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About the Role
Tali AI is building industry-leading AI-powered medical assistants to empower clinicians by removing administrative burdens, making healthcare more accessible, human, and sustainable. Our solution serves thousands of clinicians, accelerating millions of patient encounters and saving clinicians over 10 hours per week.
Responsibilities
- Own renewal and retention for your portfolio, serving as the main contact for clinic administrators and decision-makers.
- Identify and address at-risk accounts by spotting risks in usage and engagement before churn occurs.
- Design and implement renewal playbooks for micro, small, and mid-sized clinics, balancing automated and personal outreach.
- Build and manage automated workflows for renewal outreach, account monitoring, risk flags, and follow-ups, including documentation and SOPs.
- Improve health scoring, segmentation, and renewal forecasting using CRM and product usage data.
- Address recurring customer problems by collaborating with Product and Engineering teams and verifying the effectiveness of fixes.
Requirements
- Experience owning renewals or retention for a book of B2B customers, including managing at-risk accounts.
- Proven ability to replace repetitive manual processes with automated systems.
- Experience building or running multi-step workflows with AI or automation tools.
- Ability to translate CRM and usage data into actionable insights on customer needs.
- Strong written communication skills to create clear, self-explanatory playbooks.
Skills
- Customer Success
- Account Management
- Renewal Management
- Retention Strategies
- Risk Management
- Workflow Automation
- CRM Data Analysis
- Product Usage Data Analysis
- Customer Segmentation
- Forecasting
- Process Improvement
- AI Tools
- Automation Tools
- HubSpot
- BigQuery
- Customer Health Platforms
- Lifecycle Campaigns
Location
- Canada
- US
Work Type
- Hybrid
- Flexible work hours
Experience Level
- Mid-level
Salary/Compensations
- $70,000 - $85,000 a year
Benefits
- Comprehensive health and wellness coverage from day one
- Competitive PTO
- Winter shutdown (Dec 25 - Jan 1)
- Paid Taliversaries
- Paid birthdays
- 'Extra long' long weekends
- $2000 annually in 'Knowledge Dollars'
- Quarterly socials & company outings
About the Company
- Tali AI is building industry-leading products that solve real-world problems for clinicians.
- Our AI-powered medical assistant empowers clinicians by removing administrative burdens.
- We are transforming the healthcare industry, serving thousands of clinicians across Canada and the US.
- Tali is one of LinkedIn's Top Startups of 2025.
- Tali is part of the renowned Digital Supercluster Project.
- Our Core Values include Bold, Resourceful, Candid, and Caring.
- We offer Impact at Scale, Technical Excellence, Ownership and Growth, Build with Purpose and Pride, and A Team that Inspires.
Equal Opportunity
- Tali is committed to providing a barrier-free recruitment process for all candidates. Should you require accommodations at any point throughout the hiring process, please contact People & Culture at people@tali.ai.