Fin-X

Product Specialist

• Define and prioritize the product roadmap for AI-driven solutions applied to the healthcare sector, aligning with FinX's strategic objectives.
• Translate business, regulatory, and clinical requirements into technical specifications and clear user stories for engineering and data teams.
• Collaborate with Data Science/ML teams to assess feasibility, performance, and risks of AI models applied to the product.
• Conduct market and user research (healthcare professionals, patients, health plan operators) to validate product hypotheses.
• Define success metrics, monitor KPIs, and run experiments (A/B tests) to inform product decisions.
• Ensure compliance with healthcare regulations and best practices (data privacy, LGPD, information security) in solution development.
• Act as a bridge between business stakeholders, technology teams, and regulatory/compliance areas.

Senior Product Specialist

Recruitment

• Conduct end-to-end recruitment processes for strategic, technical, corporate, and leadership positions;
• Act as a consultant to leadership in defining candidate profiles and attraction strategies;
• Conduct market mapping and strategic hunting for more complex roles;
• Build and maintain talent pipelines, anticipating future business needs;
• Plan and implement Employer Branding initiatives;
• Design, review, and improve recruitment processes, practices, and tools;
• Ensure a positive candidate experience and clear communication with candidates and hiring managers;
• Provide technical support to less-experienced team members, promoting knowledge sharing and best practices.

Senior Recruitment and Selection Analyst

General

• Continuously monitor the SaaS + fintech ecosystem for healthcare: Rivio, Upflux, Osigu, Noxtec, TOTVS Saúde and new entrants
• Build and operate an active monitoring system with defined sources, update cadence and output format — not ad-hoc research
• Use AI to scale monitoring: news-tracking agents, competitor job boards, reviews and industry publications
• When a competitor releases a feature, changes pricing, enters a Fin-X account or receives funding — you deliver the context to the Director before the market notices
• Own the win/loss process — from playbook design to quarterly synthesis with actionable patterns
• Conduct structured interviews with prospects and lost customers, neutrally and without commercial-executive bias
• Categorize loss reasons by dimension: product, price, sales process, timing, competition and inertia
• Automate transcription and categorization with AI to identify clusters and patterns at scale
• Maintain an up-to-date map of the Brazilian hospital TAM (Total Addressable Market): networks, independents, by size, specialty and region
• Cross-reference with the current customer base to identify whitespace — where Fin-X is not yet present but should be
• Feed Commercial Planning's territory planning with structured data, not estimates
• Automate collection of public data: CNES, ANS and hospital industry publications
• Keep market share up to date and identify market opportunities
• Map the TAM of the installed base: for each customer, what revenue headroom remains uncaptured — which products they don't use, how many units are not yet deployed, and potential take rate
• Produce an upsell-readiness model: which customers have the profile, health and timing for expansion — combining product adoption, health score and financial behavior
• Identify churn-risk signals in advance: drops in adoption, atypical financial behavior, stakeholder changes — before CS sees the problem
• Deliver a prioritized monthly list of expansion candidates to CS and Sales — with estimated revenue potential and a recommended outreach window
• Provide CS with risk intelligence: prioritized monitoring accounts with context for why they are on alert — not just the score, but the signal that generated it
• Collect and maintain market benchmarks: typical win rate for B2B SaaS in healthcare, sales cycle by company size, take rate of health fintechs, NRR of similar platforms and signals that feed the product roadmap
• When the Director needs to know if Fin-X's pricing is correct or if churn is above expectations — you have the benchmark
• Identify market signals that inform the roadmap — recurring demands in win/loss, competitor features gaining traction, gaps that generate systematic loss
• Produce quarterly cohort analysis that validates or questions the current ICP: which customer vintages have higher LTV, lower churn, greater expansion
• Identify what the best customers have in common — and what the worst have in common — to refine qualification criteria
• Supply Commercial Planning with an evidence-based ICP, not intuition
• Build and operate competitive monitoring agents that deliver a structured weekly digest to the Director
• Use LLMs (GPT-4, Claude) to process and synthesize large volumes of interviews, reviews and documents
• Implement automations with low-code tools (Zapier, Make, n8n) to collect and structure market data
• Build simple predictive models with low-code ML tools to support expansion and ICP decisions
• Keep an external intelligence dashboard automatically updated — share of voice, competitive movement, evolution of the TAM

Market Intelligence Specialist

• Map processes and identify pain points: understand at a high level the client's operational processes and surgical journey, identifying challenges and opportunities.
• Design solutions: configure the Fin-X platform for each client/cluster context, proposing solutions aligned with both business objectives and the product's capabilities.
• Present and advocate for the solution: conduct demonstrations, executive presentations and technical proposals for clients and partners, including structuring proofs of concept (POCs) when necessary.
• Ensure technical and deployment feasibility: validate the solution's feasibility and size the required effort, ensuring that what is sold can be implemented without blocking the Projects team.
• Evaluate economic viability (BP): build the solution viability analysis using the area's standard instruments, with methodological support from the Finance team.
• Standardize recurring solutions: contribute to the creation of solution blueprints by client cluster, accelerating standard sales design and increasing the area's scalability.
• Act as a bridge: translate client needs into clear technical requirements for Product, Projects and Technology teams, and feed back platform evolution opportunities to Product.
• Orchestrate demand intake: manage the flow from initial signal (Commercial, CS, account management, partners) to the handoff to Commercial (quote/close), Projects (implement) or Product (assess/deliver).

Senior Product Specialist

Senior Recruitment and Selection Analyst

Market Intelligence Specialist

Solution Design Specialist