Why Ad Vital?

Ad Vital is the onlyAI-first practice management platform built by a surgeon, for surgeons. We sit at the intersection of vertical SaaS and embedded payments scaling rapidly through a major device partnership, with20+ practices live and a clear path to 100+.

This is aground-floor opportunity. You'd be in charge of client success hire building our function, and enhancing what we've built. You'll have direct access to leadership, real decision-making authority, and exposure to the industry through ourCatalyst AI Mastermind program and conferences. After 12 months of proven performance, this role includesequity considerationbecause the people who build it with us should share in the outcome.

The Role

You are the person whoowns the client experience at Ad Vital from signed contract through long-term retention. You run onboarding, manage client health, handle escalations, and make sure nothing breaks while our CEO is in surgery. You work business hours and you havereal authority to solve problems without waiting for permission.

Ad Vital is an AI-powered practice management and CRM platform built foraesthetic medical practices plastic surgery, dermatology, medical spas, and cash-pay physicians. We are built on top of GoHighLevel with proprietary technology including EMR integrations, AI voice agents, and embedded payment processing.

Learn more atadvital.app.

What You Own

Client Onboarding

Take new clients from signed contract tofully live on the platform within 30 days or less
Coordinate across product, sales, and development teams to remove blockers and hit timelines
Build and refine repeatable onboarding workflows as the client base scales

Client Retention & Satisfaction

Own ongoing client relationships your primary contacts are practice managers and staff, not the physicians
Conduct regular check-ins (minimum weekly during onboarding, biweekly for established clients)
Monitor client health, track NPS, and intervene proactivelybefore churn signals become churn
Handle escalations with autonomy - you have authority to make service-level adjustments and resolve issues without waiting for approval

Account Growth & Expansion

Identify opportunities to expand the client relationship â€” Vital Pay adoption, tier upgrades, additional modules
DriveNet Revenue Retention by helping clients get more value from the platform over time
Generate client referral introductions - your happiest clients are our best pipeline

Operational Coordination

Triage technical issues: resolve what you can in the CRM platform, escalate development items to the technical team with clear documentation
Serve as the bridge between clients and our product/dev team - translating client needs into actionable feedback
Maintain internal documentation: onboarding playbooks, client configurations, and process SOPs

This Role IsNot

Not a support ticket queue. You are not answering help desk requests all day. You own the strategic relationship and the outcomes. You will have our support team to handle all the lower level tech "doing".
Not a junior client success / client support role. You will have a support team member to handle routine items. Your job is to lead, not follow.
Not a role where you wait to be told what to do. We are 20 clients scaling toward 100. You will be building systems while running them.

What Success Looks Like:

Onboarding Velocity: New clients live on the platform within 3 days of signed contract
Client Retention: 94% logo retention measured on a rolling 12-month basis
Client Activation: 85% of new clients fully active within 7 days of going live using our proprietary AI-onboarding system
Net Revenue Retention: Track and improve revenue per client over time and establish baseline in first 90 days
Client Health Score: Build the scoring system in first 90 days; maintain and act on it ongoing
Escalation Response: Client escalations acknowledged within 2 hours during business hours
Client Referrals: Generate referral introductions from satisfied clients on a quarterly basis

Must-Haves

3-5 years in Client Success, Account Management, Client operations, or Client-facing Admin / Executive Admin or Coordinator at a SaaS or healthcare technology company. You have owned onboarding and retention independently - not as part of a large team where someone else made the decisions.
Comfortable with CRM platforms and some technical triage. You can navigate a CRM, troubleshoot a workflow, and write a clear bug report for the dev team. You don't need to be a developer, but you can't be afraid of the technology.
Available during business hours (8am-5pm CST). Our clients operate during the day. You need to be reachable when they are; and available after-hours / weekend to triage any client fires.
Autonomous problem-solver. Our CEO is a practicing board-certified Plastic Surgeon. There will be hours every day when you are the most senior person available. If you need a playbook handed to you before you can act, this isn't the right fit.

Nice-to-Haves

Experience withGoHighLevel (GHL) we'll train the right person, but existing familiarity accelerates onboarding
Understanding ofaesthetic practice operations how consultations flow, how front desk teams work, and the roles of practice managers, patient care coordinators, and medical assistants
Familiarity withEMR systems (Nextech, ModMed, 4D, Symplast, AdvancedMD)
Experience in theAesthetic, Plastic Surgery, Dermatalogy, Cosmetic Dentistry, or Cosmetic surgery industry specifically
Background in consulting or advising medical practices on operational efficiency

Compensation, Performance & On-Target Earnings

Competitive Base Salary:$70,000 - $90,000(depending on experience & proven-track record)
Performance Bonus:$10K–$30Kperformance bonus tied to retention, onboarding, and NRR metrics
$80K–$120K On-Target Earnings (Base + Performance Bonus)
Equity consideration after 12 months based on proven performance
Equity Consideration: After 12 months of proven performance, equity participation is on the table - because the people who build Ad Vital should share in the upside

Benefits & Perks

Remote-First: Work from anywhere in the US (CST business hours required)
Tools & Equipment: Company-provided laptop and all software subscriptions needed for the role
PTO: Competitive paid time off policy (earned after 90 days successful performance & meeting or exceeding KPI's)
Professional Development: Budget for relevant certifications, courses, and industry events

Travel & Industry Exposure

Conference Travel: Opportunities to travel to industry events where Ad Vital is sponsoring or exhibiting â€” including aesthetic medicine conferences, practice management summits, and partner events
Catalyst AI Mastermind: Access to our exclusive mastermind events alongside top surgeons and practice leaders
Direct Leadership Access: Work directly with the CEO and founding team - no layers of middle management

Growth Trajectory

You're building the client success functionfrom the ground up - with a clear path to VP-level as we scale past 100+ practices

AD VITAL remote jobs

Head of Client Success (for a fast-growing Aesthetic Healthcare SaaS)

Head of Client Success (for a fast-growing Aesthetic Healthcare SaaS)