Company Description

TalkToMedi develops Medi, a voice AI agent that helps clinics capture missed calls, book appointments, manage patient follow-ups, and streamline routine patient communication through natural, conversational interactions. Medi helps clinics reduce administrative workload, improve response times, and give staff more time to focus on patient care. Role Description

TalkToMedi is hiring a full-time Customer Success Manager based in Toronto, ON. This is an on-site role focused on helping clinics successfully onboard, configure, adopt, and get ongoing value from Medi.

This role is a strong fit for someone who is organized, proactive, comfortable speaking with clients, and excited to learn a healthcare AI product. Direct customer success experience is helpful, but not required. We will provide product training.

The Customer Success Manager will work directly with clinic owners, office managers, administrators, and care teams to make sure each customer is properly set up and supported. This includes managing client profiles, configuring account settings, understanding clinic workflows, training users, monitoring account performance, and following up consistently on open items. Key Responsibilities

Onboard new clinic customers and guide them through setup, launch, and adoption.

Create, update, and maintain client profiles, including clinic details, services, hours, users, preferences, and workflow notes.

Configure customer settings, call handling rules, follow-up workflows, notifications, and other account requirements.

Train clinic staff on how to use Medi effectively.

Conduct regular customer check-ins and follow up on open tasks, support issues, usage gaps,



and workflow improvements.

Monitor customer usage, account health, and satisfaction.

Document customer interactions, next steps, risks, feedback, and action items.

Work with product, sales, engineering, and support teams to resolve customer needs.

Identify opportunities to improve customer workflows, increase adoption, and support renewals or expansion.

Help create customer-facing resources such as onboarding guides, FAQs, training materials, and workflow documentation. Qualifications

Experience in a customer-facing, operations, account coordination, onboarding, support, clinic administration, or account management role.

Strong communication and relationship-building skills.

Excellent organization, follow-through, and attention to detail.

Comfortable learning software products and configuring customer settings.

Ability to manage multiple customers, tasks, and deadlines at once.

Comfortable working with clinical, administrative, and non-technical stakeholders.

Strong written and verbal communication skills in English.

Ability to work on-site in Toronto, ON.

Nice To

Have

Experience in healthcare, clinics, health tech, SaaS, EMRs, appointment booking, patient intake, or practice operations.

Experience creating onboarding processes, support documentation, customer playbooks, or training materials.

Interest in AI, automation, healthcare technology, and improving clinic workflows. Work Location

Toronto, ON

Full time, on-site role Hiring Disclosure

This posting is for an existing vacancy. TalkToMedi does not use AI to make final hiring decisions for this role. Final hiring decisions are made by people involved in the interview process.

📌 Customer Success Manager (Toronto)
🏢 TalkToMedi
📍 Toronto