PatientFi

Data Scientist

• Develop and implement machine learning models for credit risk assessment and fraud detection, ensuring compliance with lending best practices and regulatory requirements
• Build and improve quantitative and qualitative models (including CECL, Prepayment, Weighted Average Remaining Maturity (WARM), Probability of Default and Loss Given Default (PD/LGD) methodologies)
• Leverage advanced data analytics to dynamically segment applicants and loans based on behavior and performance
• Optimize risk-based pricing strategies, underwriting criteria, and collections strategies using data-driven insights
• Collaborate with engineers to deploy machine learning models into production environments
• Monitor, analyze, and report on model performance, ensuring continual refinement and adaptation to changing market conditions
• Develop LookML and SQL queries to build dashboards in Looker for tracking model and business performance
• Extract the most value from data to drive key business metrics and enhance risk management strategies
• Conduct ad-hoc analysis to support risk management, investor services, operations, and corporate development
• Support analysis and reporting in stress testing models

Human Resources

• Develop and execute PatientFi’s HR roadmap to support organizational growth, employee engagement, and talent development
• Lead end-to-end HR operations including talent acquisition, onboarding, performance management, compensation, HRIS and benefits
• Serve as a strategic partner to PatientFi leadership, shaping org design and people strategy as we scale
• Lead, develop, and mentor a growing HR team
• Build and lead a high-performing recruiting function to attract top talent across departments
• Design and implement learning and development programs to support career growth and skill-building
• Partner with department heads to forecast hiring needs and workforce planning
• Coach and mentor senior leaders to build people management capabilities and accountability
• Continue to foster a values-driven, inclusive, and high-performance culture
• Lead employee engagement initiatives, including surveys, feedback loops, and recognition programs
• Serve as a trusted advisor to leadership and employees on HR-related matters
• Ensure compliance with employment laws and regulations while maintaining a positive employee experience
• Manage investigations, conflict resolution, and disciplinary matters with transparency and consistency
• Oversee culture-building efforts across remote and hybrid teams, ensuring a cohesive and inclusive employee experience regardless of location
• Lead internal HR reporting and analytics, including headcount, turnover, and engagement metrics
• Partner with Finance to align compensation strategy with budget and market benchmarks
• Drive automation and scalability in HR systems and reporting

Vice President, Human Resources

Account Manager

• Meet and exceed quarterly territory sales quotas.
• Conduct sales calls, both in-person and on Zoom.
• Onboard new fertility practices and train clinic staff on the PatientFi platform, including best practices for increasing patient conversions and improving treatment accessibility.
• Travel regularly throughout your territory to visit practices, strengthen relationships, and uncover new opportunities. Monthly, consistent travel required.
• Attend Fertility Tradeshows and Regional or In Territory events to help drive leads and/or adoption.
• Update and maintain detailed Practice interactions via the PatientFi CRM platform.

Territory Manager – Fertility

Product Analyst

• Explore product and user journeys using SQL, BigQuery, Looker, Heap, and AI-driven analytics
• Own the end-to-end measurement of product metrics
• Partner closely with Product Managers to define KPIs
• Design, execute, and interpret A/B tests
• Work with Development, Operations, and Risk/Underwriting teams to supply data points

Senior Product Analyst

Product Manager

• Own the measurement and reporting of product performance, including adoption, conversion, engagement, retention, and unit economics, while defining a comprehensive KPI tree (e.g., approval rate, funded volume, take rate, NPS/CES, conversion at each step, time-to-approve, support tickets per 1k apps, SLA)
• Drive end-to-end workflows and UX for providers and patients, partnering with Product Managers to define KPIs, track post-launch performance, and analyze funnel drop-offs, approval rates, and utilization to identify improvement opportunities
• Lead PMs, Designers, UX Research, and Product Ops teams—initially hands-on, then scaling the organization—for outcomes-focused delivery
• Stand up a rigorous experimentation program (A/B tests, funnel analytics, pricing & terms tests, approvals mix) using tools like Mixpanel/Amplitude, GA4, Heap, Looker/Mode, LaunchDarkly/Stats, and AI-driven insights
• Translate high-level strategy into prioritized roadmaps; ship fast with Engineering through quarterly planning, weekly priorities, and incident-to-backlog feedback loops
• Build and maintain a design system and research cadence (weekly usability, quarterly discovery cycles) to ensure high-polish, research-backed experiences
• Act as the single-threaded owner for cross-functional delivery, owning requirements with Risk & Compliance (KYC/KYB, adverse action, ECOA, UDAAP-safe UX language), and partnering with Operations, Data, FInance, Sales, Success, and Engineering
• Provide data-driven recommendations to optimize user experiences, ensuring compliance-safe UX while measuring impact on credit performance and business metrics

Data Scientist

Vice President, Human Resources

Territory Manager – Fertility

Senior Product Analyst

Principal/Director of Product