Customer Operations Coordinator

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Canvas Medical

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2015

☁️ SaaS

🤖 Artificial Intelligence

🤝 B2B

💰 $24M Series B - Canvas Medical on 2022-07

SaaS • Artificial Intelligence • B2B

Canvas Medical is a healthcare software company that provides a specialty-focused ambulatory EHR/EMR platform for outpatient practices. Their product offers pre-built specialty workflows, narrative charting, a unified patient record, plugin extensibility, integrations, and AI-powered agents to automate clinical, operational, and financial tasks like clinical co-piloting, coding, and RCM parsing. Canvas targets medical practices with trial environments, hands-on training, and tools to scale patient care and reporting.

📋 Description

• Handle account unlocks, staff provisioning, and permission changes for customer organizations • Verify data state using read-only queries against customer databases • Process routine account requests efficiently and accurately • Triage incoming tickets from Slack, email, and web forms using established runbooks • Categorize and prioritize tickets by urgency and impact • Route complex or technical issues to senior specialists with clear context and initial findings • Maintain accurate ticket metadata (tags, priority, customer, status) • Build foundational knowledge of Canvas platform configuration and clinical workflows • Learn to navigate the Canvas EMR, understand appointment types, note workflows, and basic charting concepts • Develop familiarity with Canvas documentation, FHIR API basics, and the plugin SDK • Shadow senior specialists on complex investigations to accelerate learning • Respond to straightforward customer inquiries with clear, empathetic communication • Set accurate expectations on timelines and next steps • Escalate with context — summarize what you've checked and what you've learned before handing off

🎯 Requirements

• 1+ years in a support, operations, or customer-facing role (technical environment preferred) • Track record of managing multiple concurrent tasks with attention to detail • Comfort working in ticketing systems and following established processes • Basic familiarity with web applications and SaaS platforms • Willingness to learn SQL, REST APIs, and log analysis tools • Comfort navigating technical documentation and learning new tools independently • Interest in healthcare technology; prior healthcare experience is a plus but not required • Willingness to rapidly develop domain expertise in clinical and operational workflows • Familiarity with EMR systems, clinical terminology, or healthcare billing is a plus • Strong written communication — you'll be writing to customers daily • Organized and process-oriented with good prioritization instincts • Reliable follow-through on routine tasks while managing competing priorities • Collaborative mindset and eagerness to learn from more experienced teammates

🏖️ Benefits

• Competitive Salary & Equity Package • Health Insurance (includes option with 100% family coverage) • 401k • Paid Maternity/Paternity Leave (12 weeks) • Flexible/unlimited PTO • Home Office Stipend