Customer Success Specialist (Technical)

Summary

We’re looking for a whip-smart, scrappy Customer Success Specialist / Engineer to help healthcare providers automate their operations with Morf. You’ll be working closely with our Customer Success Lead to onboard new customers, solve problems, and turn messy workflows into clean automations. This is a hands-on, high-growth role where resourcefulness, initiative, and problem-solving matter more than years of experience.

⭐ Company Overview

Morf is an automation and patient engagement platform that empowers healthcare providers to eliminate tedious administrative tasks and focus on patient care as they grow.

We’re a small, scrappy team driven by empathy for our customers and teammates, pride in and mastery of our craft, and a passion for bringing healthcare IT into the 21st century.

⚡️ Why This Role Matters

We’re looking for someone whip-smart, resourceful, and scrappy to jump into the messy world of healthcare operations and help our customers succeed. This is a hands-on role where you’ll wear many hats: customer success, technical support, light workflow building, and project management.

You’ll be supported by and working closely with our Customer Success Lead, learning directly from them while taking ownership of customer problems and solutions.

You don’t need years of customer success experience — what matters is initiative, curiosity, and the drive to solve problems. If you’re the kind of person who doesn’t wait for instructions, loves figuring things out, and thrives in a fast-paced startup environment, we want to meet you.

🚀 What You’ll Do

• Support customers directly: Answer questions via Slack/email, explain features, diagnose issues, and walk customers through solutions (including short Looms).
• Build, test and monitor workflows: Assist customers in setting up and editing automations inside Morf; translate customer needs into basic and complex workflows.
• Onboarding & activation: Help new customers get started and go live quickly by guiding them through setup and onboarding calls.
• Triage & project manage requests: Track customer asks and make sure they’re resolved efficiently, whether handled by you or the product team.
• Find efficiency wins: Identify bottlenecks or repetitive tasks for our customer success team and propose/implement ways to make them smoother (including automation).
• Voice of the customer: Capture customer feedback, spot patterns in problems, and share insights to make the product better.
• Create documentation: Turn frequently asked questions and repeat issues into help articles, guides, and tutorials.
• Engage deeply to build loyalty: develop strong relationships and a clear understanding of each customer’s setup so you can proactively identify ways to make Morf indispensable—beyond the immediate ask.

🤝 What We’re Looking For

• 0–2 years of professional experience in customer-facing or operational roles (internships and projects count!)
• Resourceful and empathetic problem solver — proactively figuring things out rather than waiting for instructions
• Excellent communicator — frequent, clear, empathetic and concise in writing and speaking
• Technical literacy — you’re comfortable learning new tools, know your way around API documentation, and can pick up no-code/low-code platforms quickly
• Familiarity with tools like Zapier, Airtable, Retool, or other no-code platforms
• Ability to thrive in ambiguity and fast-changing environments
• Organized, detail-oriented, and able to juggle multiple priorities
• Some coding/scripting exposure (JavaScript, Python, SQL, etc.)

💫 Even Better If You Have…

• Experience in healthcare or health tech
• Project management experience (formal or informal)

🌈 What We Offer

• Direct mentorship and support from our Customer Success Lead and CEO
• A launchpad to grow into customer success, operations, or product roles based on your strengths and interests
• A critical early role in a fast-growing startup
• Early-stage equity
• Health benefits
• Flexible work setup (3 days in-office in SF, with periodic remote flexibility)

💡 We welcome applications from any whip-smart, Bay Area–based problem-solvers who want to build their career at the intersection of healthcare, tech, and operations.