Basata
Growth Partner
Tempe, Arizona. Posted 5 months ago
The role
You will serve as a strategic advisor to medical practices to improve their performance and platform adoption. You will own a portfolio of customers, conduct business reviews, and coach staff on workflows to drive growth and retention.
What you will do
- Own a portfolio of medical practice customers as the primary strategic contact.
- Conduct regular business reviews with practice leadership using platform data.
- Coach front desk, call center, and admin staff on workflows and best practices.
- Deliver ongoing training as the product evolves.
- Monitor customer health signals and proactively engage at-risk accounts.
- Partner with the Implementation team for smooth customer handoffs.
- Serve as a feedback loop between customers and the Product team.
- Identify expansion opportunities within your book.
- Operate with autonomy in an early-stage environment.
Required qualifications
- Worked within and led medical practices, understanding end to end operations.
- 5+ years of experience in customer success, account management, or similar role.
- Expertise in healthcare workflows including referral management, front office operations, call center dynamics, and revenue cycle.
- Track record of managing a book of business and being accountable to retention or growth outcomes.
- Strong coaching instincts.
- Experience delivering training to non-technical audiences.
- Comfort with ambiguity and ability to build structure.
- Experience using a CRM.
- Ability to work from data to drive customer conversations.
- Excellent communication skills.
Nice to have
- HubSpot experience
- Experience at an early-stage or high-growth SaaS company
- Background in health tech, digital health, or practice management software
- Familiarity with referral management or patient access workflows specifically
About the company
Basata is a small, fast-moving team that builds AI-powered tools to automate repetitive tasks for healthcare practices. They aim to help staff spend less time on admin and more time with patients.