PatientFi

Principal/Director of Product

PatientFi

full-time

Posted on:

Location Type: Hybrid

Location: Irvine • California • 🇺🇸 United States

Visit company website
✨ AI Apply
Apply

Job Level

Lead

Tech Stack

BigQuerySQL

About the role

  • 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

Requirements

  • 5-10 years in product leadership, with 3–5 years leading PMs and Design teams in fintech/payments/lending, B2B2C checkout, or healthcare technology
  • Proven track record scaling products from ~$50M to $200M+ GMV or $10M to $50M+ ARR; shipped high-stakes flows like identity verification, credit decisions, and pricing
  • Deep expertise in funnel optimization, experiment design, A/B testing, and statistical analysis
  • Comfort with SQL, product analytics (Looker, BigQuery, Heap, AI/ML frameworks), and briefing Data Science teams
  • Demonstrated design taste and research muscle; experience building or overhauling design systems and driving user research cadences
  • Highly cross-functional: Savvy in Finance/Consumer Lending, understands risk trade-offs, and communicates effectively with Sales for enterprise practices
  • Exceptional ability to translate complex data into clear insights; collaborative mindset with strong communication skills to influence senior leadership and cross-functional teams
  • Bachelor’s degree in a quantitative field (e.g., Economics, Statistics, Engineering, Computer Science); Master’s degree a plus
Benefits
  • Medical, dental, and vision premiums covered at 80% for employees and dependents
  • Unlimited PTO
  • 401(k)
  • Parental leave
  • AD&D policy provided at no cost to employees

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
product performance measurementKPI definitionA/B testingfunnel optimizationstatistical analysisSQLproduct analyticsdesign systemsuser researchdata-driven recommendations
Soft skills
cross-functional leadershipcommunication skillscollaborative mindsetinfluencing senior leadershipproblem-solvingorganizational skillsstrategic thinkingadaptabilityteam managementuser experience focus
Certifications
Bachelor’s degree in EconomicsBachelor’s degree in StatisticsBachelor’s degree in EngineeringBachelor’s degree in Computer ScienceMaster’s degree