Osmind

Financial Planning and Analysis

• Partner with the CEO and executive team to develop and execute strategic and financial plans
• Deeply understand our business model and help our leadership team assess investments and resourcing to drive forward business goals
• Take a holistic and portfolio view both within and across service lines
• Lead annual budgeting, forecasting, and multi-year planning processes to align with our business goals
• Build and maintain financial models to support key decisions (pricing, fundraising, headcount planning, etc.)
• Partner closely with the other members of the leadership team to align financial goals with operational execution
• Drive accountability across the organization through performance metrics and operational KPIs
• Serve as a trusted advisor to the founders
• Define the roadmap for the finance function
• Build and maintain a scalable financial infrastructure, systems, and processes
• Maintain the company-wide operating model for use in annual planning/budgeting and monthly forecasting
• Oversee our outsourced accounting partner to ensure timely and accurate monthly, quarterly, and annual close processes and tax filings
• Manage financial statements, dashboards, and key operating metrics for internal and external stakeholders
• Implement internal controls, risk management, and compliance practices
• Oversee cash management, treasury, and working capital optimization
• Work hand-in-hand with the CEO to manage investor relationships

Head/VP of Finance

Account Manager

• Lead the execution of life sciences partnerships, working closely with founders, medical, data, operations, marketing, and engineering teams. You will deliver projects and help develop the strategy of a quickly-growing business line at Osmind, spanning clinical research, trials recruitment, retrospective and prospective real-world evidence, and commercial development.
• Own account management of biopharmaceutical and medical device clients post-sales. Leverage your client-facing abilities to develop deep relationships, effectively project manage client projects, and identify and execute on cross-sell and upsell opportunities. Interface directly with top executives (including C-suite) at our various life sciences business partners.
• Lead program and project management of ongoing client projects. Utilize project management tools, processes, and practices to coordinate cross functionally and ensure all projects are delivered successfully and on time. Implement quality assurance practices to ensure quality outputs and client satisfaction.
• Play an instrumental role at our company through hands-on operations and execution on everything research related, including clinical trials, observational studies, and retrospective data analyses. This may include helping write protocols, submit IRB applications, write study SOPs, engaging and managing trial sites, contributing to manuscripts, etc.
• Take ownership of managing study budgets and decide resource allocation for life sciences projects.
• Play a critical role with top company leadership in shaping our research and life sciences strategy, as well as participating in our clinical AI initiatives to drive outsized value for our partners.

Senior Manager, Life Sciences Partnerships

Customer Support

• Drive the customer support function for our upgraded EHR platform and managed healthcare services
• Respond to customer queries in a timely and accurate way via email, phone, and chat regarding EHR usage
• Troubleshoot customer issues with EHR functionality and coordinate with vendor support when advanced technical assistance is needed
• Identify customer needs and help customers optimize their use of EHR features
• Assist cross-functionally with service updates, process improvements, and client outreach
• Serve as a liaison between customers and vendor support, ensuring efficient issue resolution and clear communication
• Maintain detailed case documentation and update internal knowledge base with common issues and solutions
• Give suggestions to improve service delivery processes and overall customer success

Customer Experience Associate

Customer Success Manager

• Serve as the trusted operational advisor for assigned clinical practices using the O360 product and RCM services.
• Assist clinicians and practice staff in understanding and optimizing workflows supported by our EHR and RCM tools.
• Proactively identify and troubleshoot practice operational challenges affecting patient care and revenue cycle processes.
• Collaborate cross-functionally with Product, Support, Implementation, and RCM teams to ensure issues are resolved promptly and improvements are communicated.
• Deliver tailored training and enablement sessions focused on operational excellence and product utilization.
• Manage ongoing client relationships to drive product adoption, satisfaction, and retention.
• Partner with practices on expansion opportunities including new treatment modalities (TMS, Spravato, ketamine) and capacity optimization
• Gather and relay customer feedback to inform continuous product enhancement.
• Track and report concrete improvements in practice performance metrics, demonstrating clear return on Osmind 360 investment within 6 months post go-live
• Provide detailed reporting to the Customer Success Lead on the health and performance of assigned practices.
• Operate autonomously, prioritizing workload and managing time effectively to meet client and company expectations.

Customer Success Manager, EHR

Operations

• About Osmind: Osmind is a technology, services, and data company focused exclusively on psychiatry; mental health disorders are one of the leading causes of death worldwide and are tied to shortened life expectancies.\n• They serve a network of 800+ independent psychiatry practices across 49 states; provide EHR, software solutions, clinician community, and managed services.\n• Osmind is a San Francisco–based public benefit corporation backed by investors.\n• Overview of the Role: As a Practice Operations Partner, you will be a vital part of our specialized Customer Success team; focus on optimizing practice workflows, ensuring smooth adoption and ongoing use of our EHR and RCM services; independent contributor role requiring strong communication and relationship management skills.