Product Manager, Financial Systems

About Pivotal Health

About The Role

• We’re hiring a Product Manager to own a critical part of our product: the integrated systems that power financial reporting, client visibility, and how we communicate value to our customers.
• This Product Manager role sits at the intersection of finance and engineering.
• You’ll oversee the Systems Integration team responsible for our client-facing admin portal and the underlying infrastructure that tracks how much money we’re recovering, winning, and returning for our customers, the crux of our value proposition.
• Pivotal has built strong traction at the intersection of healthcare services and technology, but much of our financial processes have been built quickly to support growth.
• We’re now at the point where we need to bring structure, clarity, and scalability to these systems.
• This role requires rapid iteration, hands-on execution, and a willingness to step into whatever function is needed to get the job done.
• You'll take over an existing surface area that is critical to the business, improve how it works today, and help define where it goes next.
• If you enjoy turning messy, high-impact systems into something clean, scalable, and intuitive, this role offers the chance to have outsized impact alongside strong Product and Engineering partners.
• ****What You’ll Do****
• Own the Downstream Product: Own key pieces of the IDR workflow and underlying systems end-to-end, including the client admin portal, financial operations workflows, and the data models that power reporting and customer visibility.
• Data Integrity & Systems Alignment: Define sources of truth and ensure consistency across systems like Salesforce and internal financial tooling.
• Drive Execution: Ship improvements and new functionality that make it easier for customers to understand how we’re performing as a partner.
• Financial Systems & Integrations: Work on initiatives that surface and power the flow of funds through the IDR process, ledger creation, and integrations with tools like QuickBooks, Brex, and Salesforce.
• Translate Complexity: Turn complex financial and operational workflows into clear, usable product experiences.
• Own Customer Satisfaction: Interface directly with customers to ensure we are clearly answering their questions and solving their needs. This role is critical as we expand into different market segments.
• Partner Cross-Functionally: Work closely with Engineering, Finance, Ops, and Customer-facing teams to align on priorities and deliver outcomes.
• Bring Structure to Ambiguity: Take partially defined systems and help shape how they evolve into more scalable, reliable products.
• Own Your Roadmap: Contribute to roadmap planning and take increasing ownership over your product area over time.
• ****Who You Are****
• 4+ years of experience in product, operations, or a technical or analytical role.
• 1-2+ years of experience in Product Management
• Strong execution mindset. You focus on getting things shipped, not just scoped.
• Comfortable working in ambiguity and bringing structure where little exists.
• Analytical and data driven, with experience using SQL and doing financial analysis.
• Technical fluency: you can engage deeply with engineering, understand technical tradeoffs, and drive clear, informed decisions.
• Strong systems thinking ability: you can anticipate edge cases and failure modes, and design products and workflows that hold up in real-world complexity
• Strong communicator who can clearly explain decisions, tradeoffs, and priorities.
• High ownership mindset. You take initiative and follow through without needing constant direction.
• Interest in AI/ML and how it can be applied to workflows and automation
• ****Extra Credit Experience****
• Experience working on financial systems, payments, or reporting
• Background in consulting, banking, or other analytical environments
• Experience in healthcare or regulated industries
• Experience working on internal tools or operationally complex products

Why You’ll Love Working Here

• We’re a collaborative, low-ego team on a mission to make healthcare reimbursement fairer for providers.
• While we primarily hire around our core hubs–Los Angeles and New York–we remain open to exceptional talent outside those regions.
• Remote and hybrid flexibility varies by role and team, and is outlined in each job description.
• If you’re excited by solving complex problems and making a real-world impact, we’d love to hear from
• *you*
• .
• ****Benefits Include:****
• Competitive compensation, including equity
• Full health, dental, and vision coverage
• Retirement savings plan through 401(k)
• Flexible time off
• Opportunities for company-wide connection and events
• Ready to Make an Impact?
• We’re building something meaningful; and we want you on the team.
• Bring your ideas, curiosity, and drive, and let’s transform healthcare reimbursement
• *together*
• .

Work Authorization

Equal Employment Opportunity

Reasonable Accommodations

Background Checks

At-Will Employment

Compensation

• Range: $130K - $165K
• ****What You’ll Do****
• Own the Downstream Product: Own key pieces of the IDR workflow and underlying systems end-to-end, including the client admin portal, financial operations workflows, and the data models that power reporting and customer visibility.
• Data Integrity & Systems Alignment: Define sources of truth and ensure consistency across systems like Salesforce and internal financial tooling.
• Drive Execution: Ship improvements and new functionality that make it easier for customers to understand how we’re performing as a partner.
• Financial Systems & Integrations: Work on initiatives that surface and power the flow of funds through the IDR process, ledger creation, and integrations with tools like QuickBooks, Brex, and Salesforce.
• Translate Complexity: Turn complex financial and operational workflows into clear, usable product experiences.
• Own Customer Satisfaction: Interface directly with customers to ensure we are clearly answering their questions and solving their needs. This role is critical as we expand into different market segments.
• Partner Cross-Functionally: Work closely with Engineering, Finance, Ops, and Customer-facing teams to align on priorities and deliver outcomes.
• Bring Structure to Ambiguity: Take partially defined systems and help shape how they evolve into more scalable, reliable products.
• Own Your Roadmap: Contribute to roadmap planning and take increasing ownership over your product area over time.
• ****Who You Are****
• 4+ years of experience in product, operations, or a technical or analytical role.
• 1-2+ years of experience in Product Management
• Strong execution mindset. You focus on getting things shipped, not just scoped.
• Comfortable working in ambiguity and bringing structure where little exists.
• Analytical and data driven, with experience using SQL and doing financial analysis.
• Technical fluency: you can engage deeply with engineering, understand technical tradeoffs, and drive clear, informed decisions.
• Strong systems thinking ability: you can anticipate edge cases and failure modes, and design products and workflows that hold up in real-world complexity
• Strong communicator who can clearly explain decisions, tradeoffs, and priorities.
• High ownership mindset. You take initiative and follow through without needing constant direction.
• Interest in AI/ML and how it can be applied to workflows and automation
• ****Extra Credit Experience****
• Experience working on financial systems, payments, or reporting
• Background in consulting, banking, or other analytical environments
• Experience in healthcare or regulated industries
• Experience working on internal tools or operationally complex products

Why You’ll Love Working Here

• We’re a collaborative, low-ego team on a mission to make healthcare reimbursement fairer for providers.
• While we primarily hire around our core hubs–Los Angeles and New York–we remain open to exceptional talent outside those regions.
• Remote and hybrid flexibility varies by role and team, and is outlined in each job description.
• If you’re excited by solving complex problems and making a real-world impact, we’d love to hear from
• *you*
• .
• ****Benefits Include:****
• Competitive compensation, including equity
• Full health, dental, and vision coverage
• Retirement savings plan through 401(k)
• Flexible time off
• Opportunities for company-wide connection and events
• Ready to Make an Impact?
• We’re building something meaningful; and we want you on the team.
• Bring your ideas, curiosity, and drive, and let’s transform healthcare reimbursement
• *together*
• .

Work Authorization

Equal Employment Opportunity

Reasonable Accommodations

Background Checks

At-Will Employment

Compensation