feel — plus the CRM, ticketing, reporting, and automation infrastructure underneath. You sit across Ops: partnering with Customer Success and service-line leaders, and reporting to the Head of Operations. Your job is to make sure that no matter which product line a customer is in, the operational experience just works — and that it scales without linear headcount growth.

This is a builder role for someone who embraces and lives in AI automations, who thinks in systems, gets excited about standing up process from scratch, and wants to become the go-to person for automation across the entire Ops org.

This role is full-time. We're looking for someone NYC-based who is open to coming into the office 3 days a week.

What Makes This Different

This isn't a traditional ops seat at a company with mature systems. Two principles shape how we think about this role:

You own a persona, not a single team's tools. Most ops hires inherit one team's stack and optimize within it. You own the customer experience across every product line — making the actual calls on how onboarding, invoicing, our CRM, ticketing, reporting, and automation fit together, and building the pieces that don't exist yet. You'll serve multiple internal partners at once - working most closely with Revenue Cycle Success Managers and Engineers - and your work shows up in how consistent and reliable the customer experience is, and in how quickly the rest of the team can move.

AI and automation are core to the job, not a side project. We're an AI-native team across every function, and this role is where that shows up in how we onboard, bill, support, and report on customers. And the scope grows as we do — every product line we add and every stage of scale reshapes what the customer operation has to handle, so you're never optimizing a finished system. You're building one that keeps evolving as Joyful's products and customers do

What you'll do…

Own the customer onboarding system — the backbone that RCSMs run on: Build and own the systems, playbooks, and tooling underneath onboarding so the Revenue Cycle Success Managers (RCSMs) who lead each customer implementation have everything they need to run it seamlessly. You're their systems-and-workflow right hand — when a customer needs something custom, you're the one who can stand it up. The RCSM owns each customer's go-live; you own the onboarding system working across every customer.

Own the invoicing process: Own the infrastructure and controls behind an accurate, on-time billing experience — with the checks that money-adjacent, healthcare-data workflows demand.

Optimize the CS and post-sales tech stack: Our HubSpot CRM and ticketing are already stood up — your job is to take the stack from built to great , continuously optimizing HubSpot, Dialpad, and the platform (and layering in AI and automation) so the CS team can deliver proactive, high-touch customer experiences.

Own the accuracy of customer records, access, and scope: Keep the exclusions registry accurate and reconciled (so we never work claims we shouldn't), lead how RCSMs apply exclusions, and own customer portal logins, passwords, and account-access management.

Turn day-to-day into documented process: Drive the SOPs and product/workflow changes behind RCSM execution, and make sure our enterprise operating systems are actually followed in practice — so the team runs on repeatable process, not tribal knowledge.

Run go-live coordination and enterprise custom-request intake: Own internal coordination for customer go-live milestones (30/60/90-day), and be the intake-and-translation point for ongoing enterprise requests for customized recovery plans — routing them to the Biller Operations Lead and productizing the common ones.

Be the product voice for customer-impacting workflows: Represent the operational reality of the customer experience to Product (e.g., the Seven Starling custom credentialing workflow) so product changes make customers' and RCSMs' lives easier.

What Success Looks Like

In 30 days:

You've taken over and fully own customer invoicing — running accurately and on time

You own the post-sales tech stack (HubSpot, Dialpad, the platform) and are able to optimize and integrate where needed

Relationships established with Customer Success and the RCSM team, Billing Operations, the service-line leaders, and cross-functional partners in Engineering and Sales

A clear, prioritized point of view on what to optimize, build, or rip out first — and how you'll weigh competing requests from different teams

In 60 days:

The customer onboarding flow is optimized — RCSMs have the systems, playbooks, and tooling to run implementations smoothly and consistently

You're independently intaking and triaging customer strategy and workflow requests — including custom and enterprise asks — routing them to the right owner and productizing the common ones

First automations shipped and saving the team meaningful time

The customizations for accounts and customer access/provisioning are running cleanly and accurately

In 6 months:

The customer side of Ops runs on systems and automations you own and have optimized — onboarding, invoicing, access, and the CS tech stack all reliable, accurate, and measurable

Customer onboarding and invoicing scale without linear headcount growth

Every customer gets a consistent operational experience no matter which product line they're in

RCSMs and the service-line leaders are freed up to focus on customers and outcomes because the operational machine underneath just works

You're the trusted go-to for AI and automation across Ops — and your scope has grown as our product lines have

We'd love to hear from you if…

You're deeply aligned with Joyful Health's mission — You're motivated by fixing broken systems in healthcare and want to see your work show up in how practices actually run.

You have 5+ years of experience in a systems-heavy role — Ideally at a startup, or in consulting or finance, where you've had to bu