PatientFi

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

Principal/Director of Product

Business Development Rep

• Prospect, qualify, and close elective medical practices on the value of PatientFi’s financing & membership offerings
• Partner with the Practice Success Team to transition newly enrolled practices and drive rapid usage of the PatientFi platform
• Collaborate with industry partners to obtain and convert Practice prospects
• Promptly respond to Practice inquiries and partner questions
• Update and manage Practice interactions via the PatientFi CRM platform
• Provide “Voice of the Practice” feedback internally to align products and sales strategies to market needs
• Travel to industry conferences and similar opportunities on an as-needed basis

Business Development Manager – SoCal

Vice President

• 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.

Vice President, Product

Customer Success Manager

• Meet and exceed quarterly territory sales quota.
• Conduct sales calls, both in-person and on Zoom. Monthly In-territory travel required.
• Ability to attend Tradeshows and Regional or In Territory events to help drive leads and/or adoption.
• Train newly onboarded Practices on the PatientFi platform, leveraging patient financing, selling memberships, etc.
• Update and manage Practice interactions via the PatientFi CRM platform

Practice Success Manager

• Develop and execute PatientFi’s capital markets roadmap to support loan origination growth, enhance liquidity, and optimize cost of funds.
• Lead end-to-end structuring, negotiation, and execution of new forward flow agreements, warehouse facilities, and ABS securitizations.
• Evaluate and implement innovative funding structures, SPVs, and credit enhancements to diversify PatientFi’s capital base.
• Collaborate with internal stakeholders to forecast capital needs and align financing strategy with growth objectives.
• Source new institutional investors, banks, and credit unions.
• Serve as the primary point of contact for institutional investors and warehouse providers, ensuring transparency, performance tracking, and strategic alignment.
• Prepare and deliver investor presentations, performance updates, and market insights to partners and the executive team.
• Oversee cash management and liquidity across multiple bank accounts and funding facilities.
• Monitor borrowing bases and covenant compliance across warehouse facilities.
• Partner with Finance and Credit to forecast liquidity requirements and ensure capital efficiency.
• Lead internal and external capital markets reporting, including lender and noteholder updates.
• Partner with FP&A and Credit teams to analyze loan economics, funding costs, and performance metrics.
• Drive automation and scalability in reporting and capital partner communications.

Vice President, Capital Markets

Risk

• Monitor merchant activity and transaction trends to identify unusual or high-risk behavior.
• Partner with the Underwriting team to review provider performance when adding new locations or when new enrollments may be tied to existing accounts.
• Support ongoing risk reviews of existing merchants, including financial performance and adherence to program guidelines.
• Investigate and escalate suspicious activity or fraud indicators to the appropriate teams (Fraud, Underwriting, Lending Operations).
• Maintain accurate documentation of findings, decisions, and merchant communications.
• Collaborate with cross-functional team, including Sales, Operations, Commercial, Finance, and Customer Support, to ensure a strong risk management framework.
• Support the management of PatientFi’s credit portal by monitoring for accuracy, escalating issues, and assisting with the installation of updates and new features.

Merchant Risk Analyst

Sales

• Recruit, hire, and onboard high-performing sales talent.
• Train, coach, and mentor direct reports to achieve and exceed individual and regional sales goals.
• Conduct regular performance reviews and provide actionable feedback to drive development.
• Lead weekly team meetings, 1:1s, field visits, and collaborative planning sessions.
• Own regional sales performance; exceed volume, revenue, and account acquisition targets.
• Analyze sales metrics and pipeline data to optimize team performance and territory strategy.
• Develop regional go-to-market plans in alignment with company priorities.
• Act as a bridge between Sales, Marketing, Product, Risk, and Underwriting to ensure unified messaging and execution.
• Provide regional insights to influence product development, go-to-market campaigns, and operational processes.
• Model PatientFi’s core values: Team First, Humility, Resilience, Performance-Driven, Accountability, and Empowerment.