Customer Success Specialist

Posted 15 Days Ago
Hiring Remotely in New York, NY, USA
In-Office or Remote
80K-100K Annually
Junior
Financial Services
The Role
Support onboarding, training, and implementation for health system customers. Deliver in-person and virtual clinical training, troubleshoot product use, monitor success metrics, drive adoption and retention, and travel to customer sites to ensure positive clinical outcomes.
Summary Generated by Built In
About Aegis Ventures

Aegis Ventures partners with entrepreneurs and industry leaders to launch and scale transformative companies in digital health and artificial intelligence. Our platform brings together market-shaping ideas, growth capital, and ambitious individuals to solve major societal problems. With a focus on innovations in healthcare, Aegis has launched four successful portfolio companies in partnership with Northwell Health and recently announced the Digital Consortium to co-develop, invest in, and launch new companies.

About the Company

Optain is transforming the healthcare landscape through a powerful synergy of advanced software, hardware, and clinical expertise. By utilizing the eye as a non-invasive diagnostic window, we are redefining the screening and management of both ophthalmic and systemic diseases. Our mission centers on broadening access to care by integrating a specialized teleophthalmology team with proprietary AI and machine learning, supported by our industry-leading fundus imaging technology. By prioritizing affordable, front-line diagnostics, we aim to alleviate the pressures on global health infrastructure while delivering superior patient outcomes. 

Following a successful Series A funding round backed by prominent health systems and private equity firms, Optain is positioned for significant commercial expansion. With established regulatory clearance and a growing footprint across Europe, Australia, and the Middle East, we are currently accelerating our presence within major health networks throughout the United States. 

About the Job

As the Customer Success Specialist, you will play a critical role in supporting health systems, IT teams, providers, and clinic staff both remotely and on-site. By following our structured onboarding framework, you’ll support the end to end clinical experience and help foster strong customer relationships and positive outcomes. This position reports directly to the Director of Implementation and Customer Success.

This is a remote, US-based position, with regular travel to US customer sites (up to 50%, with higher travel during peak customer implementation periods).

What You'll Do 
  • Client Onboarding and Implementation: Support the client onboarding process, from leadership conversations, clinical workflow integration, to go-live support. 
  • Training & Customer Support: Deliver engaging, hands-on training to healthcare providers and clinical staff (in-person and virtually) and provide support for live customers. 
  • Customer Success: Build strong, long-term relationships with clients; serve as their go-to resource for best practices, product usage, and troubleshooting. Monitor key success metrics and growth, maintaining high customer satisfaction. 
  • Retention & Growth: Drive adoption and expansion opportunities by understanding each client’s unique needs and aligning them with our solutions. 
What You'll Need
  • Bachelor’s or Associate’s degree in a healthcare, life sciences, or technical field (e.g., Nursing, Optometry, Biomedical Engineering, Public Health), or equivalent clinical experience. 
  • Understanding of healthcare environments and clinical workflows 
  • Familiarity with EHR systems and clinical data privacy standards (e.g., HIPAA)
  • Excellent communication, presentation, and relationship-building skills
  • Ability to manage multiple projects with strong attention to detail
  • Medical assistants, ophthalmic technicians, and clinical support staff are strongly encouraged to apply.
  • Experience in customer success, clinical training, or account management, ideally within medical devices, ophthalmology, diabetes, or healthcare IT is a plus.
  • Strong preference for candidates with direct patient care experience
  • Familiarity with ophthalmic imaging or diabetic retinopathy screening is a plus.
  • Prior experience in a clinical or fast-paced startup environment is a plus.
What We Offer
  • Competitive compensation package, including a strong base salary, performance-based bonus, and the chance to earn upside. 
  • Top-tier health, vision, dental, and commuter benefits. 
  • Generous monthly health and wellness reimbursement. 
  • Unparalleled exposure to new business building at the intersection of artificial intelligence and healthcare. 
  • The opportunity to help solve difficult problems and collaborate with world-class experts from healthcare provider networks, academia, and industry. 
  • A chance to work with a highly talented, close-knit team and world-leading mentors who can act as a support network and sounding board throughout your entrepreneurial journey.

Salary Range

  • $65,000 - $85,000 base salary, depending on experience and alignment with role expectations.

Why Optain? Make a real difference: Your work will help solve difficult problems as you collaborate with world-class experts from healthcare provider networks, academia, and industry. Join Optain in transforming healthcare with AI!

Aegis Ventures is a proud Equal Opportunity Employer — we recruit, train, compensate and promote our team members based on qualifications. We encourage you to apply regardless of your race, religion, national origin, sex, gender identity, sexual orientation, disability, age, veteran status, or any other applicable legally protected characteristics.

Skills Required

  • Bachelor's or Associate's degree in healthcare, life sciences, or technical field, or equivalent clinical experience.
  • Understanding of healthcare environments and clinical workflows.
  • Familiarity with EHR systems and clinical data privacy standards (e.g., HIPAA).
  • Excellent communication, presentation, and relationship-building skills.
  • Ability to manage multiple projects with strong attention to detail.
  • Willingness and ability to travel to US customer sites up to 50% (with higher travel during peak periods).
  • Medical assistants, ophthalmic technicians, and clinical support staff encouraged to apply.
  • Experience in customer success, clinical training, or account management (medical devices, ophthalmology, diabetes, or healthcare IT preferred).
  • Direct patient care experience preferred (strong preference).
  • Familiarity with ophthalmic imaging or diabetic retinopathy screening preferred.
  • Prior experience in a clinical or fast-paced startup environment preferred.
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The Company
HQ: New York, NY
40 Employees
Year Founded: 2020

What We Do

Aegis Ventures is a next-generation startup studio that partners with entrepreneurs and industry leaders to originate, launch, and scale transformative companies. The Aegis platform brings together market-shaping ideas, permanent growth capital, and ambitious individuals who are driven to solve major societal problems. We aim to build companies with the capacity for vast impact, with an initial focus on artificial intelligence and health technologies. Within healthcare, Aegis seeks to create companies that use technology to transform healthcare quality, access, and cost, focusing on innovations that promote seamless continuity of care, patient empowerment, and better-informed clinical decision-making.

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