Clinical Template Officer

Who Are We

Heidi is building an AI Care Partner that supports clinicians every step of the way, from documentation to delivery of care.

We exist to double healthcare’s capacity while keeping care deeply human. In 18 months, Heidi has returned more than 18 million hours to clinicians and supported over 73 million patient visits. Today, more than two million patient visits each week are powered by Heidi across 116 countries and over 110 languages.

Founded by clinicians, Heidi brings together clinicians, engineers, designers, scientists, creatives, and mathematicians, working with a shared purpose: to strengthen the human connection at the heart of healthcare.

Backed by nearly $100 million in total funding, Heidi is expanding across the USA, UK, Canada, and Europe, partnering with major health systems including the NHS, Beth Israel Lahey Health, Maine General, and Monash Health, among others.

We move quickly where it matters and stay grounded in what’s proven, shaping healthcare’s next era. Ready for the challenge?

As a Clinical Template Officer
, you sit within the Medical Knowledge Team, working closely with regional Customer Success to shape how clinicians experience Heidi.

You will review real clinical documentation, interpret how different clinicians structure their notes, and translate that into high-quality, customisable templates that work seamlessly within Heidi.

You will be involved in the onboarding process by partnering with Customer Success and Go-To-Market teams to build templates that give new users immediate value from day one. Beyond onboarding, you'll engage directly with existing users to refine their templates — identifying friction, improving outputs, and ensuring the product continues to meet their clinical needs.

You will also drive template masterclasses and educational initiatives to help users become self-sufficient and unlock Heidi's full potential.

You will triage and respond to user inquiries with clinical understanding and product knowledge, resolving issues quickly and building trust with the clinicians who rely on Heidi daily.

It's a perfect role for an early-career clinician who is sharp, organised, and eager to apply their clinical training in a fast-moving health-tech environment where their expertise directly shapes the product.

• Use your clinical knowledge to review clinical document examples provided by our users and transform them into customisable, high-quality note and document templates that are compatible with Heidi.
• Collaborate with Heidi’s Customer Success, Go-To-Market & Medical Knowledge teams to understand new user’s clinical requirements and develop new templates during customer onboarding.
• Participate in template training and education initiatives for Heidi’s users.
• Develop a deep understanding of Heidi and how our clients use the product in their clinical practice and workflows.
• Engage with current Heidi users directly to optimise & enhance their existing templates and help them to achieve their desired outputs.
• Provide exceptional customer support to our users by promptly triaging and responding to inquiries to resolve their issues and queries.
• Learn to use a wide variety of AI and software tools to help you work more efficiently.

• Early career medical, nursing, allied, mental health, veterinary, or dental professionals who are keen to start a career in healthtech with a focus on AI and content. Non-clinicians will not be considered for this role.
• A quick learner who can learn the ropes of Heidi's product, and is able to work autonomously with high levels of accountability.
• Organised individuals who manage their time effectively.
• Highly motivated with strong written and verbal communication skills.
• Genuine excitement about Heidi's mission to transform clinical care and the potential of AI in healthcare.
• Prior experience with software tools like Notion, Loom, ChatGPT, Claude and Intercom is advantageous, but not required.
• Attitude is more important than experience so if you are a hungry, competitive and highly motivated operator who has a knack for problem solving and building relationships, we want to hear from you.