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Heidi Health is building an AI Care Partner platform that supports clinicians with administrative tasks, currently processing 2.8 million patient sessions weekly across 190+ countries in 110 languages and 200+ specialties. The company has grown ARR from $1M to $50M in two years and recently raised $340M in Series C and growth funding.
As a Clinical Associate, you will sit within Customer Success and serve as a bridge between clinicians and the Heidi platform. Your role is deeply operational and clinician-facing, focused on ensuring healthcare organizations and clinicians derive immediate, tangible value from Heidi by embedding it into day-to-day clinical practice.
Key responsibilities include:
**Implementation & Onboarding Support:** Support smooth onboarding of Heidi across new and existing customers by partnering with Customer Success Managers and Clinical Template Officers. Contribute to rollout planning through discovery sessions, gathering documentation examples, and clarifying clinician workflows. Deliver and support training sessions for clinicians and operational staff, both live and asynchronously. Provide hands-on support during go-lives and early usage phases, especially where clinician documentation requirements are blockers.
**Clinical Workflow & Medical Knowledge Enablement:** Develop strong understanding of Heidi and how clinicians use it across different specialties and care settings. Translate real-world clinical workflows into best-practice guidance that helps clinicians embed Heidi into daily practice. Act as a trusted clinical voice for users, answering questions and helping them understand how to get the best outcomes.
**Templates: Discovery & Support:** Support the template discovery process by collecting examples, understanding documentation needs, and documenting requirements. Triage incoming template-related questions and recommend next steps. Make small, high-impact template adjustments (structure, phrasing, configuration guidance) to unblock onboarding and early adoption. Maintain simple, scalable guidance that enables Customer Success to self-serve common questions.
**Continuous Improvement & Collaboration:** Capture and synthesize feedback from clinicians to improve onboarding playbooks, training materials, and template guidance. Partner with Product, Support, and Engineering to share field insights and help improve workflows and tooling. Contribute to evolving team processes that help Heidi scale implementation and clinical enablement.
A significant component of the role involves in-person delivery. You will regularly travel to customer sites to support rollouts, deliver training, and work directly with clinical teams during critical adoption phases. This on-the-ground presence is essential in driving momentum, resolving friction in real time, and ensuring effective embedding across organizations.
Success looks like: clinicians feel confident using Heidi early in their journey; onboardings run smoothly with fewer workflow or documentation blockers; Customer Success teams can self-serve common clinical and template questions; enablement materials improve continuously through real-world feedback.
**Requirements:**
- Early-career or recently practicing clinical professional (medical, nursing, allied health, or mental health background)
- Strong interest in healthtech, AI, and improving clinical workflows
- Clear, confident communicator able to explain clinical concepts simply and practically
- Organized and reliable, able to manage multiple onboarding tasks and support requests
- Comfortable learning new tools and working in fast-moving, ambiguous environments
- Proactive, curious, and motivated to make clinicians' working lives easier
- Experience with AI tools, CRMs, or customer support platforms is helpful but not required; attitude, clinical insight, and willingness to learn matter most
