Canvas Medical

• Engage directly with prospects, customers, and internal partners to identify the clinical and operational workflows that drive their business • Translate workflow insights into clear, end-to-end solution proposals that show prospects exactly how Canvas will work for them • Balance what a prospect needs today with what will scale as they grow • Document learnings and contribute to internal knowledge-sharing to elevate team effectiveness • Build MVP versions of proposed solutions as Canvas plugins using agent-assisted development tools such as Claude Code • Develop and deploy agents with prospective customers during the sales process, turning proposed workflows into live automation they can evaluate firsthand • Demonstrate working prototypes during the sales process, showing fluency in event-driven design, handlers, and effects • Iterate rapidly on prototypes based on prospect feedback during active sales cycles • Create and maintain reusable solution patterns and playbooks that accelerate future engagements • Collaborate across sales, customer success, implementation, engineering, and product teams to align on proposals, handoffs, and feedback loops • Bridge business and technical contexts to move deals forward effectively • Surface and track quality signals (proposal-to-close flow, prototype adoption, prospect feedback) to inform iteration • Shadow senior team members while progressively owning lower-complexity engagements independently

• 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

• Understand the Customer • Develop a working understanding of each customer's clinical workflows, operational constraints, business model, and strategic goals • Lead discovery that gets to the actual problem beneath the stated requirement — diagnose before you build • Map the gap between where a customer is and where they need to be, and design a practical path to get there • Build the kind of presence in a customer's organization where they're bringing you into the important conversations, not just the support tickets • Build, Ship, and Iterate • Write plugins, configure Canvas workflows, and build integrations using Canvas's SDK, AI-assisted development tools (including Claude Code), and other modern tooling • Get functional solutions in front of customers quickly, learn from how they're actually used, and improve continuously • Own delivery end-to-end — from initial discovery through production deployment and post-launch stability • Know when to build it yourself, when to guide the customer to build it, and when to route to another team • Communicate and Build Trust • Show up prepared, follow through on commitments, and communicate proactively — customers should not be surprised by delays, scope changes, or technical constraints • Translate complex technical concepts into plain language for clinical and operational stakeholders, and translate clinical realities into technical requirements for engineers and builders • Keep internal teams informed with clear, timely updates so nothing falls through the cracks. Ensure other teams are aware of dependencies and are tracking to appropriate delivery timelines • Navigate the Single-to-Many Tradeoff • Continuously make the judgment call between going deep on a specific customer's needs and building in a way that will work for others • Recognize when a workflow, plugin, or solution built for one customer is solving a problem that others share, and make sure that work doesn't stay siloed • Contribute back to the shared plugin catalog, architectural patterns, and playbooks that make the Customer Experience team and Canvas more effective across all customers • Contribute to Canvas's public-facing developer experience: documentation, guides/ examples, and patterns that help customers and partners build on Canvas more effectively • Act as the connective tissue between what customers experience in the field and what gets built into the wider plugin catalog

• Use Canvas's SDK, AI-assisted development tools (including Claude Code), and other modern tooling to build and ship plugins directly. While prototypes are good for feedback, success is defined by production-ready solutions • Drive rapid iteration cycles: get real functionality in front of customers fast, learn from how it's actually used, and improve continuously • Own the full arc from discovery to deployed plugin — you are the loop between customer insight and shipped capability • Maintain a high throughput of working solutions; influence at Canvas is earned through demonstrated impact on outcomes, not roadmap ownership • Design plugins that solve problems for many customers, not just one, thinking in terms of broadly applicable patterns and reusable building blocks • Understand how individual plugins interact with each other, how multi-plugin solutions and agent-based workflows compose into something greater, and design accordingly • Enforce governance standards for how plugins are built, deployed, versioned, and coordinated, especially as agent-driven capabilities grow in complexity • Work closely with Platform Engineering to identify gaps in the Canvas platform that limit what plugins can achieve and translate field observations into concrete platform requirements • Lead efforts to deconstruct monolithic Canvas features into discrete, composable plugins enabling greater flexibility and configurability than currently sits inside the core product • Prioritize platform investments by understanding which capabilities would unlock the most leverage across the customer base • Bring a first-principles perspective to what Canvas's extensibility layer should look like in 1, 2, and 5 years • Work with Support, Implementation, Sales, and Customer Experience to understand where customers are struggling, what they're asking for, and what patterns exist across accounts • Translate those signals into a prioritized view of what the plugin ecosystem most needs, balancing quick wins with foundational capabilities • Share early builds and prototypes with customer-facing teams to validate direction before investing in polish • Act as the connective tissue between what customers experience in the field and what gets built into the wider plugin catalog • Develop a point of view on where the Canvas plugin ecosystem should go: what capabilities are missing, what interactions are underserved, and what new workflows become possible with the right building blocks • Contribute to Canvas's public-facing developer experience: documentation, guides/ examples, and patterns that help customers and partners build on Canvas more effectively • Partner with product leadership to align the plugin roadmap with Canvas's long-term platform strategy

• Triage incoming tickets from Slack, email, and web forms to optimize workflows, identify data discrepancies and improve integrations • Use Sentry, Elastic (ES|QL), and direct database queries to investigate root causes • Read application code using co-pilots (Django, React/TypeScript, GraphQL) to understand expected behavior and identify likely causes • Reproduce issues, document findings, and escalate with clear, evidence-backed write-ups when improvements or fixes are needed • Help developers build on Canvas using the FHIR API and the SDK • Answer "how to" questions about clinical workflows: charting, prescribing (including EPCS), lab ordering, billing/claims submission, patient portal configuration • Point customers to documentation, provide customer-specific guidance and drive an AI-assisted flywheel to improve this process • Handle account operations: account unlocks, staff provisioning, permission changes • Assist with onboarding configurations: fee schedules, ePrescribing enrollment, lab interface setup, SSO configuration • Verify data state using read-only SQL queries against customer databases • Identify patterns in repeat issues and advocate for product/engineering fixes • Contribute to internal runbooks and knowledge base articles • Help refine triage workflows and automation

• Own and exceed quarterly and annual sales targets by managing a robust pipeline of qualified opportunities • Conduct compelling product demonstrations that showcase Canvas Medical's automation capabilities and clinical workflow improvements • Navigate complex, multi-stakeholder sales cycles with clinical, operational, and financial decision-makers • Create and deliver customized proposals that articulate clear ROI and implementation roadmaps • Partner with leadership to refine pricing strategies and deal structures that accelerate adoption • Develop deep relationships with healthcare executives, practice administrators, and clinical leaders • Become a trusted advisor on healthcare automation and modern EMR capabilities • Collaborate with Customer Success to ensure smooth handoffs and successful implementations • Gather and synthesize market feedback to inform product roadmap and competitive positioning • Experiment with new prospecting strategies and refine our ideal customer profile • Create repeatable playbooks for different market segments and buyer personas • Partner with Marketing to develop compelling case studies and sales collateral • Contribute to the development of our sales methodology and best practices as we scale.

• Own implementation plans, timelines, scope, and stakeholder communication from kickoff through go-live. • Run discovery to understand clinical, operational, data migration, and integration needs; translate findings into an implementation plan. • Manage risks, dependencies, and change control; keep projects moving with crisp updates and clear decision-making. • Partner with client clinical and operational leaders to design and implement workflows aligned to best practices. • Serve as a subject matter expert, helping customers understand system capabilities and Canvas best practices. • Guide customers through adoption milestones and ensure usability for end users. • Confidently navigate API/SDK concepts to unblock workflows, examples: • Walk a developer through generating API keys • Speak to specific API resources and basic error troubleshooting • Translate workflows into SDK-backed solutions • Lead stabilization and transition to ongoing support/customer success team. • Identify repeatable patterns, plugin gaps, and process improvements; share insights with internal teams. • Coordinate internally with Product/Engineering/Support to resolve questions and drive outcomes.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As an Implementation Manager, you will be the key driver in ensuring new customers successfully adopt the Canvas platform. You will lead clients through discovery, configuration, solution design, integration set up, and training. You will act as the customer-facing quarterback to ensure clinical workflows are implemented seamlessly to ensure a successful go-live. - Lead Implementations End-to-End - Own implementation plans, timelines, scope, and stakeholder communication from kickoff through go-live. - Run discovery to understand clinical, operational, data migration, and integration needs; translate findings into an implementation plan. - Manage risks, dependencies, and change control; keep projects moving with crisp updates and clear decision-making. - Workflow & Configuration Delivery (Core Product) - Partner with client clinical and operational leaders to design and implement workflows aligned to best practices. - Serve as a subject matter expert, helping customers understand system capabilities and Canvas best practices. - Guide customers through adoption milestones and ensure usability for end users. - Plugin & Extensibility Delivery (SDK / API) - Confidently navigate API/SDK concepts to unblock workflows. - Walk a developer through generating API keys. - Speak to specific API resources and basic error troubleshooting. - Translate workflows into SDK-backed solutions. - Willingness to learn how to use AI tools to accelerate plugin development and iterate on existing plugins (e.g. Claude code). - Translate customer workflows into plugin requirements and high-level designs. - Post-Go-Live Success & Continuous Improvement - Lead stabilization and transition to ongoing support/customer success team. - Identify repeatable patterns, plugin gaps, and process improvements; share insights with internal teams. - Coordinate internally with Product/Engineering/Support to resolve questions and drive outcomes. Qualifications - Implementation experience in healthcare SaaS, EHR/EMR, practice management, billing, payer connectivity, clinical operations tools, or adjacent health tech. - Strong project management fundamentals: scoping, milestones, RAID (risks/assumptions/issues/dependencies), stakeholder comms. - Ability to reconstruct solutions from fundamental elements to drive radical innovation. - Individuals that approach ambiguous problems with a hypothesis-driven mindset, identify key inputs / feedback loops and tests assumptions before scaling a solution. - Technical curiosity and learning agility — able to become conversant in APIs/SDKs quickly. - Experience collaborating with engineering/product on complex issues. - Comfort operating in fast-paced environment, running structured meetings, maintaining internal key stakeholders updated and driving decisions. - Experience with go-live planning and on-site/virtual launch support. Nice to Haves - Experience training clinical staff and building enablement materials. - Familiarity with data migration concepts. Location Remote position within the United States, with occasional travel to our San Francisco office for team events and customer sites when needed.

Canvas Medical is the electronic medical records (EMR) and payments development platform for healthcare. We build modern, elegant front- and back-end tooling to enable new ways for developers and clinicians to collaborate to solve healthcare’s toughest challenges. Canvas is institutionally backed by some of the greatest technology investors in the world (funded notable health tech companies such as GoodRx, Oscar Health, and Hims & Hers Health). The Role We’re hiring an Applied AI Software Engineer to lead evaluations for agents in development and the post-deployment fleet of agents operating in Canvas to automate work for our customers. You will help develop agents in Canvas using state of the art foundation model inference and fine-tuning APIs along with our server-side SDK. The server-side SDK provides extensive tools and virtually all the context necessary for excellent agent performance. You’ll be responsible for designing and running rigorous evaluation experiments that measure performance, safety, and reliability across a wide variety of clinical, operational, and financial use cases. This role is ideal for someone with deep experience evaluating LLM-based agents at scale. You’ll create high-fidelity unit evals and end-to-end evaluations, define expert-determined ground truth outcomes, and manage iterations across model variants, prompts, tool use, and context window configurations. Your work will directly inform model selection, fine-tuning, and go/no-go decisions for AI features used in production settings. You’ll collaborate with product, ML engineering, and clinical informatics teams to ensure that Canvas's AI agents are not only capable, but trustworthy and robust under real-world healthcare constraints. You will also work with technical product marketers and developer advocates to help our broader developer community and the broader market understand the uniquely differentiated value of agents in Canvas. Who You Are What You’ll Do Design and execute large-scale evaluation plans for LLM-based agents performing clinical documentation, scheduling, billing, communications, and general workflow automation tasks. Build end-to-end test harnesses that validate model behavior under different configurations (prompt templates, context sources, tool availability, etc.). Partner with clinicians to define accurate expected outcomes (gold standard) for performance comparisons in domains of clinical consequence, and partner with other subject matter experts in other non-clinical domains. Run and replicate experiments across multiple models, parameters, and interaction types to determine optimal configurations. Deploy and maintain ongoing sampling for post-deployment governance of agent fleets. Analyze results and summarize tradeoffs in clarity for product and engineering stakeholders, as well as for technical stakeholders among our customers and the broader market. Take ownership over internal eval tooling and infrastructure, ensuring speed, rigor, and reproducibility. Identify and recommend candidates for reinforcement fine-tuning or retrieval augmentation based on gaps identified in evals. What Success Looks Like at 90 Days An expanded set of robust evaluation suites exists for all major AI features currently in development and in production. We have well-defined correctness criteria for each workflow and a reliable source of expert-determined outcome objects. Product and engineering teams have integrated your evaluation tools into their daily workflows. Evaluation results are clearly documented and reproducible, enabling trust in the performance trajectory. Your have effectively engaged your marketing counterparts to translate your work into key messages to the market and to Canvas customers. Qualifications 5+ years of experience in applied machine learning or AI engineering, with a focus on evaluation and benchmarking. Proficiency with foundation model APIs and experience orchestrating complex agent behaviors via prompts or tools. Experience designing and running high-throughput evaluation pipelines, ideally including human-in-the-loop or expert-labeled benchmarks. Superlative Python engineering skills and familiarity with experiment management tools and data engineering toolsets in general including, yes, SQL and database management. Familiarity with clinical or healthcare data is a strong plus. Experience with reinforcement fine-tuning, model monitoring, or RLHF is a plus. Research shows that women and other minority groups might avoid applying if they don’t meet 100% of the qualifications. We encourage you to apply even if you don’t meet everything listed in the job posting. Canvas Medical provides equal employment opportunities to all employees and applicants for employment without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.