- Manage onboarding, adoption, and retention for large medical and dental group partners as their primary strategic advisor and point of contact.
- Work with corporate practice administrators and local office managers to understand operational rules, edge cases, and multi-system EHR/PMS integrations.
- Coordinate deployment configurations so AI agents reflect enterprise workflows and local practice requirements.
- Review call data and metrics across locations, identify underperforming flows, measure booking-rate drop-offs, and coordinate fixes with engineering.
- Demonstrate customer ROI and support rollout of the AI to additional locations.
- Lead monthly and quarterly Executive Business Reviews using data on calls handled, hours saved, and appointments booked.
- Represent enterprise customer feedback to product and engineering teams, prioritize feature requests, and flag deployment friction.
- Review failed call recordings and propose solutions when customers are struggling.
Data AnalysisHubSpot