• Accurate and timely set up of new products using underwriter and account guidelines • Create, revise, and review plan documents and other related policy forms • Use structured problem-solving methodologies to identify root cause and effective corrective counter measures • Support complete product and document lifecycle from set-up, through testing, and to delivery • Work with the QA and Development team on product testing, bug reporting, and change requests • Follow written risk and compliance policies, standards, and procedures for business activities • Vertical lead champion who represents the department and can accurately communicate projects and updates to the broader group and business leads • Product compliance review of marketing and websites • Understand and maintain knowledge of current state laws and regulatory environments for assigned states • Formulate responses to member inquiries elevated by Customer Service and Claims teams • Continuously updates product and job knowledge • Perform other duties as assigned by Manager

• Own and prioritize the product backlog for assigned software products and enhancements. • Translate business goals, customer feedback, and market needs into detailed user stories and acceptance criteria. • Partner with engineering teams to drive sprint planning, release readiness, and successful delivery. • Ensure solutions are scalable, user-friendly, and aligned with company strategy. • Balance short-term customer needs with long-term platform scalability and product strategy. • Gather feedback directly from orthodontists, dental practices, DSOs, and other professional customers to understand workflow and clinical requirements. • Monitor market trends, competitors, and adjacent healthcare technology innovations. • Collaborate with Commercial, Operations, Clinical, Customer Success, Marketing, and Finance teams. • Coordinate with Quality/Regulatory teams where product changes impact medical device or healthcare compliance requirements. • Define KPIs for product success including adoption, retention, efficiency gains, and revenue impact.

Role Description We are looking for a Product Manager / Senior Product Manager to take ownership of key product areas and drive impactful outcomes. In this role, you will work across the full product lifecycle — from identifying customer problems to building, launching, and iterating on solutions. You will collaborate closely with engineering, design, sales, and customer success teams to deliver high-quality products that customers love. What You’ll Do - Customer & Problem Discovery - Engage with customers to understand workflows, pain points, and unmet needs - Analyze customer feedback, usage data, and market trends to identify opportunities - Translate user problems into clear product requirements - Product Strategy & Execution - Own features or modules that improve workflows and automation - Define product requirements, write PRDs, and prioritize based on impact - Drive execution from concept → development → launch → iteration - Cross-functional Collaboration - Partner with engineering and design to build scalable, user-friendly solutions - Work with sales, marketing, and customer success to support launches and adoption - Act as the product voice across teams and stakeholders - Data-driven Decision Making - Track feature adoption, usage metrics, and customer outcomes - Use data and insights to improve product experiences - Measure success through customer and business impact - Roadmap Ownership - Contribute to or own product roadmaps aligned with company goals - Balance short-term execution with long-term strategy - Communicate priorities, trade-offs, and timelines clearly Qualifications - 3–8 years of experience in Product Management (SaaS or tech preferred) - Experience working on B2B SaaS products (FinTech/Finance is a plus) Requirements - Strong problem-solving and structured thinking - Ability to simplify complex workflows into intuitive solutions - Experience delivering features end-to-end - Excellent communication and stakeholder management skills - Experience working with cross-functional teams - Comfortable in a fast-paced startup environment - Strong analytical mindset and data-driven decision making - Familiarity with product metrics, experimentation, and iteration Skills & Qualifications - Bachelor’s or Master’s degree in a relevant field - Experience with SaaS product development and launches - Familiarity with workflow automation tools (e.g., Zapier) is a plus Benefits - Build products used daily by finance leaders - High ownership and real impact on customers - Collaborative and execution-driven culture - Opportunity to shape a growing SaaS platform

• Serve as the connective tissue between Product, Engineering, and Operations teams. • Own data infrastructure, tooling, processes for product team. • Triaging bugs, managing tech stack, building feedback loops with clinic teams. • Ensure launches are equipped with training and toolkits for Clinical + Operations team.