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Lead technical onboarding and deployment of Invoca across a customer portfolio, manage project timelines and risks, train customers on integrations/APIs, implement Agentic AI workflows, optimize processes, and collaborate with Sales, Product, and Customer Success to drive adoption and product improvements.

Manage a portfolio of Healthcare SaaS customers ($3–5M revenue) as a strategic, data-driven Customer Success Manager. Drive adoption, retention, and expansion using AI tools, automation, and platforms like Gainsight and Salesforce. Lead training, business reviews, risk mitigation, cross-functional advocacy, and HIPAA-sensitive consultations to improve patient acquisition, contact center performance, and long-term customer value.

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The Sr. Sales Engineer designs demo environments and leads technical strategies, partnering with sales teams to address complex client requirements through innovative solutions.