• Responsible for product operations for margin trading. • Review/Check/Adjust trading perimeters on our backend portal related to Margin. • Work with Compliance & Risk teams when there is new adjustment on trading perimeters. • Participate in the product lifecycle, driving operations and working with product/tech. • Implement structured workflows and guidelines to improve operational efficiency • Track and analyze business demands and market trends, and recommend end-to-end solutions and implementation plans

• Design and own PDE's operating rhythms and tooling • Create visibility and minimize overhead through automation • Solve operational gaps without clear owners • Scale best practices company-wide with operations leads

Join PatientPoint to be part of a dynamic team creating change in and around the doctor’s office. As a leading digital health company, we innovate to positively impact patient behaviors. Our purpose-driven approach offers an inspirational career opportunity where you can contribute to improving health outcomes for millions of patients nationwide. Location: Cincinnati, OH (Hybrid) or Remote Job Summary PatientPoint is seeking a strategic, hands-on and outcome-driven Product Operations leader to accelerate and mature our transition to a Product-Led Organization. In this pivotal role, you will be instrumental in driving cultural transformation, scaling how product teams operate and deliver outcomes, and enhance data-informed decision-making across the company. Partnering closely with teams in Product, Engineering, Design, Data, Business Systems, Platforms, and Portfolio Leadership, you will optimize processes, establish scalable frameworks, and embed product-led principles into everyday practice. Your contributions will significantly enhance execution speed, strategic clarity, and alignment between our product strategies and customer value. This is a hands-on individual contributor role leading a high-visibility culture change, with direct ownership of the product operating cadence, portfolio visibility, and execution rigor, and close partnership with the VP, Technical Program Delivery and VP, Product Management. What You’ll Do Define, operationalize, and hold teams accountable to product operating standards across planning, discovery, delivery, and measurement. Lead change initiatives that challenge existing behaviors, drive adoption of product-led thinking, and require sustained follow-through at all levels of the organization. Develop and implement comprehensive training, communications, and engagement programs to drive behavioral and cultural shifts. Mature existing, and activate new, cross-functional teams within the product-led model. Design and scale efficient product development workflows and artifacts, streamlining handoffs, ceremonies, and release cycles. Own and drive the portfolio-level product planning and execution cadence, ensuring executive visibility, clear tradeoffs, and follow-through on commitments. Optimize coordination of product releases and go-to-market strategies across departments, with program manager peers. Facilitate product portfolio working group cadence to maintain alignment across product teams and key internal partners and velocity on product plans and launches. Partner with Data team and product managers to build real-time dashboards that track product performance across engagement, adoption, retention, and business impact. Guide teams to transition from vanity metrics toward actionable, outcome-focused KPIs in partnership with product management VP and directors. Act as the key integrator between Product, Design, Engineering, Data, Platforms, and Operations. Provide comprehensive internal documentation, training resources, and tools supporting product workflows and launch processes. What We Need Bachelor’s degree in Business, Computer Science, Engineering, or a related field required 5+ years of experience in Product Operations, Product Strategy, Product Management, or Program Management within tech or SaaS environments. Proven track record in driving change management, operational improvement, and scalable process implementation with a focus on outcomes in a product-led organization. Deep knowledge of Product Development Lifecycle (PDLC) principles and operational best practices. Passion for continuous improvement, process optimization, and enhancing operational efficiencies with a focus on business outcomes. Demonstrated experience building and scaling experimentation frameworks, A/B testing processes, and feedback loops. Strong collaboration skills, with proven examples activating key partners via influence, and comfort engaging cross-functional teams across product, go-to-market, and technical functions. Proficiency with Atlassian tools (Jira, Confluence). Desired Qualifications Expertise with analytics and BI tools such as Amplitude, Looker, Tableau, Mixpanel, or similar platforms. 2+ years of product management experience. Familiarity with Agile and Lean methodologies. Ability to translate complex data into actionable insights and strategic recommendations. Experience in high-growth SaaS, B2B, FinTech, AI/ML, or digital product organizations. Experience managing product launch readiness programs or beta testing initiatives. SQL proficiency or strong interest and capability in learning data querying tools. What You'll Need to Succeed You can see the big picture while implementing detailed solutions that scale. You remove blockers, enable execution, and keep projects moving forward. You believe decisions should be grounded in insights, not intuition. You thrive in cross-functional environments and build strong relationships. You translate complexity into clarity and align stakeholders with ease. You enjoy creating frameworks, processes, and systems that bring order to ambiguity. Base Salary Band: $154,000-$219,000 Compensation: At PatientPoint, we are committed to providing competitive pay and benefits that are in line with industry standards. We analyze and carefully consider several factors when determining compensation, including skills, qualifications, geographic location, and professional experience, which can cause your compensation to vary. The base salary range listed is just one component of PatientPoint’s total compensation package for employees. For additional details on our total benefits package, please review the section “About PatientPoint” at the end of this job description. About PatientPoint: PatientPoint® is the Point of Change company, transforming the healthcare experience through the strategic delivery of behavior-changing content at critical moments of care. As the nation’s largest and most impactful digital network in 30,000 physician offices, we connect patients, providers and health brands with relevant information that is proven to drive healthier decisions and better outcomes. Learn more at patientpoint.com . Latest News & Innovations: Named A Best Place to Work! Read More Mike Walsh, COO answers "What Makes a Great Leader". Read More Recognized on Vault’s Top Internship List. Read More What We Offer: We know you bring your whole self to work every day, and we are committed to supporting our full-time teammates with a comprehensive range of modernized benefits and cultural perks. We offer competitive compensation, flexible time off to recharge, hybrid work options, mental and emotional wellness resources, a 401K plan, and more. While these benefits are available to full-time team members, we strive to create a positive and supportive environment for all teammates. PatientPoint recognizes that privacy is important to you. Please read the PatientPoint , we want you to be familiar with how we may collect, use, and disclose your information. Employer is EOE/M/F/D/V

• Act as a force multiplier for the Product team, owning the operational backbone that enables fast, focused, and high-quality delivery. • Design and run Heidi’s product operating rhythm — planning, roadmapping, execution tracking, reviews, and retros — keeping teams aligned as we scale. • Translate product strategy and leadership decisions into clear priorities, timelines, and follow-through, ensuring nothing critical gets dropped. • Partner closely with Product, Engineering, Design, and Leadership to identify bottlenecks, resolve ambiguity, and unblock execution. • Own product-level process hygiene: roadmap accuracy, documentation quality, decision tracking, and internal filing. • Build and maintain lightweight systems and automation that reduce manual work and keep product information current and accessible. • Surface insights on delivery health, execution risks, and operational gaps to help leadership make better product decisions.